Zoe Cleaves
Washington,DC
Summary
Finance professional with expertise in managing and interpreting financial data to drive business decisions. Proficient in budgeting, forecasting, and financial modeling, with a proven ability to convey complex financial concepts effectively. Achievements include identifying cost saving opportunities and improving operational efficiency in previous roles.
Overview
3
3
years of professional experience
Work History
Financial Analyst
Freddie Mac
McLean, VA
01.2025 - Current
- Delivered monthly financial reports to business units, improving decision-making effectiveness.
- Facilitated implementation of new reporting procedures during significant team restructuring.
- Compiled detailed budget and spending data, supporting strategic decision-making with ad hoc analyses.
- Conducted variance analysis for actuals vs. budget and forecast and provided explanations for identified variances.
- Prepared cost estimates for various headcount scenarios to inform operational strategies.
- Participated in change control meetings with stakeholders across all levels of the organizational hierarchy during ERP implementation.
- Forecasted full ERP operational expenditures for the current and upcoming years of leveraging the new system.
Finance Intern
Vintage Financial Partners
North Bethesda, MD
05.2023 - 08.2023
- Assisted financial advisors in preparing client portfolios and investment strategies.
- Conducted market research to identify investment opportunities and trends.
- Collaborated with team members to enhance client relationship management processes.
- Managed documentation for client accounts and investment transactions efficiently.
- Utilized financial software to analyze data and generate reports for advisors.
- Communicated with clients to gather information and address inquiries promptly.
Education
Bachelor Of Science (BS) - Finance
University of South Carolina
Columbia, SC05-2024
Skills
- Variance analysis
- Problem solving
- Attention to detail
- Stakeholder engagement
- Budget analysis
- Financial reporting
- Team collaboration
- MS Office Suite, Hyperion, Power BI
Timeline
Financial Analyst
Freddie Mac
01.2025 - Current
Finance Intern
Vintage Financial Partners
05.2023 - 08.2023
Bachelor Of Science (BS) - Finance
University of South Carolina