caitlin zimmerman experienced financial analyst looking use analytical quantitative skills create financial models reduce cost improve financials large bank orlando fl 444 4318740 caitlinzgmailcom skills ms excel multiview powerpoint education university florida gainesville fl 20062019 bs accounting gpa 3840 certifications chartered financial analyst cfa level 1 2014 certified public accountant cpa 2013 work experience senior financial analyst hp morgan jacksonville fl january 2019 present assist annual financial planning process quarterly forecasts periodic updates detailed team level plans develop reporting departmental level give operations department heads deep insight financial performance functional area business assist implementing provider performance reporting gives companys medical providers better insight monthly financial performance work business intelligence platform ensure reporting integrated system available conveniently need develop projection models potential acquisitions analyze project value based ebitda npv discounted cash flow senior financial analyst remedy bank jacksonville fl january 2015 december 2018 analyzed revenue key performance indicators identify emerging trends daily maintenance consolidated divisional rolling forecast models provided adhoc financial analysis financial modeling support business objectives met key stakeholders review preparation consolidation annual budget assisted monthly management quarterly board director presentations partnered accounting ensure consistency forecast actuals reviewed actual results variances plan departmental managers played key role development implementation oversight compensation bonus incentive plans calculated quarterly incentive comp calculations sales account management business analyst dinge bank jacksonville fl september 2010 november 2014 supported head finance building operating financial forecasts provided decision support management building models marketing spend effectiveness product rd monetization strategies thirdparty vendor contracts ad hoc analyses assisted accounting team managing business expense processes invoice processing fixed asset tracking credit card management partnered internal departments managing monthly quarterly close processes lead ongoing reporting key metrics management