Download PDF

Education

Sep 1997May 2001

B.S Finance

Bentley College

Graduated 3.0 GPA

Work experience

Oct 2008Jan 2015

Senior Financial Analyst

Digitas LBI
  • Lead and manage revenue forecast meetings with client teams and develop Quarterly and Yearly revenue goals with Senior Management for three significant clients totaling $43MM in Revenue
  • Trained & manage Costa Rica Finance employee(Bosz Digital).
  • Create the monthly forecast for my assigned clients as well as the revenue allocations by region.
  • Meet with Project managers monthly to get completion percentages for all projects for General Motors and Goodyear and Dunkin Donuts.
  • Highlight potential issues and recommend possible solutions.
  • Explain and translate monthly financial results to Senior Management for my client teams.
  • Review journal entries for Coordinators, Analyst, and Costa Rica employee to ensure accuracy and appropriateness.
  • Manipulate and transform data for analytical use.
May 2005Oct 2008

Financial Analyst

Digitas LBI
  • Worked hand in hand with Project Management team in forecasting Quarterly figures for ten clients.
  • Provided client teams with weekly reporting as well as ad-hoc reporting.
  • Calculated run rates to manage financial progress against budgets.
  • Met with Project Management team on a monthly basis in regards to client invoicing.
  • Fundamental understanding of accounting concepts and overall Digitas offering.
  • Initiated journal entries as needed.
  • Presentations to new hires on Finance policies and procedures.
Oct 2001May 2005

Associate Analyst

BNY Mellon
  • Monitored, reported, and analyzed monthly results of business segments.
  • Performed detailed analysis of monthly profit and loss statements, comparing actual results with forecasted results.
  • Participated in the coordination, analysis, and preparation of monthly forecast for assigned business units.
  • Collected, researched, and analyzed statistical and financial data to assist in short-term and strategic financial planning and reporting.
  • Designed financial models and databases.

Skills

Excel
Business Objects
Lawson
Budgeting
My current role places a heavy emphasis on budgeting by project and Retainers.
Forecasting
Forecasting a monthly task that's paramount in this company. We forecast based on % complete by month.
Managment Skills
Oversee an Analyst as well as remotely overseeing Costa Rica employee
Presentations
Weekly presenter to New Hires on the role of Finance for my current company

References

Available upon request