Derrick Heller
Reading,PA
Summary
Dynamic Senior Financial Analyst with a proven track record at First Commonwealth Federal Credit Union, excelling in financial forecasting and process improvements. Adept at delivering actionable insights and enhancing operational effectiveness through cross-functional collaboration. Recognized for streamlining workflows and ensuring regulatory compliance, driving strategic initiatives that support organizational goals.
Overview
7
7
years of professional experience
Work History
Senior Financial Analyst
First Commonwealth Federal Credit Union
Trexlertown, PA
10.2025 - Current
- Analyze monthly, quarterly, and annual financial performance, delivering executive-level reporting, dashboards and insights that highlight variances, trends, risks and opportunities.
- Build and maintain financial models, forecasting tools, profitability analyses, and CECL system to support strategic planning, scenario modeling, and risk management.
- Partner cross-functionally to validate financial data, support strategic initiatives, conduct due diligence and enhance organizational reporting, budgeting and forecasting processes.
- Ensure financial integrity and regulatory compliance while driving continuous improvements, supporting audit/exams and contributing to enterprise wide strategic and operational goals.
Sr Analyst, Controllership
Santander Holdings USA Inc.
Wyomissing, PA
09.2024 - Current
- Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
- Analyzed data to identify root causes of problems and recommend corrective actions.
- Conducted routine account reconciliations that ensured accurate recordkeeping and minimized the likelihood of costly errors.
- Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
- Assisted in system implementation efforts by providing business specific knowledge, analysis of data, and technical support
- Executed Year End Budget Load Process into SAP Procurement system for 5 consecutive years consistently meeting the deadline with limited business disruption
Analyst, Financial Planning and Analysis
Santander Bank N.A.
Wyomissing, PA
07.2019 - 09.2024
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Improved decision-making processes, providing senior management with detailed analysis and actionable insights.
- Managed multiple projects simultaneously while adhering to strict deadlines and quality standards.
- Reduced inefficiencies in Account Payable and Procurement processes by coordinating and executing budget transfers for approximately 15 different business lines while adhering to internal controls.
Education
MBA -
Alvernia University
Reading, PA05.2020
Bachelor of Science - Accounting Minor: International Studies
Commonwealth University - Lock Haven
Lock Haven, PA05.2013
Skills
- MS Excel
- Process improvements
- Project management
- Account reconciliations
- Database management
- Regulatory compliance
- Financial forecasting
- Financial statement analysis
Timeline
Senior Financial Analyst
First Commonwealth Federal Credit Union
10.2025 - Current
Sr Analyst, Controllership
Santander Holdings USA Inc.
09.2024 - Current
Analyst, Financial Planning and Analysis
Santander Bank N.A.
07.2019 - 09.2024
MBA -
Alvernia University
Bachelor of Science - Accounting Minor: International Studies
Commonwealth University - Lock Haven