Financial Analyst Resume
5.00/5 (Submit Your Rating)
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.
