Senior Financial Analyst, FP&A Resume Example

• Combined technical scripting skills and financial knowledge to create multiple sophisticated applications and models for corporate analytical consumption
• Built Discounting application from ground up that is used to pro-actively influence deal-level behavior company-wide on $300MM+ in license sales, winning award at annual company summit
• Analytics expert on launch team devoted to pricing new Qlik product forecasted to generate over $200MM in license sales in 2016; recognized at annual summit for involvement

Click to see Qlik's launch of Qlik Sense 

• Aided Sr. Director of Corporate Development in valuation and financial modeling for acquisition of new DaaS division

Click to see Qlik's acquisition of DataMarket 

• Created exclusive sales metric to analyze success of corporate “land and expand” strategy, spanning over 10 years and 30,000+ customers
• Evaluated historical quota achievement to establish sales force hiring needs; creating tactical model for sales operations department to optimize placement of 200+ reps
• Analyzed currency fluctuation impact on global revenue stream, gauging risk to forecast and publicly-issued guidance
• Presented to C-level executives analytical KPIs to aid in budgeting and forecasting for >$300 MM in revenue

• Aided Sr. Director of Business Development; modeled pricing deals and e-commerce solutions for corporations with annual online revenues > $25MM;
• Created proprietary synergy-tracking model for multi-billion dollar eBay merger; primary area was PayPal use for GSI clients
• Tracked sales pipeline and updated accounts in Salesforce.com database, meeting with senior executives weekly.
• Supported internal organization, working with fulfillment and customer service business units
• Managed master pricing list for deal structures, changing as needed

• Tracked and periodically reviewed client performance and tax consequences, while constructing reports of their accounts
• Conducted investment manager due diligence, analyzing performance statistics and screening for top managers to utilize in portfolios with assets >$10MM
• Maintained AXYS database of client portfolios, running script files daily to update returns and security prices
• Assisted in various compliance and portfolio management procedures, such as producing quarterly asset summary reports
• Created asset-liability model for use with large local corporate clients to examine long-term pension fund growth needs
• Analyzed various portfolios using Thomson Financial software
• Reorganized due diligence files with updated performance tracking, utilizing MPI Stylus
• Constructed money manager reviews, outlining strengths, weaknesses, and strategies