Senior Financial Analyst

Certified Public Accountant

Big Ten University

BS – Accounting – GPA 3.9 Class of 2014

Masters of Accountancy, B.S. Finance with High Honors
Undergraduate GPA: 3.90/4.00 Graduate GPA: 3.70/4.00

Manufacturing Company Greater Philadelphia Area

Senior Financial Analyst March 2022 – Present

Manage financial forecasting and analytical decision-making for company with combined annual revenues of $550MM
Present monthly results and forecasts to Global Finance leaders
Coordinate with functional leaders to maintain a rolling 24-month P&L forecast
Monitor regional KPIs, identify and implement improvement opportunities
Develop financial models on an ad-hoc basis to optimize profitability
Utilize SAP to investigate variances and anomalies
Maintain relationships with regional leaders to stay current on challenges and successes
Review New Product Development assumptions to understand viability of capital investment opportunities
Led collaboration of regional finance leads to develop global off-cycle forecasting templates
Collaborated with regional business director and manufacturing leaders to analyze profitability

Senior Internal Auditor June 2018-February 2022

Led internal audit teams of 2 to 4 individuals to execute audit, advisory, and SOX engagements
Coordinated with co-sourcing partners to execute internal audits and SOX testing
Worked directly with Chief Audit Executive to report audit issue status to the Audit Committee
Tracked status of audit findings and worked closely with business contacts to resolve
Executed audit and advisory engagements related to insourced cloud hosting and pre-implementation
Led annual control matrix rationalization with IT Compliance and external auditors
Performed audit and advisory projects, new SOX processes, and policy/regulatory compliance
Served as financial IA contact for global SOX functions with external auditors and internal controls team
Led adoption, implementation, and training for audit software for department of 10+ individuals
Managed Policy IQ SOX testing database to ensure completeness of testing documentation

Public Accounting Firm Greater Philadelphia Area

Senior Associate – Audit October 2014 – June 2018

Led audit team of 5 staff/seniors on an SEC reporting $3B market cap manufacturer with $900M net sales
Performed control and substantive procedures over revenue recognition, inventory, and legal contingencies
Facilitated inventory observations over interim cycle counts and annual full physical counts
Developed annual and quarterly project plans for engagement team to manage workload with team turnover

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