Financial Analyst Resume

SUMMARY

Professional and highly trained Financial Analyst with more than 5 years of experience providing analytical support to Senior Management. Expertise includes analyzing company financial statements, including but not limited to financial performance, sales analysis, budgeting, forecasting, and cash flow.

PROFESSIONAL EXPERIENCE

Financial Analyst

Confidential

Responsibilities:

Responsible for providing financial support to over 220 branches.
Conduct analysis of monthly, quarterly, annual, Year to date (YTD), lifetime to date (LTD), Same time last year (STLY) financial performance.
Monitor branch performance, identify trends, prepare break evens and forecasts.
Create variance reports, loan originator target revenue miss reports and branch product mix reports.
Work closely with accounting department (Accountants, loan balancer, accounts receivable, accounts payable, and payroll clerk). Utilize many software including Microsoft Dynamics NAV(ERP), Office 365 (Excel, Outlook, Word), Loan vision (Mortgage accounting platform), Encompass (Ellie Mae digital lending platform), JIRA and Tableau (data visualization).
Assisting in creating and maintaining timely and accurate financials including reviewing the MD&A and ancillary documentation
Document all commission, bonus and pay related documents. Make recommendations to branches about cutting expenses. Collaborate with other departments including Human Resources, Business development, Underwriting, Legal, Leasing, Secondary, Marketing and others.
Responsible for developing and producing monthly actual vs budget and reporting variances
Ensured the quality, completeness, security, privacy, and integrity of data throughout the data life cycle
Developed a broad understanding of data sources, granularity, availability, and limitations for greater efficiency

Revenue/Financial Analyst

Confidential

Responsibilities:

Integrated with company's data architecture experts and IT dept to customize an industry specific CRM to meet our financial analytics team needs.
Provided Executive Team with current weekly updates on the business metrics, budgets, and actual periodic performance as they occur.
Responsible for training executives on using, reading, and interpreting data from Rainmaker
Manage company revenue management software (Rainmaker guest rev and group rev).
Collaborated with key business partners to automate/create reports specific to their departments.
Responsible for company lodging division financial statements and reporting.
Attend regular hotel managers meeting and present on the books report.

Operations Manager

Confidential

Responsibilities:

Responsible for creating forecast, managing inventory, purchasing and expense budgets/reports
Managed dealership finance accounts
Managed and tracked inventory, titles, parts, service, and vehicle turnover
Responsible for vehicle purchasing and wholesaling
Conducted vehicle demand trends research
Created auction bidding budgets and oversaw the pre - auction vehicle inspections, documented and generated expense reports and profit margin for each vehicle.
Attended local auctions as well as auctions in other cities and Canada.