Description
I am a results-oriented Budgeting & Cost Control Analyst with 5 years of experience designing and enforcing financial frameworks within large corporate holding structures. I specialize in transforming chaotic spending habits into disciplined, data-driven budget adherence, ensuring that every dollar spent aligns with the company's strategic objectives.
Chronology of Financial Planning & Analysis:
2019 – Present: FP&A Analyst at a multi-state retail and logistics holding company in Chicago. I coordinate the annual budgeting process across 4 regional divisions, consolidating OPEX and CAPEX requests into a master model. I implemented a strict purchase order (PO) approval workflow that reduced off-budget spending by 12% in the first year. I present monthly variance analysis decks to the VP of Finance, highlighting root causes for labor and freight overruns.
2016 – 2019: Staff Accountant at a commercial real estate management firm. Handled AP, fixed asset depreciation, and monthly bank reconciliations.
Systems, Metrics & Methodologies:
- Budgeting & Forecasting: Zero-based budgeting (ZBB), rolling forecasts, variance analysis (price vs. volume).
- Software: Oracle Hyperion, Workday Financials, Advanced Excel (macros, scenario manager).
- KPI Tracking: EBITDA bridge analysis, working capital optimization, departmental spend vs. revenue ratios.
I hold a Bachelor of Science in Finance from DePaul University. I am highly analytical, unafraid to push back on unreasonable spend requests, and deeply committed to financial integrity. I am looking for a full-time, on-site role in the Chicago metropolitan area.