Developed and maintained financial models for budgeting, forecasting, modeling, reporting, and analysis of P&L, balance sheet, cash flow, and credit card.
Provided financial support to the business unit managers in the development of the annual budget and quarterly forecasts. Responsible for the budgeting, forecasting, and reporting of the sales, marketing, and product groups.
Assisted in the preparation of monthly, quarterly and annual financial reporting package including P&L, balance sheet, cash flow, variance analysis, sales, and pipeline.
Lead the Finance team in the development of a new financial reporting system, including the creation of a new Essbase cube, which includes the creation of a database for the sales force.
Drove process improvement initiatives that increased efficiency and accuracy. Developed metrics to drive business growth and profitability. Led cross-functional team to develop a new product pricing model.
Built financial models using Excel, VBA, and Hyperion to generate monthly financial statements and forecasts, including P&L, revenue, and expense.
Financial Analyst II
Managed and maintained the company's financial database. Created and maintained monthly management reports. Prepared and presented monthly, quarterly and annual financial results.
Developed and maintained a database for tracking and monitoring the budget of the organization. Worked with IT to develop a new pricing model to track the company's revenue.
Responsible for the preparation of the annual budget and quarterly forecasts. Managed the monthly close process, including the review of the monthly forecast and actual results.
Created and maintained Excel models for the annual budget process, including the development of a new business plan, and the creation of a model for the entire division.
Managed the budget process, including the development of the annual budget, monthly forecasts, and the research and analysis of the financial planning and execution of the business.