Experience

North American, An Envoy Solutions Company

• United States
• Wholesale
• 100 - 200 Employee

• Senior Financial Analyst

  • Oct 2022 - Present



Essendant

• United States
• Wholesale
• 700 & Above Employee

• Cost Analyst II

  • Oct 2021 - Nov 2022

  • Analyze and research cost requests to ensure issues are identified, tracked, reported on and resolved in a timely manner. • Use statistical methods to collect and analyze data needed for decision making. • Analyze customer behavior, trend, variance analysis and demand planning in the Supply Chain Management. • Proactively investigate data accuracy trends; recommend alternate data sources to improve business metrics to improve the customer experience. • Identify and recommend new ways to streamlining key business processes. • Provide ad-hoc reporting and analyses as requested and interprets data to meet the specific needs of stakeholders or functional groups within the company. • Determine the most effective ways in which information should be stored for audit purposes in support of Sarbanes-Oxley controls and makes sure that controls are in place as it relates to item cost. • Organizes and develops new query templates and reports to be used by the team. • Provides training support to others if needed.



Preferred Meals

• United States
• Food and Beverage Manufacturing
• 200 - 300 Employee

• Senior Demand Analyst

  • Nov 2017 - Sep 2021

  • Creating advance reports using Business Objects and SQL. • Create enhanced quantitative analytical reporting tools that will allow Demand Planning to review historical sales trends and research demand drivers, to prepare more accurate forecast data, assess feedback on the various forecasts, and recommend adjustments within Business Objects. • Study trends in service contracts. Solving forecast issues for customers and develop reports that measure forecast accuracy for item planning within Ramco. • Take sole responsibility to develop and maintain quantitative client forecasts to obtain most recent data as well as develop reporting capabilities to analyze the trends within this business segment. • Interact with various departments to understand the demand forecast drivers by coordinating cross-functional research activities to reconcile significant variances. •As Senior Analyst I present quantitative analytical data to Senior Management on a monthly basis reporting the latest data models and opportunities. • Take leadership of annual revenue budget planning. Streamlining all cross-functional analysis required to build revenue and volume budgets. • Work closely with our IS team and contribute to the to simplify the complexity of long range forecasts while maintaining the high level detail required for short term forecasting and cross functional tactical planning of servicing our clients, ultimately increasing the efficiency of the planning organization. • Closely coordinate and communicate customer actions plans with Supply Planners so they can anticipate & develop inventory strategies related to existing items, new products, and/or product phase-outs. • Act as a mentor to the Demand Analysts and assist them in increasing forecast accuracy. Key Skills: • Analytical Thinking, Forecasting Applications, Business Objects. • Strong understanding of Supply Chain, Finance, Sales, and Customer Service functions. • Advanced verbal, quantitative, and Excel skills.



Career Education Corporation

• United States
• Education Administration Programs
• 700 & Above Employee

• Sr. Financial Advisor

  • Sep 2006 - Oct 2017

  • Overall 9 years of solid experience spanning Financial Analysis and Reporting • Responsible for identifying the re-pack population • Ensure continuing students receive appropriate admission material for the new academic year • Provide overviews and workshops that review the application process and offer information regarding available funding • Determine financial aid eligibility and develop financing plans • Screen all current students according to program regulations and guidelines • Monitor student’s accounts and progression for program of study and appropriately adjust student's awards as needed • Processed financial aid for students on daily basis by screening through student’s criteria • Train new hires and screen student information • Assist campus on individual student information



TRW Automotive Co

• Finance Intern

  • Mar 2004 - Nov 2005

  • Analyzed financial performance of equity fund holdings for over 250 entities in more than 30 countries • Utilized analysis and modeled skills to assist decision makers at all levels • Coordinated and prepared weekly performance analysis and report significant changes and variances from forecast • Prepared historical data to strategized future performance • Processed ad hoc reporting as needed • Controlled draft and final audit reports and interacted with senior management • Reviewed and processed Hyperion software with current financial information • Created VBScript software to generate backup files • Prepared International and State Tax returns • Reviewed and processed tax returns using Tax Series Web Software • Adjusted prior year Financial Statements to get an accurate forecast of future performances • Updated and reordered legal names and structure of the entire company • Prepared financial reporting and analysis for forecasting and planning analysis