Successfully completed annual Transportation, Warehouse, Equipment and Pallet budget cycles for multiple regions.
Utilized advanced Excel functions, Hyperion and EPM planning software for complex data manipulation and expense planning.
Developed financial models for budgeting and forecasting activities.
Led annual stop fee increase process, collaborating with regional sales teams to align revenues with expense increases.
Trained new professionals on corporate policies and objectives and provided mentoring and assistance, which improved overall retention and morale.
Conducted detailed reviews of weekly financial statements, ensuring accuracy in budgeting and forecasting while identifying areas for improvement.
Created comprehensive reports summarizing financial performance metrics for senior management decision-making.
Financial Analyst - Commercial Finance
C&S Wholesale Grocers Inc.
Keene, NH
06.2022 - 01.2024
Collaborated with regional Sales teams to enhance accuracy of budgeting and forecasting for sales and case volume.
Prepared clear reports on financial performance for management review.
Assisted in developing financial models for strategic planning initiatives, including overhead spend reduction and inflation planning.
Evaluated performance metrics to identify areas for improvement in budgeting.
Assisted senior management in preparing timely reports for board meetings.
Accounting and Finance Internship
The Juicery
Portsmouth, NH
02.2021 - 09.2021
Worked directly under the CFO of a growing company comprised of 10 store locations in 3 states.
Performed monthly balance sheet reconciliation, credit card reconciliation and payment, journal entries and a variety of ad hoc projects aimed at improving accounting and management process efficiencies.
Long Term Care Insurance Customer Service Specialist Internship
John Hancock Insurance Company
Portsmouth, NH
06.2019 - 07.2021
Processed, analyzed, and transmitted correspondence regarding policy information to stakeholders.
Fostered a vast array of precise knowledge on Long Term Care Insurance while utilizing this understanding and ability to problem solve under pressure and without hesitation.
Exceeded monthly performance goals set by management with efficiency, accuracy, and quality of service.
Project Management Internship
Ethridge McGann Group
York, ME
08.2020 - 12.2020
Managed multiple professional websites and social media accounts for high end interior design companies.
Developed a portfolio of experience in front-end development on multiple platforms, including WordPress, Wix, and Squarespace.
Guided weekly team meetings ensuring team members adhered to schedule, maintained quality, and met deadlines.
Education
Master of Business Administration (MBA) -
University of New Hampshire, Peter T. Paul College of Business and Economics
Durham, NH
09-2022
Bachelor of Science - Business Administration
University of New Hampshire, Peter T. Paul College of Business and Economics
Durham, NH
05-2021
Skills
Advanced Excel
Financial modeling
Budgeting and forecasting
Hyperion Software
EPM planning software
Data analysis
Time management
Revenue trend analysis
LEADERSHIP EXPERIENCE
Beta Gamma Sigma: Vice President of Programming, Chapter President
2019 Global Leadership Summit Attendee
Timeline
Sr. Financial Analyst - Operations Finance
C&S Wholesale Grocers Inc.
01.2024 - Current
Financial Analyst - Commercial Finance
C&S Wholesale Grocers Inc.
06.2022 - 01.2024
Accounting and Finance Internship
The Juicery
02.2021 - 09.2021
Project Management Internship
Ethridge McGann Group
08.2020 - 12.2020
Long Term Care Insurance Customer Service Specialist Internship
John Hancock Insurance Company
06.2019 - 07.2021
Master of Business Administration (MBA) -
University of New Hampshire, Peter T. Paul College of Business and Economics
Bachelor of Science - Business Administration
University of New Hampshire, Peter T. Paul College of Business and Economics