Riley Coniglio
San Diego,CA
Summary
Expert senior financial analyst specializing in budget management, variance analysis, and costing processes. Leverages advanced Excel and data analysis to deliver actionable insights that enhance financial operations. Collaborates effectively with executives and internal partners to drive informed decision-making.
Overview
10
10
years of professional experience
Work History
Senior Financial Analyst
Callaway Golf
Carlsbad, California
06.2021 - Current
- Managed month-end closing processes, providing detailed expense variance analysis and capital tracking for informed financial decisions.
- Built and maintained budgets for multiple operations groups, including expense, capital, and headcount planning.
- Utilized Excel, Power BI, SAP Analytics Cloud, and SAP to analyze large data sets and support financial operations.
- Conducted in-depth tariff analysis to forecast impacts on operations, supporting executive decision-making.
- Produced ad hoc analyses to meet business requirements, addressing ppv tariffs and manufacturing variances.
- Created and managed standard costs for all club categories in collaboration with sourcing operation teams.
Financial Analyst
Hunter Industries
02.2019 - 06.2021
- Create and present month-end outlooks to leadership teams – detailed actual vs. forecast variance analysis (sales, COGS, Yields, Net Income)
- Support business partners through ad hoc financial analysis, reporting findings to upper-level management to inform decision-making
- Utilize tools and resources to analyze financial data in a way that helps drive profits and limit risk
- Perform pricing analysis to determine price impacts at the individual SKU level
- Assist with forecasting and budgeting
- Adjusted year-end and month-end inventory values for accurate financial reporting
- Analyze new customers using cash flow and NPV analysis to determine profitable businesses
- Work with cost accounting and other areas of the firm to assess product margins and ongoing capital investments
- Researched domestic and international market conditions to identify opportunities and risks, providing insights for strategic planning
Client Account Coordinator
Fisher Investments
08.2017 - 02.2019
- Opened client accounts based on individual tax situations, contributing to acquisition of over $200M in new client assets.
- Onboarded new high net worth clients and facilitated the transfer of their assets.
- Evaluated client relationships and analyzed financial statements to execute asset transfers for portfolios (Equity, Bonds, Alternative Investments, Annuities, rollovers, 401Ks)
- Liaised with internal and external clients while managing high volume activities in CRM (IRIS)
University Investment Fund Analyst
Northern Arizona University
08.2016 - 05.2017
- Led analysis of $3M portfolio for NAU foundation, actively managing endowment to generate financial aid returns for students
- Recommended stock selections and rebalanced portfolio to align holdings with strategic objectives
- Performed equity and fixed income analysis using Bloomberg terminal to examine potential investments
- Consistently engaged in capital market research to align our portfolio with our benchmark and market outlook
Education
B.S. - Finance, Investments
Northern Arizona University
Flagstaff, AZ05-2017
Skills
- Quantitative and qualitative analysis
- Cash flow analysis
- FP&A
- IBM Planning Analytics
- IBM Workspace
- SAP
- SAP Analytics Cloud
- Financial modeling
- Advanced Excel
- PowerPoint
- Power BI
- Data analysis
- Capital budgeting
- Budget management
- Tariff forecasting
- Financial model creation
- Forecasting techniques
- Variance reporting
- Expense reduction
- Scenario analysis
Timeline
Senior Financial Analyst
Callaway Golf
06.2021 - Current
Financial Analyst
Hunter Industries
02.2019 - 06.2021
Client Account Coordinator
Fisher Investments
08.2017 - 02.2019
University Investment Fund Analyst
Northern Arizona University
08.2016 - 05.2017
B.S. - Finance, Investments
Northern Arizona University