Meredith Wilcox
Newport,NH
Summary
Financial Analyst with a proven track record in improving operational efficiency and ensuring accuracy in financial data. Skilled in revenue forecasting and budget management, utilizing advanced Excel for comprehensive data analysis and reporting. Collaborative professional focused on driving strategic objectives and delivering measurable results.
Overview
14
14
years of professional experience
Work History
Financial Operations Analyst
Thundercat Technology
Reston, VA
03.2022 - Current
- Verified pre-sales order data for accuracy and compliance with standard operating procedures.
- Validated and modified backlog data to ensure viability and accuracy.
- Conducted ad-hoc reporting for management to support decision-making.
- Identified enhancements to financial software, resulting in increased operational efficiency.
Financial Analyst
Red River Technology
02.2016 - 02.2022
- Forecasted revenue and gross profit to inform strategic decision-making.
- Validated financial data to maintain an accurate backlog.
- Collaborated with Sales, Supply Chain, and Accounting teams to ensure data integrity.
- Identified discrepancies in financial data, recommending corrective actions.
- Utilized financial software and advanced Excel for comprehensive data analysis.
- Presented historical and forecasted trends through charts and graphs.
- Facilitated annual budget creation with the C-suite, and conducted monthly reconciliations.
Investment Relations Assistant
Claremont Savings Bank
09.2011 - 02.2016
- Supported multiple Financial Advisors with daily client meetings.
- Prepared research and account documentation.
- Managed daily deposits and transactions, mailings, scheduling and monthly reporting.
Education
B.S. - Business Management/Finance
Granite State College
06.2021
Certificate of Financial Management -
Cornell University
04.2018
A.S. - Business Management
River Valley Community College
05.2015
MBA - Finance
Southern New Hampshire University
Hooksett, NHSkills
- Financial accounting
- Analytical skills
- Microsoft Excel
- Account reconciliation
- Revenue and gross profit forecasting
- Budget management
- Data validation
- Ad-hoc reporting
Hobbies and Interests
- Equestrian
- Environmental Sustainability
- Hiking
References
References available upon request.
Timeline
Financial Operations Analyst
Thundercat Technology
03.2022 - Current
Financial Analyst
Red River Technology
02.2016 - 02.2022
Investment Relations Assistant
Claremont Savings Bank
09.2011 - 02.2016
B.S. - Business Management/Finance
Granite State College
Certificate of Financial Management -
Cornell University
A.S. - Business Management
River Valley Community College
MBA - Finance
Southern New Hampshire University
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