Marketing Data/Financial Analyst Resume Example
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MARKETING DATA/FINANCIAL ANALYST
MARKETING DATA/FINANCIAL ANALYST
Professional Summary
Experienced Analyst seeking opportunity to serve and contribute to the growth and success of your company, utilizing my skills in leadership, teamwork, process documentation, accounting, financial modeling, business and market research, and data analysis.
Experienced Analyst seeking opportunity to serve and contribute to the growth and success of your company, utilizing my skills in leadership, teamwork, process documentation, accounting, financial modeling, business and market research, and data analysis.
Skills
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Work History
01/2018 to Current
Marketing Data/Financial AnalystAmerican International Group – Omaha , NE
- Setting up company campaigns that lead to customer engagement and profitability.
- Developing and executing dynamic campaign strategies and methods that yields the best return on investment.
- Consistently learning and analyzing campaign data and seeking new ways to improve conversion rate and engagement.
- Managing campaign budget and creating weekly analytical reports that lead to actionable insights.
- Performing monthly balance sheet, income statement and changes in financial position/budget variance analysis.
- Prepare financial reports, charts, tables and other exhibits as requested.
- Cash reconciliations, payment date accounting, monthly reporting, daily modeling, and financial analysis.
01/2018 to Current
Marketing Data/Financial AnalystEagle Bancorp, Inc. – Tysons Corner , VA
- Setting up company campaigns that lead to customer engagement and profitability.
- Developing and executing dynamic campaign strategies and methods that yields the best return on investment.
- Consistently learning and analyzing campaign data and seeking new ways to improve conversion rate and engagement.
- Managing campaign budget and creating weekly analytical reports that lead to actionable insights.
- Performing monthly balance sheet, income statement and changes in financial position/budget variance analysis.
- Prepare financial reports, charts, tables and other exhibits as requested.
- Cash reconciliations, payment date accounting, monthly reporting, daily modeling, and financial analysis.
06/2017 to 12/2017
Business Data AnalystEagle Bancorp, Inc. – Arlington , VA
- Analyzed shipping data and sales data to increase efficiency and performing inventory audit to increase profitability.
- Interpreted business data, analyzed results using statistical methods and providing ongoing reports and presentations to management to provide insights into decision making.
- Collaborated with different departments on diverse projects to improve efficiency and customer satisfaction through the prioritization business and information needs.
- Developed and implementing centralized database and data collections systems to foster collaboration.
- Performed monthly stock movement analysis and presenting findings that lead to reimbursements.
06/2017 to 12/2017
Business Data AnalystCetera Financial Group – Fishkill , NY
- Analyzed shipping data and sales data to increase efficiency and performing inventory audit to increase profitability.
- Interpreted business data, analyzed results using statistical methods and providing ongoing reports and presentations to management to provide insights into decision making.
- Collaborated with different departments on diverse projects to improve efficiency and customer satisfaction through the prioritization business and information needs.
- Developed and implementing centralized database and data collections systems to foster collaboration.
- Performed monthly stock movement analysis and presenting findings that lead to reimbursements.
05/2016 to 08/2016
InternMoog Inc. – Golden , CO
- Interviewed process participants and collated feedback on process performance.
- Analyzed and designed business processes and models using flowcharts, histograms, bar charts, pie charts, and pivot tables.
- Monitored and measured the effectiveness of shipping processes.
05/2016 to 08/2016
InternNon-Traditional Students Housing, Principia College – City , STATE
- Interviewed process participants and collated feedback on process performance.
- Analyzed and designed business processes and models using flowcharts, histograms, bar charts, pie charts, and pivot tables.
- Monitored and measured the effectiveness of shipping processes.
05/2015 to 08/2015
InternCompany Name – City, State
- Created daily sales reports on sales from company's eCommerce website with Microsoft Excel.
- Created over 5000 cash sales in NetSuite ERP from daily online sales.
- Filed sales tax reports using electronic data Interchange (EDI).
01/2015 to 12/2015
Financial AdvisorCompany Name – City, State
- Prepared financial statements and pro forma financial statements using Microsoft Excel.
- Reconciled financial discrepancies by collecting and analyzing account information.
- Monitored and reviewed financial activities and sought ways to reduce costs.
- Conducted weekly financial presentations to the board members.
01/2015 to 12/2015
Financial AdvisorCompany Name – City, State
- Prepared financial statements and pro forma financial statements using Microsoft Excel.
- Reconciled financial discrepancies by collecting and analyzing account information.
- Monitored and reviewed financial activities and sought ways to reduce costs.
- Conducted weekly financial presentations to the board members.
01/2015 to 12/2016
Finance ManagerCompany Name – City, State
- Prepared and evaluated annual budgets and periodic forecasts, including Balance Sheet and Cash flow statements.
- Performed ad-hoc analysis and prepare month-end reporting with analysis and related comments.
- Designed/produced value-added analysis and reporting for senior management.
- Provided support for all treasury management activities including setting cash, executing wire transfers, opening and closing bank accounts, and securing new services.
- Performed day-to-day general ledger accounting and reconciliation, financial reporting and analysis for assigned functional areas Researched and resolved Business Unit(s) inquiries for assigned functional areas.
01/2015 to 12/2016
Finance ManagerCompany Name – City, State
- Prepared and evaluated annual budgets and periodic forecasts, including Balance Sheet and Cash flow statements.
- Performed ad hoc analysis and prepare month-end reporting with analysis and related comments.
- Designed/produced value-added analysis and reporting for senior management.
- Provided support for all treasury management activities including setting cash, executing wire transfers, opening and closing bank accounts, and securing new services.
- Performed day-to-day general ledger accounting and reconciliation, financial reporting and analysis for assigned functional areas Researched and resolved Business Unit(s) inquiries for assigned functional areas.
Affiliations
President, College Dormitory, Principia College, Elsah, IL
Board Member, President's Speakers Committee, Principia College, Elsah, IL
Community Board Member, Principia College, Elsah, IL
Education
May 2017
B.A: Business Administration
Principia College - City, State
Business Administration
Principia College - City, State
Business Administration
December 2010
Microsoft Certificate of Excellence:
IPMC College of Technology -
IPMC College of Technology -
Skills
Business processes improvement, Interpretation of financial statements, E-Commerce, Electronic data Interchange, Financial accounting, Financial analysis, Financial reporting, General ledger accounting, Google Analytics, Marketing, Management, Microsoft Excel proficiency, QuickBooks, SPSS proficiency, Tableau, Variance analysis, and Ad-hoc analysis.
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Resume Overview
School Attended
- Principia College
- IPMC College of Technology
Job Titles Held:
- Marketing Data/Financial Analyst
- Business Data Analyst
- Intern
- Financial Advisor
- Finance Manager
Degrees
- B.A : Business Administration
Microsoft Certificate of Excellence :
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