Pamela Glass
Minneapolis,MN
Summary
Experienced professional FP&A Analyst with expertise in financial modeling, variance analysis, and budget forecasting. Delivers actionable insights by identifying key financial and business trends, enhancing decision-making for senior management and stakeholders. Leverages strong analytical and communication skills to provide strategic financial guidance. Proficent in creating and resenting forecasting reporting. Experienced in various ERP systems ( SAP S/4 Hana, NetSuite, )
Overview
1
1
Certification
28
28
years of professional experience
Work History
Senior Finance Analyst
SAP Concur
St.Louis Park, MN
07.2025 - Current
- Provided financial insights to stakeholders, enhancing strategic planning discussions.
- Developed budget forecasts to optimize departmental spending and resource allocation.
- Prepared annual financial plans and forecasts in line with corporate guidelines.
- Analyzed financial data to inform and support business decision-making.
- Created ad-hoc reports for executive review summarizing key financial metrics across multiple departments.
Senior Financial Analyst
Xcel Energy
Minneapolis, MN
08.2022 - 05.2025
- Analyzed and reconciled existing and new accounts for management asset reporting, ensuring accuracy in financial statements.
- Conducted financial analysis projects including capital versus expense, ROI, resource allocations, and budget preparation.
- Prepared and annotated departmental forecasting and accrual reports to support informed decision-making.
- Develop and maintain multi-year cost forecasts for capital projects and O&M (operations & maintenance) budgets.
- Collaborated on operating plans to develop financial forecasts and budgets, researching accounting implications of asset repurchasing or decline.
- Built dynamic Google Sheets dashboards to monitor $200M in capital spending across business units, reducing monthly reporting lag by 30%.
- Analyzing performance returns for accuracy, communicate and review results with investment professionals and existing clients and vendors.
Financial Analyst
Interfirst Mortgage Company
Rosemont, IL
03.2019 - 08.2022
- Developed and maintained multi-year financial forecasts for IT software spend, analyzing departmental spending to identify trends, root causes of cost increases, and opportunities for cost reduction.
- Performed detailed cost analysis on software contracts, identifying cost drivers and trends to recommend potential savings.
- Provided financial oversight and leadership for shareholder meetings, presenting monthly budgeting, gross margins, and spending expectations for asset management.
- Prepared financial models using Excel, PowerPoint, and SQL to analyze data.
- Created commission models in Google Sheets for 80+ loan officers, streamlining payout calculations and eliminating errors.
- Providing POs after completion of contract purchase from business vendors through SAP and ServiceNow.
Mortgage Loan Documentation Specialist
Wells Fargo Home Mortgage
Minneapolis, MN
09.1998 - 02.2019
- Analyzed credit, income, compliance, title documents and appraisals during underwriting to determine loan approvals while ensuring adherence to privacy, security requirements and federal statutes for purchase and refinance loans.
- Preparing closing documentation and closing disclosure statements for approved loans. Discussed final loan terms with customers to ensure timely and compliant signing with a notary, an attorney and title companies.
- Executed mortgage roles as post closer and mortgage funder to facilitate efficient loan processing.
- Collaborated with cross-functional teams to enhance the document review process, improving turnaround times for loan approvals.
Education
Bachelor - Finance/Business
Augsburg College
Minnesota06-1998
Skills
- Analytical thinking
- High attention to detail
- Proficient in multi tasking and meeting deadlines
- Proficient in Data analysis
- Financial forecasting
- Data insights
- SQL reporting
- Excel modeling
- Strategic planning
- Problem solving
- Compliance oversight
- Cost accounting
- GAAP compliance
- Cash flow management
- Stakeholder communication
- ERP systems
- Capital budgeting
- Organizational skills
- Financial statement preparation
- Budget support
Certification
- CPA- Active Certification
Timeline
Senior Finance Analyst
SAP Concur
07.2025 - Current
Senior Financial Analyst
Xcel Energy
08.2022 - 05.2025
Financial Analyst
Interfirst Mortgage Company
03.2019 - 08.2022
Mortgage Loan Documentation Specialist
Wells Fargo Home Mortgage
09.1998 - 02.2019
Bachelor - Finance/Business
Augsburg College