Julie Smith

About Julie Smith

At GAP, I have the opportunity to work with multiple departments to drive the execution and adjustment of the company\'s budget to ensure that financial goals are consistent with the company\'s strategy. I am good at income report analysis, cost control, financial forecasting and long-term planning, and support project execution and decision-making through accurate budget analysis. I am committed to providing the company with more efficient financial management, ensuring that every penny is spent wisely, while paving the way for future growth and innovation.

Experience

1. Financial Analyst

   Gap

   Feb 2021 — Present

   Financial Analysis and Reporting:Analyze and interpret financial data, including income statements, balance sheets, and cash flow statements, to help the company understand its financial status.Design and prepare regular financial reports to provide management with in-depth insights into financial performance.Monitor and analyze financial indicators, identify trends, risks, and opportunities, and make recommendations for improvement.Budget Development and Management:Assist departments in developing annual budgets to ensure that each budget is consistent with the company\'s strategic goals.Monitor budget execution, analyze budget deviations, and ensure that the company operates within the budget.Provide budget analysis support to help management make adjustments and optimize financial decisions.Data Analysis and Financial Modeling:Build and maintain financial models to support the calculation and analysis of key data in the decision-making process.Use advanced Excel skills or financial software for data modeling and analysis.Support Business Decisions:Work closely with other departments (such as sales, operations, procurement, etc.) to provide financial analysis support to drive the company\'s overall business decisions. Provide financial data analysis to management to support their decision-making in the execution of the company\'s strategy.Cost Analysis and Optimization:Analyze the cost structure of the company and each department, and provide suggestions for reducing waste and saving costs. Evaluate financial efficiency and find opportunities to improve the company\'s profitability.Financial System and Process Optimization:Work with the IT team to optimize the financial information system and improve work efficiency. Review and improve financial processes to ensure that financial operations comply with company policies and industry standards.

Education

• Sorbonne Université

  Master's degree

• ESCP Business School

  Bachelor's degree

Skills

• Investments
• Financial Services
• Networking
• Sales
• Securities
• Banking
• Risk Management
• Accounting
• Retirement Planning
• Management
• Team Building
• Series 63
• Salesforce.com
• Series 7
• Finance
• Community Outreach
• Customer Service
• Portfolio Management
• Wealth Management
• Leadership