Financial Analyst with comprehensive experience in financial data analysis and strategic /budget forecasting. Known for strong collaborative efforts and delivering consistent results in dynamic environments. Skilled in financial modeling, data interpretation, and strategic planning, with proactive approach to adapting to changing business needs.
Overview
15
15
years of professional experience
Work History
Financial Analyst
Vermont Federal Credit Union
01.2013 - Current
Designed key reporting packages for the Executive Team on a monthly and quarterly basis.
Supported strategic decision-making with in-depth market trend analysis.
Drove profitability improvements by advising on cost-reduction strategies.
Reduced financial risks by developing and implementing user-friendly risk management policies.
Initiated process improvements that increased the efficiency of budgeting cycles.
Created and maintained precise and accurate models, charts and reports.
Evaluated proposed projects' ROI using NPV, IRR, and other financial metrics, helping prioritize initiatives with maximum value potential.
Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
Bartender
Village Tavern & Cafe
04.2018 - Current
Serves high customer volumes during special events, nights, and weekends.
Manages cash handling duties
Performs opening and closing duties, setting up for incoming shift, preparing cash drawers, and taking inventory.
Works well under pressure in a high stress environment
Accounting Specialist II
Vermont Federal Credit Union
05.2010 - 01.2013
Prepared weekly reports from the trial balance for Senior Management.
Examined and executed chargebacks for members, ACH, accounts payable, share drafts, vendor due diligence, quarterly reports, 1099’s, wire transfers, month-end reconciliation, daily journal entries, general ledger reconciliation, etc.