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Financial Analyst Resume

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San Francisco, CA

SUMMARY:

  • Highly adept financial professional with a record of developing and supporting successful projects.
  • Consistently recognized and tasked by executive management to improve organizational effectiveness and efficiency.
  • Multi - faceted experience, thriving in environments requiring a high-level strategist with dedicated focus on details.
  • Recognized thought leader fixated on elevating organizational productivity and business performance.
  • Technically savvy and a quick study in emerging technologies, able to assess and utilize the appropriate response to meet the specific needs of the business requirement at hand.

CORE COMPETENCIES:

  • Financial Analysis
  • Reporting & Control
  • Accounting Policy Cost & Margin Analysis
  • Revenue Forecast
  • Budgeting Variance Assurance
  • Headcount Analysis
  • Procedures Development
  • Trend Analysis
  • Process Improvement
  • Cost Allocations
  • Regulatory Analysis
  • SaaS Revenue

TECHNOLOGY SNAPSHOT:

Microsoft Office Suite, QuickBooks, NetSuite, and Oracle.

PROFESSIONAL EXPERIENCE:

Financial Analyst

Confidential, San Francisco, CA

Responsibilities:

  • Develop annual budgets and collaborate across multiple departments to review past trends and upcoming obligations to ensure all needs are met.
  • Work with Accounting, Project Management, and Sales departments to forecast data and perform quarterly flux analysis of actual versus forecasted budgets.
  • Create complex financial models and consolidate monthly results to assist in strategic planning across the organization.
  • Identify organizational metrics and manage all operational strategic projects.
  • Ensure timely and effective completion of accruals, prepaid, and expense allocations.
  • Deliver analytical support and creative solutions to Professional Services department to drive billable utilization and lower non-billable time.
  • Increased billable utilization by a total of 20% through ongoing analytical support and additional technical solutions.
  • Improved gross margins by 7% between Q2 and Q3 of 2016.

Senior Accountant

Confidential, San Francisco, CA

Responsibilities:

  • Prepared organizational budget for 2015 and calculated key performance indicators ( Confidential ) to be used in strategic planning.
  • Processed and paid account payables, reconciling all bank accounts and completing a general ledger.
  • Monitored all financial activity and reported to a variety of grant donors, tracking incoming funds and preparing income statements for review.
  • Tracked restricted grant funds and deferred revenue on an ongoing basis.
  • Managed timely billing and collections.
  • Launched new financial producers to improve efficiency of reporting.
  • Developed strategies with directors to develop fiscal year budget.

General Ledger Accountant

Confidential, CA

Responsibilities:

  • Prepared all manner of financial documents, including monthly accruals, reconciliations of accrual accounts and sub-ledgers, performing research and analysis.
  • Executed adjustments and closing entries while preparing profit and loss statements, managing inventory, and collecting receipts for purchases.
  • Created balance sheets, computed and distributed costs, and monitored overhead expenses.
  • Gathered and analyzed data to prepare and consolidate internal and external financial statements.
  • Authored spreadsheet reports, effectively verifying all levels of financial information. Developed budgets and revenue forecasts.
  • Successfully improved accuracy of all journal entries.
  • Saved reporting time by developing spreadsheets that quickly located needed information.

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