This hands-on Senior Financial Analyst with a bachelor’s and master’s degree in Business Administration, Finance has extensive experience in financial planning & analysis and leadership support. Expertise includes financial modeling, process improvement, profitability analysis and project management. Systems experience includes Hyperion Essbase/Smart View, Cognos, SQL, Salesforce, Power BI, Tableau and Excel.

Additional qualifications include:

• Led system implementations from Cognos to Hyperion
• Managed financial projects at a $600 million credit union including the migration to a new GL system, the streamlining and automation of accounting tasks, and the creation of new financial statements
• Created and reported on KPI/metrics
• Provided analytical support to the region controller in monthly reporting, forecasting and annual budgeting cycles
• Specialized in the analysis of revenue from deposits, loans and fees
• Skilled in financial modeling, process improvement, profitability analysis and project management
• Assigned new branch openings from a financial standpoint