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yyyyyy x. yyyyyy
186 willow avenue #0000 xxxxxx xxxx , xxxx , xxxxx 00000
(xxx-xxx-xxxx
abc@xyz.com
career profile
recent mba graduate with more than 6 years professional experience as a financial analyst for high profile, fortune 500 corporations. possess strong skills in project management, trending/modeling, training junior staff, data research and management, and cultivating strong business relationships. recipient of numerous industry awards. proficient in ms word, excel, access, as well as essbase, discoverer, and hyperion planner.
professional experience
fidelity corporate finance, boston, ma 05/2006-present
senior financial analyst
lead a financial team to develop financial projections, consolidate annual budgets, and facilitating quarterly forecasts enterprise-wide for review by senior management.
conceptualized innovative methods to re-engineer fidelity s budgeting process by:
o building a flexible process and tools for the annual budget cycle
o developing and implementing a quarterly forecast process
o serving as a key member of a team that implemented hyperion planner budget tool
o rebuilding fidelity s quarterly budget adjustment process which eliminated 2 weeks of validation.
oversaw staff productivity during a manager s 3-month maternity leave.
spearhead budget planning by completing 2009 budget and quarterly forecast as well as auditing and validating fidelity s 2006-2008 annual reports.
collaborates with senior management by providing detailed analyses on financial results and forecasts.
fidelity investments personal investments co., 06/2003-05/2006
financial analyst, marketing finance (03/2005-05/2006), boston, ma
evaluated industry data to analyze fulfillment cost savings with strategic business partners.
devised and implemented a new analytical view of promotional spending by marketing initiative.
presented promotional and marketing expenditures by preparing monthly analysis reports.
assessed industry trends to forecast monthly and annual promotional spending.
cultivated a strong financial relationship with fidelity s production/media vendor, arnold worldwide.
financial analyst, financial planning and analysis (06/2003-03/2005), smithfield, ri
generated monthly analyses of p&l as well as client/product sales activity.
streamlined and managed intercompany and administrative budgets and provided analytical support on marketing/promotional budget.
developed and introduced a new scorecard process to senior management.
managed financial controls on marketing support and networking revenue sharing payments.
education
suffolk university business school, boston, ma
master of business administration (mba), 05/2003
concentration in finance
bryant university, smithfield, ri
bachelor of science in business administration, 05/2003
concentration in finance and legal studies
awards
fidelity employee share reward program, fidelity personal investments shinning star award, on the spot awards and fidelity investments institutional services co. peer excellence award
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