Enterprising professional with proven success in collecting, monitoring and
studying data to analyze financial status and recommend business strategy. Self-
motivated, collaborative team member with an ability to handle multiple projects
simultaneously with a high degree of accuracy.
Overview
3
3
years of professional experience
Work History
Junior Financial Analyst
CAMP Systems International
08.2022 - 06.2023
Collaborated with other members of the FP&A team on monthly, quarterly, and annual financial closure tasks.
Collaborated to develop and maintain targeted profit plans to sustain growth.
Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Calculated SaaS renewal rates.
Assisted in budget preparation and maintenance.
Built new & optimized budget models.
Prepared and analyzed monthly financial statements to understand key drivers, forward-looking trends, and decision points.
Used relevant financial technology to generate reports and recommended courses of action to upper management.
Performed complex financial and budget analyses to determine requirements and justify requested funding.
Conducted a variety of ad-hoc projects, as needed.
Finance Coordinator
CAMP Systems International
10.2020 - 08.2022
Supported other members of the FP&A team on monthly, quarterly, and annual financial closure tasks.
Handled day-to-day accounting processes to drive financial accuracy.
Collaborated on construction and maintenance of the company's rolling forecast.
Managed analysis and budgeting for insurance, fixed asset, and capex expenses for 9 subsidiaries.
Created new and improved existing PowerBi reports for a variety of departments.
Built reports to manage and track ongoing COVID-19 situation to inform executive decisions.
Transitioned and adjusted existing data and reports amidst a major company-wide database transition.
Analyzed and developed an improved sales commission structure.
Reported on and implemented a full analysis of the company's support ticket system, implementing a more efficient work flow.
FP&A Intern
CAMP Systems International
02.2020 - 10.2020
Conducted various audits to analyze millions of company records.
Collaborated with senior management on new initiatives to build confidence.
Gained exposure of numerous business models, including SaaS subscription models.
Built and automated PowerBi reports displaying key metrics, using SQL queries when necessary.
Created playbooks alongside upper management to serve as training materials for various roles.
Sorted and organized files, spreadsheets, and reports.
Completed research, compiled data, updated spreadsheets, and produced timely reports.