Kyle Loy
Buford,Georgia
Summary
Highly proficient financial professional with Senior Financial Analyst background. Eager to leverage expertise in profitability increases and process optimization to drive improved sales strategies.
Overview
4
4
years of professional experience
Work History
Senior Financial Analyst
Velociti Services
06.2022 - Current
- Tackled both annual and quarterly budget/forecast management tasks
- Bolstered annual revenue through identification of undeveloped and untapped revenue streams.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Collaborated to develop and maintain targeted profit plans to sustain growth.
- Determined pricing, margins and risk factors for active and proposed projects.
- Provided strategic planning advice and financial oversight for corporate stakeholders.
- Identified key areas that could be enhanced and implemented successful process improvements - Annual cost savings $75K.
- Optimized email campaigns to increase open and click-through rates.
- Developed accurate sales forecasts by analyzing sales feedback and wrote reports for senior leadership.
- Negotiated prices, terms of sales and service agreements.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Worked with sales team to collaboratively reach $30 million targets, consistently meeting or exceeding personal quotas.
- Created internal work ticketing system from scratch using Power Automate - 85 tickets processed daily.
Financial Analyst
Sonny's
08.2021 - 06.2022
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Identified key areas that could be enhanced and implemented successful process improvements.
- Gathered data on materials, labor and equipment costs to determine total costs of projects.
- Analyzed plans and specifications to identify scope and cost of projects.
- Reviewed contracts for accuracy and validity of cost and quote information, contacting customers directly to resolve issues when appropriate.
- Built relationships with customers and community to promote long term business growth.
Financial Analyst
Ingram Micro
02.2019 - 08.2021
- Prepared and submitted reports and monthly financial statements.
- Compiled data, reports and year-end audit information.
- Researched and analyzed revenue and expenditure trend for accuracy and integrity.
- Reviewed and reconciled general ledger accounts for monthly and year-end reports.
- Developed tools and processes to help improve operational efficiency and enhance sales team productivity.
- Reviewed contracts for accuracy and validity of cost and quote information, contacting customers directly to resolve issues when appropriate.
Education
Bachelor of Arts - Finance
Illinois State University
Bloomington-Normal, IL12.2017
Bachelor of Arts - Accounting
Illinois State University
Bloomington-Normal, IL12.2017
Skills
- Planning and Analysis
- Operational Efficiency
- Financial and Operational Reporting
- Sales Forecasting
- Acquire New Business
- Financial Modeling
- Self-Starter
- Microsoft Suite
Timeline
Senior Financial Analyst
Velociti Services
06.2022 - Current
Financial Analyst
Sonny's
08.2021 - 06.2022
Financial Analyst
Ingram Micro
02.2019 - 08.2021
Bachelor of Arts - Finance
Illinois State University
Bachelor of Arts - Accounting
Illinois State University
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