Financial Analyst at CenterPoint Energy (2024-05 – 2026-04)
Financial actuals reporting to operations, providing variance analysis using SQL and financial systems to different departments, and scheduling bi-weekly forecast meetings.
- Assisted with FP&A model and presenting variances and updates to upper management.
- Reported financial performance against established targets, including variance analysis between actuals, budget, and forecast numbers for expense line items analysis.
- Responsible for managing, tracking, reporting, performing large dataset analysis of over 1,000 cost centers and entire GL cost elements, for both revenue and expenses accounts.
- Analyzed vendor invoices and reconciled discrepancies to ensure accurate reporting.
- Created variants in SAP to do allocation checks for multiple cost centers and GL accounts.
- Collaborated with cross-functional teams to communicate financial insights.
Senior Financial Analyst at ITW Global Brands (2019-03 – 2023-12)
Creating and reporting of financial KPI's, including growth rate and sales margins. Responsibilities included monthly forecasting processes, annual sales and operation planning, and supported sales team with analysis.
- Prepare, deliver and understand specific reports and queries, with focus on sales and margins.
- Report and analyze on pricing and costs in regards to margin variances.
- Assist in annual budget and monthly forecasts preparation with focus on margin assumptions.
- Reported financial performance against established targets, including variance analysis.
- Monthly analysis of Sales forecast accuracy.
- Performed monthly analysis of Sales Discount & Allowance spend to budget.
- Update on a quarterly basis Sales tool for promotions that measured profitability and ROI.
Financial Analyst at BakerRipley (2017-06 – 2019-03)
- Built and maintained company-wide operating budget, as well as labor budget of $100 Million.
- Reported monthly financials, including operating revenues, cash flow, agency surplus/deficit, and divisional program operating results.
- Performed variance analysis on divisional and program levels to advise management.
- Managed budgeting assumptions, changes processes, and created desktop procedures for all working models, dashboard and processes.
Finance and Accounting Analyst at Accenture (2016-01 – 2017-06)
Project areas: Revenue, Production and Joint Venture Accounting.
- Collaborated with senior management teams to create client and board presentations.
- Developed financial projections & models such as production estimate analysis to capture production, variances, and forecasted volumes.
