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
"*" indicates required fields