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Financial Analyst Resume Profile

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MI

SUMMARY

Results-focused, quality-driven self-starter with over seven years experience in accounting and finance positions, demonstrating excellent attention to detail, problem-solving skills, and an ability to multi-task and prioritize, with a track record of meeting established deadlines. Advanced computer skills using Microsoft Office, particularly Excel and Access and ERP experience using Peoplesoft, SAP, and Oracle

Core Knowledge Skill Areas:

Financial Analysis

Forecasting

Journal Entries

Internal Auditing

Budgeting Planning

Report Development

Financial Reporting

Financial Modeling

Customer Relationships

Data Management

Accounting

Account Analysis

Relevant Experience

Confidential

BUSINESS REPORTING ANALYST

Managed weekly Scorecard for Operations division by data pulling and compiling non-reported numbers. Developed and managed the monthly forecast process. Prepared the financial data for monthly client statements. Provided support to staff and management on financial information. Collaborated with senior managment to develop and maintain analysis and ad hoc reports on financial and business data, trends, and variances.

Selected Accomplishments:

  • Improved Scorecard and analysis with data accuracy and information for management, which contributed to Operations hitting goal for each utility for the first time in three years
  • Revised client statements for improved visual presentation and changed process for faster efficient and accuracy
  • Analyzed and fixed calculation and budget errors affecting internal reporting and client statements
  • Developed and maintained charts used for quarterly Powerpoint presentations for clients
  • Created new reservations process for programs which never used it before

Confidential

FINANCIAL ANALYST

Assisted with global monthly forecast and yearly budget process. Analyzed and compiled analysis and reports on financial and business data, trends, and variances from forecast and budget for Management. Provided support to staff and management on financial information, including working closely with Accounting and Tax Department.

Selected Accomplishments:

  • Created new queries in Peoplesoft of financial data for ad-hoc analysis that allowed for faster report creation with pivot tables
  • Changed how the purchase order process worked and created a Peoplesoft query to get better data on whether purchase orders were in budget or not
  • Created coded macros for forecast template changes and report creation, such as general ledger account compare, and reduced time spent on files and reports
  • Designed, tested, and delivered new budget/forecast templates for company wide use
  • Received accolades for significantly improving the visual presentation of financial charts and reports used in PowerPoint presentation for executives and board members

Confidential

ROYALTY ANALYST

Managed data uploading process for royalty system to load usage and sales for creating statements and paying publishers. Managed and created usage reports for customers, public relations, and management. Created royalty history and analysis for management to determine contract negotiations.

Selected Accomplishments:

  • Managed and paid our largest royalty recipient on a monthly basis
  • Streamlined manual entry of data by using Excel formulas to automate compilation of revenue into spreadsheets
  • Improved the accuracy of database for usage reports query to reduced time spent by 30
  • Identified publishers for sales that have been unresolved for four years and corrected the royalty rate paid to publishers to correct overpayments over 20K
  • Redesigned, developed, and tested changes to royalty system to create more detailed buckets for information products

Confidential

ACCOUNTANT

Reconciled bank statement accounts against general ledger to balance store accounts within established deadlines. Managed bank statements and deposit corrections for over 120 accounts. Load bank and POS files into ReconNET.

Selected Accomplishments:

  • Researched and reconciled over 1 million of old debit and credit issues in ReconNET
  • Corrected and reconciled complex reconciliations with multiple store bank accounts included

Confidential

Collected on delinquent corporate and education accounts. Analyzed and reconciled corporate accounts for missing payments and invoices.

Selected Accomplishments:

  • Maintained the lowest number and amount of delinquent accounts
  • Created new function in department with an Access database linked to Mail merge to automate delinquency letters for effective resolution of delinquent accounts

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