Senior Financial Analyst

182162 | Direct Hire

This bilingual (English & Spanish) Senior Financial Analyst has extensive experience in financial institutions and private equity including 15 years in the banking/finance occupational sector. Systems experience includes Tableau, Power BI, NetSuite, QuickBooks and Oracle.

Additional qualifications include:

  • Created financial models to calculate management fees, cash flow analysis and price analysis
  • Prepared weekly cash flow forecasts of approx. $8 million to identify potential shortfalls in cash
  • Analyzed P&L budget variances per customer and highlighted any issues or areas of concern
  • Developed monthly and quarterly forecasts through collaboration with business partners
  • Reconciled monthly inventory of fine wine/spirits valued at approx. $1.5 million
  • Developed spreadsheets that reported monthly inventory reconciliations, insurance declarations and inventory valuations; these reports became the standard format used for analysis by accounting, operations and requested by the controller
  • Organized and supervised the physical count of inventory in 13 warehouses
Skills: Bloomberg, Budgeting & Forecasting, Capital Markets, Cost Analysis, Customer Service, Developer, Excel – Basic, IFRS, Insurance & Statutory Accounting, Inventory, Investments, Management Experience, Microsoft Access, Process Improvement, Quality Assurance, QuickBooks, Risk, Sales Finance & Support, Underwriting
Skills: Bloomberg, Budgeting & Forecasting, Capital Markets, Cost Analysis, Customer Service, Developer, Excel – Basic, IFRS, Insurance & Statutory Accounting, Inventory, Investments, Management Experience, Microsoft Access, Process Improvement, Quality Assurance, QuickBooks, Risk, Sales Finance & Support, Underwriting