Amy Milender Medici
Zionsville
Summary
Experienced Senior Financial Analyst with a proven track record in budgeting, variance analysis, and financial modeling and monthly close processes in the leisure, travel and tourism and banking industries. Known for enhancing accuracy and efficiency in financial forecasting and communicating well with marketing counterparts for strategic planning.
Overview
33
33
years of professional experience
Work History
Senior Financial Analyst
Travel and Leisure
Indianapolis, IN
02.2005 - Current
- Led financial forecasting initiatives to enhance budget accuracy and strategic planning.
- Identified discrepancies between actuals and budgets, providing critical insights to enhance executive leadership's financial strategies.
- Streamlined reporting processes, improving efficiency and reducing turnaround time for deliverables.
- Collaborated with cross-functional teams to align financial strategies with organizational goals.
- Implemented best practices for financial reporting, ensuring compliance and enhancing data integrity.
- Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
- Facilitated accurate expense tracking through diligent maintenance of general ledger accounts and reconciliations.
- Played a pivotal role in annual budget planning, collaborating with department heads to allocate resources strategically.
Assistant Controller & Treasury Manager
Oak Street Mortgage
Carmel, IN
07.2002 - 02.2005
- Led month-end close activities, ensuring compliance with accounting standards and policies.
- Mentored junior accounting staff, fostering professional development and knowledge sharing.
- Streamlined financial reporting processes to enhance accuracy and timeliness.
- Ensured integrity of general ledger accounts through regular reconciliations, adjustments, and detailed documentation.
- Managed accounts payable and receivable functions with a focus on timely payment processing while minimizing bad debt exposure.
Budget Analyst
Union Acceptance Corporation
Indianapolis, IN
08.2000 - 06.2002
- Mentored junior analysts, fostering skills in budget preparation and variance analysis techniques.
- Prepared comprehensive reports for executive leadership, highlighting key financial trends and insights.
- Ensured compliance with regulatory standards by meticulously reviewing and reporting on quarterly debt covenants including securitization covenants.
Financial Analyst
Bank One, NA
Carmel, IN
04.1996 - 08.2000
- Analyzed financial data to support strategic decision-making processes with KPI dashboards.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Developed comprehensive financial models for forecasting and budgeting purposes.
Auditor in Charge
Clifton Gunderson
Indianapolis, IN
06.1993 - 03.1996
- Led audit engagements, ensuring compliance with regulatory standards and internal policies.
- Developed and implemented audit strategies to enhance operational efficiency across client organizations.
- Mentored junior auditors, providing guidance on audit techniques and best practices for accuracy.
Education
Bachelor of Science -
Ball State University
Muncie, IN05-1993
Skills
- Budgeting and planning
- Variance analysis and reporting
- Account reconciliation
- Annual budgets
- Financial modeling
- Internal controls and audit procedures
- Microsoft Excel & Oracle skills
- Expense reduction
- Strategic planning
- KPI monitor and reporting
Timeline
Senior Financial Analyst
Travel and Leisure
02.2005 - Current
Assistant Controller & Treasury Manager
Oak Street Mortgage
07.2002 - 02.2005
Budget Analyst
Union Acceptance Corporation
08.2000 - 06.2002
Financial Analyst
Bank One, NA
04.1996 - 08.2000
Auditor in Charge
Clifton Gunderson
06.1993 - 03.1996
Bachelor of Science -
Ball State University