Financial Analyst | FP&A

Built and maintained budgeting, forecasting, and driver-based planning models in Workday Adaptive Planning to assess revenue, costs, margins, operational assumptions, and changing business scenarios. Analyzed more than one million financial and operational records using Excel, SQL, Python, and Pandas to identify anomalies, trends, and key performance drivers.

Developed over 10 Power BI and Tableau dashboards for management reporting on revenue, margin, budget performance, and operational KPIs. Integrated data from NetSuite, CRM, billing, and operational systems using SQL and SSIS, reducing manual analysis by approximately 25%, while optimizing queries, stored procedures, views, and analytical models to improve reporting performance by approximately 15%.

Pulled monthly actuals from SAP FICO across cost and profit centers to support month-end close, variance analysis, and BOM-based product costing for a $3M manufacturing business segment. Owned driver-based annual budgets and quarterly rolling forecasts across more than three product lines, covering approximately $1.8M to $2M in COGS and operating costs.

Built financial and analytical models for forecasting, profitability, inventory, standard-cost-versus-actual analysis, and scenario planning using Excel, NetSuite, Oracle Hyperion/HFM, Power BI, and SQL. Partnered with Accounting and operational teams on actuals, accruals, reconciliations, and operating assumptions, improving forecast accuracy from approximately 82% to 93% and reducing the monthly reporting cycle from approximately five days to three days.

GPA: 3.50/4.00. Coursework included Financial Statement Analysis, Managerial Accounting, Corporate Finance, Financial Modeling, Business Analytics, Statistics, Database Management, Data Analysis, and Investment Analysis.