Experienced with financial analysis, including budgeting and forecasting. Utilizes advanced financial modeling techniques to support strategic decisions. Track record of providing actionable insights and driving financial performance improvements.
Overview
8
8
years of professional experience
Work History
Senior Financial Analyst
Nature's Sunshine Products, Inc.
06.2023 - Current
Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
Reviewed statistical information to determine financial trends for use in investment planning.
FP&A Analyst
Eve Financial, Inc.
06.2022 - 05.2023
Supported strategic decision-making with thorough analysis of key performance indicators and trends.
Strengthened internal controls through regular testing, identification of gaps, and implementation of corrective actions as needed.
Ensured compliance with accounting standards and regulations by maintaining accurate financial records and documentation.
Improved budgeting efficiency by implementing a standardized process for departmental input collection.
Finance Intern
Federal Deposit Insurance Corporation, FDIC
06.2021 - 08.2021
Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
Prepared and posted financial journal entries using technically relevant software.
Supported organizational account management duties under direct supervision.
Managed sensitive information responsibly, maintaining strict confidentiality standards.
Sales Associate
Aptive Environmental
05.2020 - 08.2020
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Built relationships with customers to encourage repeat business.
Managed returns, exchanges and refunds in accordance with store policy.
Optician / Tech
The Vision Institute of Utah
01.2018 - 08.2019
Calibrated seg heights, vertex, and pupillary distance and pantoscopic tilt to customize eyeglass orders and create perfect fit.
Evaluated incoming prescriptions from optometrists for accuracy before dispensing eyewear to prevent potential errors or dissatisfaction.
Provided exceptional customer service by attentively listening to patient concerns and addressing them promptly.
Filed claims with vision and medical insurance companies to garner payment for optical services.
Optician / Tech
Miles Eye Center
08.2017 - 01.2018
Calibrated seg heights, vertex, and pupillary distance and pantoscopic tilt to customize eyeglass orders and create perfect fit.
Evaluated incoming prescriptions from optometrists for accuracy before dispensing eyewear to prevent potential errors or dissatisfaction.
Education
MBA - Business Administration
Claremont Graduate University
Claremont, CA
05-2023
Bachelor of Arts - Economics
Pomona College
Claremont, CA
05-2022
Skills
Budgeting and planning
Microsoft Excel proficiency
Financial modeling
KPI management
Variance reporting
Management reporting
Financial analysis
Cost analysis
Revenue forecasting
Strategic planning
Financial forecasting
Mircosoft Office
PowerBI
Oracle
Timeline
Senior Financial Analyst
Nature's Sunshine Products, Inc.
06.2023 - Current
FP&A Analyst
Eve Financial, Inc.
06.2022 - 05.2023
Finance Intern
Federal Deposit Insurance Corporation, FDIC
06.2021 - 08.2021
Sales Associate
Aptive Environmental
05.2020 - 08.2020
Optician / Tech
The Vision Institute of Utah
01.2018 - 08.2019
Optician / Tech
Miles Eye Center
08.2017 - 01.2018
MBA - Business Administration
Claremont Graduate University
Bachelor of Arts - Economics
Pomona College
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