Oracle NetSuite
Stephanie M. Smith
Senior Financial Analyst
Orlando,FL
Summary
Senior Analyst with more than 16 years’ experience working with enterprise level organizations. Self-starter who works independently and with minimal guidance. Clearly conveys complex financial data in a meaningful way to executive leadership, including Board of Directors.
Overview
5
5
years of post-secondary education
Work History
Senior Financial Analyst
Charter Schools USA
Ft. Lauderdale, FL
2019 - Current
- Develop and maintain forecasting models, coordinating production of consolidated variance analysis reports.
- Review accounting expense entries and reconcile data between financial and operations reporting software platforms.
- Serve as finance department liaison to Grants team; analyze grant spend against budget and monthly forecast.
- Monitor purchase requisitions for accuracy, providing approvals based on account-level budget adherence.
- Perform research and analysis on current and past financial data performance, present ad hoc reports and recommendations to management and Board of Directors.
Operations & Planning Analyst
Walt Disney World
Lake Buena Vista, FL
2018 - 2019
- Conducted advanced analysis to support effective pricing strategies.
- Reviewed monthly invoices for accuracy and completeness, reconciled transactions and determined payment approval statuses.
- Provided complex financial scenarios and benchmark analyses to postulate guidance to management team.
Senior Financial Analyst
Entertainment Technology Partners
Orlando, FL
2016 - 2018
- Prepared short and long-term forecasts to drive reliable decision making.
- Identified variances within key metrics, including direct costs, operating expenses, and capital expenditures.
- Reviewed statistical information to determine financial trends for use in investment planning.
Senior Financial Analyst
Houghton Mifflin Harcourt
Orlando, FL
2013 - 2016
- Produced monthly financial reports, budgets, and forecasts for the Global Supply Chain organization.
- Maintained corporate dashboards that highlighted key financial, inventory and operational metrics.
- Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
Sales & Operations Planning Analyst
CHEP, International
Orlando, FL
2011 - 2013
- Minimized indirect costs by identifying cost saving solutions, while maintaining service expectations.
- Developed detailed forecasts, identified trends, and created inventory, repair and expense scenario models.
- Interacted with contractors, subcontractors and suppliers to guide cost analysis process by establishing and enforcing policies and procedures.
Financial Analyst
AirTran Airways
Orlando, FL
2005 - 2011
- Produced multi-departmental financial reporting, utilizing advanced queries and automated dashboards.
- Prepared monthly forecast reports and maintained supplier commodity historical data.
- Reviewed and analyzed project spending throughout project life cycle.
Education
Bachelor of Science - Economics, Psychology
University of Central Florida
Orlando, FL 08.2001 - 05.2006
Skills
Financial modeling
Software
Workday Adaptive Planning
Microsoft Power BI
SAP/BPC/BW
Google Docs
Salesforce
Timeline
Bachelor of Science - Economics, Psychology
University of Central Florida
08.2001 - 05.2006
Financial Analyst
AirTran Airways
2005 - 2011
Sales & Operations Planning Analyst
CHEP, International
2011 - 2013
Senior Financial Analyst
Houghton Mifflin Harcourt
2013 - 2016
Senior Financial Analyst
Entertainment Technology Partners
2016 - 2018
Operations & Planning Analyst
Walt Disney World
2018 - 2019
Senior Financial Analyst
Charter Schools USA
2019 - Current
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