sr financial analyst resume example with 8+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
MS Office Products- (Excel, Access, Word, PowerPoint), Oracle Business Suite, Oracle Business Intelligence, and SAP.
Sr. Financial Analyst, 02/2006 - 04/2007
Procore Technologies, Inc. New York City, NY,
  • Successfully reduced inventory level from initial $3.5M to current $1.5M while generating higher inventory turns.
  • Partnered in building a more improved and efficient inventory model for stock replenishment that is more conducive to the company's business environment.
  • Accountable for accurately forecasting monthly guidance for service payments to Vendor Service Groups which totals $780M in annual expense.
  • Support Vendor Service Group Managers by producing ad hoc reporting and any additional requests.
  • Assist in high-level decision making process by interpreting financial reporting to both Director and Vice-President of In-Store Service (ISS) to ensure clarification of advantages and disadvantages.
  • Responsible for creating databases and queries to improve current month-end process established by predecessors.
  • Resolve vendor issues in a timely manner.
  • Responsible for protecting and maximizing ISS funding by collecting and entering signed service agreements.
  • Involved in project to build business model to account for anticipated conditions, such as hurricanes, loss of certain vendor business, resets to existing stores, and etc.
  • Created financial model to build better forecast for Home Depot and EXPO divisions, which was approved by Vice-President.
  • Created approved document on communication process of financial data to Vendor Service Groups.
Financial Analyst, 06/2001 - 02/2006
Tenneco Automotive Kansas City, MO,
  • Accountable for accurately forecasting and accruing for over $540M in Co-op and Volume Rebate Funds for both the Lawn and Garden Department and the Flooring and Storage Department.
  • Responsible for analyzing and forecasting supplier purchases as the basis for monthly accruals to margin.
  • Perform analysis to determine opportunities and negotiate new contracts to reduce cost of goods for THD.
  • Conduct and resolve internal issues discovered during quarterly audits.
  • Resolve vendor issues in a timely manner.
  • Responsible for protecting and maximizing marketing and rebate funds with proactive communication and partnership with merchants.
  • Selected Accomplishments: Forecasted $338MM in total funds for 2005 in D28-Lawn and Garden/Seasonal.
  • Actual collections totaled $341MM, which means total forecast was within 1% of actual collections.
  • Received addendum to existing agreement for large supplier to adjust current tier structure.
  • Reviewed and processed analysis.
  • My analysis revealed a loss of $45MM.
  • Addressed issue to Merchant and resulted in maintaining original tier structure, thus saving $45MM.
  • Accurate reporting resulted in no errors recovered by external auditing group - KPMG.
Staff Accountant, 06/1998 - 06/2001
Morgan Properties Portage, IN,
  • Booked month-end journal entries and accruals.
  • Performed variance analysis for expense ledgers.
  • Produced Divisional Letter for month-end close.
  • Provided responses for variances appearing on income statement.
  • Reconciled outstanding items on balance sheet accounts.
Master of business administration: , Expected in 2005
University of Phoenix - Atlanta, GA
Status - bachelor of arts, Accounting - 1998 clark atlanta university, atlanta, ga
Professional Affiliations
Provide excellent customer service to both internal and external customers. Excellent team player that listens and thrives on collaborating with diversely talented team members. Goal-driven professional with 15 years of significant experience in materials management, accounting, finance, and merchandising that is applicable to the business environment. career accomplishments Apr 2007 - Present Sr. Inventory Analyst - Mood Media, Norcross, GA Built forecast sets for Material Requirement Planning in Oracle. Determine national inventory levels and revise based on changes in demand and the market. Created Source Planning and Forecasting by using CRM data Managed and mentored small team, consisting of a junior inventory analyst and Managed materials transfers when warehouse closures occurred Providing timely and efficient delivery of goods and services P2P, MRP, Kan-Ban and ERP experience Attended sales projection and project management meetings to understand material demands and forecast purchase requirements to meet multiple projects schedules Responsible for replenishment of four distribution centers along with 170 plus service technicians through both MRP and MIN MAX planning methods. Analyze historical usage to determine both slow moving and excess inventory, and provide recommendations on eliminating said inventory. Responsible for part setup and maintenance of inventory items within Oracle. Support internal and external customers by producing ad hoc reporting and any additional requests. Determine whether an item will become stock inventory or not. Providing weekly inventory spend forecast to VP of Finance to assist with cash forecast.
Accounting, accruals, ad, arts, balance sheet, Business Intelligence, contracts, databases, decision making, external auditing, financial, financial reporting, forecasting, Funds, inventory, Director, marketing, Access, Excel, MS Office Products, PowerPoint, Word, Oracle, producing, reporting, SAP, variance analysis

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Resume Overview

School Attended

  • University of Phoenix

Job Titles Held:

  • Sr. Financial Analyst
  • Financial Analyst
  • Staff Accountant


  • Master of business administration

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