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Finance Analyst with 5 years of experience in financial planning and analysis
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Competencies
Built detailed financial models to evaluate business scenarios and investment opportunities.
Analyzed financial data using Excel and BI tools to identify trends and insights.
Prepared and presented monthly and quarterly financial reports to management.
Contributed to the preparation of annual budgets and financial forecasts.
Education
Summary
Experienced finance analyst with a focus on financial modeling, reporting, and analysis.
Key Achievements
- Developed and maintained financial models to support business decision-making.
- Led quarterly financial reporting process, ensuring accuracy and consistency.
- Collaborated with cross-functional teams to prepare annual budgets and forecasts.
Experience
Sales Agent
Guided Customers on purchases based on their needs, interests, promotions, and other sales and preferential parameters.
Customer Service Agent
Assisted in providing customer satisfaction by providing customers with refunds, gift cards and concessions in case we had any type of inconvenience on their delivery.
Collections Agent
Attempted to collect past-due debts from customers on behalf of the organization by contacting clients to follow up on non-payment, negotiating payment plans, handling all incoming calls, and emails from clients regarding billing inquiries, and bringing resolutions to unpaid accounts.
Truck Dispatcher
Planned drivers’ itinerary while ensuring a timely and efficient pickup and delivery of loads as per company policy., Communicated with 40+ brokers per day, effectively and accurately scheduling the dates, timeframes, and addresses for product delivery.