Organized and analyzed primary and secondary research to understand industry, market and company trends.
Collaborated with sales and account executives to analyze financial position and competitor pricing to optimize pricing strategies.
Designed and delivered presentations to senior stakeholders outlining pricing impact on business outcomes, facilitating informed decision-making.
Senior Financial Analyst
PSCU
St. Petersburg, FL
09.2017 - 06.2021
Supervised and mentored a team of junior analysts and accountants fostering professional development and ensuring high-quality deliverables.
Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
Reviewed statistical information to determine financial trends for use in investment planning.
Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
Facilitated accurate expense tracking through diligent maintenance of general ledger accounts and reconciliations.
Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
Enhanced profitability by identifying opportunities to reduce costs and optimize resource allocation.
Senior Financial Analyst
FIS
St Petersburg, FL
10.2011 - 09.2017
Supervise the management reporting process for the Loyalty Product operations
Review and analyze financial results for accuracy according to US GAAP
Calculate loss reserve estimates for SOX compliance
Manage month-end closing process and variance reporting
Prepare forecast & budget variance reporting
Oversee Financial impact of Capital business cases
Create Management reports for monthly, quarterly and annual review
Oversee revenue forecast tool preparation and month end report preparation.
Senior Accountant
FIS
St Petersburg, FL
08.2008 - 10.2011
Prepared monthly journal entries and account reconciliations
Supervised the close process for the Loyalty operations
Reviewed and analyzed financial results for accuracy according to US GAAP
Reconciled the inter-company conversion and consolidation process
Managed month-end closing process and variance reporting
Created Management reports for monthly, quarterly and annual review
Presented and explained balance sheet variances
Prepared and reconciled account payable process also worked with Sales team to consolidate vendors and cost saving analysis.
Senior Accounting Specialist
Fidelity National Information Services(FIS)
Jacksonville, FL
06.2006 - 08.2008
Monthly bill production including billing uploads, maintenance of exception files, validation of bill via balancing routines
Prepare and review team general ledger entries
Prepare monthly billing exception reporting
Prepare pricing analytics for new and existing client contracts
Administered month-end closing process and variance reporting.
Strategic Support Analyst
Fidelity National Information Services
St. Petersburg, FL
03.2001 - 08.2008
Quality assurance for written and phone disputes customer service
Prepared monthly quality and compliance audits
Maintained flow charts for Call Center processing and documentation of Best Practice exceptions
Supervised and provided training in areas below audit standards.
Education
Bachelor of Business Administration (Accounting Concentration) -
University of South Florida
Tampa, FL
Skills
All Microsoft Office products
Oracle GL
Great Plains
Hyperion Reporting Platforms
Excel; Advanced formulas and MACRO usage
Microsoft Access; Database queries and management
Significantaccomplishments
Financial analyst with 13 years of success in domestic and international operations, possessing a demonstrated ability to adapt in high paced and volatile environments with shifting priorities.
Consolidated FIS Loyalty reporting for $175M for 7 different operations
Created new revenue models to improve accuracy of Forecast/Budget to 98% accuracy
Prepared and executed beginning balance reconciliations for five companies at FIS
Created Capital Committee Business case financial reviews
Developed templates to reduce required time for variance reporting
Timeline
Pricing Consultant
PSCU
06.2021 - Current
Senior Financial Analyst
PSCU
09.2017 - 06.2021
Senior Financial Analyst
FIS
10.2011 - 09.2017
Senior Accountant
FIS
08.2008 - 10.2011
Senior Accounting Specialist
Fidelity National Information Services(FIS)
06.2006 - 08.2008
Strategic Support Analyst
Fidelity National Information Services
03.2001 - 08.2008
Bachelor of Business Administration (Accounting Concentration) -