Functional Skills
Financial Modeling
Financial Planning & Analysis (FP&A)
Corporate Finance
Software Skills
Microsoft Excel
Rstudio
Microsoft Word
PowerBI
Microsoft PowerPoint
Microsoft Access
Alteryx
Tableau
Cognos Analytics
Sector Experience
Financial Services
Fortune 500
Experience
Areas USA
Finance
Financial Analyst
3/2023 - 6/2024
Conducted comprehensive market analyses to identify emerging trends and business opportunities
Prepared pro-formas with market analysis data and assumptions by collaborating with multiple stakeholder groups and engaging in cross-team communication, to provide new venture viability
Created detailed financial models and forecasts to support business development decisions
Assisted in preparing month-end and ad hoc financial reporting as needed
Prepared pro-formas with market analysis data and assumptions by collaborating with multiple stakeholder groups and engaging in cross-team communication, to provide new venture viability
Created detailed financial models and forecasts to support business development decisions
Assisted in preparing month-end and ad hoc financial reporting as needed
CHS
Finance
Financial Analyst
5/2021 - 3/2023
Prepared and maintained monthly, quarterly and annual financial reports
Initiated and led the redesign and improvement of the monthly financial package report
Assisted in yearly budgeting and quarterly forecast processes using financial models to support decision making
Conducted comprehensive variance analysis to identify key financial performance indicators and compare actual results against budget and forecasts
Prepared ad-hoc analyses as requested to support company executives and key decision makers
Analyzed vendor spend across the portfolio to identify cost-saving opportunities and optimize processes to improve financial efficiency
Initiated and led the redesign and improvement of the monthly financial package report
Assisted in yearly budgeting and quarterly forecast processes using financial models to support decision making
Conducted comprehensive variance analysis to identify key financial performance indicators and compare actual results against budget and forecasts
Prepared ad-hoc analyses as requested to support company executives and key decision makers
Analyzed vendor spend across the portfolio to identify cost-saving opportunities and optimize processes to improve financial efficiency
Brookdale Senior Living
Finance
Financial Analyst
1/2019 - 5/2021
Managed the development of monthly, quarterly, and annual portfolio reporting packages for executive management
Conducted in-depth variance and trend analysis to identify key financial performance indicators and areas for improvement
Assisted in the preparation and review of annual cost budgets and forecasts for multiple departments
Created financial analysis pro forma models and ad hoc reports for the Board of Directors, organization leadership, and third-parties for planning and business strategy
Performed analyses and provided detailed notes and recommendations to inform pricing strategies and optimize revenue generation
Conducted in-depth variance and trend analysis to identify key financial performance indicators and areas for improvement
Assisted in the preparation and review of annual cost budgets and forecasts for multiple departments
Created financial analysis pro forma models and ad hoc reports for the Board of Directors, organization leadership, and third-parties for planning and business strategy
Performed analyses and provided detailed notes and recommendations to inform pricing strategies and optimize revenue generation
CGS Administrators
Finance
Financial Analyst
9/2016 - 12/2018
Facilitated the preparation of monthly invoices for five separate contracts
Identified cost-saving and improvement opportunities using large data sets and complex formulas to generate insights for program managers and key decision makers
Monitored contract performance and value by analyzing incurred and future expected costs
Conducted and reported analysis of under/overrun by labor category and provided to division leadership for operational improvement
Identified cost-saving and improvement opportunities using large data sets and complex formulas to generate insights for program managers and key decision makers
Monitored contract performance and value by analyzing incurred and future expected costs
Conducted and reported analysis of under/overrun by labor category and provided to division leadership for operational improvement