Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Generic
Heather Barrett
Open To Work

Heather Barrett

Sr. Financial Analyst
Minneapolis,MN

Work Preference

Job Search Status

Open to work
Desired start date: Flexible

Desired Job Title

Senior Financial Analyst

Work Type

Full TimePart TimeContract WorkGig WorkConsultingVolunteerSeasonal Work

Location Preference

RemoteHybridOn-Site
Location: Minneapolis, MN
Open to relocation: No

Important To Me

Work-life balanceWork from home optionCompany CulturePersonal development programs

Summary

Financial analyst with strong track record in financial forecasting, budgeting, and data analysis. Proven ability to deliver actionable insights and drive financial performance through collaboration and adaptability. Equipped with expertise in financial modeling, strategic planning, and risk management. Known for reliable performance and ability to thrive in dynamic environments.

Overview

29
29
years of professional experience

Work History

Senior Financial Analyst

Wells Fargo
Minneapolis, MN
12.2018 - 10.2024
  • Led direct expense management for Commercial Banking and Investment Banking, ensuring budget compliance and financial transparency.
  • Perform analysis of financials to ensure we are within our budget thresholds, so senior leadership has a good understanding of needs and risks.
  • Expense management including ownership of financial headcount tracking (Workday), expense initiatives’ tool reporting and overall financial transparency, with prompt reviews of plans to achieve savings, provide inputs, challenges where appropriate.
  • Partnered with senior finance and FP&A leaders to complete CCAR stress testing inputs accurately and on time.
  • Demonstrate experience in embracing organizational change, as well as influencing colleagues through changing requirements and vision.
  • Partner with team members across the company to produce best processes to ensure financials accurately and promptly reported.

Financial Analyst

Wells Fargo
Minneapolis, MN
12.2009 - 12.2018
  • Direct Expense role that has supported varies areas of Wells Fargo in effort to gain a better working knowledge of the overall company, including Corporate Risk and Technology.
  • Worked with the senior leadership team on complex moves within the organization to ensure budget and forecasts are transparent.
  • In 2017 role realigned into the Forecasting COE to support of Corporate Risk, with additional responsibility to consolidate the overall forecast, month end, and CCAR views for total Corporate Risk.
  • Worked with the senior leadership team for Technology Risk Management to reach ‘Move the Lines’ allocations as the team completed a complex reorganization.

Financial Analyst

Wells Fargo
Minneapolis, MN
12.2006 - 12.2009
  • Indirect Expense role included modeling of direct expense dollars to be distributed out to the lines of business supported by the Technology applications and support groups.
  • Aid in the project for re-engineering the model process by meeting and gathering information from various teams within the Technology organization.
  • Perform analysis and provide information on cost transparency for our internal Technology partners as well as external Wells Fargo line of business.

Business System Consultant

Wells Fargo
Minneapolis, MN
12.2004 - 12.2006
  • Research, document, and implement changes to operational methodologies to gain efficiencies.
  • Analyze and provide data for monthly processing of banker scorecard, ensuring the data published to bankers and management is accurate and comprehensible.
  • Analysis of complex business issues for use by upper-level management when evaluating current business objectives and goals.
  • Develop, cross train, and document internal procedures, for use in training new and established team members.

Operational Analyst 4

Wells Fargo
Minneapolis, MN
08.2001 - 12.2004
  • Analyze and provide daily, weekly, and monthly forecasts for National Consumer Lending within Wells Fargo Home Mortgage used to show the necessary staffing capacity levels.
  • Maintain and enhance daily management reports with elevated level of detail.
  • Supply Centralized Retail Finance with volume projections for monthly review, including Early Earning and Budgeting scenarios.
  • Analyze and model loan volume trends and build reporting tools to inform the Centralized and Distributed Retail Business Lines.

Sr. Marketing Analyst

Provell, Inc., (formerly Damark International, Inc.)
Minnetonka, Minnesota
12.1999 - 05.2001
  • Designed and implemented a P&L process that offered a daily view of monthly campaigns.
  • Continually assess and implement strategies to increase acquisitions and initiate more cost-effective campaigns, through data segmenting.
  • Researched and provided analysis for strategy planning, creative development, and monthly promotions to retain customers.
  • Continual communication with multiple departments within the company to maintain accurate information on membership information, used in retention of customers.

Forecast Analyst

Shop NBC, Inc. (formerly Value Vision International, Inc.)
Eden Prairie, Minnesota
12.1997 - 12.1999
  • Forecast and analyze call volume of a national home retail network.
  • Review weekly programming calendars to determine where additional staffing was needed for the call center.
  • Formulate call allocation guidelines between three national call centers.
  • Coordinate temporary employment for customer service and call center and alert management to area of staffing needs.

Account Manager, a subdivision of Hanover Accessories

Hanover Accessories, Inc.
Plymouth, Minnesota
06.1997 - 12.1997
  • Coordinate information for clients concerning projects and communicate specifics information to national representatives.
  • Perform monthly invoicing and update billing information to financial officer, as well as billing reconciliation.
  • Identify and forecast sales trends through weekly status reports and communicate results with management and sales representatives.
  • Coordinate a style class identification system that allows products to flow through a continual sales pattern.

Sales and Purchasing Analyst

Hanover Accessories, Inc.
Plymouth, Minnesota
09.1996 - 06.1997
  • Communication with Service Representative Staff of 250 people across about essential daily information.
  • Developed status and tracking reports to give progress reports to clients and sales representatives across the country.

Service Technician

Hanover Accessories, Inc.
Plymouth, Minnesota
04.1996 - 09.1996
  • Communication with Service Representative Staff of 250 people across about essential daily information.
  • Developed status and tracking reports to give progress reports to clients and sales representatives across the country.

Education

Bachelor of Science - Business Administration with a concentration in Finance, Mathematics

Southwest State Minnesota
Marshall, Minnesota
03-1996

Skills

  • Self motivated and adaptable individual, with strong prioritization and multitasking abilities
  • Advanced proficiency in Excel, Hyperion, and rapid adoption of innovative technologies
  • Effective collaborator and independent contributor with a strong work ethic
  • Clifton StrengthsFinder top 5 strengths: Relator, Analytical, Strategic, Learner, Achiever

Timeline

Senior Financial Analyst

Wells Fargo
12.2018 - 10.2024

Financial Analyst

Wells Fargo
12.2009 - 12.2018

Financial Analyst

Wells Fargo
12.2006 - 12.2009

Business System Consultant

Wells Fargo
12.2004 - 12.2006

Operational Analyst 4

Wells Fargo
08.2001 - 12.2004

Sr. Marketing Analyst

Provell, Inc., (formerly Damark International, Inc.)
12.1999 - 05.2001

Forecast Analyst

Shop NBC, Inc. (formerly Value Vision International, Inc.)
12.1997 - 12.1999

Account Manager, a subdivision of Hanover Accessories

Hanover Accessories, Inc.
06.1997 - 12.1997

Sales and Purchasing Analyst

Hanover Accessories, Inc.
09.1996 - 06.1997

Service Technician

Hanover Accessories, Inc.
04.1996 - 09.1996

Bachelor of Science - Business Administration with a concentration in Finance, Mathematics

Southwest State Minnesota

Similar Profiles

CREATE PROFILE
Heather BarrettSr. Financial Analyst
Want your own profile? Build for free at MyPerfectResume.com