Financial Analyst Iii
Current- Oversaw financial planning cycles for Allen Institute, such as long-range plans, annual budgets, and quarter forecasts. Managed a yearly operating budget of $300MM.- Achieved timely completion of the Budget by establishing a clear timeline and conducting regular check-in meetings. Assisted the Senior Director of Finance in planning the Budget, employing a proactive approach that significantly improved the budgeting process to complete the budget within 8 weeks.- Developed the Purposeful Growth template, a strategic tool for business owners to plan and gain approval for innovative ideas. This template is intended for estimating total project costs, inspiring new business deals and moving the company toward cutting-edge goals. - Monitored the YTD Indirect rate, ensuring minimal to no variance in project budgets by tracking key metrics, identified risks or opportunities, and communicating significant changes. This effort supports timely submission of the annual Indirect Cost Proposals.- Provided quarterly financial presentations, monthly memos, and ad-hoc reports to Senior Leadership, Board of Directors, and the Finance Committee, on variance analysis, risks and opportunities, and financial projections. - Leveraged advanced Power BI skills to design and develop three impactful dashboards—Weekly Labor, CapEx Committed vs Budget, and Cloud Cost and Usage. Additionally, conducted a company-wide training session to empower peers in building their own dashboards.- Partnered with the Chief Technology Officer and Senior IT Manager to develop a 5-year Total Cost Estimate for the data center, establishing a baseline for cost-benefit analysis and cloud provider selection.- Mentored and managed an intern for 10 weeks, contributing to his professional growth and leading to his decision to return as a full-time analyst. Recognized by the CFO, who extended a job offer based on the intern's demonstrated skills and accomplishments under my guidance.
