Financial Analyst with 8 years of experience in providing cross-department analytical support for operations, sales, marketing, IT, and engineering. Seeking a challenging position that can fully utilize and improve my current skillset.
Overview
10
10
years of professional experience
Work History
Financial Analyst
Cardinal Health
02.2022 - Current
Managed, tracked and monitored customer settlements, reduced billing discrepancies by 20%.
Consolidated financial data and materials for key leadership meetings.
Developed spreadsheet models for diverse projects and analysis relating to customer settlements.
Created various Excel documents to assist with pulling metrics data and presenting information to clients for concise explanations of best placement for needed resources.
Financial Analyst
Accufleet International, Inc.
08.2021 - 02.2022
Collected daily data and developed detailed spreadsheets to identify trends and created revenue, profitability and expense forecasts for the ten operational stations across the nation.
Evaluated competitor data and statistics to developed staffing strategy and drove operational growth by 10%.
Monitored and analyzed financial, statistical and operational data trends for the weekly recaps.
Consolidated operational data and materials for key monthly leadership meetings.
Financial Analyst (Temporary)
Postlethwaite & Netterville
03.2021 - 08.2021
Processed and analyzed financial information relating to clients, real estate, and government assistance programs.
Reviewed weekly and monthly budget performance reports, ensuring all departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
Created business plans and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
Handled internal and external inquiries from Texas Rent Relief applicants, finance department heads, and real estate management.
Revenue Analyst
United Parcel Service Inc, UPS
05.2018 - 01.2020
Conducted day-to-day analysis of quantitative data to forecast revenue, identify future trends, and provide assessment of risks associated with customer requested variances, operational projects, and business units.
Prepared daily comprehensive reports, charts, and synopses to illustrate data and guide investment strategies in multiple centers.
Integral in ensuring monthly compliance of 160+ centers regarding fuel reconciliation, employee timecard disclosures, and operational goals.
Improved operational efficiency of business units via 12% by advocating designated action plans, higher goals, and scheduled follow ups.
Financial Analyst
United Parcel Service Inc, UPS
10.2014 - 05.2018
Analyzed revenue, gross margin, and profitability of the district’s top 500 customer accounts.
Prepared comprehensive dashboards and financial reports for upcoming presentations.
Provided analytical support across several departments (Sales and Business Development)
Developed and maintained financial models (Excel, VBA, PL/SQL)
Conducted monthly closings for centers’ payroll allocation and expenses.
Finance intern
IC-TAG Solutions Inc
01.2014 - 07.2014
Processed and analyzed customer invoices, purchase orders and expense reports.
Performed intercompany reconciliations of accounts dealing with roughly 35% of the company's budget.
Contacted vendors and subcontractors to resolve discrepancies and outstanding invoices.
Generated spreadsheets and P&L statements to provide forecasts on company's income and expenses.
Education
Bachelor of Science - Business Administration Finance
Roosevelt University
Chicago, Illinois
Skills
Bilingual in English and Spanish
Database Building
Microsoft Access
Microsoft Excel
Microsoft Power BI
Microsoft Powerpoint
Oracle Netsuite
Project Management
QuickBooks Pro
Sage Intacct
SAP
Tableau
Trend Forecasting
Timeline
Financial Analyst
Cardinal Health
02.2022 - Current
Financial Analyst
Accufleet International, Inc.
08.2021 - 02.2022
Financial Analyst (Temporary)
Postlethwaite & Netterville
03.2021 - 08.2021
Revenue Analyst
United Parcel Service Inc, UPS
05.2018 - 01.2020
Financial Analyst
United Parcel Service Inc, UPS
10.2014 - 05.2018
Finance intern
IC-TAG Solutions Inc
01.2014 - 07.2014
Bachelor of Science - Business Administration Finance