$85,000

San Diego Financial Analyst MBA #11072024

San Diego, CA

Finance

3 years

11/6/2024


Profile

Accomplished Financial Analyst at $150mm company with expertise in budgeting, forecasting, and advanced financial analysis. Led preparation of annual budge achieving a 98% forecast accuracy and reducing budget variance by 15%. MBA with prestigious certifications including FMVA and BIDA. Mastered advanced financial modeling, Power BI, Tableau, and SQL. Creation of dynamic dashboards boosted executive insights by 25% and streamlined data workflows, cutting processing time by 40%. Eager to channel analytical prowess and leadership skills to drive strategic growth and impactful financial planning in their next opportunity.

Why Hire This Candidate (In Their Own Words): My passion for business was ignited when I launched a clothing brand in high school showcasing my entrepreneurial spirit and dedication. As a former college athlete, I bring the discipline, teamwork, and work ethic I honed on the field into every endeavor Committed to continuous growth, I take pride in lifelong learning and aspire to achieve the CFA designation. Innovative thinker with a collaborative nature, and relentless drive to exceed expectations makes me an asset to any company.

Strengths: (1) Strong leadership skills (2) Managing financial modeling, variance analysis, budgeting, and forecasting (3) Financial reporting (4) Cross-functional collaboration (5) Business decision support

Career Highlight 1: Reduced budget variance by 15%, directly cutting costs by $500K. This effort contributed to a $250K improvement in the company’s bottom line

Career Highlight 2: Led a benchmarking initiative that compared the company’s financial performance against industry peers. The detailed analysis revealed several key areas where margins were underperforming by up to 8% relative to industry standards. By recommending and implementing targeted margin management strategies, including renegotiating supplier contracts and optimizing pricing models increasing overall profitability by 10%.

Career Highlight 3: Developed and implemented a gross profit optimization model, utilizing advanced data analytics to uncover opportunities for better pricing, inventory management, and cost structure adjustments. This model resulted in a $330K increase in gross profit, reflecting a 5% improvement in gross margin. These achievements highlight expertise in financial modeling, cost management, and strategic decision-making, which have consistently delivered significant bottom-line results.

Hobbies & Personal Interests: Soccer, Hiking, and Surfing among other outdoor activities.

Education: MBA

Credentials: FMVA, BIDA

Industry Experience: Business Services, Hospitality / Hotels & Re, Non-Profit

Company Fit: Versatile – Great fit for any size company

Management Experience: Two Years

Systems Experience: Power BI, Tableau, Advanced Excel, Sage Intact

Open To: Hybrid, In-office, Remote

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