Lejdi Mimini
Coppell,Texas
Summary
Dynamic Corporate Financial Planning & Analysis Manager with a strong track record at Flowserve Corporation, specializing in advanced financial modeling and strategic forecasting. Enhanced KPI reporting initiatives and improved budget accuracy significantly. Possesses robust analytical skills and excels in team leadership, driving collaboration for financial excellence. Proficient in Microsoft Office Suite and BPC, aiming to leverage expertise to optimize financial strategies further.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Corporate Financial Planning & Analysis Manager
Flowserve Corporation
Irving, Texas
09.2022 - Current
- Collaborate with the FP&A Director, Finance VP, CFO, and CEO on a monthly basis to evaluate KPIs, AOP, CapEx, PWC, SG&A, and AIP
- Deliver and present financial KPI presentations on a monthly basis
- Manage financial forecasting and budgeting processes
- Update quarterly and annual board materials
- Generate quarterly cash flow projections and budgets
- Prepare and distribute quarterly standard reports
- Present and maintain an updated Five-Year Forecast model
- Update the AIP model on a quarterly and annual basis
- Conduct monthly reviews on SG&A expenses.
- Deliver comprehensive quarterly reports to the audit team
- Prepare and distribute quarterly financial reports
- Conduct quarterly meetings to discuss non-GAAP adjustments
- Ensure precise data by working alongside the accounting and BPC teams
- Developed complex financial models from scratch
- Supported successful onboarding of newly acquired entities
- Directed and finalized the budget and forecast process for 2023 and 2024
- Updated every financial model to reflect alterations from the 2024 business restructure
- Participate in staff meetings to introduce team-building strategies
- Execute ad-hoc project tasks as required
- Organize quarterly team-building events
Manager - Financial Planning and Analysis
CISCO Equipment
Dallas, Texas
05.2022 - 08.2022
- Worked directly with the CEO and CFO to review KPI-s, produce and execute plans to increase the company's performance, decrease expenses, and raise capital
- Developed and used complex financial models
- Prepared and maintained the Investor Deck
- Led the forecasting, planning, and budgeting processes and models
- Partnered with the Controller, Treasury Analyst, AP, and AR to help improve cash flow
- Work closely with the sales director, service director, rent director, and maintenance director to help increase revenue and decrease expenses
- Completed the 2022 Reforecast Model
- Prepared and presented the investor deck to board members
- Built master fleet, ROI analysis model, breakeven analysis model, and IRR analysis model
- Work on ad-hoc projects and every financial project for the company
Financial Planning Manager
Omni Logistics
Dallas, Texas
09.2020 - 05.2022
- Collaborated with FP&A Director to finalize FP&A and Treasury assignments
- Finalized the consolidated 2021 and 2022 budget
- Coordinated budget and forecasting activities across Operations, Marketing, HR, Legal, and IT each month
- Enhanced financial models leveraging advanced Excel capabilities
- Supervised Treasury team, ensuring high performance standards
- Managed and analyzed substantial data collections, performed variance analysis, identified trends, and delivered recommendations
- Generated monthly, quarterly, and annual bonus calculations
- Produced the sales budgeting model for two consecutive years
- Re-structured and improved the function of the Liquidity Model and the Investor’s Reporting Package Model
- Assisted in conducting Employee Benefits Analysis for 2021 and 2022
- Improved the bonuses and commissions models for efficiency and accuracy
- Facilitated growth in analytical team through comprehensive training sessions, continuous work reviews, and leadership by example
Financial Analyst
TRINITY INDUSTRIES
Dallas, Texas
01.2018 - 01.2020
- Generated compliance reports on a monthly, quarterly, and annual basis
- Developed presentations for in-house leadership and external stakeholders
- Developed and utilized complex financial models.
- Created and summarized research material
- Collaborated with the finance director and senior analyst on closing a security deal called TRL 2019, raising $550,000,000 in capital to purchase 29,500 additional railcars
- Achieved industry-low debt cost of 2.9% in all rail sector deals
- Collaborated with financial institutions, investors, legal professionals, and audit firms
- Developed and presented a TRL V deal repayment project, showcasing $1,800,000 saved in interest
- Evaluated company stock trends against market performance
- Managed and analyzed portfolios
- Ensured compliance during internal and external financial audits
- Supported team members and departments in surpassing company targets
Property Claims Adjuster II
LIBERTY MUTUAL INSURANCE
Plano, Texas
01.2017 - 01.2018
- Facilitated settlements through effective negotiation and appraisal writing
- Interpreted policy language and clarified loss coverage to policyholders and third parties
- Managed contractor services, emergency repairs, cleaning operations and various replacements
- Analyzed irregular trends in losses to support investigations
- Achieved perfect score on customer satisfaction evaluation
- Achieved a 100% prevention rate in insurance fraud cases, resulting in savings of $86,000
- Organized employee engagement events
Assistant Bank Manager
WELLS FARGO BANK
Dallas, Texas
01.2014 - 01.2017
- Established new bank accounts, ensuring smooth onboarding process
- Cultivated and maintained strong relationships with clients
- Exceeded sales goals by 110%, and partnership referrals by 125%
- Strengthened client engagement, driving a 160% enhancement in business alliances
- Surpassed customer service targets by 180%, securing the Circle of Stars Award
- Mentored and developed group of 14 members to enhance productivity outcomes
- Established strategic alliance initiatives to increase team knowledge on products and services
- Led weekly risk management and loss prevention meetings
- Worked closely with partners to exceed branch and company goals
- Implemented company policies and procedures while following laws and regulations pertaining to the banking industry
- Reviewed monthly branch financial metrics, including wages, losses, expenses, and profits
- Achieved annual deposit increase of $2,000,000
- Ensured complete prevention of financial fraud
- Elevated branch audit score from 89% to 96%
Education
Bachelor of Science - Finance
University of Texas
Dallas, TexasSkills
- Microsoft Office Suite
- NetSuite
- BPC
- Planful
- Oracle
- Power BI
- Bloomberg
- CapIQ
- Rouse
- CargoWise One
- Sylectus
- World-Track
- NFW
Affiliations
- Trinity Industries United Way Leadership Giving, 2019-2020
- Women of Trinity, Chair of Event Subcommittee, 2019-2020
- Wells Fargo, Co-Chair for My Generation, 2016-2017
Websites
Certification
- Budgeting and Forecasting, 01/20, CFI
- FP&A Monthly CashFlow Forecast Model, 12/19, CFI
- Powerpoint and Pitchbook, 08/20, CFI
- Leasing and Financial Principles, 2019, ELFA
Timeline
Corporate Financial Planning & Analysis Manager
Flowserve Corporation
09.2022 - Current
Manager - Financial Planning and Analysis
CISCO Equipment
05.2022 - 08.2022
Financial Planning Manager
Omni Logistics
09.2020 - 05.2022
Financial Analyst
TRINITY INDUSTRIES
01.2018 - 01.2020
Property Claims Adjuster II
LIBERTY MUTUAL INSURANCE
01.2017 - 01.2018
Assistant Bank Manager
WELLS FARGO BANK
01.2014 - 01.2017
Bachelor of Science - Finance
University of Texas
Similar Profiles
Tim StapulaTim Stapula
Global Product Marketing Manager at Flowserve CorporationGlobal Product Marketing Manager at Flowserve Corporation
Jasmine MillerJasmine Miller
Program Coordinator's Assistant at Flowserve CorporationProgram Coordinator's Assistant at Flowserve Corporation
Michael O'BannionMichael O'Bannion
Business Development Manager, Americas at Flowserve CorporationBusiness Development Manager, Americas at Flowserve Corporation
Tabrez MirzaTabrez Mirza
Volunteer at MOMIN Community CenterVolunteer at MOMIN Community Center
Emma FanousEmma Fanous
Babysitter at Several EmployersBabysitter at Several Employers