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Senior Financial Analyst, FP&A Resume Example

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SENIOR FINANCIAL ANALYST, FP&A
Summary

Strategic and analytical finance professional with 5+ years experience in financial analysis, reporting, and investment valuation. Proven ability of leveraging quantitative skills with cross-functional communication to support corporate success. Areas of business insight include forecasting, budgeting, go-to-market strategy, competitive intelligence, M&A activity, investor relations, and external reporting.

Areas of Expertise
  • Financial Analysis
  • Data Modeling
  • External Reporting


  • M&A Integration
  • Investor Relations
  • Strategic Growth Initiatives
Experience
April 2015
to
Current
Company NameCity, StateSenior Financial Analyst, FP&A
  • Senior corporate revenue analyst owning process of analytics, reporting production, and delivery (both internally and externally) for $600MM+ in annual sales
  • Created and maintained interactive Board of Directors financial review deck, used by CFO during quarterly presentations
  • Aided Sr. Director of Corporate Development during M&A process with valuation modeling, and post-integration deal ROI tracking

Click to see Qlik's acquisition of Vizubi 

  • Financially modeled new strategic initiatives with Sr. Finance Manager that expanded the commercial scope of Qlik

Click to see Qlik's launch of Cloud offerings 

  • Supported Director of Investor Relations in quarterly earnings presentations and aiding communication of corporate strategy with greater Wall Street analyst community

Click to see earnings sample 

  • Aided Mgr. and VP of FP&A during forecasting and budgeting process by providing global revenue analytics and KPIs
April 2012
to
April 2015
Company NameCity, StateBusiness Discovery Analyst, FP&A
  • 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 

September 2011
to
March 2012
Company NameCity, StateFinancial Specialist (Contractor)
  • 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
April 2011
to
August 2011
Company NameCity, StateSales Financial Analyst, Business Development (Contractor)
  • 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
June 2007
to
December 2008
Company NameCity, StateInvestment Analyst
  • 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
Education
May, 2011
Villanova UniversityCity, StateMaster of Science: FinanceGPA: GPA: 3.2/4.0
May, 2008
Moravian CollegeCity, StateBachelor of Arts: EconomicsGPA: GPA: 3.5/4.0 Graduated Cum Laude, Dean's List for Six Semesters
Technical Skills

Advanced Excel, QlikView, Qlik Sense, Business Intelligence, Social Media, Big Data, Bloomberg, Equities, Fixed Income, Real Estate, Derivatives

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Resume Overview

School Attended

  • Villanova University
  • Moravian College

Job Titles Held:

  • Senior Financial Analyst, FP&A
  • Business Discovery Analyst, FP&A
  • Financial Specialist (Contractor)
  • Sales Financial Analyst, Business Development (Contractor)
  • Investment Analyst

Degrees

  • Master of Science : Finance
    Bachelor of Arts : Economics

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