Renel Potter

Financial Planning and Analysis Manager @Vertex Inc.

US

Developed comprehensive annual budgets and monthly forecasts, aligning financial projections with organizational goals and ensuring effective resource allocation.• Led cross-functional strategic planning sessions to identify growth opportunities, mitigate risks, and optimize long-term financial performance in alignment with corporate objectives.• Created complex financial models to simulate various scenarios and assess the financial impact of strategic initiatives, facilitating informed decision-making by senior leadership.• Leveraged Excel and Tableau/PowerBI to create dynamic dashboards and reports, enhancing data visibility and providing deeper insights into financial performance. • Prepared and delivered insightful financial reports/presentations, summarizing key metrics, trends, and patterns for new products and markets.• Extracted and manipulated financial data using SQL queries, ensuring data integrity and accuracy for reporting and analysis purposes.• Conducted detailed variance analysis to identify discrepancies between actual and budgeted financial performance, pinpointing areas for improvement and implementing corrective actions.• Performed thorough financial analysis on prospective markets and industries to assess their viability for entry, generating detailed reports identifying the most promising sectors based on comprehensive data analysis.

Siena University

Bachelor of Science (BS), Finance

4Geeks Academy

Full Stack Development