Accomplished Senior Finance Analyst with a proven track record at Eve Financial Consultant & Capital Group, specializing in capital budgeting and stakeholder communication. Expert in leveraging business intelligence tools and ERP systems to drive profitability and optimize cash flow. Achieved significant improvements in financial strategies, enhancing portfolio performance by over 30%.
Overview
25
25
years of professional experience
Work History
Senior Finance Analyst
Eve Financial Consultant & Capital Group
10.2017 - Current
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Improved emergency resolution processes to save time.
Conducted due diligence on potential investments and presented findings to investors.
Orchestrated client-centered financial packages factoring in current market trends.
Monitored market trends and news to identify emerging opportunities.
Developed financial models to assess potential investments and identify potential risks.
Created and maintained precise and accurate models, charts and reports.
Reviewed and analyzed project spending throughout project life cycle.
Generated comprehensive reports on portfolio performance and risk assessment.
Created financial strategies to optimize portfolio performance and reduce risk.
Participated in client meetings to discuss financial analysis and investment strategies.
Presented oral and written reports on general economic trends, individual corporations and entire industries.
Developed financial projections and forecasts to guide investment decisions.
Business Analyst
Preston Equity Trust
03.2000 - 09.2017
Interacted with internal customers to understand business needs and translate into requirements and project scope.
Updated and developed scripts and queries to extract and analyze data from multiple sources.
Developed data mining algorithms to identify and classify patterns in data.
Optimized data access and storage to improve performance of analytics systems.
Generated standard and custom reports to provide insights into business performance.
Utilized data visualization techniques to present and explain complex data sets.
Analyzed data to identify root causes of problems and recommend corrective actions.
Created dashboards to monitor and track key performance indicators.
Provided technical support for troubleshooting analytics and reporting issues.
Collaborated with stakeholders to identify business needs and data sources.
Assisted with creating data cubes and OLAP models to improve data analysis for Real Estate nationally
Education
BBA - Business Economics
University of Miami
Miami, FL
05-1995
High School Diploma -
Miami Southridge Senior High
Miami, FL
06-1990
Skills
Capital budgeting
Debt management
Cash flow management
Profitability analysis
Mergers and acquisitions
Cost accounting
Variance analysis
Stakeholder communication
Business intelligence tools
ERP systems
Investment analysis
Due diligence
Financial consulting
Comparative analysis
SPSS/STATA/SAS software
GAAP and statutory reporting
Customer relationship management
Knowledge of ERP (enterprise resource planning) software
ERP accounting
Adobe software
Business development
MS office suite
Cashflow processes
Budgetary planning
PeopleSoft expert
Analyzing performance
Business development assistance
Report generation
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
Lowered company costs by 48% through accurate financial modeling, budgeting and process improvement.
Received a professional excellence award from the Financial Management Association.
Resolved product issue through consumer testing.
Used Microsoft Excel to develop inventory tracking spreadsheets.
Achieved specific data by introducing certain software for improving production and financial tasks.
Timeline
Senior Finance Analyst
Eve Financial Consultant & Capital Group
10.2017 - Current
Business Analyst
Preston Equity Trust
03.2000 - 09.2017
BBA - Business Economics
University of Miami
High School Diploma -
Miami Southridge Senior High
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Veronika Smith-RileyVeronika Smith-Riley
Site Supervisor at Eve Financial Consultant & Capital Group, LLCSite Supervisor at Eve Financial Consultant & Capital Group, LLC