Senior Financial Analyst at Thomson Reuters
Dallas, Texas, United States
Thomson Reuters
Senior Financial Analyst
Dallas/Fort Worth Area
The Republic Group
Financial Analyst
July 2013 to July 2016
Dallas/Fort Worth Area
Ericsson
Financial Analyst Intern
August 2012 to October 2012
Dallas/Fort Worth Area
AT&T
Financial Leadership Program (FLP) Summer Intern
May 2012 to August 2012
Dallas/Fort Worth Area
Duff & Phelps
Analyst
September 2008 to June 2011
Dallas/Fort Worth Area
Ernst & Young
Rotator/Tax Intern
2007 to 2007
Dallas/Fort Worth Area
•Lead monthly forecast process for business units by preparing necessary excel template for internal reviews of sub business unit, consolidating inputs and running Hyperion / Essbase reports•Provide monthly and quarterly forecast and actuals results and analysis as it relates to the key metrics •Create templates for the sub business units to produce variance analysis between actuals, forecast... •Lead monthly forecast process for business units by preparing necessary excel template for internal reviews of sub business unit, consolidating inputs and running Hyperion / Essbase reports•Provide monthly and quarterly forecast and actuals results and analysis as it relates to the key metrics •Create templates for the sub business units to produce variance analysis between actuals, forecast and plan •Work closely with Finance leadership on quarterly reviews by providing financial metrics and analyses to be used in result decks shown to upper level management and to Investor Relations for results going to the street•Create and deliver ad hoc reports and analyses to finance leadership on a regular basis
What company does Alia McCauley work for?
Alia McCauley works for Thomson Reuters
What is Alia McCauley's role at Thomson Reuters?
Alia McCauley is Senior Financial Analyst
What industry does Alia McCauley work in?
Alia McCauley works in the Financial Services industry.
Who are Alia McCauley's colleagues?
Alia McCauley's colleagues are Betina Carlsson, Janelle Jurek, Tonya Custis, Carl O'Donnell, Heather Vogt, Michael Meteer, Noah J Merritt, Arthur PHAM, Michael CFA, and Scott Howlett
📖 Summary
Senior Financial Analyst @ Thomson Reuters •Lead monthly forecast process for business units by preparing necessary excel template for internal reviews of sub business unit, consolidating inputs and running Hyperion / Essbase reports•Provide monthly and quarterly forecast and actuals results and analysis as it relates to the key metrics •Create templates for the sub business units to produce variance analysis between actuals, forecast and plan •Work closely with Finance leadership on quarterly reviews by providing financial metrics and analyses to be used in result decks shown to upper level management and to Investor Relations for results going to the street•Create and deliver ad hoc reports and analyses to finance leadership on a regular basis Dallas/Fort Worth AreaFinancial Analyst @ The Republic Group •Direct report to the CFO as the only financial analyst at Republic; providing high level ad hoc projects and various reporting responsibilities.•Provide quarterly and yearly results and analysis to the Board of Directors, Audit and Investment Committees (financial statement analysis, operations analysis, investment portfolio analysis & fixed maturities analysis).•Develop financial models for ad hoc projects for various business activities that provide insight and enhance current financial processes. From July 2013 to July 2016 (3 years 1 month) Dallas/Fort Worth AreaFinancial Analyst Intern @ Ericsson • Preparation and distribution of financial analysis in support of strategic planning, budgeting and forecasting for weekly updates and month end closing activities.• Supporting the wireline customer unit by preparing ad hoc financial reports, including extensive financial forecasts, to be reviewed for current and prospective clients. From August 2012 to October 2012 (3 months) Dallas/Fort Worth AreaFinancial Leadership Program (FLP) Summer Intern @ AT&T • Supported the wholesale business unit during internship with the Finance – Shared Services group.• Used master list file with daily news articles to identify M&A activity within the wholesale customer unit that was communicated with the sales teams handling these accounts to assess compensation accordingly.• Developed and strengthened data management skills to efficiently sort data and communicate findings in a comprehensive manner. From May 2012 to August 2012 (4 months) Dallas/Fort Worth AreaAnalyst @ Duff & Phelps • Performed tangible personal property tax compliance for various Fortune 500 telecommunication companies for 5000 accounts in 13 states around the U.S.• Filed personal property returns based on client assets while advising client on specific state knowledge of filing requirements, research of new, moved or disposed assets, review asset listings to remove non-taxable items and apply rigorous depreciation schedules to obtain the best possible value of assets filed.• Analyzed and identified tax saving opportunities by giving independent valuation analysis using financial models on the client’s portfolio and prepare valuation analyses in order to achieve assessment reductions. From September 2008 to June 2011 (2 years 10 months) Dallas/Fort Worth AreaRotator/Tax Intern @ Ernst & Young • Performed essential functions of tax operations within departments of Global Services, Bids and Pursuits, Transitions, and Service Delivery for three different global clients.• Organized many tax databases and project management tools with an efficient method for entities to review various tax returns and other tax documents while also becoming familiar corporation/partnership tax returns.• Rotated throughout several areas of the company including Finance, Executive Team, Creative Services Group, and the Shared Services Center to better establish an overall feel for the company. From 2007 to 2007 (less than a year) Dallas/Fort Worth Area
Introversion (I), Intuition (N), Thinking (T), Judging (J)
1 year(s), 6 month(s)
Unlikely
Likely
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