Financial Manager / Strategic Planner Resume
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Employment History
Financial Manager / Strategic Planner, to present
Home Shopping Network, Television and Marketing
Business Analyst, to
JPMorganChase, T&SS, DDA & Liquidity Operations
Project Analyst, to
JPMorganChase, T&SS, Global Clearing
Professional Summary
· Experienced user in Microsoft Office applications including Excel, Power Point and Access ( / / / XP).
· Excellent time management and organizational skills.
· Experienced with conflict resolution, team motivation, problem anticipation, and troubleshooting.
· Excellent analytical and problem solving skills.
· Motivated team player that strives for excellence and quality in all work produced.
· Experienced in developing new processes and procedures to manage change.
· Experienced in developing new business processes and procedures.
· Experienced working with and communicating with senior level managers.
· Experienced in providing project support for high profile, high impact, projects.
· Proven leader with the ability to manage and facilitate change.
· Experienced in Business, Financial, and Risk Analysis.
Current Responsibilities
· Responsible for financial analysis with a primary focus on Marketing and Television costs with the goal of controlling costs and improving profitability for the organization.
· Responsible for Budgeting, Forecasting, and variance analysis of Marketing and Television business units.
· Supporting the financial analysis of business strategies, initiatives, and projects.
· Proactive analysis of business trends and communication of findings and recommendations to prevent unwanted financial results.
· Month-end close process with the preparation of journal entries, supporting schedules, headcount and account reconciliations, and explanation of accounts variances.
· Creating and maintaining analytical comparisons and reports and ensure appropriate action is taken to eliminate variances.
· Prepare operating and capital budgets for the areas of responsibility by collecting and studying data from different sources and incorporating data into the financial analyses.
· Create and work within a metrics driven environment.
· Reconciliation of project Capital expense budgets including ROI.
· Preparation of monthly Profit and Loss statements and royalty calculation for The NFL and Dallas Cowboy’s businesses.
· Approve all coupon and internally generated gift certificate requests.
· Create Profit and Loss analysis for Marketing Partnership deals. Review all contracts for Partnerships.
· Perform Ad Hoc and Special Projects as defined by management.
Career Highlights
· Acted as primary contact and analyst for quantitative and qualitative reporting for Global Clearing Funds Transfer.
· Worked extensively with US Dollar Project Management to develop accurate and informative product reports.
· Provided support for US Dollar Product analysis.
· Created detailed monthly financial reporting, ensured information consistency reviews and developed and maintained information consistency controls.
· Acted as primary variance analyst for monthly metric reporting for JP Morgan Funds Transfer and DDA & Liquidity Operations.
· Created and maintained monthly headcount reconciliation processes and documentation.
· Developed process documentation for JPMorgan Funds Transfer and ensured ongoing maintenance when changes occurred.
· Developed comprehensive reporting documentation to facilitate and manage reporting procedures and practices to reflect recent changes in organizational structures.
· Acted as a resource on projects including over all retirement of proprietary software, The Clearing House disaster recovery tertiary site, and Sarbanes-Oxley procedure development and implementation for DDA and Liquidity Operations.
· Produced documentation for ad-hoc requests such as Fed White Paper Compliance deep dives, head count reconciliation, and financial documentation for planning period.
· Created comprehensive reporting techniques in which to manage complicated procedures and reduce work time from days to days for JPMorgan Funds Transfer.
· Developed new metric techniques and processes for JPMorgan DDA & Liquidity Operations.
· Acted as risk analyst for JPMorgan DDA & Liquidity Operations. Currently reviewing risk and compliance procedures for JPMorgan DDA & Liquidity Operations.
· Acted as primary resource for Sarbanes-Oxley compliance for JPMorgan DDA & Liquidity Operations.
· Acted as resource for legal netting review and compliance JPMorgan DDA & Liquidity Operations.
Education
M.B.A., University of South Florida,
Areas of focus: Marketing Strategy, Finance, and Management
B.S., University of South Florida,
Management Information Systems
Computer Skills and Training
Microsoft Windows Operating Systems Microsoft Office Suites, ( / / / XP)
Hyperion Pillar Microsoft Project
Essbase Access and SQL Databases
PeopleSoft Mac OS X
Business Objects Exchange and Outlook Email
Metric Reporting and Variance Analysis Lotus Notes Email
Willing to Travel/Relocate
