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Financial/data Analyst Resume

Rochester, NY


  • A resourceful, analytical financial professional with diversified experience in including accounting, performance reporting and financial analysis.
  • Presented report to Executive management detailing cost/benefit PV analysis of pursuing additional leasing opportunity.
  • Designed and implemented cash forecasting program optimizing corporate cash flow requirements using Excel.
  • Team member in reducing month end reporting period from 10 to 3 days using Oracle software implemented during corporate transition process.
  • Worked in cross functional matrix team using SAP BW/Lynx to implement improved Order to Cash reporting system
  • Preparation and analysis of the Monthly Financial statements (Board Package) on a Cash and GAAP basis.
  • Help reduce A/R as Percentage of Sales from (8%) to ( - 0.12) % in 15 months


Software: SAS, Minitab, Microsoft Office, Oracle Financials 11i, J.D. Edwards, Business Objects, Power plant, SharePoint, Report Writer, Epicor, PeopleSoft, Lawson, SAP (BW and LYNX-R3), SQL, QAD, WAWF/iRAPT (DFAS payables system.


Financial/Data Analyst

Confidential, Rochester, NY


  • Two and four way Treasury/ Cash/ Patient Accounts/ Liability/ Asset reconciliations and analysis
  • Developed payroll accounts analysis using Microsoft Excel and Access.
  • Evaluated Lawson software system implementation by testing against established legacy reporting modules

Finance Analyst

Confidential, Rochester, NY


  • Documented project needs, analyzed and researched needs and possible solutions
  • Identified business solutions, gathered, documented and updated business requirements; reviewed workflow process mapping.
  • Developed business testing strategies and worked team members to execute the test plan and recommending preferred solutions.
  • Investigated and ascertained root causes for identified variations.
  • Reviewed account adjustments, resolve client discrepancies and short payments internally and with corporate office. Developed Excel models to predict cash flows based on current and historical data.
  • Monitored and maintained account adjustments, small balance write off and reconciliations.
  • Worked on billing/sales ops/accounting/treasury on processing credit memos/write-offs.
  • Used Excel pivot tables, macros and Lookups to analyze variances in predicted, actual data to prepare reports for management.
  • Performed assigned tasks and duties necessary to support Accounts Receivable department.
  • Enlisted the efforts of sales, finance, project management and contract administration when necessary to accelerate the collection process.
  • Collections: Lead collections efficiencies to plan, acting as a first point of contact to obtain full resolution on customer disputes or billing inquiries for assigned Commercial and DFAS accounts.
  • Cash management: effectively analyze and resolve open cash (unapplied) amounts in a timely manner. Documented and communicated DFAS (US Government A/P issuing and regulatory body)/Commercial Accounts work flow processes and contact information accumulated.
  • Responsible for monthly cash account reconciliation for the Philippines Sales Office.
  • Analyzed and prepared timely billing for Project manager, contractor and employee labor, overhead and travel activities utilized as related to SOCOM government activities (DOD agency) .


Confidential, Rochester, NY


  • A/R billing and Balance Sheet Reconcilliation, credit memo Analysis, Inventory Analysis, processing J/e’s for a/r and credit, shared cost allocation and analysis

Financial Analyst/AccT

Confidential, Syracuse, NY


  • Assist in the preparation of financial submissions used to supplement rate increase requests to the Public Services Commission Energy Regulatory Body

Business/Data/ Finc'L Analyst

Confidential, New Brunswick, NJ


  • Analyzed the data that is presented in the SAP BW reports to help ensure that all Confidential and regional business requirements have been met or exceeded.
  • Used Excel to analyze variances in predicted, actual data to prepare reports for management.
  • Documented OTC project needs, analysis/research of needs and possible solutions, identifying business solutions, gathering, documenting and updating business requirements; reviewing workflow process mapping; developing business testing strategies and working with project members to execute the test plan and recommending preferred solutions.
  • Investigated and ascertained root causes for identified variations.
  • Identified and analyzed business problems and defines the scope of activities required to address the issues, including requirement definition, process review, impact assessment and operational streamlining where appropriate.
  • Leveraged Accounts Receivable or related knowledge to provide recommended improvements to the presentation and structure of the SAP BW/Lynx reports.
  • Managed project documentation (implementation plan, issues log, process maps, etc.) and documents process flows and gaps

Cost Acct/Financial Analyst

Confidential, Rochester, NY


  • Manage the development of all aspects of the annual operating budget and quarterly 18 month rolling forecast for Facilities and Quality departments and cost centers (coordinating and implementing the process across multiple corporate groups) using SQL and SAP.
  • Coordinating divisional financial support, including preparation of internal financial and cost accounting statements, fixed asset and I/T reporting, SOX testing and senior management communications for business partners.
  • Development, analysis and review and communication of monthly financial results and preparation of written variance analyses using SAP Lynx, Microsoft Excel and PowerPoint.
  • Direct month-end close divisional activities including preparation of closing journal entries, UMC’s, cycle count analysis, unit cost variance analysis and other corporate submissions using SAP Lynx and Microsoft Access.
  • Direct internal support to division business partners/managers for accounting and SAP Lynx system issues.
  • Oversee communications contact to the Facilities and Research departmental directors and staff for all financial questions/analysis and requirements using SAS tool.

Project Cost Accountant

Confidential, Columbus, OH


  • Maintain and reconcile accounts, including preparing and posting journal entries, to ensure adherence to generally accepted accounting principles (GAAP) and the Federal Energy Regulatory Commission (FERC) Energy Regulatory Body.
  • Prepare monthly management reports, and monthly accruals for assigned project(s) using Report Writer and SQL Query
  • Job cost allocation, relocation, and actual cost comparing to budget and pricing analyses, material waste analyses. Month-end closing process, reconciliation, and inventory adjustments, cost estimates, R&D calculations.
  • Review, and maintain sufficient working knowledge of project documents, including: construction contracts, purchase orders, extra work orders and back charges, to ensure the appropriate accounting and reporting of project cost.
  • Establish and maintain effective communication with Project Team, including but not limited to the Project Manager and Project Controls personnel, as well as other A
  • EP personnel responsible for or concerned with taxes, purchasing, insurance, accounting, engineering and legal issues.

Senior Financial Analyst

Confidential, Hornell, NY


  • Manage all job cost functions, maintain all custom job analyses including labor, materials, purchased parts, transportation, and miscellaneous charges.
  • Reconcile and maintain the unearned and earned subscription revenue in accordance with Generally Accepted Accounting Principles (GAAP) using JD Edwards and SQL.
  • Evaluate sales, cost and expenses, reconciled accounts using JD Edwards.
  • Redesign, implement, update and document work processes that are inefficient work processes.
  • Oversaw month-end inventory reporting and closing entries, prepare working capital account analysis/reconciliations on JDE.
  • Responsible for explanation of inventory account balances to internal/external auditors.

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