Janusz Lukasik
Senior Financial Analyst
New Ulm,MN
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, budget management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
5
5
years of professional experience
Work History
Financial Analyst
Associated Milk Producers Inc
01.2022 - Current
- Organized and lead monthly comprehensive financial reports to guide operating strategies for senior level management and plant personnel
- Developed profitability and key performance indicator reports which resulted in increased annual revenue and improved operational efficiency
- Collected data and developed detailed reports to identify trends and create revenue, profitability, and expense forecasts
- Took initiative and leadership role in all insurance matters including application submissions and frequent coverage reviews among internal and outside organizations
- Trained new staff in financial analytics and data presentation software
Customer Service Representative
American Family Insurance
01.2019 - 12.2021
- Handled customer inquiries and suggestions courteously and professionally
- Advanced forward-thinking and strengthened problem-solving skills to improve retention and drive customer satisfaction leading to increased sales
- Cultivated and strengthened account relationships to achieve and exceed company targets
- Assisted large volume of daily customers with positive attitude and focus on customer satisfaction
- Licensed in Property & Casualty Insurance and trusted fiduciary increasing 2019 retention ratio by 5.6%
Multi-Use Employee
Polonia Catering & Market
06.2015 - 01.2018
- Volunteered for 12-14 hour shifts during holidays and other busy periods to alleviate staffing shortages
- Efficiently assembled and disassembled food service stations, equipment and furniture per contract specifications
- Increased communication with event coordinators and facility management to obtain appropriate catering accommodations for 300+ attendees
- Carried out complete opening, closing and shift change duties to keep business working efficiently and teams ready to meet customer needs
Education
Bachelor of Science - Corporate Finance
Minnesota State University
Mankato05.2021
Skills
- Strong Communication and Leadership skills
- Flexible Team Player
- Project Planning
- Budgetary Planning
- Financial Statements Expertise
- Analyzing Performance
Additional Information
- Treasurer of Sigma Nu Fraternity , October 2018 to December 2020
- Developed and managed $30,000 annual budget with constant communication amongst entire chapter
- Partnered with local grocery store to fundraise $1,500 in a single event
- Provided financial advise for members in financial distress
Timeline
Financial Analyst
Associated Milk Producers Inc
01.2022 - Current
Customer Service Representative
American Family Insurance
01.2019 - 12.2021
Multi-Use Employee
Polonia Catering & Market
06.2015 - 01.2018
Bachelor of Science - Corporate Finance
Minnesota State University