Senior Financial Analyst

Thomson Reuters
Public Company; 10,001+ employees; TRI; Information Technology and Services industry

March 2013 Present (1 year) Greater Philadelphia Area

Prepare in-depth monthly analysis of business results by revenue type and channel, and report emerging risks/opportunities to senior management and to the Web of Knowledge/EndNote lines of business. Collaborate with the product VP and the direct sales teams to understand business drivers and enhance forecast accuracy Partner with product development, sales, marketing and technology for business case preparation covering the development of new products, the strategic positioning of the business, and the development of revenue and expense strategies to maximize profitability.

Financial Analyst
Thomson Reuters
Public Company; 10,001+ employees; TRI; Information Technology and Services industry

February 2012 March 2013 (1 year 2 months) Greater Philadelphia Area

Partnered with management & senior leadership to understand expense and OI drivers and monitor performance against established targets Teamed with business leads in the Annual Plan, Mid Year Review and Latest Estimate processes by providing guidance, support and analytics, with value added variance commentary and narrative to aid in decision support Served as a point of contact at the business and functional team level by creating and communicating reports and analyses of key financial indicators versus plan and forecast and headcount reporting support Drove continual process improvement efforts to enhance timeliness and accuracy inclu ding audits and on-boarding materials Selected as one of the top three performers on the Northeast within FP&A after les s than a year of employment

Financial Analyst
Comcast Corporation
Public Company; 10,001+ employees; Telecommunications industry

September 2009 January 2012 (2 years 5 months) Greater Philadelphia Area

Provided Corporate Treasury analytical support, monitoring and reporting of all capital markets activiti es including $40B+ debt, and $5.0B+ foreign exchange program for an international corporation with $38Bn in annual revenue Participated in three Comcast Corp. bond offerings ($3.4Bn) and seven NBCUniversal bond offerings ($9.1Bn) Produced presentations used by the CFO for quarterly meetings with the Board of Directors and rating agencies Managed daily cash forecast by reconciling company-wide cash transactions to manage liquidity via Treasura software Assisted in the implementation of NBCUniversals $1.5Bn Commercial Paper program Maintained Comcasts $468M Letter of Credit portfolio, and NBCUniversals $64M Letter of Credit portfolio including LC issuances, renewals, cancellations, quarterly reports and bank/revolver fee reconciliations

Summer Analyst - Sales and Trading

Guggenheim Capital Markets
Privately Held; 201-500 employees; Financial Services industry

June 2008 August 2008 (3 months) Greater New York City Area

Calculated CPR,CDR and severity rates from monthly remittance reports for various mortgage and asset -backed deals, used to create cash flow models projections and bond pricing Generated weekly updates of the trading desks focus offerings worksheet used by the sales force to communicate with clients Worked directly with the Head of Structured Finance Analyst performing research on diverse CMBS Franchise sectors such as fast food, convenience stores, restaurant chains, etc for companys fr anchise pitch book to clients Exclusively designed and formatted companys pitch book used to introduce the firm and their products to customers

Financial Analyst
Stradley Ronon
Partnership; 201-500 employees; Law Practice industry

May 2012 Present (1 year 10 months) Greater Philadelphia Area

Financial Analyst Comcast SportsNet

NBCUniversal, Inc.
Public Company; 10,001+ employees; Entertainment industry

February 2011 May 2012 (1 year 4 months) Greater Philadelphia Area

Responsible for the oversight and coordination of financial statement analysis and key reporting metrics for Comcast SportsNet Support the monthly forecast process and annual budget Assist in the monthly, quarterly and year -end accounting close process to ensure that financial statements are accurate and complete in all aspects Provide and report variance and trend analysis vs. budget, forecast and prior periods Analyze company financial performance against trends and budget objectives to drive financial performance Oversee the completion of monthly P & L reporting package for SportsNet

Tax Accountant
Paolini & Scout, LLC
Privately Held; 1-10 employees; Accounting industry

January 2010 April 2011 (1 year 4 months)

Prepare Individual tax returns for 2009 & 2010 tax seasons.

Financial Analyst
OKI Printing Solutions
Privately Held; 201-500 employees; Computer Hardware industry

December 2009 January 2011 (1 year 2 months)

Staff Accountant
OKI Printing Solutions
Privately Held; 201-500 employees; Computer Hardware industry

August 2009 December 2009 (5 months)

Amanda Styer's Skills & Expertise

Financial Analyst
ARAMARK
Privately Held; 10,001+ employees; Retail industry

August 2008 Present (5 years 7 months)

Developed and implemented $45 million operating and capital budget for ARAMARKS Corporate Services sector Prepare operating and capital forecasting Provide monthly flash vs., forecasting, analyze variances

Accountant
ARAMARK Business Services
Privately Held; 10,001+ employees; Retail industry

June 2007 August 2008 (1 year 3 months)

Prepare monthly operating results for variance analysis Reconcile General Ledger and ensure all accounts are accurate Provide assistance to business locations in regards to financial questions including, but not limited to sales, labor, expenses and cost of sales Review various contracts within ARAMARK and process settlements according to contract terms Prepare journal entries for various accruals, expenses and reserves Create prepaid and accrual schedules to write off license renewals, personal property tax and other balance sheet accounts Review contracts to set up new client business and closing client business Completed monthly desk notes for specific locations Utilized reports including fixed assets detail lists, daily aged trial balances, income statements, client invoices, client operating statements and AP systems for daily reconciliation Worked with A/R, A/P, cash and banking, fixed assets, tax and legal groups to solve various problems

Financial Analyst, Global Food, Hospitality and Facility Services

ARAMARK
Privately Held; 10,001+ employees; Retail industry

June 2011 Present (2 years 9 months) 1101 Market Street, Philadelphia, PA, 19107

- Liaise between North America Overheads and North America Finance Department - Building Fiscal Year 2013 Plan - Compile and prepare projection files monthly for North America Overheads - Lead monthly general ledger review of North America Overhead balance sheet including plant property and equipment and deferred charges roll forwards - Compile and prepare North America Accounts Receivable report for all business units using Hyperion VBA Retrieve - Analyze and present Accounts Receivable report to two Chief Operating Officers as well as VP of Finance - Prepare and analyze Capital Expenditures report for North America Overheads and present to Director of Accounting - Ad Hoc reporting for Director of Accounting, Accounting Manager and Senior Financial Analyst - Compile and prepare monthly income statement for North America Overheads - Analyze North America Overhead income statement and provide variance explanations to Director of Accounting and VP of Finance - Work with Corporate Human Resources on budget, monthly entries and plan - Developed and presented proposals for Fast Forward Food Waste project as well as Parks and Destinations Online Marketing Communities - Book all rent, Management Incentive Bonus, allocation entries and liquor licenses - Observed and helped develop the Fiscal Year 2012 Plan - Introduced into ARAMARK via the Accounting Leadership Program, an interactive business to business program where an entry level accountant learns the operations of each business unit while networking with individuals ranging from entry level to Chief Financial Officer and President

Research and Development Intern

James Madison University Human Resources
Educational Institution; 1001-5000 employees; Higher Education industry

September 2010 May 2011 (9 months)

Developed a marketing plan using a newly created logo and feedback from a recent employee survey Updated the Facilities Management and Human Resources website Led a project to create electronic time sheets using Excel to be implemented in 2011 Developed a PowerPoint presentation on everyday mediation and presented to over 30 university employees Prepared and scanned files into an electronic filing database called Nolij

Student Supervisor
ARAMARK
Privately Held; 10,001+ employees; Retail industry

February 2008 September 2010 (2 years 8 months)

Supervisor of 9 employees at an on-campus dining facility Count and log sales and inventory to manage product costs

Finance Intern
Gucci Group Watches
June 2010 August 2010 (3 months)

Helped organize and prepare half year budgets and forecasts Prepared information for accounts payable related to Canada, US, the Caribbean and Latin America Led various projects such as balance sheet reconciliation, the reconciliation of internal invoices, journal entries and the analysis of accounts Prepared information for 1099s

Intern
Consolidated Services Group
Privately Held; 201-500 employees; Insurance industry

December 2008 January 2009 (2 months)

Led project to catalog summer case files for a case management firm using Excel

Financial Analyst
eBay Enterprise
Public Company; 1001-5000 employees; Internet industry

March 2012 Present (2 years) king of prussia, pa

- Support GMS finance, made up of seven individual businesses with both domestic and international operations - Manage the finances, including budgeting, forecasting, and decision-making for one of the GMS businesses, PepperJam Exchange - Assist in the departments annual budgeting process and all monthly re -forecasting cycles - Analyze CAPEX, headcount, revenue and expense trends for all seven businesses to determine any savings opportunities to re-forecast - Build financial models and reporting spreadsheets using Excel - Collaborate with business finance leads to drive all finance initiatives across Global Marketing Services - Facilitate weekly dashboard deliverables to executives, including narrative analysis on month-end results and explaining variances to forecast/budget - Submit monthly forecast changes and prepare trend reports for analysis and presentations using Longview reporting software - Develop financial reports for monthly flash forecasting, trending, and monthly performance results analysis using SAP BW software - Work closely with accounting to provide month-end detailed reports with commentary and present month-end actuals to senior management - Identify financial trends and perform statistical and scenario analysis to identify risks and opportunities for each business - Collect and analyze financial data used to determine past financial performance and create pro-forma analysis for long term modeling - Assist upper management with expenditure requests and ad hoc analysis when requested

Financial Analyst
Comcast Cable
Public Company; 10,001+ employees; Telecommunications industry

November 2010 March 2012 (1 year 5 months) Greater Philadelphia Area

-Learn in-depth business and financial operations of a specialized program in order to develop a more efficient program to replace it -Develop new project and software to convert high volumes of data from various decentralized sources into an automated national platform through analyzing and applying cable contracts to a companywide standard -Prepare monthly work papers providing detail of revenue share accruals to present to upper management -Analyze and explain any variances in accruals from prior months and forecasted amounts -Facilitate the monthly preparation of revenue share payments and accruals through Oracle -Support divisional accounting teams with reconciliation of balance sheet liabilities related to payments -Post monthly journal entry for revenue share liability related to MDU payments & Franchise Fees -Read and apply different contracts and identify when terms may not fit with current calculation methods -Work with sales teams to determine most/least profitable contracts for revenue and how they could be changed to maximize profits -Test and reconcile payments generated out of the new system and legacy field operations -Review daily contractual changes entered by field personnel to ensure accuracy and compliance -Coordinate with cross functional groups at headquarters and in the field to assist with questions from clients -Prepare presentations/reports to upper management on cost reduction due to newly discovered methods in order to receive sponsorship -Train new team members and regional contacts on new technology, accounting methods, and how to analyze payments

Client Relationship Associate

Vanguard
Privately Held; 10,001+ employees; Financial Services industry

March 2010 October 2010 (8 months) Greater Philadelphia Area

-Maintain comprehensive understanding of all Vanguard mutual funds to clearly and accurately present information to clients -Independently analyze clients issues to determine the root cause and recommend appropriate solutions -Establish and maintain professional relationships with other departments and valued clients while obtaining organizational knowledge -Explain the calculation and differences of yields and returns when comparing investments -Discuss investment objectives and constraints to come up with various appropriate options that meet clients needs

-Educate clients regarding index funds and evaluate their performance compared to the benchmarks -Tutor new crew members needing additional support for their FINRA Series tests

Credit Manager
Wells Fargo Financial
Public Company; 10,001+ employees; WFC; Financial Services industry

June 2009 March 2010 (10 months) Scranton, Pennsylvania Area

-Converse with 60 clients daily, surpassing management expectations, in order to sell and market an array of financial products -Exceed department objectives to process at least 3 mortgages, 4 consolidation loans and 3 lines of credit each month -Prepare reports analyzing and comparing compounded interest versus simple interest on revolving and installment debt and calculate the difference in cost for the client -Conduct face-to-face consultations with clientele regarding their financial situations and provide viable solutions/recommendations -Educate clients on establishing and maintaining good credit and determine which products best suit their needs

Finance Intern
Morgan Stanley Smith Barney
Public Company; 10,001+ employees; MS; Financial Services industry

September 2008 May 2009 (9 months) Scranton, Pennsylvania Area

-Read and analyze statistical data to help prepare reports and presentations for clientele based on portfolio performance -Help convert a 401-K from one vendor to another -Attend weekly client meetings to discuss asset allocation and performance -Assist in marketing and account-managing services including client calls, service requests, website maintenance

Sr. Financial Analyst, Pricing Business Development

eBay Enterprise
Public Company; 1001-5000 employees; Internet industry

May 2012 Present (1 year 10 months)

Lead internal/external pricing proposals for prospective and existing clients through detailed financial modeling, internal cost analysis, and client due diligence. Present pricing deal structures, internal P&Ls, and proposal recommendations to senior executive committee for approval. Contract analysis for new/extended/amended agreements highlighting financial related language and pricing. Prepare client-specific Request For Proposal (RFP) pricing for external distribution. Ongoing update and investigation of actual internal costs at the partner and functional levels through collaborative efforts between various service level operations teams. Utilize and compile benchmarking analysis of comparable performance metrics and competitive proposals.

Senior Financial Analyst, Partner Financial Reporting

eBay Enterprise
Public Company; 1001-5000 employees; Internet industry

July 2010 May 2012 (1 year 11 months)

Supported and drove new and existing client renewal activities through financial pricing modeling, incorporating analysis of essential financial metrics across various business operations, and providing summary level reporting to Senior Management. Contract analysis for new/extended/amended agreements highlighting financial related language and pricing. Conducted monthly/quarterly revenue forecast modeling with extensive use of Hyperion Essbase / Khalix and Excel. Presented high level revenue projection reporting to Senior Leadership and Business Management. Supported new client launch activities including department collaboration, documentation of financial requirements, and providing internal/external leadership for financial aspects of the launch process.

Senior Financial Auditor

Charming Shoppes Inc
Public Company; 10,001+ employees; CHRS; Retail industry

February 2008 July 2010 (2 years 6 months)

Performed integrated risk-based financial and operational audits/advisory services and special projects, including coordination with IT Auditors. Gained an understanding of the organization, its business objectives as well as key business processes and risks. Planned audits, prepared audit programs, performed and reviewed testing procedures and coordinated with IT Auditors, drafted audit responses and assessed management action plans. Identified the major processes and controls that impact audit focus and selected and prioritized specific audits. Performed operational projects such as Data Privacy, Purchasing Cards, and Executive Expense Report audits. Prepared report of findings and recommendations to be presented to Audit Committee. Performed research in technical and non-technical audit areas where work programs or experience does not exist, including the identification of key audit objectives, scope, approach and timing. Gathered audit evidence and prepare as well as reviewed audit work papers and followed-up on audit findings from previous audits in accordance with departmental guidelines. Assisted Company Management and Business Assurance and Advisory Services in connection with the SarbanesOxley Act Sections 404 and 302 compliance. Assisted the external auditors, Ernst & Young, with interim and year-end substantive and internal control testing. Performed in-store and distribution center physical inventory observations and testing procedures. Recruited, interviewed, and supervised financial audit interns (up to three individuals at a time).

Senior Financial Analyst - Real Estate/Construction

Charming Shoppes Inc
Public Company; 10,001+ employees; CHRS; Retail industry

May 2004 February 2008 (3 years 10 months)

Summary and detail-level reporting, budget creation, budget-vs.-actual variance analysis Prepared and analyzed month end budget review for the Construction, Design, and Real Estate departments. Presented analysis in management-level operating reviews. Oversaw the financial close process including journal entries and account analysis. Created, maintained and supported custom Access databases & complex Excel spreadsheets. Created and maintained budgets, forecasting and cost analysis for all construction activities. Responsible for approving of general contractors to receive store construction project bids. Created requisitions and purchase orders in Lawson for all awarded construction labor bids. Communicated regularly with other areas including divisional business units, Corporate Finance, Accounting, Rent, Procurement, and Accounts Payables departments.

Productivity Analyst
Sears, Roebuck, and Company
Public Company; 10,001+ employees; SHLD; Retail industry

October 1997 March 2004 (6 years 6 months)

Accountable for dialer productivity and reporting functions for virtual dialer serving; Centers at a local, partner center, and national levels. Executed all call plans and schedules of the dialer strategy to maximize productivity and profitability. Maximized agent utilization and development by communicating agent performance statistics to management staff. Maintained 120 computer stations, as well as troubleshooting and analysis of system problems. Provided training for employees on computer systems and software applications. Maintained open communication channels with partner call centers and technical support.

Finance / Database Marketing Co-op

Charming Shoppes Inc
Public Company; 10,001+ employees; CHRS; Retail industry

September 1999 June 2003 (3 years 10 months)

Prepared and organized financial and investment reports, strategies, and presentations. Researched competition and prepared competitive market reports. Created maps on the company's and competitive market's stores. Created and maintained custom Access databases & complex Excel spreadsheets. Rebuilt, maintained, and pulled reporting from custom departmental coupon database.

Financial Analyst
Comcast
Public Company; 10,001+ employees; CMCSA; Media Production industry

March 2012 December 2013 (1 year 10 months) Greater Philadelphia Area

Analyze and track key financial metrics and operational procedures to foster process improvements Prepare monthly, quarterly and annual progress reports for Communications & Data Department Provide monthly reports on actuals vs. budget/forecast variance, review and explain financial trend s Assist in preparing $300M budget guidance on voice costs Prepare and analyze P&L reports for monthly meetings with management Support upper management in various projects and other corporate financial initiatives Prepare monthly Opex & Capex forecast reports and report any variance findings to management Perform various ad hoc projects including researching, analyzing and summarizing data/analysis requests as assigned Revamp financial reporting procedures and structures utilizing VBA and Hyper ion Essbase for Communications & Data department. As a result, reporting productivity, time and accuracy improved significantly Utilize Hyperion Essbase, Excel (advanced functions) for reporting and analysis

Financial Analyst
Ameriquest Ambulance Inc
November 2010 February 2012 (1 year 4 months) Huntingdon Valley, PA

Prepared forecasting, budgeting and performance reports for projects and organization as a whole Created tools that accurately assess operational requirements and improve financial f orecasting Determined budgeting framework, for executing planned activities without delays or interruptions, by considering the incomes and expenditures Executed reports such as AP/AR, Balance Sheets and Income Statements for upper management Reviewed balance sheets and incomes statement for liquidity and adequacy of cash flows Analyzed and interpreted monthly variances and trends between budgets, actual and prior results in developing projections and forecast Reported to directly to VP of Ameriquest Ambulance

Sr. Financial Analyst (Long term contract)

Marsh & McLennan Companies
Public Company; 10,001+ employees; MMC; Financial Services industry

February 2009 October 2010 (1 year 9 months) Greater Philadelphia Area

Summary: Revamped and implemented new revenue models resulting in revenue increase of 120MM annually. Other Duties: Audited and performed full financial account reconciliation for compliance team. Analyzed financial reports and operational procedures to foster process improvements. Prepared trend analysis and recommendations to improve revenue recognition process. Reviewed and reported on consolidated monthly P&L reports. Involved with preparation of month and year-end processes.

Financial Analyst
Wachovia Bank
Public Company; 10,001+ employees; WFC; Banking industry

December 2007 September 2008 (10 months) Greater Philadelphia Area

Summary: Specialized in Financial Planning, Retirement, Debt Consolidation and Investments. Other Duties: Reviewed balance sheets and incomes statement for liquidity and adequacy of cash flows. Analyzed companys financing needs and worked with management to raise capital. Made determinations of credit worthiness of new and existing clients. Established appropriate collateral levels to mitigate credit risk to the company.

Operation Analyst
Janney Montgomery Scott LLC
Privately Held; 1001-5000 employees; Financial Services industry

November 2006 December 2007 (1 year 2 months) Greater Philadelphia Area

Summary: Managed fee-based accounts for Primer Client Group.

Other Duties: Analyzed and prepared quarterly progress reports. Monitored and analyzed trades executed in the fee based accounts. Assisted with the preparation of monthly and annual financial reports. Reviewed documentation for managed accounts and cleared any compliance issues.

Analyst (6 month contract)

Nuveen Investments Inc
Privately Held; 1001-5000 employees; Financial Services industry

February 2006 August 2006 (7 months) Radnor, PA

Summary: Provided support and performed testing during implantation of new software system. Other Duties: Performed account analysis by utilizing Excel functions. Performed audit and developed QC reports. Performed account setup for major investment corporations such as Smith Barney, Charles Schwab and Morgan Stanley.