This skilled Senior Financial Analyst has extensive experience in finance, operations, data analytics and accounting. Recent experience includes enhancing financial forecasts, managing SEC filings and producing in-depth financial reports. Systems experience includes Oracle, PCMCS, Hyperion, HFM, Power BI, Tableau, Power Query, Workiva, SmartView, Essbase, NetSuite, Salesforce, Python, SQL and Excel.

Additional qualifications include:

• Enhanced the consolidated rolling forecast for global revenues and refined financial models by integrating critical dimensions for in-depth analysis of product and sales drivers
• Monitored actual-to-budget variances, historical flux, AUM flows and shifts in product mix
• Led the strategic evaluation of operational costs, optimizing for post-acquisition integration, which resulted in a $200 million cost reduction target
• Supported finance transformation initiatives, including Oracle Cloud transition, workflow automation, accelerating the accounting close process and increasing data accuracy in financial reporting
• Delivered client proposals, engagement reports and presentations