Experience

Indiana Farm Bureau Insurance

• United States
• Insurance
• 700 & Above Employee

• Senior Reporting Analyst

  • May 2017 - Present



hhgregg

• United States
• Retail
• 700 & Above Employee

• Financial Analyst

  • Sep 2016 - May 2017

  Assist with monthly reporting process: Responsible for updating forecast with actual results and using these results to improve future forecast. Create reports for department heads comparing monthly results to forecast. Explain variances and meet with department heads to review. Assist with budget development: Responsible for developing budget templates and working with departments to complete. Communicate changes in business and make suggestions on impact to budgets. Perform ad hoc analysis: Build financial models to identify price changes for warranty products. Analyzed sales data to determine impact of lowering threshold for free delivery on furniture and televisions. Identify and implement improvements to current reporting processes: Focus on removing manual steps. This has resulted in the savings of a few hours of work each month when assembling monthly reports.



Toyota Material Handling North America

• Assistant Manager FP&A

  • Feb 2016 - Sep 2016

  Responsibilities include supporting the development the materials budget for three manufacturing plants. Report monthly cost reduction results and identify variances to the budget. Gather month results and assemble reporting package for executive management review meeting. Build valuation models to support the development of business cases for acquisition targets.Perform supporting analysis and assemble 200+ page package for biannual executive strategy meeting.

• Information Analyst

  • Jan 2014 - Feb 2016

  Involved in research on merger and acquisition targets. Perform financial analysis for all engineering projects as they progress through the design review process on a regular basis.Other responsibilities have been focused on cost analysis for the TMHNA CPO. Developed an analysis tool to analyze ~$650M annual spend. Responsible for monthly reporting of financial results related to procurement at three manufacturing plants.



Toyota Material Handling North America

• Greene, NY

• Financial Analyst Co-op

  • Dec 2012 - May 2013

  Performed a company valuation to assist in decision making process for future acquisitions. Assisted with the analysis and development of company budget. Prepared and proposed a plan to improve the budget submission and evaluation process. Performed market and product research to support acquisition decisions. Gathered information and generated a monthly performance report for all functional units of TMHNA. Performed a company valuation to assist in decision making process for future acquisitions. Assisted with the analysis and development of company budget. Prepared and proposed a plan to improve the budget submission and evaluation process. Performed market and product research to support acquisition decisions. Gathered information and generated a monthly performance report for all functional units of TMHNA.



Common Sense Financial

• United States
• Financial Services
• 1 - 100 Employee

• Administrative Assistant

  • Jun 2010 - Nov 2012

  Set up a paperless office, which converted 20 years of paperwork into electronic files that were cataloged for easy retrieval. Placed trades for client accounts online and over the telephone as well as set up systematic trades. Prepared and processed paperwork to establish new accounts and took care of servicing issues for existing accounts. Generated, assembled and mailed quarterly reports for over 100 clients. Contacted various companies to follow-up on servicing issues. Maintained client database to ensure all information was up to date.