Manage the implementation of Microsoft Excel, PowerPoint, and other key business planning and documentation tools. Provide ongoing support to the client base and assist in the development of the content and communication.
Created and maintained a SharePoint site for the business development team to provide real estate information and training to the client.
Create PowerPoint presentations for executive management and Board of Directors using Microsoft office analytics and charts. This includes the use of pivot tables, vlookups, and if statements.
Build and maintain client relationships and project management through the use of Microsoft SharePoint, Excel, and PowerPoint. Work with IT to develop and implement a new process to track and report on the progress of projects.
Provide training to the business users on the use of Microsoft Excel, including data mining and formatting, and the creation of the new system.
Created Excel models to track project performance and provide strategic and tactical recommendations to the client management team. These projects include: The creation of a new model, and the development of a new process.
Senior Financial Analyst
Holbrook High School
Provide financial reporting support to the VP of operations, including the development of a new financial model, training of staff on the use of the TM1 tool, and answering the questions from the business partners.
Managed the financial planning and analysis functions for the company. Responsibilities included the creation and maintenance of the internal control system, and the implementation of a new global distribution system.
Responsible for financial reporting, budget, forecast, and cash flow. Acted as liaison between IT and sales team.
Provide financial reporting and support for the business process, including the development of new processes, testing and implementation of new software and system enhancements.
Created financial reporting and analytical tools for the executive team to facilitate the annual budgeting process. This included the creation of a new model to forecast the company's revenue and expenses.
Provide financial reporting and analytical support to the business unit managers and other departments. Responsible for the development of the annual operating plan.