Financial Analyst Resume Examples

Junior Financial Analyst — Froedtert Health, Wisconsin regional academic health system

Nov 2025 – Present · 1 yr

• Automated a monthly departmental variance workbook covering labor, supplies, and patient volume by rebuilding the file with PivotTables, XLOOKUP, and standardized validation tabs, cutting reporting prep time by 6 hours each month
• Updated and maintained Power BI dashboards for 8 hospital and clinic departments with refreshed KPI views for budget-to-actual results, FTEs, and cost per case, reducing manual report requests from department managers by 11 per month
• Validated actuals-to-budget data during monthly close for operating expense reports, using SQL spot checks and tie-outs against source reports to lower recurring data exceptions from 5 per month to 1
• Prepare recurring variance reports and refresh monthly reporting packages for department leaders, and assist with budget template consolidation across hospital and clinic departments
• Research data discrepancies alongside accounting and operations partners to explain results and improve reporting quality before finance package distribution

Financial Analyst — Backcountry, outdoor e-commerce and specialty retail

Mar 2023 – Present · 3 yrs 8 mos

• Rebuilt the weekly business reporting package covering revenue, gross margin, contribution margin, and operating expenses, cutting the reporting cycle from 2 business days to 6 hours by linking SQL extracts to standardized Excel schedules and Tableau dashboards.
• Built a driver-based forecast for sales, returns, promotions, and freight, improving monthly revenue forecast accuracy from a 9.4% average error rate to 5.8% with scenario logic for promotional calendars, channel mix, and return timing.
• Partnered with digital marketing to evaluate paid search, paid social, affiliate, and email performance using channel-level CAC, ROAS, and contribution margin analysis, helping reallocate $1.2M in quarterly spend toward higher-return channels.
• Created inventory and pricing analysis for key seasonal categories, identifying $780K of at-risk inventory 7 weeks earlier than the prior process by combining sell-through, markdown, and weeks-of-supply reporting into a single dashboard.
• Supported quarterly reforecast reviews with executive-ready variance commentary, reducing directors' follow-up clarification requests from 8 per cycle to 3 by standardizing bridge schedules and separating volume, mix, price, and spend drivers.

FP&A Analyst — Target

Nov 2021 – Feb 2023 · 1 yr 3 mos

• Prepared monthly budget-to-actual reporting and variance analysis for category and expense owners, supporting merchandise and operating expense planning for retail categories.
• Built monthly merchandise margin reporting for category finance partners by standardizing templates and automating data pulls into Excel models, cutting manual spreadsheet consolidation by 10 hours per month.
• Analyzed markdown and product-mix performance during seasonal resets by comparing actual sell-through and markdown rates to plan, flagging a 140-basis-point margin risk in time for pricing adjustments before quarter end.
• Supported annual planning and quarterly reforecasting for sales, margin, and operating expenses; improved forecast submission completeness from 82% to 98% across supported teams through review checklists and input reconciliation before consolidation.

Senior Financial Analyst — Carlisle Companies, publicly traded building products and industrial manufacturer

May 2022 – Present · 4 yrs 6 mos

• Lead monthly forecasting, annual budgeting, and long-range planning for plant and corporate cost centers, partnering with plant managers, supply chain, and accounting leaders on risks and corrective actions
• Built driver-based forecasts for labor, overhead, SG&A, and working capital across 4 manufacturing sites, improving quarterly EBITDA forecast accuracy from 8.7% variance to 4.9% variance
• Led capital investment analysis for automation and footprint projects, supporting $14.6M in approved capital with NPV, payback, and sensitivity analysis built alongside plant engineering and operations leaders
• Partnered with plant managers to trace unfavorable labor and absorption variances to shift patterns, throughput assumptions, and overtime drivers, identifying $2.1M of annualized cost-reduction actions adopted into the operating plan
• Redesigned the monthly plant performance package used by operations and finance leadership, cutting reporting preparation time from 3 days to 1 day by standardizing SAP data pulls, automating variance schedules in Excel, and publishing Power BI dashboards
• Strengthened forecast controls and source-data checks for board and quarter-end reporting with SQL-based reconciliations and common KPI definition files, reducing post-close reporting corrections from 6 per quarter to 2

Financial Analyst — Hayward Holdings, publicly traded pool equipment manufacturer

Feb 2018 – Apr 2022 · 4 yrs 2 mos

• Built a standard cost variance reporting model covering materials, labor, and overhead, consolidating SAP outputs into a single bridge format with clearer driver detail and cutting variance review time by 35 minutes per plant in monthly close meetings.
• Prepared monthly plant P&L and standard cost variance analysis, and supported the annual budget, quarterly reforecasts, and capital request modeling for plant and business-unit finance.
• Modeled capital requests for equipment upgrades and line-efficiency projects, preparing NPV, payback, and sensitivity cases for operations leadership; the analysis supported approval of 9 projects with payback periods under 24 months.
• Supported inventory and working capital analysis for seasonal production planning, tracking demand, production, and safety-stock assumptions with supply chain partners and helping reduce finished-goods days on hand by 5 days over two quarters.

Cost Analyst — Blue Bird Corporation, US manufacturer of school buses and commercial vehicles

Jan 2015 – Jan 2018 · 3 yrs

• Cut unresolved inventory variance items from 14 to 6 per monthly close cycle by building a recurring reconciliation tracker and exception review process with accounting.
• Standardized labor-hour inputs and variance summaries in Excel to build a labor efficiency report for production supervisors, shortening weekly review prep by 3 hours.
• Prepared inventory, labor, and overhead cost reports for plant finance and supported monthly close and reconciliations under standard costing in Oracle.

Finance Analyst — TimkenSteel, US specialty steel producer

Nov 2013 – Dec 2014 · 1 yr 1 mo

• Updated recurring budget files and operating reports for plant cost centers, and assisted senior analysts with month-end close support and ad hoc manufacturing analysis.
• Standardized SG&A and plant expense budget templates by adding validation checks and protected formulas, cutting input errors during budget collection from 7 submissions to 2 in one cycle.