Zions Management Services CompanySenior Financial Analyst
Jun. 2010 - Oct. 2013Greater Salt Lake City AreaConducted a wide range of business, financial, and strategic analysis and modeling. Support budget preparation and related forecasting activities. Perform complex account reconciliation as well as research and analytics. Develop and improve financial models designed to analyze key performance indicators, cost/benefit rationale, ad hoc results, and economic valuations. ACCOMPLISHMENTS: • Constructed a Board of Director's report which contained key risk information. Subsequently used reporting data to build macros which helped automate the reporting process • Uncovered calculation error during auction rate securities (ARS) validation process which led to model re-design and ARS re-valued for an additional $130K • Improved departmental financial analysis by utilizing technology, such as VBA programming and SQL databases, to automate previously-manual business processes • Analyzed total costs to operate various Information Security services and made recommendations for service price adjustments