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Lauren Chase

As a Financial Analyst I am highly experienced with Microsoft excel. I have developed my ability manipulate and analyze data with a diverse background in oil/gas, environmental analysis, real estate, loan servicing, and the restaurant industry. I specialize in creating calculators, reports, trackers, pivot tables, high level formulas, and macros all with the goal to turn raw data into actionable and useful information that you can use to help your business grow and increase efficiency. Tell me what you are looking for and I will help your vision come to life in a clear and concise spreadsheet for you make business decisions with!

I have a bachelor's degree in International Business and have been working as an analyst since I graduated in 2009. I have held multiple Senior Financial Analyst roles in my career and continue to do the same work but now as a consultant. I am efficient, accurate, organized and detail oriented and would love a chance to help with your business needs.

Look forward to speaking with you!
Lauren

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Upwork Profile

Technical Skills

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  • Microsoft Excel​​​

    • Macro Building

      • Multiplying Templates​

      • Consolidating Multiple Spreadsheets

      • Pulling Data Points from Multiple Spreadsheets

      • Automated Email Templates

      • Report Creation

    • Macro Buttons

    • Formulas

      • SUMIFS​

      • VLOOKUP

      • HLOOKUP

      • INDEX MATCH

      • INDIRECT

      • RIGHT, LEFT, LEN, MID

      • NUMBER

      • TEXT

      • ABS

    • Pivot Tables

    • Locking and Unlocking reports

    • Data Manipulation and formatting

    • Filtering and Sorting data

    • Removing Duplicates

    • Headers and footers

    • Conditional Formatting

    • Basic Math Functions

    • Cell References

    • Multiple File Consolidation

  • Microsoft Word

  • Microsoft Powerpoint

  • Google Sheets

Experience at Camden Property Trust

Senior Financial Analyst & Consultant

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  • Successfully create accurate reporting and ad hoc reports with significant time constraints.

  • Manage capital expenditure budget processes.

  • Create Loan Request Packages for refinancing purposes.

  • Participate in the budget process for 160 properties.

  • Create quarter-end analysis used by our CEO, President, and CFO.

  • Produce supplemental package for distribution on Camden's investor relations website and use during quarterly earnings calls.

  • Responsible for lender correspondence and compliance.

  • Compile inputs from ten different departments within Camden to flow into budgets.

  • Manage debt reporting.

  • Authored 25 page loan request package for the purpose of refinancing one of our properties.

Experience at Vail Resorts

Senior Manager FP&A

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  • Prepare financial forecasts, budgets and planning materials.

  • Create monthly waterfalls and variance explanations for Corporate Finance and Accounting.

  • Manage annual capital budgets in conjunction with managers and other analysts.

  • Monitor & coordinate the capital expenditure process.

  • Provide financial analysis support for the business managers and Finance Director to support real-time

  • and longer-term strategic decision making.

  • Review and give feedback to managers on monthly financial results during a formal meeting.

  • Increase financial knowledge within the resort via training classes.

  • Process journal entries for month end cleanup to ensure accurate reporting.

  • Prepare and distribute daily reporting for the mountain team.

  • Participate in Best Practice groups with finance teams at other Vail owned resorts.

  • Create a weekly review and forward looking report on a weekly basis for the use VP of Mountain Division.

  • Model ROI for possible Capital projects.

Experience at Landry's Inc

Financial Analyst

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  • Led financial calls with 86 individual units to discuss best practices and increase restaurant profitability.

  • Forecasted monthly financials for each unit and on a concept level.

  • Reviewed variances from budgeted to actual financials to ensure accuracy.

  • Assessed food and beverage costs and reported any inventory levels that seemed inappropriate.

  • Sent and reviewed daily reports to monitor real-time business levels.

  • Distributed weekly reports to reflect the effectiveness of current promotions and marketing efforts.

  • Created a weekly unit level income statement for review by analysis, operations, VP and CFO of Morton’s Steakhouse and Oceanaire Seafood Room concepts.

  • Constructed budgets for individual units based on past trends and future events.

  • Assisted upper-level management in price increase and pro forma analysis to make operational decisions.

  • Trained new analysts on department reports and procedures​.

Volunteer Experience with County Libraries

Treasurer

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  • Update QuickBooks with weekly income, memberships, and donations.

  • Budget for upcoming year and income and expenses.

  • Prepare monthly reports for review and decision making.

  • Update and manage balance sheet to explore donation opportunities.

  • Distribute money to the library for scholarships, materials, and office expenses.

  • Track volunteer hours for grant use.

  • Manage CD to maximize interest rate.

  • Track and distribute committed funds donations.

  • Advise on possible opportunities for expense savings and income increases.

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