Jill E. Kovachi
Lindenhurst,NY
Summary
Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
27
27
years of professional experience
Work History
FP&A Manager
Alba Wheels Up
04.2022 - Current
- Take active part in financial forecasting, reporting, and operational metrics tracking
- Analyze financial data and develop financial models for decision support, Report on financial performance and prepare for regular leadership reviews
- Analyze client profitability and departmental costs
- Develop situational awareness to changes and opportunities for business line improvement
- Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
- Work closely with CFO, Controller and the accounting team to ensure accurate and timely financial reporting
- Guide the cost analysis process by establishing and enforcing policies and procedures
- Provide analysis of trends and forecasts and recommend actions for optimization
- Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
- Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards
- Increase productivity by developing automated reporting/forecasting tools
- Perform market research, data mining, business intelligence, and valuation comps
- Participate in M&A analysis, consolidation reporting, due diligence and integrations
- Utilizing BI tools to delivery meaningful insights into business performance
- Preparation of competitor analysis, market trends and associated commentary to the Leadership team
- Participating in digital Finance transformation by identifying areas for technology adoption and streamlining
Sales Ops Analyst IV
Broadcom
04.2021 - 04.2022
- Designs, develops processes and systems to consolidate and analyze diverse data sources to generate actionable insights and solutions for sales teams
- Provide reports and analytics in implementing and executing Sales Management Systems & Initiatives, including deal review and forecast process
- Reviews and analyzes sales-related pipeline, bookings, revenue, sales productivity and goal attainment
- Responsible for the consolidation, reconciliation, analysis, reporting and presentation of Renewal Portfolio information used by sales management for planning
- Work in conjunction with sales teams to support their business needs while driving a level of standardization
- Work with key stakeholders across internal organizations and foster relationships with stakeholders to meet specific goals and objectives
- Identify, document, recommend, propose and implement new business process improvements
- Leads major data integrity initiatives and drives strategic projects
- Identifies meaningful insights from large data; interprets and communicates insights and findings from analysis to stakeholders
Business Intelligence Manager
AAA Northeast
09.2018 - 03.2021
- Collect data for measurement & analysis of return-on-investment across several key marketing initiatives
- Other analytics projects will include targeting, segmentation, and optimization to support cross-business strategic priorities and business decision-making
- Perform response analysis with each campaign to aid in development of future strategies: financial analysis, data analysis, trend identification, conducting promotional analysis, measuring marketing, branding and advertising effectiveness (traditional channels and digital), lift in sales, and ROI
- Perform advanced analytics appropriate to line of business including modeling, forecasting, predictive analytics that deliver recommendations for growth, cost reduction and optimization of operational performance
- Perform rigorous model evaluation, design hypothesis tests, oversee test execution and result evaluation
- Model, predict, and classify consumer behavior and business metrics
- Perform and manage all steps required for analyses including requirements gathering, methodology development, data pulling, data processing, analysis, insight formulation and results delivery
- Generate reports, documentation and scoring as part of analysis process
- Identify meaningful trends or patterns that impact strategic decisions and future marketing investments and regularly share results with marketing stakeholders
- Provide recommendations for new methods to enhance analytics
- Produce expected performance measures including lifts, efficiencies, confidence intervals and other statistical measures
- Supports CFO on various assignments
- Supports Marketing Financial Services team calculating monthly Visa incentives, provides complex analytics, creates/maintains Power PI dashboards, prepares media ROI and campaign match back workflow
Accreditation Management Representative
AAA National Office
04.2016 - 09.2018
- Assesses clubs' compliance with Association Bylaws, Quality Standards and other Board-approved rules and regulations through support of Accreditation Program
- Activities include tracking, updating and analyzing club financial statements (adherence to GAAP) and operating performance data/metrics, conducting trend analysis, writing staff reports, providing recommendations, and effectively presenting data graphically using appropriate software to club CEOs and National Office executives
- Supports Accreditation Commission, Competitive Strategy Committee and business line subcommittees with Quality Standards compliance interpretation, action plan development, research, statistical analysis, and reports findings/recommendations
- Conducts operational reviews of clubs as directed by executive staff, AAA Board, Accreditation Commission or as requested
- Reviews include in-depth pre-visit analysis; detailed financial and operational performance assessment, including financial trend analysis and forecasts, operating performance data/trends; on-site reviews with club management and staff; review of operating practices and management controls; incorporation of member service survey results; and presentation of findings and recommendations orally and in detailed written reports to club management, the Accreditation Commission and Board of Directors
- Administers the Club Financial Information System (CFIS), including database management and query capabilities
- Support Sr Management on various projects and ad-hoc assignments
- Participates in the department planning & budget and monthly forecast process, and develops action plans for areas of responsibility
Director of Financial Planning and Analysis
Cargo Airport Services LLC
10.2013 - 03.2016
- Managed a Team of 3 analysts
- Responsible for developing the annual budget & forecast by working closely with all stakeholders
- Perform business analysis and financial modeling on various operations related topics
- Monthly preparation of management and board reports and Interact with GM’s and Directors for variance analysis
- Perform periodic profit improvement analysis and KPI Management
- Work with Accounting team on financial projects and audit, internal and external, as required
- Perform bank compliance reporting, borrower certificate and communication
- Support CFO on various M&A projects and ad-hoc assignments
Sr. Financial Analyst
CAMP Systems International Inc
09.2012 - 10.2013
- Responsible for supporting CAMP’s CFO by preparing financial models and budgets, analyzing business metrics and assisting in financial reporting and treasury functions and support Senior Management Team
- Prepare internal and/or external financial analysis and with decision support
- Develop financial models
- Prepare, analyze and select methods of presenting various data
- Prepare data on charts and diagrams to map out business process design(s)
- Write reports and summaries of findings
- Access business data using SQL and MS Access
- Interact with management at all levels to facilitate information gathering
Manager: Strategic Accounts & Accounting / Sr. Business Analyst
Four-Soft
05.2008 - 08.2012
- Strategic Account Manager for 14 clients across multiple software platforms: responsible for day-to-day logistics business requirements for fourteen clients including addressing immediate issues, industry requirements, training, providing documentation, calculating/executing software enhancement quotes, hosting weekly/monthly client meetings to resolve issues/concerns & presenting new enhancement opportunities.
- Sr. Business Analyst: Manage & support accounting operations across multiple software platforms for the entire U.S Client market in the following capacities:
- Accounting consultant: General Ledger reconciliation, performing month-end & year-end closes, posting journal entries, performing bank reconciliations and auditing support
- Manage & maintain accounting compliance modifications for multiple software platforms
- Training internal & external clients on accounting principles. Maintain functional documentation
AVP Financial Analyst, Manager
American Home Mortgage
07.2005 - 04.2008
- Primarily responsible: Preparation, assembly & distribution for Bulk Supplemental MI bids
- Including profiles, liaison between AHM & MI providers, and scenario creation
- Managed a Team of 4 Business Analysts & Managed Customer Service Help Desk
- Established & maintain price index, risk, and eligible models
- Provide key statistics for bulk loan pool populations
- Report preparation, data analysis, issue identification and resolution for mortgage insurance needs
- Responsible for weekly reporting including YTD matrix’s for internal and external customers
Senior Financial Analyst
Computer Associates Int’l
04.2004 - 07.2005
- Primarily responsible for assisting with the Company's Sarbanes-Oxley compliance
- Responsible for managerial and financial accounting, preparation of sales and product reports and budget analysis relating to CA's Indirect Sales Departments
- Preparation, assembly & distribution of monthly Business Reviews
- Prepare a North America & a World Wide booklet that includes 45 pages each for Senior Management
- Team leader for projects relating to Indirect Sales and marketing initiatives as well as act as the liaison between the worldwide Sales, Finance and Marketing units
- Conduct special projects at the request of Finance management
- Prepare reports contains important financial metrics such as total finished good inventory, average weekly run rate, and number of weeks of stock on hand
- Prepare indirect fiscal year budget and monthly analysis as per Budget Department procedures
- Correspond with Indirect Area Managers to obtain quarterly distributor rebate targets and collect signed rebate letters
- Once the quarter is completed, calculate the rebates and send them to Accounts Receivable to be approved for distributor rebates via a credit memo, or to Accounts Payable for a check for reseller rebates.
Sr. Business Analyst
Four-Soft
04.2003 - 03.2004
- Manage & support accounting operations across multiple software platforms for the entire U.S Client market in the following capacities:
- Accounting consultant: General Ledger reconciliation, performing month-end & year-end closes, posting journal entries, performing bank reconciliations and auditing support
- Manage & maintain accounting compliance modifications for multiple software platforms
- Training internal & external clients on accounting principles
- Maintain functional documentation.
Financial Analyst
Kimco Realty Corporation
04.2003 - 03.2004
- Facilitates budget integration between the following areas & functions: Asset Management, Property Management, Leasing, Acquisitions, & Accounting
- Support in the development, preparation, analysis, and interpretation of the following areas: Budget & Quarterly forecast process for 600+ sites, CAM calculations, Special financial projects, Responsible for generating budget models for new sites & to insure the financial data integrity, Prepare budget & forecast Equity portfolio packages for partners & Site(s) Validations
Financial Analyst
Reckson Associates Realty Corp
10.1996 - 04.2003
- Support the Vice President of Corporate Finance in working with the following areas & functions: Asset Management, Investments, Accounting Operations & the Business Knowledge Center
- Ensures compliance, integrity & reconciliation of data capture into requisite system & databases, enabling the production of the most reliable, coordinated, up-to-date, accurate system generated financial reports and projections
- Principal duties & Responsibilities: Update revenue & expense information & other requisite data to provide accurate information for corporate reporting. Participation in preparation of Supplement Operating & Financial Data for 10K’s & 10Q’s
- Business Plan & Budget Preparation: Aid & support Asset Manager in the creation, maintenance & interruption of financial data. Aid in the analysis of prior years operating expense activity from the general ledger to determine current budget requirements
- Preparation, Assembly & Distribution of Monthly, Quarterly, & other Reports: Business Plan updates, Run reports on a monthly, quarterly, & year to date basis for property managers. Provide support & explanation for variances
- Budget Review & Monitoring: Prepare contractual revenue budgets & assist in forecasting monthly expenditures. Participate in the preparation of escalation budgets for all LI office & industrial property portfolios
Education
M.B.A - Corporate Finance
Dowling College
Oakdale05.2004
Skills
- Teamwork and Collaboration
- Financial Reporting & Forecasting
- Budget Administration & Management
- Problem Resolution
- MS Office
- Strategic Planning
- Complex Problem-Solving
- Problem-Solving
- Friendly, Positive Attitude
- Excellent Communication
- Analytical Thinking & Troubleshooting
- Data Visualization & Business Intelligence Analysis
- Software integration
- Data Extracting & Modeling
- SQL proficient
- Excel proficient
Timeline
FP&A Manager
Alba Wheels Up
04.2022 - Current
Sales Ops Analyst IV
Broadcom
04.2021 - 04.2022
Business Intelligence Manager
AAA Northeast
09.2018 - 03.2021
Accreditation Management Representative
AAA National Office
04.2016 - 09.2018
Director of Financial Planning and Analysis
Cargo Airport Services LLC
10.2013 - 03.2016
Sr. Financial Analyst
CAMP Systems International Inc
09.2012 - 10.2013
Manager: Strategic Accounts & Accounting / Sr. Business Analyst
Four-Soft
05.2008 - 08.2012
AVP Financial Analyst, Manager
American Home Mortgage
07.2005 - 04.2008
Senior Financial Analyst
Computer Associates Int’l
04.2004 - 07.2005
Sr. Business Analyst
Four-Soft
04.2003 - 03.2004
Financial Analyst
Kimco Realty Corporation
04.2003 - 03.2004
Financial Analyst
Reckson Associates Realty Corp
10.1996 - 04.2003
M.B.A - Corporate Finance
Dowling College
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