Finance professional with 6 years across corporate FP&A and commercial banking support. Build three-statement models and rolling forecasts, run month-end close and variance analysis, and translate P&L and cash flow trends into recommendations for budget owners. Advanced Excel modeler comfortable in SAP and Power BI, working closely with accounting, treasury, and business unit leaders.
- Own the annual operating budget and quarterly rolling forecast for 4 business units totaling $180M in revenue, consolidating inputs from unit controllers in SAP
- Run monthly variance analysis against budget and prior year, presenting drivers and corrective actions to the VP of Finance and unit GMs
- Built a three-statement financial model in Excel that cut the forecast refresh cycle from 5 days to 2 and reduced manual linking errors
- Developed Power BI dashboards tracking gross margin, working capital, and DSO, replacing static monthly slide decks for 30+ stakeholders
- Partnered with treasury on a 13-week cash flow forecast, improving short-term liquidity visibility ahead of a $25M capital project
- Analyzed commercial loan portfolios and prepared credit and profitability reports supporting $40M in annual lending decisions
- Reconciled month-end general ledger accounts and supported close, ensuring reporting complied with US GAAP
- Modeled interest rate and deposit scenarios in Excel to inform asset-liability and net interest margin discussions
- Automated a recurring management reporting package with pivot tables and Power Query, saving roughly 8 hours per month
- Prepared monthly cost and spend reports for operations leaders, flagging overruns against departmental budgets
- Maintained capital expenditure tracking and supported quarterly forecast updates in the Oracle ERP
- Compiled data for annual audit requests and standardized recurring report templates across 3 cost centers
Financial modeling · Budgeting & forecasting · Variance analysis · Financial reporting · Month-end close · Cash flow management · Advanced Excel (Pivot Tables, VLOOKUP, Power Query) · SAP · Oracle ERP · Power BI · SQL · US GAAP
- FMVA (Financial Modeling & Valuation Analyst), Corporate Finance Institute
- CFA Level I Candidate, CFA Institute