PROFESSIONAL EXPERIENCE:

Senior Financial Business Analyst

Confidential

Responsibilities:

• Supporting the calculation for price promotions. Working in WorkDay and ServiceNow. Pitch Decks.
• Model, review and develop an in - depth understanding of product life cycles assumptions.
• Supporting the monthly, quarterly and year-end close processes including
• Developing reporting packs and presenting variance analysis to Executive management.
• Researching and documenting historical trends of past pricing strategies and actions.
• Provide pricing promotion forecast to sales and FP&A business partners.
• Strong partnership wif cross functional teams (local and remote) on potential transaction and pricing strategies to improve quality of the provision. Key business partners include FP&A, controllership, AR, Sales, Demand Planning.
• Documenting financial and accounting conclusions related to the close process Supporting the inventory provisioning process on NA stock.
• Continually review existing reporting and processes for areas of improvement and development.
• Supporting the Sarbanes Oxley Act (SOX)
• Support Audit review wif KPMG: methodology, calculation and B/S reconciliation Support digital transformation initiative wifin the business Develop and provide ad-hoc analysis as needed Supporting both finance and bus. Projs.

Senior Business Systems Analyst

Confidential

Responsibilities:

• Examined and analyzed existing operations, systems and procedures and prepare recommendations for improvements in the form of proposed programmatic changes, policies, procedures, or guidelines for executive and management teams. Working in Workday.
• Conducted cost and quality control.
• Projected management wifin an agile framework environment.
• Comprehensive business and information analysis wifin Essbase.
• Conducted budget activities, annual planning, and forecasting applying GAAP. dis included preparation and posting of journal entries for expense accruals and reclassification.
• Coordinated, monitored and performed a variety of grant program fiscal control activities, including authorization of obligation expenditures and payments.
• Analysis of budgetary reports, records, studies, and correspondence, including fiscal accounting reports; payroll projections; budget outlay projections; quarterly and annual financial reports.
• Produced and delivered enterprise reports, scorecards, dashboards, ad-hoc analysis, and OLAP analysis wifin OBIEE and creation and use of RPD.
• FP&A, product costing, BOM (Bill of Materials), COGS

Financial Business Analyst

Confidential San Francisco

Responsibilities:

• Examined and analyzed existing operations, systems and procedures and prepare recommendations for improvements in the form of proposed programmatic changes, policies, procedures, or guidelines for executives and management.
• Conducted cost and quality control analysis.
• Ensured compliance wif federal, state, and local statutes, rules, regulations, policies, procedures, and guidelines.
• Comprehensive reporting and recommendations to increase Authority efficiency.
• Coordinated, monitored, and performed a variety of grant program fiscal control activities, including authorization of obligation expenditures and payments.
• Analysis of budgetary reports, records, studies, and correspondence, including fiscal accounting reports; payroll projections; budget outlay projections; quarterly and annual financial reports.
• Worked wifin Emphasys Elite, Excel, SharePoint, PIC & VMS HUD
• Produced and delivered enterprise reports, scorecards, dashboards, ad-hoc analysis, and OLAP analysis wifin OBIEE and creation and use of RPD files.
• Worked wifin Salesforce to manage data, import and export for analysis and reporting, acting administrator.
• Analyzed data wifin Tableau.
• FP&A, Financial analysis, annual planning, budget, Grants & Contracts analysis, modeling and forecasting.
• Developed and maintained current grants and contracts report.
• Developed and maintained community and resident demographic report.
• Worked wifin SQL, Access, Excel, ETO, SharePoint, Oracle Hyperion EPM 11, Essbase and MS 365 cloud.
• Worked wifin Salesforce to manage data, import and export for analysis and reporting, acting administrator.
• Produced budget report data via EPSI, Excel and Workday.
• Made recommendations on process improvements.
• Worked wifin Hyperion and SQL to produce Data and Statistic Reports.
• Responsible for Ad-hoc reporting and analysis. SOX compliance.
• Worked wifin Salesforce to manage data, import and export for analysis and reporting, acting administrator.

Budget Analyst

Confidential

Responsibilities:

• FP&A, Financial analysis, annual planning, budget planning, modeling and forecasting.
• Produced budget report data via EPSI and Excel.
• Made recommendations on reporting improvements.
• Analyzed payroll and FTE discrepancies.
• Developed productivity report via EPSI, Excel and Access.
• Gained HIPAA and medical claims experience.
• Conducted financial and business analysis and research creative solutions for patient encounter issues prior to submitting data to the state of Texas and Ohio.
• Made recommendations on procedural process improvements.
• Analyzed large quantities of patient encounter data submitted and rejected by the state in order to find the issues and work wif the BI team in order to code wifin SQL and Sybase Facets new SOPs to correct errors occurring wif the providers, UHC or the state. Working wif Workday.
• Produced and delivered enterprise reports, scorecards, dashboards, ad-hoc analysis, Pitch Decks and OLAP analysis wifin OBIEE and creation and use of RPD files.

Senior Financial Analyst

Confidential

Responsibilities:

• Conducted financial and business analysis and research creative solutions for projects.
• Initiated, compiled and prepared specialized reports, graphs and charts of data developed.
• Involved wif budgeting, budget planning, forecasting projects, business intelligence and GL reconciliation.
• Assisted wif the development of global accounting initiatives and participated in special assignments designed to gather data and improve operational efficiencies.
• Ad-hoc financial and business projects and reporting. Workday.
• Worked wifin Salesforce to manage data, import and export for analysis and reporting, acting administrator.
• Responsible for FP&A, product costing, BOM (Bill of Materials), COGS

Financial Analyst

Confidential

Responsibilities:

• Conducted and documented financial and business analysis and research.
• Prepared, forecasted and analyzed trends.
• Produced and delivered enterprise reports, scorecards, dashboards, ad-hoc analysis, and OLAP analysis wifin OBIEE and creation and use of RPD files.
• Researched and analyzed historical and ongoing total costs for current ERP tool.
• Assisted in development of the business case to request funding for potential alternative ERP tools.
• Gatheird and presented financial data regarding current spend (current personnel, contractors, hardware, and software) on MnSCU, current enterprise tools.
• Contributed supporting data for BOT documentation pertaining to new ERP funding.
• Created and presented Earned Value Management (EVM) reports for ERP and ITSM project.
• Researched ERP consulting firms and contributed to RFP item discussions.
• Compiled Board of Trustee (BOT) agenda documentation pertaining to new ITSM tool funding.

Sr. Financial Analyst

Confidential

Responsibilities:

• Prepared, coordinated and assisted wif the worldwide reporting and consolidation process.
• Prepared and reconciled financial reports via Oracle/ PeopleSoft.
• Reviewed reports and presentations for external and internal management, including ad hoc financial analysis.
• Assisted wif the development of global accounting initiatives and participated in special assignments designed to gather data and improve operational efficiencies.
• Budgeting, budget planning, forecasting projects, business intelligence, GL reconciliation, FP&A, product costing, BOM (Bill of Materials), COGS.
• Work wifin Salesforce to manage data, import and export for analysis and reporting, acting administrator.
• Created a forecast report of select business partners for monthly presentation to executives.
• Generated monthly financial reports for CFO; created Ops Plan and adjusted forecasting accordingly.
• Maintained weekly sales variance reports and played an integral part in creating the reporting.
• Worked wifin Salesforce to manage data, import and export for analysis and reporting, acting administrator.

Financial Analyst

Confidential

Responsibilities:

• Responsible for financial analysis, financial modeling, budget and pricing analysis, cost analysis, financial modeling, forecasting and management reporting for the Global Creative Services and Global Sourcing teams.
• Consulted and created new chargeback model for Global Creative Services wifin Confidential .
• Created contract labor forecast model for Global Sourcing business unit.
• Consulted on process improvement through analysis and research using BEx analyzer, SAP, Access and Excel.
• Produced and delivered enterprise reports, scorecards, dashboards, ad-hoc analysis, and OLAP analysis wifin OBIEE and creation and use of RPD files.
• Financial analysis, annual planning, budget planning, forecasting, modeling and GL reconciliation.
• Collected and analyzed production data on various vendors to identify trends and discrepancies using SAP.
• Verified and processed all expense reporting using Concur.
• Analyzed U.S. based check and ACH payment trends.
• Created and maintained workflow chart and training documents for the international AP role.
• Trained new hires AP payment processors in AP processes and standard practices.
• Addressed all corporate HHI vendor accounts payable needs and inquiries in SAP and QAD.
• Liaison between vendors, buyers and processing team to expedite the invoice payment process.
• AP analysis, journal entries, month end reconciliation.
• Reviewed consumption reports and post credits and charges to client accounts in SAP.
• Prepared and compiled final invoices for conventions, events and group bookings.
• Conducted bill reviews wif organization representatives and assisted clientele wif invoice and billing inquiries.
• Produced and delivered enterprise reports, scorecards, dashboards, ad-hoc analysis, and OLAP analysis wifin OBIEE and creation and use of RPD files.
• Work wifin Salesforce to manage data, import and export for analysis and reporting, acting administrator.
• FP&A, product costing, BOM (Bill of Materials), COGS

TECHNICAL SKILLS:

Technical: SQL, PLSQL, Tableau, Salesforce SFDC, Sybase Facets, Hyperion EPM11, Essbase, Oracle BI, SAP, MS Dynamics, Great Plains, QAD Enterprise, Lawson, MFG/Pro, IStream, Ariba Spend Management, BEx Analyzer/ Reporting, PeopleSoft, Emptoris Spend Analyzer, Concur, Cognos, Noosh, SharePoint, RSQ, EXL Workflow, Salesforce, EDI, Microsoft Office Suite including Excel, PowerPoint, and Word, UltraTax, Quickbooks, STATA, IDX, Power Chart, Epic-WEB, OBIEE, ERP

Functional: Financial Analysis, Management Analysis, Business Analysis, Modeling, Metrics, Budget Analysis, Month End Close, Financial Reporting, Journal Entry, Accounting, and Vendor Management, PLM, COGS / OCOGS

Methodologies: Waterfall, Agile Framework