Senior Financial Analyst, Dell Financial Services, Austin, TX, January 2001 – September 2003
- Developed sensitivity analysis tools and actual results reporting for revenue
- Generated monthly outlooks, quarterly forecasts and annual business plans
- Developed sales commission plan, set semi-annual quotas, and calculated monthly incentive payouts for 50 sales people across five business segments
- Created an Access tool to calculate the lease rate subsidy to be paid monthly by Dell
- Created an Excel model for volume and revenue forecasting by customer
- Prepared slides for monthly financial review, business review and leadership meetings
Financial Analyst, The Associates, Irving, TX, February 1999 – December 2000
- Generated monthly forecasts, rolling plans and annual business plan for Associates First Capital Mortgage Corporation and First Collateral Services
- Identified and investigated expense variances monthly for the operations
- Booked standard monthly journal entries for balance sheet, income and expenses
- Performed monthly reconciliations of all balance sheet accounts
- Traveled to and participated in annual operational strategic planning meetings
- Filed quarterly and annual state and investor reports for AFCMC
