Senior Financial Analyst at Advertising Specialty Institute (2024-11 – Present)
- Analyze current-year trends and collaborate with Marketing, Editorial, and Production leadership to develop monthly forecasts and annual budgets of over $50 million across all expense categories
- Review month-end financial transactions to identify and record necessary accruals, deferrals, and reclassifications, ensuring accurate expense reporting and timely analysis of performance against budget using Excel and Jet Report plug-in
- Manage and maintained prepaid GL accounts for all departments, ensuring accurate and timely journal entries and month-end postings in compliance with accounting deadlines
- Present monthly financial performance to leaders across 14 departments, facilitating forecast reviews and providing strategic updates to support informed decision-making
- Monitor invoice and purchase order requests for accuracy and financial justification, ensuring appropriate accounting treatment and budget alignment
- Collect and consolidate departmental expense data into a centralized file that supports company-wide financial reporting and analysis
- Oversee and lead summer intern through various finance tasks
Financial Analyst at Qurate Retail Group (2022-10 – 2024-11)
- Developed annual budgets for project level capital, P&L operating expenses, and labor expenditures for the Technology organization of over 1,000 employees and $300 Million in yearly spend to be presented to Board level members, tracked for the remainder of the year, and used as the basis for forecasting on a monthly basis
- Implemented reporting and tracking for a company wide shift in the technology operating model to account for workforce changes and reductions, forecasting initial cost outlay of the transformation, and eventual cost savings for the organization
- Transformed monthly reporting that includes both year to date and forecast views that are shared with the executive leadership team by using streamlined Excel and PowerPoint templates to model and keep the teams informed of their financial opportunities and weaknesses
- Facilitated a month end close process within my team to assist the accountants with tasks such as accrual entries and reclassifications to ensure alignment of budgeted operating expense items with actual spent operating expense items on a monthly basis using SAP, Coupa, and Excel modeling
Analyst at TierView Development (2020-07 – 2022-09)
- Created and maintain over 30 monthly, quarterly, and annual financial reports across the finance, operations, leasing and construction departments for 12 multi-family apartment buildings throughout Philadelphia
- Performed quarterly analysis of portfolio improvements and financial information such as net present value, discounted cash flow models, expense metrics and explanations for presentations sent to all investors
- Established new reporting systems including prospective decision-making tools and an Excel formula based budgeting model for upcoming projects with construction costs of up to $15,000,000
- Evaluated over 20 pieces of all department's financial and operational performance and suggested improvements with the implementation of six weekly scorecard reports to be used by management
