Financial Analyst
Julie Coulter
Oracle
SACRAMENTO,CA
Summary
Seasoned Financial Analyst experienced in financial analysis and strategic planning. Delivered impactful results through budgeting, forecasting, and financial reporting while collaborating with cross-functional teams to enhance decision-making and operational efficiency. Embraced change in fast-paced environments by proactively addressing issues and optimizing processes.
22
years of professional experience
Work History
Principal Financial Analyst
22 Years 5 Months- Led financial reporting initiatives, ensuring accuracy and compliance with corporate standards.
- Analyzed complex financial data to identify trends and provide actionable insights.
- Collaborated with cross-functional teams to streamline budgeting, forecasting, and other team processes.
- Collaborated with cross-functional teams to streamline budgeting and forecasting process.
- Mentored junior analysts on Oracle tools and through analytical techniques and best practices.
- Implemented process improvements, enhancing efficiency in financial operations and reporting timelines.
- Presented financial analysis findings to senior leadership, influencing strategic direction and resource allocation.
- Enhanced company profitability through meticulous guarding of deal contracts negatively impacting company's potential revenue.
- Conducted month-end and quarter-end close processes through SaaS Cloud booking reconciliation.
- Leveraged advanced data analytics tools to monitor KPIs and identify emerging trends impacting business performance.
- Tracked and maintained management and IC salesrep attainment for entire team and provided top earners for team recognition awards.
- Optimized financial planning with accurate forecasting models, driving informed decision-making across departments.
- Managed the development of annual budgets and LRP, working closely with department heads to align resources with strategic goals.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Developed financial projections and forecasts to guide investment decisions.
- Produce monthly and quarterly financial and operational reports, providing insights that drive financial performance and success.
Skills
Budget planning
Monthly and Quarterly Financial Reporting
Revenue forecasting and variance analysis
Financial modeling
Sales collaboration
Problem-solving skills
Timeline
Principal Financial Analyst
Oracle
04.2004 - 09.2026