Financial Analyst

• Jan 2023 - Present

Financial Analyst

• Dec 2021 - Jun 2022

• Managed all North American marketing cost centers and compiled, converted, and consolidated their spend into company specific expense categories for month end. • Monitored spend of all marketing items to ensure they were hitting correct areas of the budget and reclassed any inaccuracies. • Distributed monthly marketing spend to marketing department and Japanese headquarters to provide visibility. • Guided non-marketing cost center heads through budget vs.actuals to gather story for over/underspend and identify any misclassified items to facilitate their accuracy. • Processed invoices, credit memos, and purchase orders by gathering appropriate approvals, documentation, and account info to ensure timely payment and that charges went to correct areas of the marketing budget. • Created marketing powerpoints that showed forecasts and quarterly performance across an array of categorizations and time periods. • Provided commentary on Canadian and marketing financial performance by analyzing management input and granular expense line items on a segment basis. • Worked with all cost center heads to create new forecasts for their budgets and then uploaded them into EPM to create congruity. • Gathered and managed marketing accruals for the month to ensure items were closed out appropriately and financials were accurate.

Business Controlling Intern

• Nov 2019 - Feb 2021

- Consolidate data sets and apply formulas, manipulation, and formatting to calculate sales commissions and rebates for 3rd parties and internal sales team. - Develop sales reports to highlight business situations, internal company performance, key customers, and order status so they can be distributed to various members within the sales organization. - Compile profit and loss statements from SAP for all companies within the North American region to format and upload to EPM at month end. - Assign changes to the rolling forecast for major line items such as revenue, structural costs and gross profit - Analyze monthly expenses being charged to our steering unit's cost centers to ensure accuracy of profit and loss statement - Create monthly PowerPoints that detail monthly performance in multiple currencies and forecast values. - Calculate the anticipated daily sales pattern for the upcoming month based on historical performance, past/current working days, and the projected revenue value. - Track monthly accruals for commissions and structural costs. - Created on-boarding PowerPoint that detailed responsibilities of the business controlling team - Managed project of reassigning customers to their appropriate steering units after company wide business unit restructuring

Account Manager

• Sep 2017 - Sep 2018

• Managed hosting, SEO and social media services for my book of clients. • Used Salesforce to document client conversations, store customer information and send automated emails. • Made sure all products going to clients were free of errors and included elements they requested. • Walked clients through Google Analytics reports and made suggestions on how they could get more traffic to their site. • Managed the web design team via Jira explaining what the client wanted, the due date, and the overall objectives. • Upsold new and existing services to current clients.

Advertising Sales Executive

• Apr 2017 - Sep 2017

• Cold called local businesses and pitched in-hotel advertising packages • Consistently met minimum of 150 calls per day and developed sales pipeline • Created invoices with Paycove to be sent to clients • Used Hubspot CRM to manage emails, appointments, and phone calls. • Developed a client’s hotel ads with Word Press and educated them on how the platform worked • Managed client’s account and made sure they were happy and supplied the necessary content • Generated $25,000 in annual revenue for the company during my tenure

Digital Marketing Consultant

• Oct 2016 - Apr 2017

• Sold the company’s web platform and package of services • Targeted domestic and international clients through inbound leads and cold calls • Built rapport with prospects and educated them on the MoPro package, web design process, and inbound marketing strategies • Supervised my client’s projects and documented their needs to ensure the site was finished accordingly • Generated over $200,000 dollars in annualized revenue for the company during my tenure. • Consistently exceeded minimum of 150 dials per day and amount of talk time. • Educated prospects on concepts of SEO, SEM, social media marketing, and Google analytics • Used Salesforce on a high level