Results-driven Senior Financial Analyst with strong skills in financial modeling, budget forecasting, and data analysis. Proven ability to create comprehensive financial reports that drive strategic planning and informed decision-making.
Overview
22
22
years of professional experience
Work History
Senior Financial Analyst
Universal Technical Institute Inc
Phoenix, Arizona
07.2023 - Current
Compiled in-depth reports on financial trends, facilitating informed management discussions.
Evaluated financial data, enhancing accuracy of budgeting and forecasting initiatives.
Worked alongside cross-functional teams to design annual operating budgets and strategic plans.
Developed innovative approaches for monitoring operational costs, improving financial oversight across departments.
Caregiver Break
Self-employeed
Cincinnati, Ohio
11.2021 - 07.2023
Delivered emotional support to wife undergoing breast cancer treatment, fostering resilience and coping strategies.
Coordinated medical appointments and treatment plans, ensuring seamless care management.
Financial Analyst
Qurate Retail Group
West Chester, Ohio
09.2019 - 09.2021
Analyzed financial activities using Excel to ensure precise monthly reconciliations and reporting.
Reviewed costs and revenues for retail locations to identify trends and support financial planning.
Developed performance reports and ad-hoc analyses to aid management and retail leadership.
Collaborated with management to inform strategic decisions across various functions, enhancing cross-departmental alignment.
Financial Analyst
ACCO Brands
Dayton, OH
10.2018 - 09.2019
Conducted data analysis to prepare forecasts and identify trends, supporting strategic planning and financial decision-making.
Prepared monthly balance sheets, income statements, cash flow statements, budgets to provide clear financial insights for decision-making.
Managed financial records, ensuring accuracy of transactions and compliance with accounting standards.
Created journal entries accurately and timely for month end close processes.
Internal Wholesaler
Ohio National Financial Services
Cincinnati, Ohio
04.2015 - 03.2018
Established partnerships with financial advisors and internal wholesalers to identify and leverage sales opportunities.
Developed customized investment solutions in collaboration with financial advisors to meet client needs.
Delivered training on product features and usage for internal teams and customers to enhance product understanding.
Infantryman
United States Marine Corps
Kaneohe, Hawaii
01.2005 - 10.2009
Conducted tactical training exercises to maintain operational readiness and effectiveness.
Collaborated with team members to develop and implement strategic plans for missions.
Conducted training exercises to ensure proficiency in basic infantry skills.
Maintained accountability of assigned personnel, weapons, equipment and supplies.
Education
Bachelors of Business Administration - Business Administration
University of Cincinnati
Cincinnati, OH
04-2016
Skills
Financial modeling
Budget forecasting
Financial reporting
Data analysis
Strategic planning
OneStream Software Proficiency
Excel Software Proficiency
Effective communication
Timeline
Senior Financial Analyst
Universal Technical Institute Inc
07.2023 - Current
Caregiver Break
Self-employeed
11.2021 - 07.2023
Financial Analyst
Qurate Retail Group
09.2019 - 09.2021
Financial Analyst
ACCO Brands
10.2018 - 09.2019
Internal Wholesaler
Ohio National Financial Services
04.2015 - 03.2018
Infantryman
United States Marine Corps
01.2005 - 10.2009
Bachelors of Business Administration - Business Administration