
Accomplished Sr. Financial Analyst, adept in research, data analysis, and fostering teamwork. Expertise in driving strategic decisions through comprehensive financial reporting and advanced Excel skills.
● Conduct in depth analysis of key customers to provide strategic insights for risks and growth opportunities
● Design and implement databases and mapping tools to provide a seamless transition of accounting data from legacy systems to modern platforms
● Present comprehensive financial reports and insights to the executive leadership team by utilizing advanced data analysis skills and a thorough understanding of current operations to drive strategic decisions
● Collaborate with cross functional teams to support budgeting and forecasting processes, ensuring alignment with organizational goals and financial targets
● Monitor financial performance indicators, identifying trends and variances to guide proactive financial planning and risk management
● Expanded the Revenue Integration process to 5 acquired properties with knowledge of automation software and accounting principles
● Reduced accountant daily tasks by 2 hours each day for 30+ locations, providing time to focus on business critical initiatives
● Collaborated with global business partners to update outdated
reporting and automate key processes
● Performed data analysis and reporting to support the entire US Branch Network including manipulation of data to identify performance trends
● Prepared presentations for monthly and quarterly Business Performance Reviews
● Created weekly Network Update for US Head of Retail Banking that highlights key initiatives rolled out that week along with sales performance trends across the Network
● Created reporting tool to provide live data to managers in conjunction with Business Analysts
● Developed reports to track mortgage sales and efficiency
● Reconcile and upload upwards of 300 mortgage referrals each month