Senior Financial Analyst | FP&A | Strategic Finance

Direct end-to-end financial planning and analysis for a $2M+ annual operating budget spanning payroll, facilities, program delivery, vendors, and administrative operations. Build budgets, rolling forecasts, cash-flow projections, and variance analyses.

Develop driver-based financial models linking enrollment and program volume to revenue, staffing, facilities, supplies, and capital requirements. Produce management reporting, KPI analysis, reconciliations, accrual reviews, and recommendations for leadership.

Lead grant budgeting, forecasting, financial tracking, and reporting for Pre-K programs with more than $1M in cumulative funding. Directed due diligence, financing analysis, financial modeling, and capital planning for a multi-million-dollar commercial property acquisition.

Managed a $15M afterschool program budget for the South DeKalb YMCA, leading annual planning, forecasting, budget-to-actual analysis, expense oversight, and resource allocation.

Managed financial administration and partner reporting for a $5M fatherhood grant and approximately $19.6M in multi-year Head Start awards across ECDC-YMCA partnerships. Tracked funding, spending, and compliance requirements.

Prepared leadership and partner reports, reconciled financial activity, investigated variances, and translated financial results into funding and operating recommendations.

Managed personal and business investment accounts totaling approximately $5M-$30M independently and as part of the Midtown branch team. Analyzed portfolios and supported investment decisions.

Executed and documented investment-service and transaction requests, resolved account and trade issues, and maintained accuracy in a regulated environment. Previously held FINRA Series 7, Series 6, and Series 63 licenses, now expired.

Executed mutual fund transactions, verified client instructions, monitored processing, and resolved exceptions while maintaining accurate records and controls.

Provided product and market information to clients and internal partners, supporting timely investment decisions and high-quality service.