Analytical and performance driven financial project management professional with diversified experience in business process improvement, financial analysis and modeling, Lean and Agile practices, corporate finance, and business development strategies.
Overview
11
11
years of professional experience
Work History
Business Improvement Consultant (FP&A)
Minnesota College of Art and Design (Salo)
01.2023 - Current
Responsible for the reconciliation and accuracy of revenue recognition, general ledger and all subsidiaries ledgers
Work independently to create bimonthly month end close cycle and make recommendations to meet fiscal year end deadlines
Established, implemented, and monitored internal controls and guidelines, policies, and procedures
Performed research and resolution for complex transactions support function to leadership
Provided interpretation of financial results to business leaders including direct support and presentations on results and business activities.
Sr. Credit Consultant
The Mosaic Company (Salo)
01.2022 - 01.2023
Assess and analyze the credit worthiness of customers, risk mitigation and monitor current and potential exposures
Create credit scoring models to predict risks and recommend credit terms and conditions and contract with customer
Coordinate with Treasury on collateral including cash, letters of credit and parental guarantees and Account Receivables to ensure timely collection
Manage credit relationships with assigned counterparties to ensure all lending procedures comply with regulations
Lead coordination, maintenance, and implementation of improved reporting and functionality of Credit Risk systems.
Sr. Financial Analyst
IRI Worldwide (Salo)
01.2021 - 01.2022
Collaborate with business partners on implementation and adoption of new CRM (Microsoft Dynamics 365) with testing, requirements development, reviews, and analysis
Maximize use of current financial systems to drive growth (revenue pipeline review & forecast, recurring revenue streaming and booking accuracy)
Drive Annual Planning Process and Operating Reviews for supported teams (headcount, direct expenses, and key operational metrics, etc.)
Assist vertical leaders and their teams by streamlining and standardizing processes
Prepare scheduled reporting packages, analyses, and narratives to senior management with emphasis on identifying variance drivers and recommending corrective actions
Sr. Financial Consultant
Optum Technology (Salo)
01.2021 - 12.2021
Analyze financial results, trends, performance metrics and provide variance and root cause analysis to support investment decisions to key senior executives
Identify inefficient or non-compliant processes and drive elimination or refinement (Adhoc)
Collaborated and partnered with business and product teams responsible for project planning and delivered solutions to improve procedures and processes to business partners
Research operational business initiatives by creating & analyzing long term capital pipelines, forecasts, asset management and program performance audits
Sr. Business Process Analyst, AVP
TCF Bank
01.2019 - 01.2021
Lead prioritized initiatives using Lean/Six Sigma/change management/agile methods to help identify, evaluate, and develop cost effective processes and procedures
Effectively partner with financial business areas and provide implementation subject matter expertise level support to enhance functional business areas through processes and systems improvements.
Work collaboratively with product team responsible for planning, analyzing and delivering solutions to improve value to banking centers and business partners
Identify insightful metrics, process maps, trends and variances to propel continuous improvement opportunities
Performed analysis in planning and executing acquisitions/merger and strategic growth initiatives.
Sr. Financial Analyst
TCF Bank
01.2016 - 01.2019
Consolidate and analyze current and projected financial results for Information Technology Business, including reviewing budget/forecast data and maintaining and updating pro forma models
Provide monthly allocation guidance recommendations and detail reporting for various Line of Business to IT business partners
Build predictive, efficient and systematic pro forma models and support IT in new data integration by providing database and platform requirements to align with new Oracle ERP system
Lead monthly meetings to present results and discuss projections for expenses and capitalization
Collaborate with the accounting department and business team during month-end close to analyze and reconcile variance accounts and prepare standard journal entries, prepaid amortization, inter-company transactions and adhoc accruals
Prepare and reconcile balance sheet and indirect expenses monthly for IT Business
Ensure accuracy in monthly closing including accruals, reporting of financial performance, appropriation budgets, monthly financial statements & reconciliations for IT
Identify, analyze, and interpret trends or patterns in complex data and transform analyses into concrete, actionable recommendations.
Financial Accounting Analyst
3M
01.2013 - 01.2016
Developed and execute annual and strategic financial plans, by forecasting models and quantifying projections
Formulated allocations formula for fiscal year
Research variances against projections and review with business team for financial planning
Prepare, audit, and present monthly manufacturing reports and financial P&L statements to Division
Perform analysis for quarterly US financial statements, budget reviews, FP&A and annual pricing
Conduct compliance reviews of divisional activities in accordance of global financial standards guidelines and maintained SOX control
Lead divisional transformation into SAP implementation and all process improvement projects
Partner with US Accounting Center team to develop standardization and efficient processes and metrics
Performs monthly accounting functions to include accruals, journal entries, GL reconciliations
Business partnering with manufacturing plant managers to become lean and improve processes
Lead cross functional Six Sigma project for debt reduction, reducing over $50K in per quarter.
Honorary Visiting Professor at Design Department, Kanazawa College of Art and DesignHonorary Visiting Professor at Design Department, Kanazawa College of Art and Design
Regional Director of Operations at PrimaCorp. Group (Visual College Of Art And Design, CDI College, Reeves College)Regional Director of Operations at PrimaCorp. Group (Visual College Of Art And Design, CDI College, Reeves College)