Haley Petersen
Salt Lake City
Summary
Ambitious Financial Analyst well-versed in balancing priorities and meeting deadlines in high pressure environments. Detail oriented with hands-on experience, most recently at Fortune 500 companies. Excellent organizational and communication skills with a passion for quality.
Overview
8
8
years of professional experience
Work History
Principal Financial Analyst
BAE Systems, Inc.
07.2020 - 08.2023
- Obtained Secret security clearance
- Forecasted a total of $90M in revenue for the current and next gen ICBM nuclear weapon systems
- Created detailed financial reports for the government customer on a monthly basis while working the Instrumentation Radar Support Program
- Improved financial status by analyzing cost, revenue, monitoring variances and recommending actions to high level decision makers
- Maintained forecast data for 300+ employees
- Knowledgeable in contract requirements and experienced in preparing monthly cost and estimate at completion (EAC)
- Promoted several times and consistently received Exceeds Expectations and Excellent rankings on performance reviews
Financial Analyst
Goldman Sachs
06.2018 - 02.2020
- Accurately onboarded primary, secondary and GP stake private equity investment transactions onto 3 separate firm systems in accordance with firm policy and government regulation, including the Volcker Rule
- Supervised, trained, and assigned & reviewed the work of 5 employees assigned to onboarding tasks
- Led weekly meetings for the onboarding employees to assess any issues with particular portfolios, guage employee capacity, and answered any questions regarding private equity transactions
- Interpreted Limited Partnership Agreements, Subscription Documents, and Investment Fact Sheets between the firm, outside counsel, and GP's to gauge private equity investment details; used this information to accurately reflect the investment in multiple systems
- Created Contribution/Distribution letters for Employee investors in an accurate and timely manner
Accounting Assistant
Advantage Route Systems
08.2016 - 04.2018
- Created custom reports for the Vice President of Operations using pivot tables and v lookups from data in Quickbooks
- Communicated daily with B2B clients regarding overdue balances, upcoming invoices, and billing disputes
- Collected an average of $30,000 a month in delinquent accounts
- Handled thousands of dollars worth of transactions daily while accepting customer payments, preparing deposits, and accurately entering credit card charges into Quickbooks
- Orchestrated accurate communication between Tech Support, Customer Care, and Shipping departments to ensure customer satisfaction was exceeded
Intern
Enterprise Rent-A-Car
05.2015 - 08.2015
- Engaged in assigned tasks involving operating costs, cash box reconciliation, customer service training, and directing team meetings with the objective of learning how to manage a business
- Gained the loyalty of a local business via a marketing event that resulted in a $600 a week increase in revenue on a $150 budget
- Developed a plan to increase diversity in the Utah and Southern Idaho areas by implementing a work-abroad incentive program for potential bi-lingual Account Managers
- Successfully presented ideas, observations, and recommendations to top area managers and University representatives
Education
Bachelor's of Finance -
Utah State University
Logan, UT2015
Skills
- Strong organizational skills to oversee production of a high volume of quality work within tight timeframes, often including multiple simultaneous projects
- Extreme attention to detail – proven experience of delivering high levels of accuracy
- Knowledge and understanding of Excel, Quickbooks, Costpoint, Cognos and adaptability to other software products
- Excellent analytical, communication and interpersonal skills
- Team player, self-motivated and a willingness to take on more responsibility
Timeline
Principal Financial Analyst
BAE Systems, Inc.
07.2020 - 08.2023
Financial Analyst
Goldman Sachs
06.2018 - 02.2020
Accounting Assistant
Advantage Route Systems
08.2016 - 04.2018
Intern
Enterprise Rent-A-Car
05.2015 - 08.2015
Bachelor's of Finance -
Utah State University
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