Monica Kreis
Philadelphia,PA
Summary
Dynamic finance professional with extensive experience partnering with cross-functional teams and business stakeholders to deliver data-driven financial analysis that supports strategic decision-making. Committed to maintaining the highest standards of accuracy, integrity, and professionalism in all financial reporting and analysis. Highly proficient in advanced Excel modeling, financial systems, and data tools to streamline processes, enhance reporting efficiency, and improve financial visibility.
Overview
4
4
years of professional experience
Work History
Financial Analyst
Aramark
Philadelphia, PA
10.2025 - Current
- Assist in the month-end close process by reviewing and identifying variances to forecast and plan and supporting the region finance teams during the process
- Collaborate with the overhead functional leads for monthly forecast and variance analysis
- Align with region finance teams to ensure an efficient month-end, forecast, and plan process in order to help drive financial results
- Support the plan process by assisting in the development of the annual operating plan
- Prepare reports summarizing monthly, quarterly, and year-to-date results including metrics and key performance indicators against plan, prior year, and other benchmarks
Business Services Analyst
Aramark
02.2023 - 10.2025
- Enhanced the ability to compose a compelling narrative by providing actionable and insightful analysis
- Supported growth efforts by participating in the development of costing models and proformas as required
- Created platforms, reports, and applications that enhanced processes and provided support to the Sales & Business Development teams
- Delivered comprehensive standard operating procedures and system training opportunities for startup processes for associated Aramark and client stakeholders
- Developed innovative product, service, and technology solutions to proactively respond to market trends and emerging consumer preferences
Due Diligence Analyst
Insight Global
02.2022 - 02.2023
- Collaborated with Fortune 500 companies to consolidate their data into different spend categories to structure and evaluate their financial information
- Organized and updated data within SharePoint to easily access our client reporting
- Utilized SmartSheet and PowerBI to input data and generated reports to present to our clients/higher management
- Reviewed contracts and invoices, provided by our clients, to verify they are accurate, up-to-date and acceptable to guarantee savings
Education
Bachelor of Science - Finance
SUNY New Paltz
New Paltz, NY12-2019
Skills
- PowerBi
- Smartsheet
- SharePoint
- Adobe Acrobat
- Microsoft Office including Word, Excel and PowerPoint
- Pivot Tables, Smart View, Multiple Formulas, KPIs, Data Queries & Connections, VBA
Timeline
Financial Analyst
Aramark
10.2025 - Current
Business Services Analyst
Aramark
02.2023 - 10.2025
Due Diligence Analyst
Insight Global
02.2022 - 02.2023
Bachelor of Science - Finance
SUNY New Paltz