Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Ice Hockey Coach
Timeline
Generic

Stephen Carter

Thornton,Colorado

Summary

Results-driven Senior Financial Analyst with 5 years of experience in financial analysis, forecasting, and strategic planning. Proficient in Excel (some advanced techniques), PowerPoint, SQL, and learning Power Query. Adept at analyzing complex financial data to support decision-making and drive business growth. Strong communication skills and a proven ability to work effectively in dynamic environments. Eager to grow and continue learning while providing leadership qualities.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst

Comcast Business
05.2018 - Current
  • Budgeting and Forecasting for $7.5B in Revenue
  • Develop complex financial models to forecast revenue, expenses, and profitability
  • Utilize advanced Excel functions, including VBA and macros, to streamline data analysis processes
  • Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
  • Leverage SQL to extract and manipulate large datasets
  • Implement Power Query to transform and clean data from multiple sources
  • Collaborate with cross-functional teams throughout business to analyze sales performance and recommend improvements
  • Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
  • Monitor expense performance against budgets and forecasts.
  • Provided strategic planning advice and financial oversight for corporate stakeholders.

Call Center Operations Manager

Dish Network
06.2010 - 05.2018
  • Managed daily operations of a high-volume call center
  • Developed and implemented operational strategies to improve call center efficiency and customer satisfaction
  • Monitored performance metrics and KPIs to ensure service level agreements were met or exceeded
  • Improved organizational efficiency by effectively recruiting new hires and supporting management with personnel decisions.
  • Coordinated with other departments to ensure seamless service delivery and issue resolution
  • Analyzed call center data to identify trends and areas for improvement
  • Managed budget and resource allocation.
  • Monitored call quality and provided individual constructive feedback to enhance performance and address areas in need of improvement.

Education

Bachelor of Science - Business Management And Analytics

University of Phoenix
Arizona
07.2024

Skills

  • Financial Analysis & Modeling
  • Forecasting & Budgeting
  • PowerPoint Presentation Development
  • Strategic Planning
  • Data Visualization
  • Business Performance Analysis
  • Risk Management
  • Microsoft Excel (Intermediate to Advanced)
  • Microsoft PowerPoint (Intermediate to Advanced)
  • SQL (Beginner to Intermediate)
  • Power Query (Beginner)

Accomplishments

  • 4x Best of the West Award (monthly) winner from 2022-2023 - Overall Performance
  • 2x Best of the West Award (Quarterly) winner from 2022-2023 - Overall performance
  • 2x Best of the West Award (Annual) winner 2022-2023 for Best Business Partner
  • Catalyst Award winner - Best Team 2023

Certification

Business Analytics and Data Visualization, 10/01/23

Affiliations

Young Professionals Network

Ice Hockey Coach

Head Coach for an Ice Hockey team (14U) 

Associate Coach for Ice Hockey team (12U) 

Health and Equipment Manager - Ice Hockey (12U) 

Timeline

Senior Financial Analyst

Comcast Business
05.2018 - Current

Call Center Operations Manager

Dish Network
06.2010 - 05.2018

Bachelor of Science - Business Management And Analytics

University of Phoenix

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Stephen Carter