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Strategic Planning Analyst Resume Example

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STRATEGIC PLANNING ANALYST
Summary

Detail-oriented Senior Financial Analyst with background leveraging CPA credentials and hands-on experience in quantitative / statistical analysis, budgeting, accounting, and forecasting. Provide robust modeling and reporting to facilitate executive-level decision making. Strong analytical skills; support business operations through analysis of key performance indicators and trends. Consensus-driven communicator; liaise across various business units and promote organizational success. Rapidly adapt to new technologies and possess expertise with MS Word, PowerPoint, Excel, Access, and broad range of statistical software. History of excellence in: Financial Modeling * GAAP / IFRS Compliance * Risk / Quantitative Analysis * Reporting Processes * Joint Ventures and Partnerships * Capital Expenditures (CAPEX) * Financial Statement Preparation * Multi-industry / Sector Expertise * Due Diligence / Mergers * Trend Forecasting Statistical Software Tools * Executive Presentations

Experience
January 2013 to CurrentWells Fargo Home Mortgage － Raleigh, NC
  • Responsible for responding to written and phone inquiries from customers, title companies, and internal personnel regarding loans.
  • Functions include: answering questions pertaining to all areas of loan servicing including payment research, taxes, insurance, loan modifications and assumptions, prepayments, payoffs, adjustable rate loans, credit reporting, and lien perfection; researching and analyzing problems and recommending solutions; conducting periodic audits of files; may also coordinate property inspections, lien priority and loan disbursements in accordance with loan documentation; may perform procedures related to advances and pay downs, funds wiring and disbursement process.
  • Within the commercial business is responsible for payment processing, check disbursements, tax payments, imaging and document management.
Strategic Planning Analyst
January 2001 to January 2013Autocar LLC － Port Saint Lucie, FL
  • Reporting to VP- Finance, this position supported corporate goals and objectives by providing financial and analytical leadership through financial planning, reporting and analysis) Spear-headed and implemented company's first rolling 5 quarter forecast model using COGNOS to analyze and forecast/budget monthly and yearly financial performance Attended training on COGNOS platform to enable better model building and thereby increase forecast efficiency.
  • Consistently updated the forecast model with recommendations from superior (VP Finance and CFO) The Forecast model improved forecast accuracy by 75% compared to earlier forecasts that were generated through Excel macros.
  • Streamlined the forecasting and budgeting process and thereby reduced the time spent by executive management on forecasting by 50% Interacted with C-Level executives (CFO, VP Finance, VP Sales, Senior VP Operations, VP Business Development and VP Engineering) and departmental heads on a monthly basis to chart out departmental budgets (SG&A and Overheads) This constant monitoring helped cut SG&A and MOH costs by $ 500k in the first year and $250k in the second year.
  • Reviewed departmental performance (SG&A and Overheads) vis-à-vis budgets on a monthly basis with department heads and VP, Finance and developed a rolling roadmap to achieve year-end targets Reported month-end and year-end financials to executive management Built models using Excel and COGNOS to capture financial statements and generate reports using data from Trial Balance and General Ledger Worked with QAD (ERP software) to confirm account balances and generate reports Ran SQL queries and MS Access reports to verify Trial Balance and General Ledger data Took initiative to devise a table showing Key ratios that show company's performance by analyzing Income Statements, Balance Sheets and Cash Flow Statements.
  • Successfully built and maintained a Cash Forecast model to estimate weekly cash requirements and generate rolling forecast for year-end cash balance.
  • This improved reliability of end of month cash balances by 37% Prepared Special reports and undertook Ad Hoc projects for the President of Autocar as follows - Benchmarked financial performance of the company with that of competitors in terms of SG&A expenses, overhead expenses, cash per unit, EBITDA per unit and other Key Ratios on an ongoing basis.
  • Responsible for writing and presenting the Management Discussion and Analysis (MD&A) every quarter as part of quarterly financial statement reporting to the parent private investment holding company and corporate bankers Implemented a rolling forecast model for key commodity (metal) prices to better understand market trends.
  • This data was in turn used by Director, Purchasing to renegotiate supplier terms which in turn improved gross margins by 7.5% Conducted variance analysis of Materials, SG&A, Overheads and Labor costs at the end of every month to show and explain the bridge in estimated and actual financial results.
Finance Intern
January 1999 to January 2001Reid Hospital & Healthcare Services － Port Saint Lucie, FL
  • Assisted with financial analysis, forecasting, and risk assessment for a boutique investment firm.
  • Supported and collaborated with Senior Financial Analyst in executing buy-sell process.
Education
Bachelor of Science : Business Management, 2000 ITT Technical Institute Online
High School Diploma : 1995Brittain Academy- THOMASVILLE NC － Thomasville, NC
Skills

Ad, Trial Balance, balance, Balance Sheets, budgeting, budgets, budget, Business Development, C, Cash Flow, COGNOS, credit, document management, ERP, executive management, Finance, financials, financial, financial analysis, Financial Analyst, financial planning, financial statements, forecasting, funds, General Ledger, imaging, insurance, leadership, loan documentation, Director, macros, market trends, Materials, MS Access, Excel, payment processing, personnel, presenting, Purchasing, reporting, researching, research, risk assessment, Sales, SQL, tax, taxes, phone, variance analysis, wiring, written, year-end

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Resume Overview

Companies Worked For:

  • Wells Fargo Home Mortgage
  • Autocar LLC
  • Reid Hospital & Healthcare Services

School Attended

  • ITT Technical Institute Online
  • Brittain Academy- THOMASVILLE NC

Job Titles Held:

  • Strategic Planning Analyst
  • Finance Intern

Degrees

  • Bachelor of Science : Business Management , 2000
    High School Diploma : 1995

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