Greater Toronto Area, Canada
Currently serving as Manager, FP&A at Bell, leveraging over 3 years of experience in financial planning and analysis to drive revenue insights and strategic decision-making. Skilled in financial forecasting, variance analysis, and identifying key revenue drivers, with a focus on improving the financial performance of the business and enabling data-driven strategies. Collaborates closely with partners to establish accurate reporting and forecasts, while analyzing performance metrics to generate actionable insights. Dedicated to optimizing business planning and budgeting processes, with a commitment to delivering value through financial expertise and a results-oriented approach.
• Develop financial forecasts (monthly forecast/outlook, annual budget, multi-year plan) and perform ad-hoc planning analysis • Identify key revenue drivers (rate and volume) of Bell services and collaborate with partners to establish accurate reporting and forecasts • Analysis of daily/weekly results across key rate and volume drivers to identify opportunities and generate useful insights to help establish business direction with partners and improve the financial performance of the business • Manage the financial performance of the portfolio with regular weekly, monthly and quarterly analysis and associated variance analysis • Provide input to strategic planning, business planning and budgeting exercises • Develop a strong working relationship and collaborate with partners in marketing, pricing, finance, and revenue management teams
• Implemented an onboarding process designed to maximize referrals and ensure the highest level of customer service was received by each client. • Strict adherence to state laws and company policies regarding insurance premiums, claims, and policy declinations/non-renewals. • Act as a trusted advisor helping clients manage the risks of their everyday life by educating them about potential gaps in their insurance coverage.
Ensured payments (invoices, expense report and check request) for 30+ different transportation locations are processed in a timely and accurate manner Verified accuracy of A/P batch output to ensure correct vendor coding which result in 60% reduction in vendor reclassification Reconciled 100+ transportation supplies account in one months to ensure correct billing and payment
Be organized to start and follow each transaction of export trade to Europe countries every day. Maintained good relationship with clients through solving problem in time, like bill of lading release or ship schedule delay. Coordinated commercial invoice for the client to make sure receive payment by deadlines.