Tobi Taraszkiewicz
Orlando,FL
Summary
Highly motivated and goal-driven financial analyst with expertise in collecting, monitoring, and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, forecasting, and program execution. Maintains high standards of quality and issue resolution through effective financial planning. Adept in utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Analyst
L3Harris Technologies, Inc.
Plano, TX
03.2021 - Current
- Provided monthly financial analysis of program status including Actuals, ETC, EACs, ECACs, IPMRs, Forecast and calculate EVMS. Prepared customer reporting, CDRLs and Ad Hoc requests.
- Evaluates program execution, assessed impact of developing trends and anomalies using appropriate methodologies. Determined if programs proceeded with available resources that remained consistent with goals.
- Identified key cost, schedule, technical risk areas, translate identified risk area into program schedule and costs impacts.
- Briefed program managers, their teams and stakeholders of risk and progress issues.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Partnered with program management and IMS team to analyze variances against program baseline, performance and ETC. Assisted in providing meaningful solutions to keep program on schedule and budget.
- Prepared files that supported financial baselines and assisted in creating WBS structure for new and existing programs. Activate and deactivate charge numbers timely.
- Built Contract Modification template increasing work efficiencies across 4 business areas.
- Executed successful internal Audits as control tester.
Financial Advisor
Edward Jones
Indian Harbour Beach, FL
09.2018 - 03.2021
- Stay current with clients' personal and financial needs while maintaining productive open relationships to facilitate increased revenue growth by 30% annually.
- Managed, budgeted, coordinated and executed marketing events totaling $10,000 - $20,000 per year.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Demonstrated ability to create and execute office business plan to achieve financial goals, formulate strategies, meet budget projections and track progress.
- Managing financial planning projects from inception to completion creating meaningful connections.
- Researched SEC rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
Education
Bachelor of Science - Business Administration And Management
Polk State College
Winter Haven, FL12.2014
Skills
- Microsoft Office Suite
- Cobra, PeopleSoft, Tableau, Costpoint, AuditBoard, HypFcst, SharePoint, Cognos
- Financial Reporting And Briefing
- Athirst to learn
- Critical Thinking and Analysis
- Exuberant Attitude
- Interpersonal Skills
- Solution Orientated
- Dedicated Team Player
Additional Information
- Technical and analytical aptitude with problem-solving ability that contributes to on-time, on budget and high-quality project completion.
- Highly client focused with passion for quality work and delivering an excellent finished product while building strong partnerships with internal and external stakeholders.
- A self-motivated and disciplined individual who thrives in collaborative environments.
Certification
Maintain active Secret security clearance
Timeline
Financial Analyst
L3Harris Technologies, Inc.
03.2021 - Current
Financial Advisor
Edward Jones
09.2018 - 03.2021
Bachelor of Science - Business Administration And Management
Polk State College