Financial Planning Manager

• Dec 2022 - Present

Financial Planning Specialist

• Aug 2021 - Dec 2022

- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports. - Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities. - Created and implemented new forecasting models to increase company productivity.

CDTS Senior Financial Analyst

• Jun 2021 - Aug 2021

- Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.- Led meetings with directors to analyze pricing and provide financial recommendations.- Researched, designed and implemented scalable applications for data extraction, analysis, retrieval and indexing.

CDTS Financial Analyst

• Sep 2020 - May 2021

Financial Manager

• May 2019 - Sep 2020

- Established budgetary benchmarks and formulated financial management strategies by researching operating and historical financial records. - Forecasted operating costs for scheduled projects by strategizing with other departments. - Evaluated employee performance and coached and trained to improve weak areas. - Established budgetary benchmarks and formulated financial management strategies by researching operating and historical financial records. - Forecasted operating costs for scheduled projects by strategizing with other departments. - Evaluated employee performance and coached and trained to improve weak areas.

Accounting Intern

• Apr 2018 - Oct 2018

- Communicated with clients to reconcile invoice payments. - Prepared and distributed internal reports and financial statements and coordinated company's audits prior to deadline dates. - Communicated with clients to reconcile invoice payments. - Prepared and distributed internal reports and financial statements and coordinated company's audits prior to deadline dates.