Caitlin Stephanie Jones

Experienced Financial Analyst looking to use analytical and quantitative skills to create financial models that reduce cost and improve financials at a large bank.
Orlando, FL
(444) 431-8740
Work Experience

Senior Financial Analyst, HP Morgan

Jacksonville, FL January 2019 Present
  • Assist in annual financial planning process with quarterly forecasts, periodic updates and detailed team level plans
  • Develop reporting on a departmental level to give Operations and department heads deep insight into the financial performance of their functional area of the business
  • Assist in implementing provider performance reporting that gives the company's medical providers better insight into their monthly financial performance
  • Work with Business Intelligence platform to ensure that all reporting is integrated into the system and available conveniently to those that need it
  • Develop projection models for potential acquisitions and analyze project value based on EBITDA, NPV, and Discounted Cash Flow.

Senior Financial Analyst, Remedy Bank

Jacksonville, FL January 2015 December 2018
  • Analyzed revenue and key performance indicators to identify emerging trends
  • Daily maintenance of consolidated and divisional rolling forecast models
  • Provided ad-hoc financial analysis and financial modeling to support business objectives
  • Met with key stakeholders for review, preparation, and consolidation of annual budget
  • Assisted with monthly management and quarterly Board of Director presentations
  • Partnered with accounting to ensure consistency between forecast and actuals
  • Reviewed actual results and variances to plan with departmental managers
  • Played key role in the development, implementation and oversight of compensation and bonus incentive plans
  • Calculated quarterly incentive comp calculations for sales and account management

Business Analyst, Dinge Bank

Jacksonville, FL September 2010 November 2014
  • Supported Head of Finance in building operating and financial forecasts
  • Provided decision support to management by building models for marketing spend effectiveness, product R&D, monetization strategies, third-party vendor contracts, and other ad hoc analyses
  • Assisted the accounting team in managing business expense processes (invoice processing, fixed asset tracking, credit card management)
  • Partnered with internal departments in managing monthly and quarterly close processes
  • Lead ongoing reporting of key metrics to management
MS Excel, MultiView, PowerPoint

University of Florida

Gainesville, FL2006 2019
B.S. in Accounting
GPA: 3.8/4.0
Chartered Financial Analyst (CFA) Level 1
Certified Public Accountant (CPA)