Kayla Baldi
Merrick
Summary
Financial Planning Assistant with strong skills in financial reporting and forecasting sales. Dynamic financial professional skilled in utilizing Excel, Anaplan, and PowerBi for accurate sales planning and reporting.
Overview
4
4
years of professional experience
Work History
Financial Planning Assistant
Macys Inc., Gap Inc
New York
01.2025 - Current
- Prepared financial reports using Excel and internal software systems.
- Used software such as PowerBi, Tableau, OPT and Anaplan to correctly plan and forecast sales.
- Executed financial planning recommendations based off of previous data.
- Coordinated client meetings, documenting key discussions to inform future planning.
- Collaborated with team members to streamline workflows, contributing to overall team effectiveness.
- Updated financial planning software with new information and exports.
Waitstaff Manager
San Marzano
New York
02.2022 - 12.2025
- Managed waitstaff schedules and ensured adequate coverage during peak hours.
- Trained new staff on service standards and restaurant policies.
- Resolved customer complaints promptly to enhance dining experience.
- Handled payments from customers using POS system.
Intern Designer
Jen Roblero
New York
05.2024 - 08.2024
- Collaborated on design concepts for diverse client projects, enhancing creative direction.
- Designed visual representations of client ideas for feedback.
- Participated in client meetings to gather project requirements and feedback.
- Streamlined design file organization and maintained project documentation for efficient access.
Education
BBA - Business
Fashion Institute of Technology
New York, NY05-2024
Skills
- Financial forecasting
- Financial reporting
- Sales planning
- Anaplan
- Microsoft Excel
- Team collaboration
- Effective communication
Timeline
Financial Planning Assistant
Macys Inc., Gap Inc
01.2025 - Current
Intern Designer
Jen Roblero
05.2024 - 08.2024
Waitstaff Manager
San Marzano
02.2022 - 12.2025
BBA - Business
Fashion Institute of Technology