Summary
Senior financial analyst with over 12 years of experience leading budgeting, forecasting, and financial planning for large organizations. Expert in financial modeling, variance analysis, and mentoring junior analysts to deliver accurate, timely reports that support strategic decisions.
Experience
- Developed long-range financial plans that improved forecast accuracy by $3M over 3 years.
- Led monthly financial closing and reporting, reducing reporting cycle by 25%.
- Managed and controlled $30M in O&M and capital costs, achieving a 12% cost reduction.
- Oversaw and trained a team of 6 junior analysts, increasing team efficiency by 40%.
- Ensured proper accounting treatment and policy adherence, passing all internal audits.
- Forecasted performance against goals, supporting strategic planning for 8 business units.
- Participated in annual budgeting and updated planning models, streamlining the process for 10 departments.
Education
Courses
- CFA, CFA Institute