Certified Management Accountant with MBA in Finance & Banking and extensive senior-level financial background eager to contribute expertise toward supporting a progressive organization in optimizing bottom-line performance.

 

 

Financial / Business Analysis • Budgeting / Forecasting • Audit / Internal Controls • Cash Management • Financial Reporting

Risk Mitigation / Assessment • Report Writing • Process Improvement • Regulatory Compliance / Testing • Client Relations

 

         Integral leader who develops, analyzes, and interprets statistical data to maximize results in coordination with business goals, along with streamlining domestic and international financial processes to increase profits within high-volume environments.

         Ambitious self-starter who takes the initiative to resolve complex issues and lead value-added projects to boost operations success.

         Out-of-the-box thinker who builds resourceful professional relationships with C-level executives, business staff, and clientele.

 

 

 

Senior Financial Analyst

         Utilize broad scope of industry knowledge and sharp analytical abilities to perform variance analysis, planning, budgeting, forecasting, and financial reporting, along with providing forward-thinking solutions to business processes via analysis of requirements, and designing and implementing programs to improve efficiencies and cost discipline across the organization.

         Prepare budgets in coordination with Board s Audit Committee and financial statements and other reports to meet requirements of stakeholders; prepare revenue, expenditures, and budget variations reports; and plan, document, and test internal controls.

         Manage monthly / quarterly / year-end reporting processes and assist external auditors with reviews and information gathering.

         Prepare business plan documents in support of short- and long-term initiatives, as well as MD&A and financial statements.

         Assess key drivers of variances versus plan and prior year and the profitability impact of diverse strategic alternatives.

 

Key Accomplishments

  Designed and implemented a new budgeting model and process to execute annual budgeting for both U.S. and Canadian business units that allowed the company to assess the impact of foreign exchange on profitability.

  Initiated methods to track direct costs to allow enhanced monitoring of costs associated with providing services.

  Improved efficiency, accuracy, and timeliness of invoicing by devising an automated billing process.

 

 

Sales Control Analyst

         Provided value-added analysis and reporting of sales performance and trends, including identifying areas for improvement and providing recommendations to increase revenue streams, as well as developing reports for senior management.

         Supported organization in meeting and / or exceeding promotional financial goals, along with driving core improvements through solutions-focused pre-promotion tracking and post-promotion analysis.

 

Key Accomplishments

  Improved company efficiencies while providing integral support to regional sales teams and effectively analyzing sales policies, sales metrics, and compensation programs which were instrumental in boosting bottom-line results.

 

 

Investment Representative

         Offered sound financial investment opportunities for individuals and businesses, including establishing and cultivating strategic partnerships with individual investors, conducting needs assessments, managing investments, and overseeing a client base.

 

Key Accomplishments

  Created unique client profiles by conducting comprehensive market research focused on multiple market segments, along with generating annual volume forecasts from gathered market research.

 

 

 

 

Card Services Manager (2003 C 2004)

         Applied strong leadership talents toward directing a multimillion-dollar pre-paid cellular department which generated 10%+ of a Jamaican subsidiary s fiscal revenue, including managing multiple distribution channels, creating new products to address niche markets, and supervising a team of six sales and inventory staff members in providing cellular, land line, and internet services.

         Led all department financial decision-making, including forecasting sales, preparing annual operating and capital budgets, scheduling expenditures, analyzing variances, and producing regular statements, as well as administering a large-scale inventory program.

         Evaluated consumer advertising and promotion spending while liaising among advertising, merchandising, and design agencies, along with identifying product distribution opportunities by collecting diverse data regarding channel sales and profitability.

         Led Return on Promotional Spending (ROPS) analysis and leveraged results to influence sales, marketing, and finance teams.

 

Key Accomplishments

  Strengthened distribution channel and increased revenue by negotiating contracts and developing core strategies.

  Spearheaded innovative pre-paid calling card brand awareness campaign with distributors, retailers, and consumers.

  Successfully increased annual revenue by 5% and fiscal profits by 20% while reducing production costs by 15% with the introduction of an electronic payment option to recharge mobile telephone minutes.

  Accelerated market share by monitoring competitor performance and customer service impact.

 

Project Manager (2002 C 2003)

         Coordinated the implementation of major projects, products, and promotion programs, including defining project scope, objectives, and key deliverables; developing, managing, and monitoring budgets, resources, risks, and change management plans; preparing and executing project plans and managing project dependencies; and defining cost estimates and forecasts.

         Ensured projects met and / or exceeded budget and timelines by reviewing and managing progress to requirements, project work, schedules, and cost reports on a regular basis, as well as conducting regular project reviews and forecasting.

 

Key Accomplishments

  Collaboratively worked among sponsors, stakeholders, vendors, and project team members (e.g. engineers, customer service, marketing, sales, external consultants) to ensure products, services, or solutions achieved cost, time, and quality expectations, along with promptly responding to stakeholder concerns to resolving key issues.

 

Financial Analyst (2000 C 2003)

         Recruited to analyze the overall financial state of products and department, including resourcefully monitoring, studying, and forecasting pre-paid product performance, completing competitor analysis, developing financial strategies, creating financial models and key performance indicators, determining operational costs, and tracking and forecasting budgets and revenue.

         Developed business cases to justify capital expenditures prior to submission to UK corporate headquarters for approval.

 

Key Accomplishments

  Improved productivity by creating an automated account tracking system to record distributors sales performance.

  Stimulated increased revenue during promotional campaign periods by developing pricing strategies using cost functions, customer demand forecasts, and competitor pricing to create break-even points.

 

 

Master of Business Administration (Finance & Banking)                                                                          University of the West Indies

Bachelor of Science in Mathematics & Biochemistry                                                                                University of the West Indies

 

Certified Management Accountant                                                                   The Society of Management Accountants of Ontario

Extensive Canadian Securities Training                                                                                                     Canadian Securities Institute

 

Microsoft Office (Word, Excel, PowerPoint, Access, Outlook) • Microsoft Great Plains

Business Objects • Financial Modeling • Macros Creation / Maintenance • Internet Applications

 

 

 

Date

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging [ Insert Job Title ] role, and am submitting my resume for your review.

 

I am excited to build a rewarding career with your company, and am confident that my professional skills and academic credentials can help to achieve your key objectives.  I can offer 11+ years of solid experience in Financial / Business Analysis, Budgeting / Forecasting, Audit / Internal Controls, Cash Management, and Financial Reporting, and am well-versed in all facets of Risk Mitigation / Assessment, Report Writing, Process Improvement, Regulatory Compliance, and Client Relations.

 

To complement my background, please note that I hold a Master of Business Administration (Finance & Banking) and Bachelor of Science in Mathematics & Biochemistry from the University of the West Indies.  I achieved my Certified Management Accountant credentials from The Society of Management Accountants of Ontario and completed extensive Canadian Securities training at the Canadian Securities Institute.

 

Currently, as a Senior Financial Analyst for Lower Lakes Towing Ltd. (a subsidiary of Rand Logistics, Inc.), I utilize my broad scope of industry knowledge and sharp analytical abilities to perform variance analysis, planning, budgeting, forecasting, and financial reporting, along with providing forward-thinking solutions to business processes via analysis of requirements and designing programs to improve efficiencies and cost discipline.  During this time, I created and implemented a new budgeting model and process to execute annual budgeting for both U.S. and Canadian business units that allowed the company to assess the impact of foreign exchange on profitability.  I also initiated methods to track direct costs to allow enhanced monitoring of costs associated with providing services.  As this is just a sampling of my job history, please refer to my enclosed resume for additional experience and career highlights.

 

You will find me to be a results-focused, performance-driven professional who can contribute superior attention-to-detail and strong problem-solving talents.  In addition, I can plan, prioritize, and manage multiple tasks within fast-paced, high-pressure environments while streamlining financial / business planning processes to increase profitability, productivity, and efficiency.  For the sum of these aforementioned reasons, I believe I will prove to be an incredible asset to your company.

 

I look forward to hearing from you, and thank you in advance for your consideration.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy