Stephanie Azevedo
Financial Analyst
Nanuet,NY
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. With over 12 years experience in planning, budgeting, forecasting, financial statement review, and reporting. Proven record of developing and implementing financial and operational controls that improve P&L scenarios, maximize margins, and enhance existing business operations and strategy.
Reliable Finance Manager focused on KPI oversight and mentoring employees in data processes. Meticulous, conscientious and methodical in approach.
Overview
10
10
years of professional experience
Work History
Manager Finance
LensCrafters, Luxottica Retail
03.2022
- Lead the sales forecasting process by analyzing trends, validating inputs, partnering with cross-functional partners, driving efficiencies, and proactively communicating with brand leadership
- Create sales forecasts for over nine thousand stores worldwide, using pertinent real estate and additional information from cross functional teams
- Utilize sales forecasts to create daily and weekly sales goals by store for field use to hit their projections
- Interprets sales drivers to assess performance, identify opportunities, provide recommendations, and drive change throughout the organization
- Establishes proactive working relationships with business partners and develops methodologies to automate and streamline sales forecasting
- Advise and assist with sales goal adjustments for general managers, regional managers, and store managers on a daily basis
- Assists team with development of complex Excel spreadsheets, automation formulas, and custom formatting of reports
- Take part in special projects and create ad hoc analysis for necessary use of data to enhance performance
- Partners with field leaders to highlight opportunities in sales trends
- Day to day ownership of project delivery, proactively building trusted working relationships with finance functional leaders, business leaders, external partners to drive alignment, increase collaboration and optimize project operations
- Provide weekly updates to executive team on routine finance functions and project statuses, communicate with direct reports to formulate annual performance goals in determination of year-end bonus achievements
- Manage the month-end close process to ensure accurate reporting and account activities, providing commentary to bridge the gap between actuals versus budget and forecast
Manager of Financial Planning and Analysis
AVENU Learning
01.2020
- Creating programs that connect Universities and students to access high quality, affordable education, globally
- Through an integrated online educational platform delivering in-house translation and localization for each course curriculum
- Advance partner P&L’s and associated reporting needed to communicate enrollment results against plan
- Negotiate and execute year-long contracts with third-party vendors, reducing operational costs by 26%
- Communicated business KPIs to support monthly and ad-hoc decision making by providing data-driven insights for internal and external stakeholders
- Collaborated with Sales, Marketing, Customer Service and Data to develop and implement company-wide initiatives
- Built waterfall revenue models, to assist decision-making for Marketing and Partner Sales strategies
- Modified Partner Revenue models, analyzing student enrollments and course statistics
- Partnered with Marketing team to implement a 20% cost savings in variable and G&A spend
- Delivered various reports and analysis to Business Unit President that assisted in tracking metrics pertaining to changes in the business and identify early performance trends
- Forecast vs
- Budget variance analysis
- Supported CFO in monthly and quarterly reporting pack for the Board of Directors, providing insight on company performance
- Prepared VAT reports from sales monthly, and submitted quarterly VAT returns to Mexico and Colombia’s tax authorities
- Billing Report reconciliation provided to our Partners, cumulating 4 universities’ raw data for each course and semester
- Unearned Revenue Reporting to ensure accurate accounting transactions and revenue recognition
- FreshDirect
Finance and Operations Manager, Consultant
TradeDuel
Remote, NY
01.2020 - 01.2022
- TradeDuel, Rockstar Technologies, Domain knowledge in FinTech, gamification and investing in the Stock Market
- Provides financial expertise surrounding business plans, operations, and marketing initiatives, to support product development and strategy
- Responsible for content creation and road-map implementation, leading the launch process and adapting strategies to attract the target audience
- Strong understanding of regulated Margin guidelines, Day-Trade rules, and complex option strategies
- Responsible for generating investment ideas, conducting due diligence, and executing financing opportunities
- Analyzed portfolio investment strategies for seed investors as part of the target market monetization analysis and planning
- Contribute positively to the client experience by developing and sharing operational process enhancement ideas to the broader organization
- Built business plans to determine long-range profitability, burn rate, and revenue streams for Pro-Forma Financial modeling
- Assembled advisory members, including CEO and attorneys, to assist in the operational success of the company valuation
- Pitch Deck creation and presentations for investors, providing logistics, growth opportunities, and KPI reporting
- Experienced with outsourcing and leading co-located teams
- Advocate new tools and innovation in Finance and operations
- Support in daily IT operations and recommended process to follow industry regulations
- Agile project manager, utilize Contentful as a roadmap in assisting IT with the creation of product output and ideas
- Researched target market risks and opportunities in areas of investment
Senior Financial Analyst
FreshDirect
New York, NY
11.2017 - 01.2020
- Work closely with team members and C-suite executives in a collaborative environment that requires effective communication, project planning, hitting deadlines and managing expectations to grow FreshDirect’s manufacturing operations with over $500M in annual sales
- Responsible for the Enterprise P&L comprising of two business divisions, FreshDirect and FoodKick, by working closely with accounting and operations team on monthly close of actuals and comprehension of historical financial performance
- Prepare daily, weekly, and monthly forecasts to update P&L results and monitor KPIs on an ongoing basis including, orders, sales, COGS, variable, and fixed expenses
- Generate P&L budget and forecasting models to support AOP and LRP initiatives
- Established departmental reporting to reinforce internal controls and fiscal responsibilities for management between 12 corporate divisions
- Created weekly labor reports by department to lead discussions with C-suite executives on cost cutting initiatives
- Reduced overhead expenses by over 30% in one year ($8M) by executing operational controls
- Deliver streamlined departmental P&L packages to senior management to identify risks and opportunities
- Assist in the development and maintenance of models needed to track, report, analyze, and forecast financial and operational performance
- Key member of Investor Relations assisting in five funding rounds, Series I-M, raising over $500M in equity
- Supports execution of the preparation and analysis of quarterly reports to provide summarized financial information to investors
Financial Analyst
Saks Fifth Avenue
11.2015 - 01.2017
- Build and execute key financial reports for Saks US & CAN (Stores; Admin; Digital), adhering to GAAP and IFRS compliance and reporting, statement analysis, trend forecasting, and planning
- Keep abreast of ERP databases such as Oracle Hyperion, to support work for consolidation of Saks financials during month end close, forecast, and semiannual planning
- Reduced annual administrative costs by 20% in the first 6 months by creating budgets with strict guidelines and timetables
- Collaborate with business partners to produce accurate P&L statements across over 50 Store locations, while managing deadlines
- Prepared and managed detailed general and administrative report analyses for C-Suite executives across over 20 business unit divisions
- Assisted in reducing the Month End Close processes from 6 days to 3 days
- Demonstrate ability in leading cross-functional teams for various projects like budgeting, forecasting, and P&L analysis to support business operations
Financial Analyst
TransPerfect Translations
06.2011 - 11.2015
- Prepares financial forecasting and cost reduction presentations for senior management by incorporating detailed reports along with trend analysis in over fifty-seven global divisions for TransPerfect’s $500MM marketplace
- As a team member contributed to 18% growth over one year ($60M) by implementing strategic models to maximize profit
- Managed a team of two, ensuring elevated levels of accuracy and performance on daily operations
- Advanced analysis and review of financial transactions for troubleshooting and correcting errors in the organizations’ financial database
- Evaluate actual monthly and quarterly results against the projected revenue target, for use in future financial and company-wide planning
- Provided accounting support for a $1M subsidiary such as recording, monitoring, and reconciling general ledger activities
- Liaise across various department groups to maintain smooth and accurate reporting of monthly financial data and daily tasks
- Oversee global sales and product distribution data used to support operational efficiency through analysis of KPIs and data-management procedures
- Collaborated with IT to develop a new tracking system and pricing control on key figures resulting in accurate data entry and improved reporting by 12
Education
Bachelor of Science - Accounting
Skills
Skills & AbilitiesCross-functional team leadershipInnovationTest Flight App developmentAPI PlatformOracle; Hyperion EssbasePitch Deck creation for StartupsMicrosoft Dynamics GPBusiness ObjectsADP Payroll & ReportingSAPTableauProblem SolvingProduct DevelopmentVenture Capital Financing outreachNew Business DevelopmentData AnalysisStrategic Partnership ManagementVariance AnalysisCap Table managementInvestor RelationsFinancial ModelingFinancial Planning and ForecastingRevenue and Expense AnalysisData Migration, ERP Implementation
KPI management
Skilled in [Software]
Coaching and training
Business development expertise
Strategic and financial planning
Data trending
Familiar with account coding
Staff Management
Process implementation
Reporting familiarity
Financial analysis and reporting
Relationship building and management
Cost control and reduction
Corporate finance
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Manager Finance - LensCrafters, Luxottica Retail
03.2022
Manager of Financial Planning and Analysis - AVENU Learning
01.2020
Finance and Operations Manager, Consultant - TradeDuel
01.2020 - 01.2022
Senior Financial Analyst - FreshDirect
11.2017 - 01.2020
Financial Analyst - Saks Fifth Avenue
11.2015 - 01.2017
Financial Analyst - TransPerfect Translations
06.2011 - 11.2015
Nyack College - Bachelor of Science, Accounting