Kaitlyn Boucher
Brownsburg,IN
Summary
Highly motivated and organized employee with a strong inclination to continue learning and growing her knowledge and experience within the financial industry. Strong work ethic, flexibility, and adaptability within the workplace environment. Exceptional team leadership and interpersonal skills, excelled in improving inter-departmental collaboration. Quick learner with a record of providing insightful analyses and creating significant improvements in financial planning and reporting.
Overview
3
3
years of professional experience
Work History
Financial Analyst Sr.
Elevance Health
06.2023 - Current
- Automated and formulated shared excel files which allows for more precise work through decreasing manual error, as well as increasing time efficiency
- Managed several monthly close files for multiple financial teams each month, a task requiring time management, organizational skills, and communicative skills across various departments.
- Managed and updated a primary budget file to accurately track spending and costs throughout the year.
- Presented findings to team leadership during staff meetings and budget calls.
- Standardized excel files across multiple state teams to create more solidarity and understanding across the finance department. This also allowed for more efficient/standardized training processes.
- Was the primary reviewer for several financial documents and records to assess compliance with applicable laws, standards, and regulations for auditing purposes.
- Analyzed historical trends in financial performance to identify any anomalies and/or patterns in the data.
- Collaborated and communicated effectively with other teams and departments to ensure accurate planning, forecasting, and budgeting processes were followed.
Corporate Finance Intern
Elevance Health
05.2022 - 08.2022
- Completed several projects for the Finance and Actuarial teams, demonstrating initiative, communication, and organizational skills.
- Created an excel tool that automated a summary of the key findings of Sales/Lapses/IGC for a team lead. Adapted this process to fit more state teams as other leads desired use of the tool as well. This process eliminated manual error and shortened the document update time by several hours each month.
- Created a macro in excel that eliminated several repetitive steps in a document.
- Presented findings in front of management and leadership, including powerpoint presentation preparation and data analysis.
- Worked in a team setting with nine other Finance interns to complete weekly excel and macro building challenges.
Finance Intern
Indy Eleven
06.2021 - 08.2021
- Supported financial account management duties under direct supervision.
- Managed monetary records and ticket sales/merchandising profits, tracking and updating the budget accordingly.
- Worked in a small team environment with the other departments to ensure effective event planning and successful game days.
- Developed various Microsoft Office skills, combining those efforts into several meaningful presentations to senior management.
Education
Bachelor of Science - Finance And Accounting
Purdue University
West Lafayette, IN05.2023
High School Diploma -
Brownsburg High School
Brownsburg, IN06.2019
Skills
- Financial Consulting
- Budget Support
- Data Analysis
- Financial Statement Analysis
- Report Preparation
- Financial Modeling
- Microsoft Excel
- Microsoft Word and Powerpoint
- Leadership
- Teamwork and Collaboration
Timeline
Financial Analyst Sr.
Elevance Health
06.2023 - Current
Corporate Finance Intern
Elevance Health
05.2022 - 08.2022
Finance Intern
Indy Eleven
06.2021 - 08.2021
Bachelor of Science - Finance And Accounting
Purdue University
High School Diploma -
Brownsburg High School