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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 ~ (xxx-xxx-xxxx ~ abc@xyz.com

career profile

 

excellent qualifications in strategic planning with comprehensive knowledge of financial analysis and reporting, budgeting, forecasting, project management support, and in maintaining financial controls. displays a collaborative work ethic, proficiency in forecasting needs, and a superior level of leadership, adaptability, and initiative. proven record of success marked by an intense desire to define methods for exceeding current financial/business analysis and senior-level performance reporting strategies. propensity to strategically dissect complex financial data and review related information for the purpose of developing and evaluating relevant financial positioning and implementing solutions that improve out-dated methodologies. streamlines operations to increase productivity and company profits and exhibits a proven success within the complete spectrum of the financial management cycle. proficient in microsoft word, excel, access, power point, visio, business objects, cognos, computron and pillar.

 

career history

                            

financial analysis and planning/accounting analyst, 09/2007 c 12/2008

pfizer inc. (corporate it consulting), new london, ct

-         motivate americas information technology team in managing a $250mm budget.

-         introduce formulas and delineate means for comparing overall financial risk, capital adequacy, and liquidity positioning and declare financial position by way of financial ratios demonstrating financial status.

-         join financial review meetings and obtain relevant balance sheet information to edit financial models; identify capital asset disposal, relocation, and depreciation.

-         oversee financial model quality assurance and engage in advanced financial analysis to properly calculate the financial position; generate monthly performance reports.

-         analyze the balance sheet, historical data, and perform extensive variance analysis and due diligence and verified integrity and accuracy of accounting figures.

-         generated month-end and annual fiscal reports; incorporate cash forecasts, balance sheets, and p & l statements into analysis of risk.

-         track it projects to ensure the integrity of spending activities and address immediate deficiencies.

-         collaborate with various internal and external stakeholders including operations managers, a/r, a/p, asset management, and non-financial managers.

         

portfolio specialist, 09/2006 c 08/2007

pfizer inc. (corporate it consulting), new london, ct

-         directed the portfolio team in executing generally accepted accounting procedures and demonstrated proper financial analysis protocol.

-         spearheaded the adapting to scale (ats) project approval process.

-         designed and implemented efficiency procedures for the successful completion of the adapting to scale program.

-         assessed the projected vs. actual budget by through efficient due diligence and informatics portfolio research, and conferring with portfolio directors to obtain up-to-date financial information.

-         utilized superior verbal, written, and numerical analysis abilities to generate presentations, statements of work, roi analysis for prospective projects, and financial ad hoc reports.

-         ensured reporting applications are kept up to date and communicated status, milestones and issues to the project management office.

-         stood as part of pioneer team responsible for launching beta version of a new project management tool.

                                 

financial analyst, 03/2005 c 08/2006

us bank corporate trust, boston, ma

-         oversaw the performance fluctuations of 12 portfolios with accounts valued at $1b each.

-         kept clients abreast of performance through daily trade testing, monthly and quarterly performance reports.

-         assessed the accuracy of investors reports and reporting sections of governing deal documents, validating calculations and foreign currency exchange rates.

-         verified correct calculation and tracking of daily transactions, interest accruals and fees.

-         scrutinized interest and principal accounts in the g/l to validate management position and commitment balances.

         

financial analyst, 12/2003 c 05/2004
united health group (temporary contract), newark, nj

-         developed and implemented yearly budgets and proposed financial schedules relating to budget, revenues, and administrative expenses.

-         headed up financial projects of varying difficulties using business analysis and research.

-         analyzed premium, membership, medical cost, and administrative cost trends to provide forecasts and benchmarks to senior management.

 

education

         

bs in international business

double minor in accounting & business analysis, 05/2003

state university of new york at plattsburgh - school of business and economics

 

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