Senior Consultant with advanced excel skills experienced in conducting detailed financial analysis, financial planning and forecasting, reporting, budgeting, trend analysis, variance analysis, capital budgeting, project management, data analysis
Budgeting, budget, business analysis, Business Strategy, Corporate Finance, client, clients, Data Warehouse, decision making, delivery, financial, financial analysis, financial statements, fixed income, FSA, forecasting, Government, Investment Management, Market, Marketing, Mergers, Excel, next, personnel, processes, Project Management, reporting, scheduling, staffing, tax, valuation
Basic job responsibilities included preparing and reviewing financial statements, models and reports for accuracy and completeness; conducting discussions with clients about status and results of work performed; preparing and reviewing work plans; ensuring that assignments are carried out within scope, budgeting time and delivery commitments, updating the team and resolving analytical and technical issues.
Prepared monthly forecasting reports, month end budget reports, variance reports and other required financial analysis as requested by the clients and present important findings and recommendations to the client personnel.
Prepared financial models, analysis, interpretations and recommendations that support management decision making.
Assisted the clients with special projects like determining capital expenditure needs of a potential acquisition, 'what if' strategic analysis, global business forecasting, new product P&L projections, etc Worked with internal and client teams to proactively identify and recommend opportunities to increase revenue, decrease costs, gain efficiencies, improve fiscal controls and improve operational capabilities.
Worked with clients on multiple business valuation projects by utilizing various valuation techniques and methodologies such as Purchase Price Allocations, Discounted Cash Flows, Income Approach, Market Comparables, etc.
Worked with clients in preparing buy side/sell side pitchbooks for small and medium sized M&A deals.
Worked with a team of specialists to identify permanent cash tax savings and refund opportunities, determined the impact of deductions and credits on our client's effective tax rate, and applied established methodologies and processes to complex areas of taxation, helping ensure consistency year over year.
Led a team of 13 members and supervised staffing, scheduling and workload of the team members.
Joined Deloitte as an Analyst in 2007 and was promoted every consecutive year to the next level.
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