Diligent Forecasting Analyst who takes into account every possible piece of information before delivering a projection analysis. Adept at revenue forecasting, news summary and consolidation and income analysis. Specializes in creating income and revenue forecasts on small to medium-sized businesses.
Excellent ability to work with all levels of client management
Exceptionally strong analytical and presentation skills
Very strong computer programming and utilization abilities
Works hard to meet any deadline
Reliable employee who takes full responsibility for every project
Enjoys being part of a dynamic team
May 2009 to February 2015 Gentry Associates – New Parkland, CA Forecasting Analyst
Designated as the initial person to go into an small business project and gather all of the necessary income and revenue information.
Often asked to be part of the team that presented information to clients during and after a project.
Worked closely with firm management to develop more efficient analysis policies.
January 2004 to May 2009 Financial Professionals – New Parkland, CA Forecasting Analyst
Developed comprehensive spreadsheets that offered income and revenue forecast comparisons for each project.
Helped to audit forecasts already done for certain types of customers.
Collaborated with management to develop a new format for forecasting reports.
June 1994 to January 2004 Princeton Incorporated – New Parkland, CA Forecasting Analyst
Worked with the mergers and acquisitions team to do forecast analysis for smaller businesses.
Created a more cohesive way to present important data to clients.
1994 Halliton College, New Parkland, CA Bachelor of Science, Finance