Summary
Overview
Work History
Education
Skills
Timeline
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Kayla Allen

Charlotte,NC

Summary

Dynamic Senior Financial Analyst with Exiger, adept at enhancing revenue retention and streamlining processes. Expert in financial modeling and reporting, leveraging advanced Excel skills and effective communication to drive strategic initiatives. Proven track record in contract management and cross-functional collaboration, delivering actionable insights that improve accuracy and transparency in financial operations.

Overview

4
4
years of professional experience

Work History

Senior Financial Analyst

Exiger
New York, NY
03.2022 - Current
  • Ensured revenue retention through timely management of contract renewals
  • Streamlined the Purchase Orders process through innovative proforma invoice creation
  • Implemented monthly ARR reconciliation process, resulting in improved accuracy and transparency in revenue reporting.
  • Utilized advanced Excel skills to develop financial models and forecasts, facilitating strategic planning and budgeting initiatives.
  • Collaborated with cross-functional teams to analyze financial data and provide actionable insights for decision-making.

Financial Service Representative

North Carolina State Employees Credit Union
Raleigh, NC
03.2021 - 09.2021
  • Assisted clients with various banking transactions, including deposits, withdrawals, and account inquiries, ensuring accuracy and compliance with banking regulations.
  • Provided personalized financial guidance and product recommendations to clients based on their individual needs and financial goals.
  • Participated in ongoing training and development programs to stay updated on banking policies, procedures, and product offerings.

Education

Bachelor of Science - Business Administration with concentration in Finance

East Carolina University
Greenville, NC
12.2021

Masters of Financial Technology And Analytics -

Wake Forest University
Wake Forest, NC

Skills

  • Financial software
  • P&L management
  • Project management
  • Financial reporting
  • Annual recurring revenue
  • Problem solving
  • Effective communication
  • Client relationship management
  • Revenue recognition
  • Account reconciliation
  • Contract management
  • Advanced Excel
  • Cross-functional collaboration

Timeline

Senior Financial Analyst

Exiger
03.2022 - Current

Financial Service Representative

North Carolina State Employees Credit Union
03.2021 - 09.2021

Bachelor of Science - Business Administration with concentration in Finance

East Carolina University

Masters of Financial Technology And Analytics -

Wake Forest University

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