Senior Financial Analyst

Senior Financial Analyst — Clarion Finance Group

Austin, TX | January 2021 – Present

• Led the annual capital budgeting cycle for 3 key business divisions with a consolidated budget of $24M, reducing forecasting cycle times by 18% and decreasing variance between actuals and budgets to under 3%.
• Constructed 15+ comprehensive discounted cash flow (DCF) models for potential acquisition targets, resulting in $6.2M in cost synergies across transactions.
• Partnered with 4 executive business heads to build monthly operational dashboards in Power BI and SQL, improving divisional resource utilization by 12%.
• Audited corporate expense accounts and vendor service level agreements, identifying $450,000 in redundant SaaS licenses and contracting fees for recovery.

Financial Analyst — Sterling Asset Management

Houston, TX | August 2016 – December 2020

• Maintained financial forecast models for a portfolio of 35 commercial real estate assets, increasing net operating income projections by 8% over 12 months.
• Coordinated with corporate treasury to optimize cash flow reporting, increasing working capital efficiency by 14% and generating $120,000 in incremental interest.
• Compiled quarterly financial performance slide decks and board packages for 8 senior stakeholders, reducing data aggregation errors by 32% via automated macros.
• Analyzed manufacturing cost centers to identify production variances, saving the operations department $210,000 in annual raw material overhead costs.

Financial Modeling, Forecasting, Capital Budgeting, Variance Analysis, Valuation, Discounted Cash Flow (DCF), Corporate Finance, Cash Flow Optimization, Treasury Operations, Power BI, SQL, Oracle Hyperion, SAP ERP, Advanced Excel, Dashboards, Cross-Functional Collaboration

Oracle Hyperion Migration and ERP Integration

Role: Lead Financial Systems Analyst

Tools: Oracle Hyperion, SAP ERP, SQL, Microsoft Excel

Directed the migration of 4 legacy financial reporting systems into a single Oracle Hyperion ledger, improving close process speed by 25%.

Treasury Cash Flow Optimization Initiative

Role: Financial Analyst

Tools: SQL, Power BI, Advanced Excel, Treasury Management System

Designed a dashboard tracking working capital across 12 bank accounts, enabling the company to reallocate $8M into high-yield investments.

• Chartered Financial Analyst (CFA) - Level II (2020)
• Certified Corporate Financial Planning & Analysis Professional (FPAC) (2018)

• Languages: English (Native), French (Conversational)
• Volunteer Work: Financial literacy mentor for local high school programs (2018-present)
• Availability: 2 weeks notice