Financial analyst with 5 years in corporate FP&A, owning the annual budget and rolling forecast for a $180M business unit. Build three-statement and DCF models, drive month-end variance analysis, and automate reporting in Power BI and SQL. Cut forecast variance from 12% to 4% and surfaced cost savings adopted by finance leadership.
- Own the annual operating budget and monthly rolling forecast for a $180M division, improving forecast accuracy from 12% to 4% variance over six quarters
- Build and maintain three-statement and DCF models that supported two capital investment decisions totaling $22M in approved spend
- Lead month-end close variance analysis across revenue and opex, delivering commentary to the CFO within two business days of close
- Automated a manual board reporting pack using Power BI and SQL, cutting preparation time from 9 hours to 90 minutes each month
- Partnered with operations and sales to compile a $95M departmental budget, consolidating 14 cost-center submissions in NetSuite
- Performed scenario and sensitivity analysis on pricing changes, identifying $1.3M in margin improvement adopted by the pricing committee
- Reduced reporting errors 30% by rebuilding 20+ Excel models with structured formulas, named ranges, and data validation
- Reconciled actuals to budget across four cost centers and flagged a recurring $40K accrual error to accounting for correction
- Prepared weekly cash flow and KPI dashboards in Excel for the controller, tracking gross margin, working capital, and DSO
Financial modeling · Forecasting & budgeting · Variance analysis · DCF valuation · Advanced Excel · SQL · Power BI · Tableau · NetSuite (ERP) · Scenario analysis · Month-end close · GAAP reporting
- CFA Level II Candidate, CFA Institute
- Financial Modeling & Valuation Analyst (FMVA), Corporate Finance Institute