Principal Financial Analyst
Phoenix, Arizona
Business Intelligence/Reporting• Created and rolled out the Finance BI cube, including chart of accounts data validation, manipulation and analysis; new cube was used to build dynamic, easy-to-use models to provide predictive analysis to operations leaders for the Travel and Auto Repair business lines resulting in improved efficiencies at the operational level• Streamlined all senior management reporting decks, including all monthly operating results, resulting in time-savings, error reductions and formatting consistencies• Financial lead during the initial phases of a new financial system implementation; involved in requirements gathering, stakeholder interviews, RFP creation, chart of accounts conversion, and vendor management• Led multiple formal training sessions for 50+ stakeholders on budget processes and tools• Provided detailed technical calculations of 40+ metrics for internal management dashboards to the IT department for coding/implementation• Created and optimized all budget activities through use of the new finance cube resulting in at least 15-25% savings in time spent on budget for all stakeholders effectively reducing inefficiencies and errorsFinancial• Implemented cost-saving opportunities in the Travel department such as restructuring the compensation for agents resulting in ~$50K of savings annually• Identified inefficiencies and provided recommendations to the Auto Repair department by addressing scheduling gaps thereby increasing car count and resulting in an increase of $10K in revenues annually • Conducted in-depth ROI/profitability analysis for 5 new auto repair locations and presented them to the executive team• Budgeting/Forecasting and support, including identifying inefficiencies and providing recommendations, for the Travel and Auto Repair business lines• Prepared and presented business line operational results to the executive team each month, detailing major drivers and impacts of each driver to the operating income