jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom summary finance professional 15 years experience mba ms infs extensive background financial analysis budgeting forecasting sales forecastinganalysis variance analysis financial modeling executive presentations scorecarddashboard kpi tracking highlights strategic planning process improvement budgetingforecast accomplishments led financial reporting activities soldiers child inc oversaw 100 year year growth led business relationship major vendor managed projects led 1 million revenue growth led cash handling best practices project resulted reduced float time deposits directly saving company 300k per year interest managed pl project company allowed shift tax liability save approximately 10 million taxes experience business analyst 2015 current vista equity partners washington wa updated pl model streamlined monthly processes completed major projects enhance business relationship sirius xm including revenue enhancement via additional reporting driving customer conversion paid subscribers 1 million revenue potential reworked monthly financial reports built new updated charts reporting revenue tracking kpis updated business models vcs programs better reflect current business outlook prior years results created access database budget tracking department level including data entry interface shopping basketsposinvoices tracking managed financial functions vcs department including shopping baskets relationship purchasing relationship finance including budgets forecasts served hoshin kanri coordinator managed 40 million dollar audio business relationship sxm finance directorboard member 2013 current trinity health corporation canton mi created financial reporting process annual budgeting process asc created monthly reporting track variances budget variances prior year help management drive organizational goals monitor results budget forecasts created chart accounts accurately projectrecord track expenses revenues enhanced proposal presentation format ensure professional appearance directly resulting least 50000 increase corporate sponsorships first quarter 2014 alone structured expense budget advised reduce expenses order add full time employee allowing executive director spend approximately 30 time driving revenue growth managed project database migration implementation new financial operations reporting system increase administrative productivity 25 saving organization approximately 10000 annually asc grew 100 rate last year directing financial activities first year financial reporting place anticipate approximately 80 growth 2015 helped drive foundations vision collaborating board members working growing charity served treasurer organization manage financial reporting functions place tools future employeesboard members finance administrators charity better manage organization chair finance committee drive financial goals organization helped director uncover ways enhance programs services organization finance managerconsultant 082012 2015 agreeya solutions plano tx worked clients develop annual budgeting forecasting processes monthly reporting variances based numbers worked clients implement reporting monitor key business drivers measure results established targets worked several medium large sized businesses middle west tennessee helping facilitate financial reporting enhancements also assisting database migration setup custom reporting worked startup company need financial analysis reporting well financingfunding allowing time business development worked various lendersventure capital groups around country obtain funding 21 million dollars contract fulfillment central america worked assist salesbusiness development company interests middle east helped facilitate transactions part world worked extensively stable company middle tennessee areas roi calculations acquisition due diligence helped facilitate technological upgrades company better manage growth expansion senior financial analyst 112011 072012 liberty mutual stamford ct orchestrated enhancement quota setting process access make process timely efficient prior years shaved 2 months prior year quota process performed cost allocations monitor material costs manufacturing managed attainment calculations commission payouts based quotas analyzed monthly financial reports review monthly variance forecastprior year reporting management managed finance support 4 sales vps across country monthly pl analysis reporting annual sales quota setting allocation monthly variance analysis annual quota attainment payout calculation monthly operating report preparation annual budget preparation monthly forecast variance vs budget prior year consultant 2009 112011 arthur j gallagher co denver co delivered custom solution one company allowed plan taxes business entity level would save approximately 10 million tax liability annually worked small healthcare facility enhance cash flow securing receivables funding 50000 per month worked broadcasting equipment manufacturer provide working capital order fill existing orders negotiated lenders fund 450000 purchase order financing worked companies area corporate financing including working capital needs long term commercial financing senior treasury analyst 092007 112008 central parking systems city state automated scorecard reporting process easily track changes previous weeks results increasing productivity reporting position 30 led data mapping project would allow enhanced cash flow reporting better manage deposits resulted decreased deposit float time savings approximately 300000 per year interest worked extensively management staff 65 city locations determine best practices cash collectiondeposit activity order reduce days deposit 20 reduce opportunity loss due theft created maintained weekly dashboards forecast cash flow daily weekly rolling 13 week basis provided reporting functional leaders planning purposes monthly basis ad hoc reporting analysis assisting corporate finance executive csuite strategic planning financial analyst 042006092007 healthways city state modified billing processes limit number input sources reduce possibility errors reduce cycle time invoice creation shaving 25 required monthly invoicing time saving approximately 36000 annually developed reporting database aid scheduling operational efficiency resulting approximately 15 increase scheduling efficiency saving least 72000 annually developed reporting database microsoft access track sales process increase sales executive productivity reducing administrative calculations prospect time line managed increase productive selling time approximately 1015 contributing sales volume increase 2005 2006 50 worked business unit leaders preparing monthly financial forecasts annual budgets performed cost allocations inputs productsservices cost analysis held monthly reporting meetings corporate executives present financial results division performed process improvement analysis finance functions business unit including billing invoicing helped business developmentsales organization resolve sales related finance issues challenges contract manager financial analyst 082000 042006 bellsouth business city state identified target customers allow targeted selling increased sales results yoy growth approximately 35 position created lead finance person bu managed projects related sales finance including project resulted 25 quota reduction due errors calculations made corporate finance developed reporting system allowed sales teams input data efficiently increasing productive sales time contributed 35 increase sales yoy worked sales avp business strategies project management budgeting forecasting prepared financial reports objective setting sales analysis product mix analysis worked monthly large business sales assistant vice president formulate compile dashboard briefing book business review calls directors president bls large business ms information systems 2012 middle tennessee state university murfreesboro tn mba business finance 2007 middle tennessee state university murfreesboro tn bba finance 2004 middle tennessee state university murfreesboro tn oracle financials hyperion essbase sap hyperion planning microsoft excel microsoft access microsoft powerpoint microsoft word brio explorer siebel sql management suite sql tools microsoft visio adaptive planning education computer skills