SAMUEL FISHER
Fort Myers,FL
Summary
Results-driven Senior Financial Analyst with strong background in financial planning, forecasting, analysis, and budgeting. Skills include financial reporting, data-driven decision making, and financial leadership. Demonstrated success in improving operational efficiency, driving growth, and shaping strategic direction to positively impact bottom line results. Consistently identified opportunities for cost savings and process improvements in previous roles.
Overview
4
4
years of professional experience
Work History
Sr Financial Analyst
Hertz
Estero, FL
01.2024 - Current
- Performed sensitivity analysis to assess risk associated with various investment options or scenarios.
- Created detailed reports summarizing financial performance metrics for senior management review.
- Developed complex financial models that accurately forecast future company cost.
- Mentored new staff on financial procedures, boosting overall team functionality.
Financial Analyst
Hertz
Estero, FL
06.2022 - 01.2024
- Prepared monthly, quarterly and annual financial reports for management review.
- Identified and resolved discrepancies in financial data, and implemented corrective actions to prevent further issues.
- Coordinated with cross-functional teams to gather financial data and insights for comprehensive reports.
Financial Advisor Intern
North Star Financial
Durham, NC
05.2021 - 08.2021
- Designed personal planning analysis and insurance ledgers for potential clients based on an in-depth needs analysis.
- Advised clients through financial planning and selecting funds, including mutual funds and ETFs, under the guidance of senior members.
- Worked through Securian Advisor, handling client information daily.
Management Position
McJunk
Raleigh, NC
09.2020 - 05.2021
- I wrote up budget reports for expenses incurred during each month.
- Maintained a company focus on proper recycling behavior, local donation, and product repurposing.
Education
Business Administration - Finance Concentration
North Carolina State University
05.2022
Skills
- Financial modeling
- Cost-benefit analysis
- Budgeting and planning
- Variance analysis
- Expense reduction
- Tableau
- Stakeholder communication
- Scenario analysis
- Microsoft Excel
- Think-Cell
- Financial Reporting
- Presentations
- Data-driven decision-making
- Financial Leadership
Timeline
Sr Financial Analyst
Hertz
01.2024 - Current
Financial Analyst
Hertz
06.2022 - 01.2024
Financial Advisor Intern
North Star Financial
05.2021 - 08.2021
Management Position
McJunk
09.2020 - 05.2021
Business Administration - Finance Concentration
North Carolina State University
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