Renee K.
Financial Planning Analyst @Convoy Supply
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WORK HISTORY
Financial Planning Analyst @Convoy Supply
Surrey, BC, CA
Identifying report inconsistencies, recommending budget standards and performance metrics, and analyze opportunities and risks and recommend alternatives to senior management.• Leading and participating in near-term and long-term financial forecasting; preparing corporate presentations including the improvement and preparation of financial budgeting and forecasting. • Developing and improving financial models and analysis, e.g. profitability analysis by product-SKU, customer, and vendor - these supports and improve the strategic plans and initiatives.• Developing new and comprehensive budget templates for Revenue not just the usual method and practice, rather drill and review by product SKU including gross margins by vendor; Expense planning not limited to OPEX, CAPEX, and People.• Preparing of periodic financial reports including analysis and communicate reasons for revenue and expense results against budget, prior year, and any trends forming.
EDUCATION
University of the Philippines
Bachelor of Applied Science (BASc)
ABOUT RENEE K.
Renee is from Philippines and graduated with a degree in Applied Mathematics from University of the Philippines in Los Banos, Laguna. He is a senior MIS, database manager, and analytics head with ten years experience in banking and financial industry in analytical reporting, resource planning, capital management, project management, and business process re-engineering. Proven teamwork and leadership in driving productivity, organizational development, excellent analytical, capacity and strategic planning skills. Possess a strong ability to solve problems and meet challenging goals with excellent oral and written communication skills. Specialties: MIS and analytical reporting, database management, financial reporting and analytics, portfolio management, wealth management, capacity planning, strategic planning, productivity and continuous improvement, program management, leading cross-functional teams, business process improvements.
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