Aadam Rovi
Windermere,FL
Summary
Experienced Financial Analyst with 7 years experience possessing an performance-driven mindset, capable of providing crucial support to finance leadership through analytical expertise and reporting capabilities. A results-driven individual who excels in executing day-to-day Financial Planning and Analysis activities, such as forecasting, budgeting, variance analysis. Expertise lies in delivering detailed balance sheet and income statement analysis, with a proven track record in revenue and cost center reporting with the addition of reporting efficiency optimization.
Overview
7
7
years of professional experience
Work History
VP, Financial Analyst
Axiom Bank
01.2022 - Current
- Conducted monthly budget vs. actual variance analyses, identifying opportunities for cost savings and financial optimization with business unit leaders.
- Produced monthly variance analysis on full consolidated balance sheet and income statement to identify insights and trends for executive senior management and board of directors.
- Spearheaded development of monthly comprehensive financial reports for five revenue and ten cost enabling business units, ensuring accuracy and timeliness.
- Lead implementation of Anaplan financial reporting tool in aggressive 4-month timeline to allow for enhanced reporting capabilities of the business.
- Streamlined both board of directors and business unit financial reporting process, reducing preparation time by 60% and enhancing data accuracy.
- Assisted senior manager and CFO with forecasting and budget process by collaborating with cross-functional teams to ensure timely delivery of accurate financial assumptions.
- Developed and implemented a full year trend income statement analysis model, enhancing the business unit agility in response to actual vs budget changes.
Financial Business Analyst
Exelon Utilities
05.2018 - 01.2022
- Championed the implementation of an efficient quality assurance program by managing vendor project completion schedules.
- Implementing internal control processes to ensure accurate equipment design and record submissions.
- Developed monthly reporting procedures using dashboards for Diversity, Equity, and Inclusion third-party vendor spend using Power BI.
- Constructed monthly accruals, utilizing Excel, verifying over 1,000 contract payment authorization calculations in invoice billing, determining overall job completion and ability to proceed.
- Prepared weekly and monthly key performance and financial indicators for multiple departments, ensuring timely delivery to department heads by leveraging Hyperion Financial.
- Formulated diverse cost analyses to senior management, facilitating informed decisions on cost efficiency and optimal allocation of contractor expenditure.
Financial Operations Analyst
General Electric Company
01.2017 - 05.2018
- Gathered and analyzed accounting and operational data in preparation for comprehensive analysis.
- Prepared informative reporting packages and result summaries for effective dissemination throughout the organization.
- Coordinated the preparation of monthly and quarterly financial and operational reports, facilitating their distribution to senior and operational management teams.
Education
Master of Science - Business Administration
West Chester University of Pennsylvania
West Chester, PA07.2024
Bachelor of Science - Finance
West Chester University of Pennsylvania
West Chester, PA12.2018
Skills
- Anaplan and Hyperion Reporting
- Budget and Forecasting
- Reporting Process Optimization
- Financial Analytics
- Internal Controls
- Power BI Dashboard Development
- General Ledger and Cost Center Management
- Financial and Operational Reporting
- Strategic Financial Planning
- Advanced financial Variance Analysis
- Project Management
Timeline
VP, Financial Analyst
Axiom Bank
01.2022 - Current
Financial Business Analyst
Exelon Utilities
05.2018 - 01.2022
Financial Operations Analyst
General Electric Company
01.2017 - 05.2018
Master of Science - Business Administration
West Chester University of Pennsylvania
Bachelor of Science - Finance
West Chester University of Pennsylvania
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