Cory M. Email & Phone Number

Männedorf, Ch

Senior financial analyst in charge of all retail operations in the NAM Area (North American Markets)

Financial Consultant: Responsible for defining internal business process issues, compiling information within Excel and analyzing data in order to present solutions/recommendations to senior management through visual presentation for finalized data. Built technical skills in general risk areas and helped client review, document, and evaluate test models and controls.• Ensured business achieved full compliance and goal achievement within senior management expectations by creating models for forecasting profit, cost benefit analysis and inventory order & management using excel functionality • Helped slash cost by over 25% y/y for fiscal year 2019 and increase profitability by 20% y/y for fiscal year 2019 by researching and documenting seasonality activity for use of marketing activity potential, implementation of profitability/forecasting and inventory management models for management review and use for employees• Conducted and lead training sessions for new models’ functionality and ability to comprehend how to collect and access vital information for employee and management use of business.• Co-lead for year-round fundraising activities and donations throughout the community in excess of $25,000

New York, Ny, Us

• Design, implement and provide products, programs, projects, processes and policies in support of the Financial Planning and Analysis function.• Provide financial services and consulting at the corporate, business unit and/or market level; performs analysis and interpretation of financial and other data; directly supports the CFO and Director of Finance team.• Forecast, analyze, and evaluate financial plans and budgets; develops recommendations to achieve financial objectives.• Participate in expense forecasting and actuals process, including research and communication of variances, quarterly earnings, press release support, and competitor analysis.• Analyzes and reports on results of various requests for proposals (RFPs) and programs to include total cost modeling, and prepares cost benefit analysis (CBA) recommendations.• Prepares forecast results commentary; compiles consolidated expense actual and forecast reports for distribution to appropriate leadership.• Participate in and leads financial variances for forecast, budget and monthly close packages.• Point of contact for programming, responsible for understanding detailed financials, key variances and identifying risks/opportunities to the business• Created financial models to support P&L forecasting, annual budgeting process, and evaluation of strategic business decisions.• Prepare ad hoc research as necessary; prepares and presents comprehensive evaluations, proposals and recommendations to appropriate leadership.• Manage budgeting process including preparation of templates, coordination of budget meetings, entering budget information into appropriate systems and preparation of presentation materials.• Manage 9 markets valuing at over 100M annually

Pawtucket, Ri, Us

Financial Analyst: Responsible for synthesizing and analyzing financial data with consideration of company goals. While creating alternatives and recommending courses of action to reduce cost and improve the company’s finances in regards to annual/quarterly budgeting and forecasting. Built forecast models that correctly predicted within a margin of error actual sales and created a comparison to budget.• Designed and created weekly, monthly, quarterly and annual spending, budgeting and forecasting reports for senior management • Streamlined spending, budgeting and forecasting analysis to a more accurate, efficient and automated process• Monitored and analyzed Key Performance Indicators (KPI) and financial ratios, reporting findings to senior management• Facilitated month, quarter and annual end close processes, account reconciliations and auditing

North Kingstown, Rhode Island, Us

Consultant Intern: Collaborated with a team of 4 to provide a final recommendation for e-commerce capability, which included detailed analysis and research findings, financial forecast and projections about whether or not a mobile application would be an additional feature that would benefit the company and its customers. Learned various excel functionality in VLOOKUP and Pivot Table functionality to facilitate and provide organized information to use within presentation graphs and projections. • Created a consistent reporting process for issuing and receiving customer purchasing information and spending habit nature for senior management to use through six sigma process. • Organized, sorted and used over 4000 plus data point collection through pivot table functionality organization to use in financial forecast and projections, along with organization of collected spending and use information for future marketing possibilities • Created marketing plan to obtain new customers, along with a 20-year projection with 5, 10- and 15-year goals for potential profitability and cost of a mobile application to company

Equity Analyst Intern: Collaborated with a team of 8 to provide recommendation upon purchase, hold or sell of US equities within the value fund, with a goal of a minimum 10% y/y increase in value. Learned model creation and publicly traded organization reporting standards in line with GAAP requirements. • Wall Street Prep Financial Statement Analysis and DCF Modeling training completion, in line with investment banking training requirement• Recommended Equities across all sectors with at least a projected 10% return from created DCF Models in conjunction with technical analysis and fundamental analysis (full ratio and comps evaluation)• Created profit of over 150% y/y for technology sector and 23% y/y growth for whole portfolio, beating benchmarks of NASDAQ and Russell 1000 Indexes

Master'S Degree, Business Administration And Management, General

Bachelors Degree, Finacne And Accounting

Diploma Of High School Graduation, Business/Commerce, General