JENNIFER LEONARD
San Diego,CA
Summary
I have over 6 years of experience working as a financial analyst, during which I built a track record of breaking down business strategies via robust analysis of industry data, company fundamentals, and market growth trends. I possess strong analytical, interpersonal, and communication skills, while my broad industry experience enables me to operate comfortably in a fast-paced and uncertain environment.
Overview
8
8
years of professional experience
Work History
FP&A Manager
Wealthfront
Palo Alto, CA
12.2023 - Current
- Partnered with business owners to evaluate contract decisions for new products, resulting in lowered costs and improved unit economics.
- Created financial models for revenue, expense, and cash flow forecasts on a monthly, quarterly, and annual basis.
- Analyzed and reported on key company-wide performance metrics to the executive leadership team.
- Partnered with the Lead Accountant and Head of Finance on IPO Readiness as a part of a potential acquisition.
- Ensured that robust financial controls and procedures were implemented and maintained.
- Provided ad hoc analysis including Gross Margin Analysis, DBNER, Operating KPIs, etc.
- Coached, mentored and trained team members in order to improve their job performance.
Senior FP&A
Wealthfront
Palo Alto, CA
12.2021 - 12.2023
- Led routine and ad-hoc management reporting: analyzing financial results, distilling and synthesizing key trends, assessing current and future product strategies.
- Built close business partnerships which led to succinct and strong cross-functional collaboration.
- Led initiatives to continuously improve and automate the reporting process including quarterly and monthly business summaries for extended management.
- Identified cost-saving strategies to maximize profitability and reduce expenses.
Financial Analyst
Wealthfront
Palo Alto, CA
10.2019 - 12.2021
- Prepared comprehensive financial reports summarizing performance metrics for senior management review.
- Analyzed trends in financial performance to identify areas for improvement.
- Collaborated with other departments to ensure accurate budgeting and forecasting processes were followed.
Operations Analyst
Room to Read
Melbourne, Australia
01.2018 - 06.2018
- Assisted senior executives with budget preparation and prepared division monthly and quarterly budget reports.
- Led and implemented strategic research project to develop an evaluation framework for future partnerships.
- Provided strategic support on all finance related issues to ensure delivery of KPIs.
Research Analyst, Mergers & Acquisitions Lead
Robbins Arroyo LLP
San Diego, CA
10.2016 - 01.2018
- Provided M&A support including financial modeling, valuation analysis, and presentations
- Trained and managed a team of three junior analysts
- Analyzed complex data sets (including P&L and Balance Sheet elements) and summarized for executive staff, provided guidance on which cases were feasible to pursue including analysis of insider sales, settlement damages, and loss calculations.
Education
Bachelor of Science in Business - Finance
San Francisco State University
08.2016
Skills
- Budget Forecasting & Strategic Planning
- Advanced proficiency in Excel / Google Sheets
- Variance Analysis
- KPI Management
- Revenue pattern analysis
- Cash Flow Management
- SQL/Data proficiency
Skills
Forecasting & trend analysis, Financial reporting, Data analysis & budget optimization, Advanced in Excel, Experienced in SQL & Google Scripts, Proficient in Quickbooks & Netsuite, Problem solving & critical thinking, Business partnership strategies, Process improvement focused
Accomplishments
- Wealthfront Owner's Award, 2021
- College of Business Salutatorian, Distinction in the Major, 2016
Timeline
FP&A Manager
Wealthfront
12.2023 - Current
Senior FP&A
Wealthfront
12.2021 - 12.2023
Financial Analyst
Wealthfront
10.2019 - 12.2021
Operations Analyst
Room to Read
01.2018 - 06.2018
Research Analyst, Mergers & Acquisitions Lead
Robbins Arroyo LLP
10.2016 - 01.2018
Bachelor of Science in Business - Finance
San Francisco State University
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