Liam V. Kirkland
Junior Financial Analyst, Consumer packaged goods
Cincinnati, OH · (513) 555 0117 · name@example.com · linkedin.com/in/liamvkirkland
Key Qualifications
EXPERIENCE
Two years in financial planning and analysis support
INDUSTRIES
Consumer packaged goods, grocery distribution
SPECIALTIES
Monthly reporting packages, trade spending tracking, variance schedules
SYSTEMS
SAP, Workday Adaptive Planning, Power BI, Excel
CREDENTIALS
Candidate for the Certified Management Accountant credential
EDUCATION
Bachelor of business administration in finance, University of Cincinnati
Executive Summary
Junior financial analyst on a consumer goods planning team, building the monthly reporting package and maintaining the trade spending tracker under a senior analyst. Two years of experience, strong in Excel and learning the forecast model one assumption at a time.
Signature Achievements
- Builds the monthly reporting package for six brands and delivers it on the second working day.
- Rebuilt the trade spending tracker so promotion cost is visible by customer rather than by quarter.
- Found 240 thousand dollars of accrued promotions never claimed by two regional grocers.
- Cut package preparation from two days to four hours by linking the report directly to the ledger extract.
Professional Experience
Junior Financial Analyst
Ohio Valley Household Brands, Cincinnati, OH 2024 to present
Supports two senior analysts and the finance manager on reporting for a 320 million dollar business.
- Prepares the monthly reporting package with sales, margin and spending variances by brand.
- Maintains the trade spending tracker and reconciles accruals to customer deductions.
- Loads forecast submissions into Workday Adaptive Planning and checks them against templates.
Finance Intern
Queen City Grocery Supply, Cincinnati, OH 2023 to 2024
Summer and part time internship supporting the reporting team of a regional distributor.
- Built weekly volume reports and checked pricing data against the customer master.
Licensure and Certification
Candidate for the Certified Management Accountant credential, Institute of Management Accountants
Education
Bachelor of business administration in finance, University of Cincinnati, 2024
Core Skills
Monthly reporting packages · Variance schedules · Trade spending tracking · Excel modeling · Workday Adaptive Planning · Power BI · SAP reporting · Data reconciliation