Sr. Financial Analyst

Raymond Poku

Dallas, TX

859-***-**** ac1uyp@r.postjobfree.com

RP

Finance Specialist with proven leadership and financial management skills and specialized in revenue growth, cost reduction and process efficiency to strategically position companies for profitable growth Experience

MCS Mortgage Contracting Services, Lewisville, TX 2016 - Present Financial Specialist

Managed revenue and control processes, developed financial models and drove 6% annual increase in revenue

Streamlined billing and clients revenue processing resulting in 9% annual cost reduction in overhead

Minimized write-offs due to billing errors and developed controls for monitoring client billing

Led team to perform year-end auditing and closing processes and generated process enhancement initiatives

Reconciled revenue variances, identified revenue opportunities and met tight corporate deadlines for management reporting

Leveraged software such as Great Plain, Data Merge, and Excel to extract and analyze data and developed action plan to maximize company’s competitive position within the industry for executive and leadership’s review

KEET Health, Austin, TX Summer - 2014

MBA Intern

Created forecasting model, identified future revenue opportunities and improved management decision making and reporting

Led month-end close, reconciliations and prepared financial statements and reported results to management

Analyzed digital marketing campaign to identify missed opportunities in digital marketing strategy. Recommendations based on findings from the analysis resulted in revenue growth of 12%

Designed financial models to analyze key marketing metrics to determine best channels for long term growth and identified potential risks and mitigation strategies in line with the overall company’s growth strategy

MENTOR NETWORK, Lexington, KY 2009 - 2013

Financial Analyst

Created yearly pro-forma financial statements, evaluated actual results against pro-forma budget statement, analyzed variance and made recommendations to bridge variance

Partnered with finance controller to develop and monitor departmental budgets

Led annual audit process resulting in three-month action plan and successfully led team to close audit gaps

Managed annual budget of $4M for staff salaries, compensation benefits, software and hardware purchases and maintenance

Generated revenue-expense models using different databases and modeling software, evaluated profitability scenarios and made recommendations for management WOODFOREST NATIONAL BANK, Lexington, KY 2008 - 2009 Retail Banking Accounts Manager

Performed account payable and/receivable vouching and general ledger analysis for clients RP

2

Conducted weekly account reviews and flagged all non-performing loans, and reduced customer default rates by 6%

Generated $300k income and resolved dealership working capital concerns by structuring a $2M auto financial deal that capitalized future stream of payments from dealership

Enabled customer to finance the acquisition of bulk material handling equipment from United Kingdom by framing by structuring a $7M bank guarantee; transaction was underwritten by the UK ECA

(Export Credit Guarantee Department – ECGD) generating $46K in revenue

Promoted bank’s services at local colleges by detailing product features and demonstrated product value to college students, developing relationships which, led to 5% growth in student bank accounts Education

UNIVERSITY OF TEXAS AT AUSTIN, Austin, TX May 2015 Master of Business Administration, Full-Time Program

Concentration in Finance

Selected to be an MBA Fellow

Certified Public Accountants (CPA) Candidate

UNIVERSITY of KENTUCKY, Lexington, KY December 2007 Bachelor of Arts in Economics

Competencies

Proficient in Prism, and SQL

Proficient in Recon Plus (Financial Transaction System Processing)

Skilled at data extraction and analysis via Great Plain, Data Merge, I Synergy and Excel

Effective decision making and problem-solving skills

Contact this candidate