Senior Financial Analyst with 7+ years' experience in FP&A, budget management, and financial reporting. Proven track record of optimizing financial processes, reducing costs, and providing strategic insights to senior leadership. Skilled in managing relationships with cross-functional teams and driving operational efficiency.
Overview
9
9
years of professional experience
Work History
Senior Financial Analyst, Technology
URBN (Urban Outfitters, Anthropologie Group, Free People & Nuuly)
Upper Chichester, Pennsylvania
06.2022 - 11.2024
Led the annual budget cycle of $30M technology contract expenses and $2M general operation expenses across EMEA, ensuring alignment with strategic goals.
Designed and delivered meaningful financial reports for the CIO/CTO, enhancing visibility into monthly close processes and the annual budget.
Streamlined monthly, quarterly, and annual spend-close processes using modeling tools, reducing time spent on manual processes by 35%.
Conducted detailed variance analysis of forecast to actuals, enabling timely adjustments and decision-making.
Built and maintained strong relationships with technology management and brand stakeholders.
Associate
J.P. Morgan Chase & Co.
Newark, Delaware
11.2019 - 06.2022
Led annual budget and forecast cycles for expense and headcount management, delivering accurate and timely P&L reporting
Presented quarterly financials and annual budget to EMEA Investment Bank CFO
Identified and automated manual processes, increasing productivity by 40% and reducing budget submission time by 35%
Facilitated working groups and streamlined communication, eliminating 10+ calls during budget cycles
Relocated EMEA desk to Delaware in 1.5 months successfully, ensuring seamless continuity
Promoted within 12 months due to exceptional performance and contributions to financial management.
Financial Analyst
J.P. Morgan Chase & Co.
Newark, Delaware
06.2017 - 11.2019
Led various control initiatives including issue management, internal control testing, and governance, enhancing compliance and risk management
Developed KPI reporting frameworks and automated dashboards, significantly reducing individual control manager workload by 75%
Liased between CIB employees and PwC during annual 10-K Audit testing, providing daily status reports to senior management
Reduced inter-departmental calls by organizing weekly working groups and training sessions during SOX testing cycles.
Financial Analyst Intern
J.P. Morgan Chase & Co.
Newark, DE
01.2016 - 06.2017
Additional experience available upon request
Education
Bachelor of Science (B.S.) - Accounting and Finance -
West Chester University
West Chester, PA
05-2017
Skills
Financial Analysis & Reporting
Process Implementation
Process Improvement
Budget Forecasting
Stakeholder Communication
KPI Reporting
Additional Information
Proficient in Microsoft Office Suite, Hyperion Planning & Financials, Essbase, Oracle Financials, SAP
Timeline
Senior Financial Analyst, Technology
URBN (Urban Outfitters, Anthropologie Group, Free People & Nuuly)
06.2022 - 11.2024
Associate
J.P. Morgan Chase & Co.
11.2019 - 06.2022
Financial Analyst
J.P. Morgan Chase & Co.
06.2017 - 11.2019
Financial Analyst Intern
J.P. Morgan Chase & Co.
01.2016 - 06.2017
Bachelor of Science (B.S.) - Accounting and Finance -
West Chester University
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