Michael Ramstead
Denver,CO
Summary
Financial Planning Analyst with a strong foundation in budgeting, performance analysis, and process improvement. Experienced in leading company-wide financial planning initiatives, building dynamic dashboards, and delivering actionable insights to senior leadership. Know for translating complex data into clear, practical recommendations that support strategic decision-making. Adept at collaborating across departments, streamlining workflows, and driving operational efficiency. Brings a thoughtful, solutions-oriented approach to finance with a focus on clarity, accuracy, and continuous improvement.
Overview
6
6
years of professional experience
Work History
Financial and Planning Analyst
CCIG
Denver, USA
09.2021 - 05.2025
- Streamlined previously manual finance functions with PowerQuery, largely enhancing reporting efficiency and accuracy
- Directed an annual company-wide budgeting process, engaging senior management and cross-functional stakeholders to link financial planning with corporate objectives
- Created and managed financial models and interactive dashboards using CRM data to help drive decisions and analysis of performance
- Met with department managers quarterly to review financial performance, address variances, and establish future objectives
- Solely responsible for preparing, maintaining, and disseminating the company's financial reporting package, including key performance indicators (KPIs)
- Provided regular financial analysis and operational trends to executive management to assist with driving key initiatives
Financial Planning Intern
AdvicePeriod, LLC
Littleton, USA
06.2020 - 08.2020
- Created and designed the presentation AdvicePeriod adopted for all prospect meetings
- Utilized Black Diamond and other planning software systems to support financial advisors
- Closely worked with my peers and their clients to manage their money
- Used my knowledge of estate planning to create multi-generational plans for clients
Finance/Sales Intern
Frontier Fire Protection
Denver, USA
06.2019 - 08.2019
- Designed emails and created contact forms for reaching out to various clients
- Worked frequently with Excel and created new workflows that increased efficiency
- Scheduled meetings for the sales team throughout Denver
- Took part in meetings with the CEO and brainstormed ideas for implementing new software
Education
Bachelor of Science - Business Administration, Finance: Analysis
Creighton University
Omaha, Nebraska05.2021
Study Abroad Program -
University of Limerick
Limerick, Ireland05.2019
Skills
- Financial analysis
- Financial modeling
- Budgeting
- Data visualization
- Excel automation
- Advanced formulas
- Effective presentation
- Data analysis
- PowerQuery
- Power BI
Accomplishments
- Corporate Volunteering Experience
- Sigma Alpha Epsilon Recruitment Chairman
- North Metro Fire and Rescue Lifesaving Award
- National Leadership Academy Graduate
References
References available upon request.
Timeline
Financial and Planning Analyst
CCIG
09.2021 - 05.2025
Financial Planning Intern
AdvicePeriod, LLC
06.2020 - 08.2020
Finance/Sales Intern
Frontier Fire Protection
06.2019 - 08.2019
Bachelor of Science - Business Administration, Finance: Analysis
Creighton University
Study Abroad Program -
University of Limerick
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