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
caitlin.z@gmail.com
(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