Financial Analyst Resume
Hatboro, PA
EDUCATION:
Master of Business Administration (MBA), Accounting & Finance, Graduation Expected
Bachelor of Business Administration (BBA)
Major: Accounting
Certificate in Accounting
Plan to pass CPA Exams. Passed Audit & Business Environment & Concepts
IRS Tax Certification - Advanced
ACTIVITIES:
Member, Golden Key International Honor Society, 2010 Member, AICPA & PICPA, 2010
Member, Accounting Professional Society, Temple University, 2009
Member, Human Resources Society, Temple University, 2009
Volunteer -Treasurer, East Indian Tamil Association of Greater Delaware Valley from 2003-05
Volunteer, IRS Volunteer Income Tax Assistance Program, 2011
EXPERIENCE:ICON
Confidential, North Wales, PA November 2011 - Current
Financial Analyst (Contract)
- Support a $ 2 billion Profit Margin Analysis project for International Clinical Research studies.
- Develop financial models to analyze cost, rate and risks associated with profit margin.
- Document process and procedures that pertain to the Profit Margin project.
- Assist Contract Analysts with costing tool queries and calculations issues.
- Develop Profit Margin solutions for complex budgets.
- Identified breakeven point and recommended a target Profit Margin.
Confidential - Philadelphia, PA June 2011 - June 2011
Accountant
- Maintained daily deposits and reconciled payments from several credit cards to bank accounts.
- Processed payables and issued checks.
- Reconciled bank accounts and credit card accounts in QuickBooks.
- Produced inventory reports, reconciled inventory and accruals.
- Reconciled variances in balance sheet, income statement and cash flow statement.
Confidential, Hatboro, PA April 2004 - May 2009
Accounting Associate (Compare to an Analyst), Accounting Operations
- Posted, maintained and compiled financial data pertaining to Accountants and Lawyers Professional Liability Insurance premiums. Booked and monitored financed accounts to ensure timely carrier payments.
- Ran queries, produced reports and distributed them daily to several managers.
- Performed detailed review, analysis and reconciliation of A/R and A/P transactions.
- Reconciled posted cash to bank deposits for several programs.
- Resolved customer issues related to invoicing, posting and booking financed accounts.
- Processed automated and manual wires, credit card transactions and checks that ranged between $.5 and $2 million every day.
- Designed and implemented control processes that improved efficiency and accuracy of the finance process between departments and sales offices.
Confidential, Horsham, PA October 2003 - March 2004
Finance Intern, Capital Markets
- Audited 50 - 100 loan documents per day and corrected deficiencies on loans that were eventually sold to Fannie Mae and Freddie Mac.
- Communicated loan deficiencies to customers in order to cure loans.
- Compiled Company investment loan reports daily.
Confidential, Huntingdon Valley, PA July 1997-March 2001
Bookkeeper (Compare to an Accountant)
- Reconciled cash daily and book to bank at the end of the month.
- Closed completed work-in-process entries in general ledger at month and year ends.
- Recorded accrual and closing entries to general ledger prior to closing.
- Produced financial statements and compared actual figures to budget; later used actual figures to forecast.
- Performed variance analysis, produced P & L and cost reports.
- Processed payroll and audited expense claims.
