Financial Planning & Analysis

Financial Services Professional Salt Lake City, Utah, United States

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Summary

I'm an experienced MBA and finance professional based in Salt Lake City, Utah. With 18 years of experience in the finance industry, I've built a strong track record as a strategic change agent, specializing in Financial Analysis, Data Analytics, and Leadership.

I'm confident in my ability to drive success through advanced skills in Financial Analysis, Financial Planning/Budgeting & Forecasting, and Financial Modeling. I'm not just comfortable with change; I thrive on it, and I excel at finding creative solutions to unexpected challenges.

My core competencies include Financial Reporting, P&L Analysis, Cross-Functional Collaboration, Data Analysis, Financial Forecasting, Budgeting & Forecasting, and experience with SQL, Tableau, and Power BI.

Expectations

1. Utilize strong financial reporting skills to ensure accurate and timely financial statements and reports are prepared in accordance with relevant accounting standards and regulatory requirements.
2. Employ expertise in financial planning and P&L analysis to assess the company's financial performance, identify areas for improvement, and develop strategic plans to optimize profitability.
3. Foster cross-functional collaboration by effectively communicating with various departments to gather and analyze data, ensuring comprehensive and accurate financial insights for informed decision-making.
4. Conduct thorough data analysis, including cash flow analysis and financial analysis, to identify trends, patterns, and potential risks, providing actionable recommendations to drive financial performance and mitigate financial risks.
5. Prepare engaging and insightful presentations that effectively communicate complex financial information to stakeholders, including executives, investors, and internal teams, to facilitate informed strategic decision-making.
6. Utilize strong financial forecasting, budgeting, and financial modeling skills to develop accurate and realistic financial projections and models, enabling effective long-term financial planning and strategic decision-making.
7. Leverage proficiency in SQL, Tableau, and Power BI to extract, transform, and visualize data for in-depth analysis, enabling comprehensive insights for accurate and effective financial decision-making and reporting.