Analytical Financial Professional with 9 years of experience in financial analysis, accounting, and auditing. Specializes in forecasting, financial reporting, and variance analysis, ensuring accuracy in financial data. Experienced in US and international operations, driving business planning and fostering cross-departmental collaboration. Pursuing an MBA in Organizational Leadership with a focus in Business Analytics to enhance leadership and data-driven decision-making skills.
Work History
Senior Financial Analyst
5 Years 8 Months
Checkpoint Systems | 01.2021 - Current
Lead ongoing analysis of business results, supporting preparation of an annual business plan and monthly forecasts for US and global operations.
Collect forecast information from all lines of business and communicate with sales representatives and leadership to enhance accuracy of monthly projections.
Review variance analyses and initiate discussions with function leaders to align planning efforts.
Assist in preparing the annual corporate department and operational budget.
Compile concise financial reports to senior management, offering insights into financial trends and opportunities for improvement
Senior Accountant
1 Year 6 Months
Spectra | 07.2019 - 01.2021
Ensured integrity of accounting information by accurately recording, verifying, consolidating, and entering transactions, facilitating reliable financial reporting.
Summarized financial status by collecting and organizing data for balance sheet, profit and loss, and other financial statements to enhance decision-making.
Analyzed variances between actual profit and loss amounts and forecasted values to identify trends and inform operational adjustments.
Coordinated external auditors during audit period and supported month-end and year-end close processes to ensure compliance and facilitate timely financial reporting.
Financial Services Assurance Auditor
1 Year 11 Months
Ernst & Young | 08.2017 - 07.2019
Examined financial statements for various wealth and asset management companies, including mutual funds, hedge funds, and private equities.
Identified potential audit issues, including fraud, from analysis of complex financial statements and communicated findings to team for timely resolution, enhancing overall audit integrity.
Compiled and analyzed audit findings using Microsoft Excel, providing actionable recommendations to engagement team that contributed to process enhancements.
Education
MBA - Organizational Leadership
Eastern University | St. Davids, PA | 07-2027
Business Analytics Concentration
Bachelor of Science - Finance, Economics
Rowan University | Glassboro, NJ | 05-2016
Cum Laude Graduate
National Honors Society inductee of the Financial Management Association