Top 50 Finance Analyst Skills

high Demand

• Performed recurring analysis of major performance indicators and balance sheet accounts to identify non-conformance issues.
• Prepared monthly closing entries to the general ledger, and ensured the accuracy of applicable balance sheet and income statement accounts.
• Prepare monthly, quarterly, and yearly consolidated balance sheet, profit & loss, and cash flow forecast.
• Prepared Monthly Rolling Plans, Analyses for Income Statement and Balance Sheet, Sales Releases and Monthly Sales Plans.
• Account analysis for balance sheet, income statements, and expense accounts and follow-up as appropriate with management.

• Assist in the monthly account reconciliations analysis, income statements, balance sheets and cash flows preparation.
• Prepare Program's Balance sheet, Working Capital, and Sales to Billing Walk down.
• Develop, maintain and reconcile monthly GL reconciliation's for all balance sheet accounts.
• Own significant balance sheet items; perform monthly reconciliation of balance sheet accounts.
• Reconcile balance sheet accounts and prepare monthly journal entries and quarterly footnote package.

• General ledger account reconciliation for balance sheet and expense accounts.
• Assist in compiling and filing period/quarter balance sheet accounts.
• Assisted in Balance Sheet and Profit and Loss projections.
• Analyze balance sheet accounts and maintain required supporting schedules.
• Reconciled bank accounts and balance sheet accounts.

• Perform Monthly P&L Analysis Review monthly balance sheet accounts reconciliations, accrual calculations, and other related accounting documents/schedules.
• Developed 5-year plan model for forecasting entity-level balance sheets and cash flow statements on Enterprise Financial Planning & Analysis team.
• Performed ad hoc projects for the Corporate Controller such as Balance Sheet Composition and Flux Analysis.
• Designed an Excel spreadsheet to reconcile debt liabilities to balance sheet to verify accuracy of accounts.
• Developed and calculated outlooks for the Income Statement, the Balance Sheet, and Cashflow Statement.

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high Demand

• Monitored A/P and inter-company transactions to ensure appropriateness & transparency.
• Provided monitoring and updating of several advanced Excel spreadsheets, including cash flow, budget, A/R, A/P and payroll.
• Reconcile Balance Sheet Accounts at month-end; authorize A/P for payment, performed billing of services performed by employees.
• Configured and tested General Ledger Accounts G/L, A/P, A/R and assigning different process keys as required.
• Work closely with G/L accountants, A/P and A/R to ensure accuracy and completeness of posted journal entries.

• Specialized in procurement and A/P systems in terms of reporting, analysis and in-house help desk.
• Design and configuration of Automatic Payment Program for A/P, Check Management and Check Printing.
• Processed A/P; prepared and posted G/L and Journal entries on MIP Fund Accounting software.
• Help to train property managers with proper coding for A/R and A/P invoices.
• Created and assigned reconciliation accounts to A/R, A/P, and Assets.

• Assisted with acquisition processing as it related to A/P.
• Assisted with account reconciliations, A/P and A/R functions.
• Processed check requests for submission to corporate A/P.
• Coordinate monthly closings of A/R and A/P modules.
• Validate daily A/P ACH transactions to bank files.

• Collaborated with the A/P department to ensure prompt payment of invoices and identified/initiated reimbursement of over payments.
• Analyzed financial data for ad-hoc projects including working on tax credits and resolving Accounts Payable (A/P) issues.
• Performed all A/P processing and some A/R processing for the IT Division.
• Established policies and procedures for A/P Invoicing process for the IT Division.
• Analyzed A/P and G/L reports to ensure proper expense period recognition through accrual and re-class journal entries.

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high Demand

• Supported Commercial Sales channel with financial decision making including monthly reporting and development of quarterly forecasts and annual budget
• Reviewed annual budget and monthly forecasts and identified areas of opportunity for the Northeast Division Customer Care function.
• Formulated effective recommendations for cost reduction measures, maintained/created annual budget and produced financial analysis to internal partners.
• Worked closely with management to prepare and analyze corporate annual budgets.
• Created a streamlined and efficient process to collect annual budget data exceeding $20M in top-line revenue.

• Coordinated $45 million SG&A and R&D annual budget and monthly forecast.
• Prepared monthly, quarterly and mid-year forecasts and annual budget reports based on financial goals.
• Prepared the hospital's annual budget and budget narrative with other analysts.
• Prepare annual budgets, short-term forecasts, and long-term financial plans.
• Assist in preparation of annual budget for the Board of Directors.

• Prepared and analyzed annual budgets of $50M for HQ departments.
• Assisted in the compilation of annual budgets and quarterly forecasts.
• Assist in annual budgeting process with departmental and production managers.
• Prepare annual budget, forecasting, projections, and reporting.
• Assisted with the preparation of the annual budget.

• Presented annual budgets to the Chief Executive Officer.
• Developed annual budgets for 3 business subsidiaries.
• Support annual budget and strategic planning exercise.
• Participated in the annual budget process and forecasting key financial planning deliverables.
• Performed daily deposit Balanced A/P and payroll accounts Maintained CIP and CYA reports Annual budget and audit All other accounting functions

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high Demand

• Refined various system processes and educated team on Sarbanes-Oxley compliance for invoicing within two business units.
• Developed and implemented a Cost Center Allocations model to attribute corporate expenses to individual business units.
• Analyzed accounting processes across six business units and unified different methods into one reporting system.
• Provided detailed analysis of month-end financial results versus forecast for assigned business units.
• Increased productivity by developing customized SAP reports for various individuals across business units.

• Develop live dashboards to help leaders monitor business of individual business units.
• Coordinated, conducted, and documented financial analysis for business units.
• Awarded James F. Lynch Employee of the Year for consistent efforts to increase existing revenues for both business units.
• Review financial statements and analyze premium, losses, expenses, and tax rates for all business units.
• Review and provide analysis of monthly financial statements for all business units to ensure strong financial performance.

• Reported sales results, trends, issues, and strategies to internal business units.
• Generated data reports for various business units in support of monthly financial revenue report.
• Managed budget and operating expenses for 12 business units with our department.
• Prepare and analyze monthly financial statements for three business units of ARINC.
• Assist in budget recasts for Life & Retirement and Japan business units.

• Develop estimated standard costs for all Fruit of the Loom business units.
• Compiled and reviewed complex data to asses multimillion-dollar accounts and business units.
• Analyzed and managed project profitability across North America business units, with over 150+ projects (approx.
• Perform financial analysis for Accounts Payables Department and business units.
• Expense Chargeouts - Managed the billing, invoicing and expense chargeouts to specific business units for PSD vendors.

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high Demand

• Design, implement, and trained others on business processes to improve payroll and accounts payable department activities.
• Managed financial unit with responsibility for budgets, forecasting, payroll, accounts payable and receivable functions.
• Supported business client negotiations and prepared payroll taxes and other financial reports on demand.
• Set up direct deposit for employee payroll checks and consistent bi-weekly pay dates.
• Reviewed payroll, expenses and P&L to streamline costs and resources.

• Supervised payroll team and payroll process; Audited monthly insurance bills.
• Analyze and resolve aged items including AP, AR, and payroll
• Report Federal and State payroll taxes on a biweekly pay schedule.
• Posted 401Ks, payroll, payroll tax and bonus entries.
• Managed accounts payable, accounts receivable and payroll departments.

• Processed payroll and taxes of clients using Accounting CS
• Processed commission and bonus payrolls to Sales Associates.
• Provide payroll administration support, when needed.
• Communicated with company IT directors and managers for any employee timesheet approvals for payroll processing.
• Process and approve payroll all for departmental weekly employees * Develops and obtains approval for operational budget.

• Work closely with management, payroll and field reps. to ensure accurate and timely payments.
• Managed funds transfers, including: employee disbursements, payroll, vendor and debt payments.
• Gathered relevant documents needed to setup theatrical titles with 3rd party payroll company.
• Process payroll for Buncombe County for approximately 1500 employees on a biweekly pay schedule using Lawson software.
• Presented at various meetings regarding timekeeping and the use of Lawson software in regards to payroll.

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high Demand

• Prepared monthly account reconciliations for approximately 280 fixed asset and payroll accounts within the established time schedule and procedures.
• Prepared accurate internal account reconciliations for management from external sources.
• Prepare analysis to support financial reporting and account reconciliations.
• Prepared monthly adjusting journal entries, account reconciliations.
• Prepared monthly balance sheet account reconciliations.

• Prepared monthly accruals and account reconciliations.
• Prepared monthly expense on various account reconciliations and compare the balance of each account against our general ledger SAP balance.
• Administered month end close for department, prepared and submitted journal entries (monthly accruals and account reconciliations).
• Performed quarterly account reconciliations of the Federal Withholding account and NRA account; adhering to SOX compliance.
• Demonstrated ability to handle complex account reconciliations which resulted in 100% collection of receivables.

• Performed account reconciliations, month-end close processes, journal entries, financial reporting and analysis.
• Prepared monthly accruals, account reconciliations, and hardware analysis for various divisional teams.
• Prepare account reconciliations, analysis, monthly journal entries, and supporting schedules.
• Perform monthly account reconciliations on the MARS ledger and process check requests.
• Consolidated monthly account reconciliations and supporting schedules for P&L accounts.

• Assist with monthly closing entries, support account reconciliations and GL activities.
• Performed monthly account reconciliations for the SWIFT and MARS ledgers.
• Prepare Monthly Financial Report and Bank Account Reconciliations.
• Fixed Asset Accounting Financial Reporting Analyzing of Financial Information in SAP Journal Entries Accounts Payable Verification Account Reconciliations
• Participate in the month-end general ledger close activities which include accruals, reclasses, journal entries and account reconciliations.

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high Demand

• Performed NPV analysis on marketing campaigns and achieved cost savings through detailed financial analysis and partnering with Marketing Director.
• Provided financial support and analysis to Facilities and Human Resources segments for strategic business decisions and cost savings initiatives.
• Tracked revenue initiatives and cost savings for project renewal and enterprise consolidation.
• Performed monthly financial reporting, cost savings initiatives and financial budgeting.
• Performed planning, and trend analysis of cost savings and spend, including variance analysis to plan, and prior year.

• Identified over $2 million of cost savings during complete business model revision through process improvements and overhead cost reductions.
• Presented 250 Six-Sigma projects, projecting cost savings of up to $20MM to management for approval.
• Worked with Lessors to negotiate leased asset actions, resulting in cost savings of over $1M.
• Assisted and led multiple process change initiatives resulting in increased productivity, improved modeling and cost savings.
• Provided real time spending information to drive cost savings in excess of $100K annually.

• Expected to make recommendations to increase cost savings as well as to increase revenue.
• Highlighted inefficiencies resulted in transactions which led to $2.6 million in cost savings.
• Prepared analysis for Computer Center consolidation with a cost savings of $7m.
• Modeled improvement processes to ensure cost savings reaching $20MM were achieved.
• Provide financial cost savings information as requested by project leads.

• Analyzed 401k and created 20% annual cost savings.
• Collected and analyzed raw data of ongoing contracts that assisted managers in vendor management pertaining to financials and cost savings.
• Managed all hospital contracts thru the MedAssets GPO, assuring contract compliance while driving cost savings initiatives throughout the system.
• Created service level agreement for lockbox processing, resulting in a $6,000,000 cost savings.
• Researched best practices to provide cost savings.

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high Demand

• Stay aware of business trends and organizational priorities and constraints in order to support relevant and accurate interpretation of financial analysis.
• Maintained records of client operations and reported information to higher management utilizing MS excel and MS PowerPoint.
• Perform PowerPoint presentations to upper management on newly developed scholarships to increase student enrollment and company sales.
• Interpret financial models, concurrently analyzing financial performance of various projects and programs.
• Analyzed and interpreted economic data to identified financial distress triggers.

• Provided excellent interpersonal and communication skills with Potential clients
• Developed PowerPoint presentations and facilitated corporate training sessions.
• Provided sales results, forecasting, and funnel reporting and analysis for regional enterprise sales organization with $200M annual sales objective
• Analyze and interpret data on a daily basis and assist with decision making for opening and closing branch locations.
• Review and interpret loan documents and work closely with legal counsel to negotiate terms and close loan transactions.

• Interpret, apply and comply with federal, state and institutional regulations governing student financial aid.
• Supported the launch of General Funds Enterprise Business System (GFEBS) in theater.
• Maintained legislative materials by reviewing, interpreting, and implementing new or revised laws.
• Developed and implemented an enterprise-wide Access database to trace its labor costs.
• Interpreted business and financial data to create metrics and compliance reports.

• Interpret contractual terms and communicate key findings to senior management.
• Review, interpret, and evaluate statistical information.
• Interpret policy to respond to clients.
• Drive closure of open audits and collection of overpayments within stipulated time frame.
• Build and maintain reports as needed using Cognos Analyst and Powerplay.

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high Demand

• Formulated commission statements for approximately 50 salespersons on a monthly basis.
• Analyze monthly results against quarterly business plan, perform variance analysis, and update business plan on monthly basis.
• Analyze and prepare financial reports for board meetings, department meetings, and management team on monthly basis.
• Analyzed & reported Headcount and related impact on Salary budget on a monthly basis for the supporting departments.
• Create financial models to support decisions made and prepare financial reports to analyze performance on monthly basis.

• Perform quarterly asset inventories of rental assets, and audit inventory cycle counts on a monthly basis.
• Assessed and closed A/P and A/R invoicing sub-ledger on a monthly basis for month end close.
• Supervised team on a monthly basis to ensure proper commission payments while meeting contractual deadlines.
• Monitor, track and coordinate timely resolution of data issues in a monthly basis.
• Analyzed profit /loss results of the regional operations on a monthly basis.

• Prepare Volume Report in monthly basis with analysis of variances per category.
• Create contract list on a monthly basis in according to SOX Compliance.
• Booked and billed millions of dollars of revenue on a monthly basis.
• Prepared cycle count and obsolete inventory reports on a monthly basis.
• Researched and analyzed open account receivable accounts on a monthly basis.

• Maintained and tracked aged accountant receivables on a monthly basis.
• Monitored Regional Effective Gross Income on monthly basis.
• Performed analysis on potential customers analyzing company's financial ratios and payback criteria Presented analysis to upper management on a monthly basis
• Analyzed & reported appropriate YTD actuals trend vs. Budget/LE on a monthly basis to Vice Presidents of supporting departments.
• Journalized and analyzed revenue, expenses and cash accounts on a monthly basis to ensure proper reporting.

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average Demand

• Execute special projects to improve process efficiency and performance as assigned by upper management.
• Performed internal control and provided assistance on special projects to oversea Headquarter.
• Coordinated special projects that required complex financial modeling and strategic analysis.
• Developed and implemented efficient paperless process for creation of approximately 500 special projects used to capture costs each year.
• Assisted controller and finance managers with special projects, financial data presentations, and fiscal year plan budgeting.

• Provided high level of support to the Regional Vice President of Finance on special projects.
• Participate in special projects, and work flow process improvements as needed.
• Preformed special projects (TEPA, system implementation, etc.).
• Assist other finance team members as-needed and complete special projects as assigned.
• Assist management with special projects and provide them reports and recommendations.

• Conduct cost/benefit analysis on special projects and report the results.
• Assist with corporate tax department special projects and analysis.
• Work on special projects assigned by the CFO.
• Assisted in special projects requested by managers.
• Assist with special projects as directed.

• Assess the profitability of special projects.
• Completed all special projects as assigned.
• Enjoy challenges of special projects.
• Provided Ad Hoc support to SD&D management for special projects and other process improvement initiatives.
• Prepare ad hoc reports and work on special projects as needed.

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average Demand

• Created and administered time study across Controlling which enabled management the ability to identify areas for process improvement or process elimination.
• Led a process improvement and standardization initiative to improve routine and cyclical financial reporting.
• Drive continuous process improvements through automation, consolidation, and quality improvement.
• Managed process improvement projects to streamline existing system and fulfillment center functions.
• Utilized root cause analysis to identify concerns and develop process improvement plans.

• Assisted and advised managers and human resource directors in various process improvements.
• Worked closely with underwriting staff to design and implement process improvements.
• Implemented budget process improvements by realigning format for easier data entry.
• Review current processes and develop/implement process improvements to increase efficiency.
• Worked on cost reduction and process improvement initiatives.

• Developed recommendations to streamline process improvements.
• Introduced six Lean process improvement initiatives that resulted in an avoidance of over 500 labor hours annually.
• Drive process improvement and policy development initiatives that impact the function of day to day tasks.
• Identify process improvements by identifying issues, process delays, and quality problems and recommends solutions.
• Assisted Business Office functional area as a business and technical support and process improvements.

• Involved in process improvement to further streamline the processes and increasing accuracy.
• Provided leadership for team projects and process improvements.
• Identify A/R tasks and business process improvements.
• Developed more efficient workflow/process improvements that made it possible to accommodate increasing responsibilities due to staff reductions.
• Delivered Savings of US$100,000 in NVOs by identifying efficiency and process improvement opportunities in the Shipment process.

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average Demand

• Provided support for internal and external financial statements in compliance with GAAP and/or other regulatory requirements.
• Provided assistance to the Latin America operating subsidiaries to assure integrity on corporate regulations and compliance with US GAAP.
• Maintained a strong working knowledge of GAAP in areas lease, fixed assets, and financial statement disclosures.
• Collected A/P and A/R from mortgage accounts and generated disbursement instructions in accordance with GAAP standards.
• Performed critical financial reports, monthly financial metrics and the consolidated US GAAP financial statements.

• Ensured fund compliance with US GAAP as well as internal company policies and procedures.
• Review and approve monthly account reconciliations as per GAAP & SOX compliance policies.
• Ensured timely financial close on a monthly basis while complying with GAAP.
• Performed general accounting tasks and fraud account analysis in accordance with GAAP.
• Prepared closing journal entries to recognize revenues and costs utilizing GAAP.

• Align Generally Accepted Accounting Principles (GAAP) with Sarbanes-Oxley compliance.
• Instituted a reporting system that met GAAP and IFRS standards.
• Experienced with GAAP and IAS/IFRS reporting standards.
• Compiled financials for P&L to support quarterly SEC filings while recognizing GAAP and matching principle accounting practices.
• Experienced in self-directed positions and team environments Apply knowledge of GAAP to record weekly and monthly journal entries.

• Analyzed and Compared the differences with U.S. GAAP and IFRS; Evaluated the impacts in financial statements analysis.
• Automated Dac and GAAP worksheets to reflect profit center and legal entity on a segment basis.
• Prepared quarterly analytics (GAAP) for legal entities within the Individual Line of Business.
• Reviewed contracts for compliance with Sitel policies, Sarbanes-Oxley Act and GAAP.
• Monitored existing deals and maintained various data, including GAAP and pro forma financials.

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average Demand

• Performed corporate and industry due diligence and put together projections and business analysis utilized in making lending recommendations.
• Coordinate lender due diligence, including appraisals, property condition inspections, environmental audits, and underwriter inspections.
• Performed due diligence on alternative investments and money managers and constructed portfolios using proprietary analysis.
• Performed due diligence interviews face-to-face and in writing that ensured updated, accurate company information.
• Developed return based analysis model for quantitative due diligence of potential hedge fund investments.

• Conducted due diligence on two international acquisitions.
• Provided research, financial analysis and capital and cash flow modeling in support of acquisition transactions and related due diligence.
• Backed up the company's acquisition team and assisted in other due diligence activities.
• Performed site and due diligence visits to housing developments and partner organizations.
• Evaluated potential portfolio purchases as a member of due diligence team.

• Supported EVERTEC during Q1-2013 IPO due diligence process with Goldman Sachs.
• Conducted due diligence on a proposed venture capital investments.
• Performed due diligence for commercial mortgage portfolios.
• Performed detailed financial modeling and conducted due diligence for all major acquisition candidates Independently negotiated purchase and sale agreements with target companies
• Performed due diligence and presented company financial data and industry research at weekly investment committee meeting.

• Participated in due diligence and negotiations in Monterrey, Mexico with investors for multi-modal infrastructure project.
• Prepared pre-acquisition analyses/due diligence and post-acquisition integration support for all business acquisitions.
• Assisted in coordinating acquisition due diligence team (Operations, Mrktg, Land, Accounting, Engineering, Legal).
• Conducted industry, business, and financial due diligence for technology, healthcare, and consumer retail companies.
• Interpreted financial transactions and events, and assisted with due diligence and entitlement efforts for new development projects.

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average Demand

• Performed financial modeling/projections, credit analysis and industry/business risk analysis for mid-sized companies, large corporations and real estate developers.
• Performed underwriting reviews, helped to rewrite real estate lending underwriting guidelines, marketing and secondary market research and development.
• Performed market analysis, financial analysis, real estate research, oversaw property management and environmental compliance.
• Performed discounted cash flow analysis for company-owned commercial real estate properties as well as for prospective acquisitions.
• Constructed an in-depth model for real estate analysis and identified a significant opportunity for improvement.

• Reconstructed financial records for commercial real estate transactions
• Secured over $500M in financing for our multifamily and commercials real estate properties valued in excess of $1B.
• Create and develop spreadsheets for external and internal users to understand their financial impact as it relates to Real Estate.
• Created the acquisition model to value and acquire the marketing rights for a portfolio of 30K+ commercial real estate properties.
• Prepare cash flows and budgets on current and prospective real estate and commercial development projects.

• Construct Weekly and monthly market reports on real estate stocks and steel stocks.
• Complete and review loan documentation for subsequent real estate loan closings.
• Construct Weekly and monthly real estate and steel industries reports.
• Contributed to a RFP for real estate management outsourcing proposal.
• Reported Real Estate stats (Proforma, Construction and Maintenance reporting), new store performance and forecasted future year results.

• Evaluate, authorize, or recommend approval of commercial, real estate, or collateralized business loans.
• Conducted discounted cash flow analysis, drafted pro-formas and performed Real Estate valuations using ARGUS financial software.
• Supported Real Estate Finance Ad Hoc reporting, Annual Operating Plan analysis, and Forecast Development.
• Managed real estate aspects of new acquisitions and divestures.
• Coordinate reporting, benchmarking and financial analysis of Corporate Real Estate and Facilites Management

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average Demand

• Monitor compliance with policies and procedures related to financial management and budget systems and related automated systems.
• Generated monthly Financial Management Package, with challenging deadline, containing key financial indicators and analysis.
• Coordinated program and financial management activities of affordable housing projects.
• Reported and explained variations in funding to Financial Management Director.
• Provide support and guidance for organizational financial management activities.

• Increased productivity and cut costs by creating a robust financial management system and supporting business processes to manage revenue and expenses.
• Supervised the financial management of clients from France and the Benelux countries valued at $10m annually.
• Participated in 2.5 year intensive financial management program established for the development of future GE finance leaders.
• Hand-selected to participate in the Financial Management Training Seminar given by the Department of Justice.
• Set up a system of financial management for a technology group that manages 80+ clients.

• Supported the financial management of commercial contracts through recording of sales, revenues and costs.
• Budget and Financial Management, Regional Office, Forest Service, Portland, OR.
• Researched and wrote a study of financial management practices in county government.
• Supervised and trained the Financial Assistant and Financial Management Trainee.
• Managed the creation and testing of new reporting format implementations within reporting tool, Hyperion Financial Management and Reporting Studio.

• Key Accomplishment: Revised procedures for financial management of expenditures that resulted in more efficient financial reporting..
• Interpreted Joint Federal Travel and DoD Financial Management Regulations and applied them to daily operations.
• Interpreted and applied Joint Federal Travel and Financial Management Regulations.
• Input pay documents into Financial Management systems.
• Provided financial management support to Qualcomm Government (QGOV) Technologies within the San Diego, California BU.

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average Demand

• Maintained area support paperwork following SOX guidelines.
• Invoice companies in JD Edwards punctually emphasizing a 3-way match, SOX control compliance and accuracy of invoices.
• Provide necessary backup paperwork in the SOX control process associated with year over year same store sales growth.
• Created a DeVry Group SOX control policy, procedure, presentation, and training material.
• Collated documents and ensure all reconciliations and journals are prepared in accordance with SOX requirements.

• Provided detailed reporting procedures and process flows to the SOX 404 compliance project teams.
• Led rigorous compliance effort to meet Boeing's security and SOX requirements.
• Develop and maintain all control documentation to support SOX compliance.
• Ensured that invoicing process is performed flawlessly and SOX compliant.
• Provide documentation to Internal Audit for SOX testing.

• File a quarterly SOX report explaining royalty exceptions.
• Conducted internal audits to test SOX controls.
• Comply with SOX requirements and regulations.
• Obtain proper sign-off on SOX checklist.
• Worked on AS-T (APAC) documents for monthly SOX Compliance.

• Received Team Excellence award for the SOX & SEC 10K project.
• Act as the REE department's SOX Coordinator.
• Implemented internal control policies/procedures and changes in JSox.
• Insured compliance for Sox requirements.
• Produced a documentation system to respond to external and internal SOX (Sarbanes Oxley) audits.

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average Demand

• Provide customer service regarding application status and problem resolution to applicants via written correspondence and/or phone inquiries on weekly basis.
• Maintain general ledgers for Customer Service, Financial Services and Distribution Warehouse in Delaware.
• Recognized for providing exceptional customer service to Argentina operations during business restructuring phase.
• Coordinated and executed the Customer Service Departments' financial business processes and reporting.
• Worked closely with customer service and marketing departments to enhance customer relations.

• Act as the Ambassador of the SAP HCM System for the Customer Service-Contact Center Department's head count of 302 employees.
• Resolved issues relevant to inventory postings and accuracy through effective communication with plant staff, customer service, and logistics.
• Recognized for excellence in customer service on high profile non-standard case, Bank of New York Mellon.
• Owned and managed full P&L of Customer Service and Support organization.
• Provide customer service to customers, other agency nationwide and area managers.

• Service clients by providing customer service support and issuing credit adjustments.
• Provided excellent customer service support to new and existing clients.
• Transitioned the Credit Card Customer Service from in-house to Citi-Bank.
• Provide excellent Customer Service to bank members via telephone.
• Provided customer service and handled telephone calls.

• Work from home customer service.
• Provide exemplary customer service by responding to all inquiries regarding financial aid programs and eligibility in a timely manner.
• Finance Analyst Function as the internal recruiter for the Customer Service-Contact Center and liaison between the Contact Center and Human Resources.
• Benchmarked customer service costs in different industries.
• Provided customer service to 12,000 personnel at three Bases utilizing financial management workflow system.

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average Demand

• Developed Key Performance Indicators and scorecards to monitor product sales and operations of vendors and fulfillment centers.
• Coordinated the summary of monthly executive level Key Performance Indicators ensuring consistency of reporting across International regions.
• Directed extensive statistical research on key performance indicators pertaining to industry benchmarks and direct/indirect cost elements.
• Managed and performed corrective action for all key performance indicators while conducting root cause analysis.
• Prepared month-end key performance indicators, sales backlog and corporate company and departmental measures.

• Set up key performance indicators and cost analysis for a painting manufacturing entity.
• Support hospital operations through analysis of key performance indicators and trend reports.
• Determine appropriate risk rating based on key performance indicators.
• Oversee key performance indicators to direct financial decisions.
• Demonstrated ability to design financial & non-financial measurements and key performance indicators (KPI's) to drive improved business performance.

• Design, develop and manage Key Performance Indicators on area of concerns to better understand company process and evaluate improvements.
• Create monthly balanced scorecard, Key Performance Indicators (KPI s) and the Inventory P&L impact reports.
• Analyze current and past trends in key performance indicators including all areas of revenue, expenses and capital expenditures.
• Collaborated with the finance and operations teams to analyze reports on key performance indicators (KPI s).
• Provided weekly revenue reports and insights using key performance indicators and tools to drive revenue.

• Determine the relevance of key performance indicators and prepare reports for the top management.
• Monitored and analyzed key performance indicators (KPI) and financial ratios.
• Managed key performance indicators and transferred knowledge to my team.
• Maintain user-friendly customized dashboards that provide Senior Management visibility to data and greater insight into monitoring key performance indicators.
• Regulated and explained monthly income statement analytics; monitored key performance indicators.

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average Demand

• Trained on SQL Server and other software to support system: Terminal Service Client, CITRIX, Networking, OS.
• Worked with SQL to query Data Warehouse information and pull data for reporting and validation in MS Access and Excel.
• Work with finance team to streamline this process using SQL and have more accurate and up to date forecast views.
• Involved in planning and moving of data and stored procedure from SQL Server 2000 to SQL Server 2005.
• Developed, enhanced and unit tested complex Excel reports using simple or complex SQL queries.

• Extract data, transform data from SQL onto excel for analysis and reporting.
• Used SAP, SQL and Tableau to develop and direct analytic solutions.
• Created and executed complex Microsoft SQL statements on a daily basis.
• Developed SQL queries for monthly, quarterly and annual reports.
• Produce data for projects through SQL Server 2005.

• Created Ad Hock Models and Reports for Executives using SQL, SAP EPM, and Excel.
• Created or modified tables on SQL Server 2000/2005 DB using normalization or denormalization techniques based on user requirements.
• Created, stored procedures, and data input interfaces using SQL for ad hoc financial reporting.
• Created scripts on SQL databased which could communicate and collect data from other data source.
• Created complex, multi-purpose SQL queries in Microsoft SQL Server to pull historical data.

• Project front end was developed using JSP /HTML and MYSQL as the backend.
• Implement new GEAC/Comshare MPC web-based budgeting and reporting software on SQL server database.
• Build and execute queries using SQL Implement audit controls around billing data.
• Run SQL report, FRx reports writing, Great plains reporting.
• Provide VP deep analysis includes breakeven analysis, contribution analysis, and customers payment behaviors by using SQL queries.

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average Demand

• Deliver timely insight on routine and ad-hoc reporting packages to various management levels.
• Prepared ad-hoc business analyses and financial models and was responsible managing various projects.
• Created internal training program and documentation for Oracle Discover ad-hoc reporting environment.
• Perform ad-hoc analysis and research for financial decision-making.
• Provided ad-hoc analysis as required.

• Performed ad-hoc analysis and reporting.
• Conduct ad-hoc modeling and analysis.
• Created ad-hoc reporting and data bases through Excel for management reporting and analysis for product P&L's.
• Provided support to the Call Center management team in performing ad-hoc analysis and reporting.
• Assist with audits, legal requests, ad-hoc reporting and special data requests.

• Generated ad-hoc reports for upper management, major investors, and banks.
• Complete monthly, quarterly, annual, and ad-hoc variance analyses.
• Created presentations, consolidating products, vendor reporting & ad-hoc reports.
• Create ad-hoc reports for accounting and management service clients.
• Created ad-hoc reports for management sales team.

• Develop periodic Ad-hoc reports and analyses.
• Run ad-Hoc reports as assigned.
• Prepare ad-hoc analytical reports and presentations to aid senior management in financial decision making.
• Complete ad-hoc and planned reporting requests for management decision making.
• Developed weekly and monthly ad-hoc reports to convey project progression.

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average Demand

• Used Microsoft Excel, collect and analyze data in various measurements, using features such as pivot tables and Marcos.
• Download Bank transactions to Excel and manipulating data using custom sorting, pivot tables, copy/paste, and sum methods.
• Reduced processing time of revenue and statistical cycles by two days through the use of dynamic pivot tables.
• Display data for higher management review using Excel skills such as arithmetic formulas and pivot tables.
• Created extensive pivot tables that increased efficiency of pulling data from database for various reports.

• Developed Sales Representative Performance analysis reports using Excel (Pivot Tables) and Access.
• Extracted data using BRIO and created pivot tables in MS-Excel using the data.
• Experienced, organized and able to create Excel spreadsheets and pivot tables.
• Developed Sales Pipeline reports using Excel (Pivot Tables) and Access.
• Prepare various pivot tables for AOE related reports each month.

• Used advanced Excel functions to generate spreadsheets and pivot tables.
• Summarize data with Microsoft Excel pivot tables.
• Configured Pivot Tables, Excel Equations, Ran Queries in PeopleSoft PRDFIX to Update the Main Sandy Report.
• Advanced proficiency in queries, pivot tables, lookup functions, and several other applications of MS Office.
• Used the Excel program to reconcile and analyze data using functions including VLOOKUP as well as pivot tables.

• Created custom reports by manipulating large data sets using pivot tables and lookups.
• Completed daily duties utilizing pivot tables and v-lookups as well as other formulas.
• Maintained manual sales reporting using excel pivot tables, vlookup, etc.
• Prepared excel spread sheets using pivot tables and v-lookups.
• Complete exceptional analytical documentation using pivot tables that ensure faster results and assist in Access queries to minimize manual processes.

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average Demand

• Performed financial modeling to forecast future revenue and collection activities; provided trend analysis of bimonthly revenue and collection results.
• Handled the collection and dissemination of financial data, perform trend analysis on multiple programs and provided management reporting.
• Forecast expenditures using historical information, trend analysis, appointment information, and data sources on anticipated activities.
• Performed financial analysis including budgeting, trend analysis, forecasting, correcting, and financial modeling.
• Developed monthly trend analysis customer reports to present to executive level management.

• Involved in updating trend analysis reports and forecasting.
• Provided trend analysis and made market recommendations.
• Prepared sales forecasting and trend analysis.
• Performed trend analysis and variance analysis.
• Complete all aspects of month-end close process for parent company, including journal entries, account reviews, trend analysis.

• Prepared in conjunction with other team members the 2012 budget by performing trend analysis and communicating with National Sales Directors.
• Support the Group Finance Officer in the budgeting, monthly financial reporting, market analysis, and sales trend analysis.
• Provided weekly cost data, various trend analysis reports, and financial reconciliations of incurred cost.
• Own the close and forecast processes, variance and trend analysis for business units.
• Perform trend analysis of cost, identify spending issues and cost saving opportunities.

• Account revenue management and product trend analysis for 18 enterprise clients.
• Prepared end-of-month bad debt reserve entry and trend analysis.
• Use trend analysis and market data to update projections.
• Prepared results for trend analysis.
• Developed ad hoc financial reports and performed quarterly financial analysis, trend analysis and financial ratio analysis.

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average Demand

• Provided financial support and analysis to Operations and Marketing areas for strategic business decisions and cost savings initiatives.
• Completed Financial Support And Analysis and Performed Audit Analysis of Shareholder Records.
• Analyzed financial data and provided financial support to management.
• Provided key financial support to operating divisions.
• Provide financial support for all areas of financial performance including Labor Productivity, Distribution Cost, and Warranty Costs.

• Work to provide financial support and documentation on proposals for new proposals and modifications to government contracts as needed.
• Provided financial support and analysis and control for $25,000,000 service and equipment business area.
• Assist the Chief Financial Officer (CFO) in providing financial support to SWMBH Board.
• Prepared and analyzed labor cost, provide financial support and advice on projects and programs.
• Provide financial support to client account teams and monitor client budgets on a project basis.

• Provided financial support and analysis to Program Managers in five divisions, worldwide.
• Provided financial support to client operations team for $500 million contract.
• Provided all aspects of financial support for planning and control.
• Provided financial support and guidance to the department leader.
• Provide financial support to business and corporate leadership team.

• Provide 1st Special Operations CES with financial support.
• Provided financial support and analysis for the Specialty Bag Division of Duro, a $130MM division spread across two facilities.
• Direct financial support to ASRI president and vice president for monthly budgeting, five year planning and other ad hoc reporting.
• Provided financial support for US domestic relocations of employees.
• Provide financial support for the Utilities and Environmental Departments Analyze financials/feasibility of potential capital ventures Perform month-end closing responsibilities

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average Demand

• Participated in the monthly ledger close process including preparing/posting journal entries, analyzing expenses, and providing variance explanations.
• Perform monthly close process and account reconciliation for Residential Properties.
• Facilitated month-end close process between communications and finance departments.
• Participated extensively in month end financial close process.
• Managed all facets of the monthly close process, accrual tracking and reporting packages and balance sheet accounting for Integrated Logistics.

• Work closely with the month end close process to ensure all reconciliations are completed timely and done correctly.
• Supported the Interest financial and calendar month end close process for Prime Broker and Broker Dealer clients.
• Integrate with accounting team to ensure all requirements are met to complete the monthly close process.
• Managed monthly close process, forecast and budget for global business and provide variance analysis.
• Coordinate monthly close process including preparation of all month end accruals and journal entries.

• Handled month end variance analysis, accounting close process, budgeting and quarterly forecasting.
• Prepared journal entries, accruals and reconciliations for the month end close process.
• Participate in the month-end close process by preparing accurate and timely journal entries.
• Developed complicated models used to reduce the month end close process.
• Coordinate and review monthly analysis and close process.

• Provided support for the Month end close process.
• Developed and implemented a system for vendors to report monthly spends on-target thereby reducing errors and optimizing the month-end close process.
• Forecasted and reported actual field and headquarters expenses compared to budgeted for the monthly close process.
• Prepare month-end intercompany consolidation journal entries with short (3 day) close process.
• Planned, forecasted, & analyzed multi-million dollar budgets; facilitated monthly close process.

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low Demand

• Created and distributed management reports, financial statements and analysis to executive management team and parent company and affiliated companies.
• Completed and distributed month-end management reports including financial statements, inventory fluctuation and A/R collection analysis.
• Conducted statistical assessment on the consumer complaints program to be included in Executive management reports.
• Maintained several management reports and a database used to produce marketing reports.
• Prepared estimates each month and generated management reports for decision support.

• Collected, analyzed, prepared and distributed periodic management reports.
• Reviewed and analyzed other manufacturing cost for management reports.
• Prepared management reports concerning purchases, sales and inventory.
• Developed detailed management reports for monthly board meetings.
• Created and implemented Trustee reconciliation management reports.

• Generated multiple monthly financial management reports.
• Prepared monthly and quarterly management reports analyzing the operating results of 360 properties consisting of 47 million square feet.
• Played key role in strategic planning through development of daily, monthly, quarterly, and yearly management reports.
• Develop management reports (Sales Volume Summary, Product Mix, Cost Per FTE, etc.)
• Developed management reports such as Accounts Receivable, Accounts Payable, liquidity, etc.

• Prepared monthly plan vs. fact expense budget and other management reports.
• Consolidated management reports and P&L statements and budgets.
• Participated in month-end reporting and forecasting: prepared JEs, financial statements, management reports and financial analysis.
• Collect, analyze, prepare and present management reports on transportation programs for management and general public.
• Implemented management reports to track, monitor and improved the collection process.

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low Demand

• Reviewed and analyzed all monthly financial data, profitability schedules and expense reports.
• Reviewed and approved department expense reports against company policies and procedures.
• Prepared all monthly expense reports to be distributed to management and ran meetings to explain conclusions and variances to approved budget.
• Audit Expense reports * Train new employees on expense reports * Developed and administered budgets, and business reports.
• Analyzed and prepared the daily/monthly Income and Expense reports, Average Balance Sheets and Statements of Condition.

• Prepared and booked journal entries during monthly close, approved expense reports, and purchase requisitions.
• Produced weekly status reports on the processing of invoices and expense reports throughout the fiscal year.
• Researched and processed the payment of invoices and expense reports on a timely basis.
• Reviewed and coded expense reports and submitted them to Accounts Payable.
• Assisted with the Travel Expense Reports by calculating and processing discrepancies.

• Developed Income and Expense reports with feedback from Lead Financial Analyst.
• Audited expense reports, invoices and check requests for payments.
• Executed expense reports as well as daily accounts receivable transactions.
• Develop and issue weekly and monthly expense reports.
• Handle expense reports and budget forms.

• Process expense reports for assigned programs.
• Assisted in monthly financial close process process by analyzing preliminary department expense reports and making necessary adjustments and accruals.
• Serve as department reviewer for on-line expense reports and work flow expense reports to next level approver based on matrix.
• Prepared revenue and expense reports for all cost centers and field offices highlighting trends for Senior Management and Field SVPs.
• Processed payables, receivables, expense reports and journal entries.

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low Demand

• Handled specialized financial and operational activities, including financial analysis of small business investments, investment coordination and project management functions.
• Extracted data from general ledger system and proprietary sub-ledger systems to prepare financial reports for Project Management Office and management review.
• Perform data mining and analysis to support revenue cycle operations within the reporting and project management department.
• Assist in developing, implementing and monitoring financial analysis and project management.
• Developed excellent project management skills by handling multiple projects concurrently.

• Conduct project management duties including, training, and supervision of contract employees in relation to general cost line accounting projects.
• Provided financial analysis and project accounting support for the Project Management Office with annual capital budgets of $120M.
• Performed Contracts / Application review and collaborated with Legal, Compliance and Project Management departments on editing.
• Experience in project management involving combinations of municipal bonds, debt financing, and equity capital markets.
• Provide financial support to Project Management Team on 163 construction projects maintaining Capital and O&M.

• Project Management: Procurement and installation of a Laser Check Printing Solution for the department.
• Appointed to Project Management committee tasked with maintaining internal standards for all IT projects.
• Project Management support to Knowledge Integration Officer (KIO) of the United States Navy
• Project management across all Tech Venture programs and task levels.
• Excel, Word, Access, Project Management, Customer Service Commissions Department responsible for one billion dollars paid annually.

• Project Management: Accomplishment: UIR - Un-invoiced Receipts clean up to gain in excess of 12 million into reserves.
• Use of Powerplant System (ERP) for Journal Entry creation, Project management and Asset Management.
• Work with project management team to track project performance from as-sold position 2.
• Project Management Office, Finance, Accounting, etc.)
• Provide cross-functional analytical and project management leadership within the Retail Division to inform strategies, drive sales and improve operating efficiencies.

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low Demand

• Prepare and manage profitability models for diverse manufacturing, engineering, testing, and administrative cost centers.
• Provide financial analysis and reporting including financial statements of cost centers, internal departments and affiliates.
• Assisted in financial planning for budgeting, forecasting, analyzing cost centers, revenue drivers, variances and prepare executive reports.
• Perform independent audits of numerous cost centers impacting the patient revenue cycle and patient claim review for contracted services.
• Analyzed vendor s contracts, managed cost centers budgets, calculated accruals in support of month-end close.

• Tracked department spending on various cost centers, capital budget and advice business leaders of discrepancy.
• Assisted with the preparation of year-end forecast for over 35 cost centers within R&D.
• Tracked and prepared capital expenditures in FAS system for all R&D Cost Centers.
• Prepare Monthly Financial reports for Grant Cost Centers, based on Awarded Grant Years.
• Created and maintained monthly headcount and Position Control for all 40 plus Cost Centers.

• Presented monthly P&L reporting packages for GOS cost centers to senior management.
• Prepare and review monthly assessments to allocate costs to the applicable cost centers.
• Approve expenses to specific cost centers by analyzing line item budget details.
• Created analysis based on Head Counts according to respective cost centers.
• Delivered detailed monthly operating income and loss reports to senior management for individual cost centers and corresponding rollups for the division.

• Analyzed and disseminated monthly financials, actual vs. budget vs. forecast, headcount data and labor allocations for 30 cost centers.
• Perform journal entries for reclasses between G/L accounts and cost centers as well as entries for monthly IT accruals.
• Led team project creating companywide cost centers for each State Street entity in support of newly adopted booking procedures.
• Prepared the twice yearly budget of allocable and direct operating expenses for all cost centers.
• Planned & forecasted expenses various cost centers & hierarchies.

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low Demand

• Monitored expenses of software development process to ensure compliance with budget by performing monthly variance analyses.
• Monitored expenses to ensure compliance with budget by performing monthly variance analysis.
• Provided guidance for procedure/processes to ensure compliance with accounting and system policies.
• Facilitate month-end close process; perform general ledger maintenance, journal entries and accruals to ensure compliance in accordance with GAAP.
• Review and analyze manual posted journal entries and reconciliations to ensure compliance with Bank policy and mitigate risk.

• Work across all areas to ensure compliance and to meet the obligations and objectives of the organization.
• Assist in checking accuracy of monthly reconciliation packages and ensure compliance with policies and SOX.
• Interact with plant and supply chain associates to ensure compliance with company policies and procedures.
• Interpreted billing clauses in contracts with suppliers and partners to ensure compliance with contract terms.
• Review AR aging to ensure compliance, maintained accounts receivable customers' files and records.

• Tracked and reconciled expenses to ensure compliance with federal regulations and guidelines for cancer research.
• Complete weekly, monthly, and quarterly audits to ensure compliance with departmental procedures.
• Researched reimbursement issues to ensure compliance with Medicare and Medicaid guidelines and payer contracts.
• Reviewed obligations and expenditures to ensure compliance with the Federal Appropriations Laws.
• Analyzed, reviewed, and audited invoices to ensure compliance.

• Participated in year -end Audit to ensure compliance.
• Performed mutual fund breakpoint analysis to ensure compliance with investment regulations.
• Review subcontractor cost proposals and to ensure compliance and reasonability.
• Maintained documentation to support team operations, ensure compliance with Sarbanes Oxley(SOX) processes/ICE and team procedures.
• Audited Ford's inventory management process to ensure compliance with Sarbanes Oxley Act.

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low Demand

• Developed and implemented internal controls for U.S. Corporate & Financial Services Ratings revenue process ensuring proper and timely billing of customers.
• Controlled compliance reviews of policy related activities to ensure the efficiency of internal controls over accounts.
• Ensured accurate financial reports through self audit financial processes and conducted financial internal controls.
• Performed quarterly reviews and documented internal controls, which supported processes of risk management.
• Maintain financial security by following internal controls.

• Implemented and maintained internal controls.
• Participated in implementing policies and procedures to ensure proper internal controls, and stay in compliance with Medicaid and SSA regulation.
• Completed internal controls requirements for a portfolio of 75+ small projects, each with average budget of $250k.
• Perform fiscal related audits, including analysis of procedural compliance, and internal controls of the organization in general.
• Provide additional support with DCAA audit request, policy development and internal controls.

• Created, documented and implemented initial internal controls and procedures for SEPP.
• Ensured adequate internal controls and SOX compliance relating to all finance activities.
• Implemented new internal controls over the division's cost accounting system.
• Managed internal controls for the following areas:.
• Applied internal controls to audits.

• Monitor and update internal and external reporting requirements Audit internal controls and analyze client's accounts.
• Conducted pre-fund audit on lease transactions and tested internal controls.
• Prepare general and statistical ledger entries.. Monitor established internal controls to assure proper compliance.
• Assist with audits of field operations and the implementation of internal controls to ensure adherence to the Sarbanes Oxley Act.
• Completed and documented management approach for assessing internal controls over financial reporting to comply with Sarbanes - Oxley.

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low Demand

• Developed, managed and analyzed monthly reporting and reported actual monthly revenue utilizing PeopleSoft database to appropriate business units.
• Reconciled accounts using sub-ledger activity schedules, running account queries and trial balances utilizing PeopleSoft.
• Developed new PeopleSoft data mining techniques and related MS Excel/Access Data Warehouse reporting.
• Reconciled Financial Analysis and Segment reports to Accounting PeopleSoft records.
• Verified Incentive Bonus Plan participant records through PeopleSoft inquiries.

• Participated in PeopleSoft conversion effort.
• Managed PeopleSoft database to ensure timely and up to date and accurate information such as new hires, terminations and changes.
• Run daily interface of Portal J (Passport) and PeopleSoft to ensure accounting for General Ledger and Project costing.
• Gained experience in PeopleSoft, Recon, and advance spreadsheet manipulation for processing of cash transactions.
• Developed critical financial reports used for quarterly reporting using Excel, queries and PeopleSoft.

• Served as PeopleSoft Administrator which included the maintenance of TCF's financial accounting system.
• Established controls to ensure that billing from PeopleSoft interfaces matches with general ledger.
• Prepared 100,000+ monthly account entries for upload to the PeopleSoft accounting system.
• Analyzed daily the profit and loss statement and balance sheet by preparing queries, trial balances, and drilldowns using PeopleSoft.
• Reported financials for over one thousand tax preparation offices using Hyperion, PeopleSoft and excel.

• Performed security reviews; PeopleSoft, Hyperion Essbase, Lawson, and accounting applications.
• Received High Five award for managing budget/forecast between Peoplesoft and Lawson GL systems.
• Generated various ad-hoc financial reports using PeopleSoft Nvision and Great Plains.
• Led transition from Peoplesoft to Hyperion/ Essbase forecasting process.
• Build automated nVision Peoplesoft reports to generate P&Ls for various departments.

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low Demand

• Recommended new financial tools for inventory management in order to ensure accuracy and consistency with the latest policies and guidelines.
• Initiated daily cash upload between banking system and general ledger and validate transactions to ensure accuracy of data elements.
• Conducted research and analysis of loan transactions to ensure accuracy in application of third-party fees and compliance with federal regulations
• Documented process and methodology for completing all exhibits and schedules for both surveys to ensure accuracy and standardization.
• Audited and documented all customer deductions to ensure accuracy of claims and to perform post performance analysis.

• Worked closely with accounting to ensure accuracy of account coding and provided assistance during audits.
• Reviewed all department purchase requisitions to ensure accuracy of budget lines and verify budget availability.
• Performed several quality assurance reviews of our internal risk rating system to ensure accuracy.
• Verified to ensure accuracy and prepared journal entries when necessary to comply with organization.
• Performed Quality Control to ensure accuracy and completeness and provided feedback to processing analysts.

• Conduct a financial analysis of data to ensure accuracy and research any discrepancies.
• Reviewed lease transactions presented for funding to ensure accuracy and completeness.
• Prioritized and streamlined tasks to ensure accuracy and efficiency.
• Analyzed monthly product valuation data to ensure accuracy.
• Audited company account reconciliation to ensure accuracy.

• Maintain accounts receivable, accounts payable, and product pricing database to ensure accuracy.
• Review month end financial results to ensure accuracy, explain unexpected expenses and anomalies.
• Reviewed Municipal Swaps trade tickets to ensure accuracy of rates and payment dates.
• Assessed sales data to prepare ad hoc reports and ensure accuracy of financial reporting.
• Reconciled actuals to the ICAS/Costview cost ledger monthly to ensure accuracy.

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low Demand

• Prepare projections of different campaigns using Cohort analysis, Payback analysis and ROI analysis.
• Perform financial analysis on proposed promotional activities in ROI tracker.
• Develop ROI analysis for capital expenditures.
• Developed and maintained metrics for sales performance (ROI) and relevant business metrics to support operating and strategic business plans.
• Created forecasts for potential sales, associated production & other SG&A costs, and various ROI scenarios.

• Prepared business cases for several new initiatives and evaluated investment strategies by performing ROI, market and scenario analyses.
• Analyzed revenue, gross margin, sales and loan activity to determine ROI for new and existing products.
• Tracked capital project spending: Reviewed authorizations, ROI (return on investment) calculation, and invoices.
• Analyzed market and forecast sales, adhered to corporate budgets and monitored results to achieve ROI objectives.
• Determine operating budget and make advertising decisions based on estimated ROI and entry to new geographic markets.

• Calculated profit margins as well as NPV, ROI and IRR to assess present investment opportunities.
• Calculated ROI for media expenditures through analysis of retail sales metrics in ad market areas.
• Supported several divisions at Polaroid including Finance, Manufacturing, and Int'l Marketing.
• Analyzed profit scenarios, variances, trends and made ROI recommendations.
• Determined processes for ROI analysis and sales approvals.

• Performed ROI analyses for advertising campaigns.
• Developed financial proformas, ROI projections and budget v. actual analysis integral to new carrier acquisition.
• Complied and reviewed complex data to assess multimillion-dollar accounts and projects ROI.
• Forecasted cash flows used for budgeting and ROI analysis.
• Prepared budget pro-formas, ROI, ROA, cash flow strategies and sales breakeven calculations.

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low Demand

• Assisted in integration efforts for company's merger including data analysis and preparation of financial reports for leadership team.
• Conducted data analysis for collateral and payments to ensure correct pricing information to be provided for trading activities.
• Constructed quarter ending schedules for SEC quarterly report and performed monthly data analysis for international entities.
• Key member of a major technology integration initiative that streamlined financial data analysis and reporting.
• Performed extensive data analysis, forensic accounting procedures and examination of audit trail.

• Provided management with cost/financial data analysis on product data and facility performance.
• Complete financial data analysis and create specialized reports for departments.
• Worked on financial modeling and data analysis.
• Handled data warehousing, data mining and used tools like MS Access, SQL, EXCEL for data analysis and reporting.
• Provided detailed data analysis with Excel formulas, trending analysis and validation through data scrubbing using SQL, and Excel.

• Created complex data analysis and modeling tools in Excel to manage large amounts of client data.
• Developed Excel Templates using Microsoft Excel and pivot tables for data analysis.
• Handled financial reporting, financial analysis, and data analysis duties.
• Perform month end data analysis for reporting and cross billing.
• Conducted adhoc reporting and data analysis on claims utilization as negotiated in client specific terms of contract.

• Supported various LOBs in their data analysis in business driven initiatives to meet reporting requirements
• Provided managers with analytic reports in Excel Provide project data analysis and reporting.
• Programed automation routines between multiple systems to allow for complex data analysis.
• Communicated with clients - Managed data mining and data analysis
• Processed a load of 80 to 100 loans per day in average including Pre-Quality Data Analysis Data Entry Document labeling.

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low Demand

• Compiled financial analysis and occupancy reports using Hyperion and Hyperion-Essbase.
• Maintain quarterly reporting of same store sales utilizing ESSBASE and SQL queries.
• Receive new NII data from Investment accounting group and upload the new data into our database using Essbase.
• Push our Essbase data into CART (Corporate Analysis & Reporting Tool) for corporate analysis and reporting.
• Utilized Hyperion Essbase application to report and analyze the budget, forecast and actual numbers for the market.

• Implemented OLAP System (Essbase) for accounting and finance, and trained users.
• Uploaded Income Statement and Balance Sheet information to Central Office via Hyperion Essbase.
• Coordinate Essbase database changes with Decision Support and other areas of Finance.
• Complete finance systems administration work for Oracle, Essbase and Insight databases.
• Test, create, and query Essbase / Hyperion data.

• Generated financial models using MS Excel and Hyperion Essbase.
• Updated salaries and department changes for FTE's in Essbase for FY14 & FY15.
• Utilized Hyperion Essbase to compare and analyze financial performance against actual and forecasted results.
• Supported and enhanced Essbase Applications for budgeting/forecasting and reporting financials to internal/external company sources.
• Performed monthly and quarterly forecasts loads in Advance Planning Exchange System (APEX), using Hyperion Essbase.

• Used QMF, Essbase and Brio to extract ledger data and import into Excel for analysis and forecasting.
• Analyze P&L for the Healthcare BU clients relying heavily on Excel and Essbase reports.
• Utilize Oracle HFM, Hyperion Essbase and WebFocus to prepare standard and ad-hoc analysis.
• Budgeted annual Eastern European P&Ls, utilizing Pillar and Hyperion Essbase.
• Researched and resolved allocation variances between Cognos, Business Objects and Essbase on Enterprise Reporting team.

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low Demand

• Assisted the new investors with Debt Service restructuring in identifying financing sources that would maximize capital projects financial capacity.
• Provided monthly variance analysis/risks to upper management and prepared presentations on Transmission's Capital Projects' spend/targets.
• Monitored spending on capital projects for adherence to capital budget and management authorizations.
• Developed coding and tracking system for Internal Software Development Capital Projects.
• Collaborated with management to create and manage capital projects.

• Redesigned and Maintained Capital Projects Reporting System.
• Analyzed financial viability for capital projects.
• Manage day-to-day activities for capital projects from the beginning of the project until the completion of the projects.
• Led, developed, and implemented a robust financial reporting method to track year-end capital projects and meetings.
• Worked with the Engineering Department to prepare economic justifications for proposed capital projects (IRR/NPV modeling).

• Created, monitored and updated the financial plan for Capital Projects from proposal to project close-out.
• Perform financial analysis of capital projects, including discounted cash flow & internal rate of return.
• Acted as a liaison between IT Directors and business unit finance for IT related capital projects.
• Provided tracking and reporting of highly-visible capital projects greater than $3M in lifetime spend.
• Implemented strategic finance solutions for capital projects, global headcount, and performance management.

• Provided cost justification analysis using NPV and IRR for IT capital projects.
• Created annual budget and conduct monthly reconciliation and forecasting for two multi-national and cross-departmental capital projects.
• Researched/Implemented efficiencies to close capital projects.
• Formulate, monitor and report on Cost & Budgets for a $70M annual portfolio including both Operations and Capital Projects.
• Worked with third party vendor on reporting, account payables, property management, leasing, and capital projects.

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low Demand

• Provided timely explanations of variances between actual results and forecasts/budgets; provide corrective action recommendations to management, where necessary.
• Reported monthly trends of operating expenses data comparing actual results to projections and explaining variances in concise and compelling summary.
• Prepared variance analysis actual results against projected budgetary expenditures and evaluated historical production costs for purposes of cost control.
• Publish monthly Production and Operational Scorecards based on actual results versus established baseline objectives.
• Analyzed monthly actual results versus budget and forecast for senior management.

• Analyzed monthly financial data in order to find, then investigate, discrepancies between monthly budget and actual results.
• Publish weekly sales report comparing actual results versus budget and last year for manufacturing plants and marketing channels.
• Prepared financial reporting to Corporate by district, including actual results to budget, explanation of significant variances.
• Analyze and interpret monthly variances between budgets, forecast and actual results by developing spreadsheet reports.
• Developed budgets and reviewed the actual results versus the budgeted amounts for the computer programmers.

• Prepared detailed P&L forecast for respective brands and evaluated budget versus actual results.
• Determine financial status by comparing and analyzing plans and forecasts with actual results.
• Used Microsoft Excel spreadsheets to analyze the budget versus the actual results.
• Analyzed Plan to Actual results to determine core drivers of variance.
• Report actual results to Sales and Technology teams from SAP.

• Analyzed and reported on budget versus actual results.
• Provide analytical support for month-end close actual results by maintaining monthly cash forecast and accounts receivables reports across all company divisions.
• Forecasted budgets for new blockbusters and analyzed with actual results to recommend system changes and decrease variances to senior management.
• Analyzed and reported variances with regard to budget targets, forecasted targets and actual results.
• Benchmarked budgeted costs and revenues against actual results to identify discrepancies and trends.

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low Demand

• Performed revenue recognition and created financial statements for the sales and marketing departments, to ultimately prepare departmental budgets.
• Developed and maintain effective internal controls for proper revenue recognition procedures for Internet and E-Commerce business activities.
• Reviewed client contracts to identify potential risks and issues in project implementation and revenue recognition.
• Analyzed revenue accounts at month-end to ensure appropriate revenue recognition and deferral of unearned revenue.
• Analyze revenue recognition after billing process.

• Obtained all missing SOW for all my clients to ensure proper invoicing and revenue recognition at the end of the month.
• Reviewed bookings for different service orders and made sure correct revenue recognition was reflected.
• Prepared JE s and cost corrections as necessary to ensure proper revenue recognition.
• Analyzed the contract portfolio to ensure accurate invoicing / billing and revenue recognition.
• Ensured all charges are loaded to the billing system for proper revenue recognition.

• Manage Work In Process (WIP) and job costing for revenue recognition.
• Established process for revenue recognition for sales through distributors at point-of-sale.
• Performed Deferred Revenue Recognition with journal entries creation for month-end close.
• Used multiple revenue recognition models (for different customers).
• Created monthly outlook report for revenue recognition process.

• Contracted revenue recognition, maintenance and closeouts on CPFF, FP, T&M, and CPAF contracts.
• Audit & partner with internal Credit & Collections/Treasurer Departments for timely payments, discrepancy resolutions and efficient revenue recognitions.
• Plan the implementation of the new FASB Accounting Standard Codification 606 for the revenue recognition.
• Acquired all of the senior financial analyst's duties on Consultant Accounts and Revenue Recognition after one year.
• Audit Digital Revenue Recognition Google, Web Bundles, Flyer board, etc.

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low Demand

• Prepared, analyzed and disseminated monthly Cost Center Expense and Headcount analyses for assigned Business Partners.
• Furnish internal and external business partners and customers with resolution to research inquiries.
• Worked closely with numerous business partners.
• Prepare comprehensive reports for business partners including analysis of financial data, statements, earnings, and profits.
• Identified a $2 million exposure and consulted with business partners to rectify to accurately depict actual reserves.

• Key liaison to HR business partners for projects, HR role designs, and day to day operations
• Cancel suspicious orders and serve as a point of contact between cross functional teams and business partners.
• Coordinate approvals for these projects and advise business partners on the proper accounting treatment.
• Research account variances and work with business partners to ensure timely and accurate resolution.
• Worked closely with business partners in preparing NPV analysis for capital projects.

• Contacted business partners and clients when problems arise with collateral review.
• Work with internal and external business partners on payment inquiries.
• Worked cross-culturally and cross-functionally with various European business partners internal and external to Seagate.
• Collaborated with business partners to develop analytical support for case projects that require investment.
• Provide ad hoc financial analysis/consolidation/justification for senior management, clients and other business partners.

• Provided business partnership with the operations manager and team to fulfill financial deadlines for the unit/department.
• Migrated to the Lead Management Platform (LMP) allowing distribution of leads to Business Partners.
• Report PnL, Mark-to-Market and ad-hoc metrics to business partners and portfolio management.
• Conducted ad hoc analyses for key business partners.
• Worked cooperatively with IT business partners' EMC, VMware, Microsoft, Cisco, and Lenovo finance and sales departments.

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low Demand

• Facilitated departmental audit on internal controls to meet Sarbanes-Oxley compliance obligation.
• Experience with internal and external financial audits Sarbanes-Oxley controls.
• Experience with internal accounting controls and Sarbanes-Oxley requirements.
• Provided oversight on Sarbanes-Oxley requirements and governance structures.
• Completed methods and procedures for Sarbanes-Oxley compliance.

• Complete monthly Sarbanes-Oxley controls requirements.
• Established a documented process with Finance Manager for commercial sales loan tool program, fully compliant with Sarbanes-Oxley.
• Ensured that assigned SEC work is completed accurately and timely and in accordance with the Sarbanes-Oxley Act.
• Performed Sarbanes-Oxley (SOX) compliance, including review of inventory audits and management controls.
• Developed & implemented financial controls specified within guidelines of Sarbanes-Oxley Act (SOX).

• Maintain Sarbanes-Oxley and Foreign Corrupt Practices Act (FCPA) documentation and track compliance.
• Led Financial in several capacities including: Site leader for Sarbanes-Oxley compliance.
• Advise potential targets on the requirements of Sarbanes-Oxley and GAAP reporting.
• Prepare and maintain procedure manuals in accordance with Sarbanes-Oxley Section 404.
• Performed quarterly RCTS (Sarbanes-Oxley) test.

• Core team member for Sarbanes-Oxley processes.
• Assisted in the Sarbanes-Oxley audit.
• Created and maintained allocation rules for Sarbanes-Oxley (SOX) compliance and performed due-diligence.
• Maintained financial records for Sarbanes-Oxley compliance and other ad hoc requests.
• Assist with improving internal controls/processes for forecasts and contract workflows in regards to Sarbanes-Oxley.

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low Demand

• Perform complex general accounting functions, including preparation of journal entries, account analysis, accrual calculations and balance sheet reconciliations.
• Performed account analysis and/or account reconciliations to ensure accurate reporting and timely identification of action items.
• Maintain general ledger account analysis and reconciliation of company owned properties.
• Performed margin analysis, account analysis and variance reporting.
• Prepared bank reconciliations and balance sheet account analysis.

• General Ledger Account Analysis Functions for Utility Company.
• Perform general ledger account analysis.
• Advanced account analysis and reconciliation's of the monthly bank statement to the general ledger, by portfolio and bank.
• Handled multiple accounting functions including month end close, G/L reconciliation, account analysis, and research.
• Prepared month end financial reports, journal entries and account analysis of general ledger chart of accounts.

• Sound knowledge of balance sheet account analysis, general ledger balances to sub ledgers, GAAP.
• Involved with month-end closing, journal entries, and performed various accrual and account analysis.
• Reviewed general ledger postings, assisted with account analysis, and made journal entries.
• Prepared and explained account analysis using specific working systems such as Ledger and Bravo.
• Managed grants, bank reconciliations, journal entries and general ledger account analysis.

• Prepared various monthly journal entries, account analysis and variance analysis.
• Maintained all account analysis for the various wineries.
• Balance sheet reviews Account Analysis Reconciliations.
• Conducted account analysis and run queries in cognos for specified accounts.
• Balance sheet and Profit & Loss reconciliations and account analysis 15.

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low Demand

• Prepare and distribute consolidated yearly budgets for Domestic and International Operations using Cognos Planning software and Microsoft Excel.
• Designed and managed an intranet Cognos environment for all management reports and financial statements for executive management.
• Participated in the Cognos software implementation.
• Coordinate with Project Managers to track the project's cost and assisting in budget funding by analyzing Cognos reports.
• Utilized technology advancements of Cognos 8 to streamline existing processes, allowing for better allocation of team resources.

• Created custom reports in SQL/SSRS and Cognos to forecast company's bad debts / non-paying customers.
• Derived accurate cost basis with the help of Wave, Cognos, AWD and Basis Pro.
• Assist with implementation of new IBM Cognos TM1 application in order to integrate two companies.
• Implemented SQL Server financial reporting infrastructure to transition the company from Cognos Cubes.
• Managed cube data within IBM Cognos TM1 (Financial Reporting System).

• Credit and financial reporting and analysis in Microsoft Excel and IBM-Cognos TM1.
• Created queries to produce reports with use of Cognos Impromptu.
• Trained users in Cognos for the Lottery Systems division.
• Produce multiple reports weekly using Cognos Analysis Studio.
• Work with programs Microsoft Excel, TM1, Cognos BI, Brio, and other ledger systems.

• Converted all of the templates and reports from Hyperion to Cognos BI & CWA.
• Tracked capital equipment Cognos and fixed asset schedule.
• Forecasted weekly sales using real-time cognos feeds.
• Served as a Financial Analyst and tester within the implementation of PeopleSoft Financials and Cognos Analytical Applications.
• Produced ad hoc reports through PeopleSoft queries and internal data systems such as Cognos, Khalix and FARO.

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low Demand

• Researched and identified the impact of investments based on tangible economic indicators through different models.
• Establish producer incentive-payment automation through Microsoft Access and restructure incentive processing by automating Access queries.
• Managed and led the Firm-wide budget preparation through successful partnerships with internal stakeholders.
• Optimize financial performance through comprehensive analysis.
• Spearheaded cost control measures that resulted in a 30% increase in per participant contribution margin over three years.

• Standardized the cost projection workbook and project financial update report enabling consistent, detailed project review throughout the company.
• Analyzed financial reports from various departments such as marketing, sales, operations, HR, purchase and production.
• Continue to successfully maintain a compliant status by resolving inventory variances within the three day internal requirement.
• Contributed knowledge and expertise for the implementation of SAP ECC 6.0 through testing and validation analysis.
• Work with 10 other Financial Analysts throughout the country to compile accurate revenue reports.

• Approved third-party billings, along with reviewing and following through on aging accounts.
• Analyzed previous expenses allocated for past three years.
• Assisted department managers in improving the effectiveness and efficiency of operations through providing related analytical support.
• Develop improvements which optimize revenue and reimbursement through utilization of the chargemaster.
• Provided analytic support through preparation of ad-hoc analysis for business partners.

• Analyzed and forecasted three year projections for assets under management, 12b-1 fees, and gross & net sales.
• Forecasted and modeled client commissions and consumer membership from product sales through first party banks and credit cards.
• Assisted on PR Suspense project to help clear Northrop Grumman employee bi-weekly timesheets from payroll suspense reporting.
• Justified $75MM super-warehouse concept through pro forma analysis with sales, marketing, and purchasing groups
• Provide payroll support through Kronos.

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low Demand

• Developed VBA-based reporting dashboard to automate weekly and monthly variance reporting to upper-level management.
• Conducted profitability analysis/reporting through complex calculations in Excel and VBA.
• Created automated data-mining tool using VBA to process market information.
• Utilized VBA and Excel to update and create tools to check and document the input and output of various actuarial procedures.
• Utilized VBA to automatically refresh and rebuild pivot table based reports for governance meetings and portfolio review sessions with senior management.

• Create, develop, and improve reports/dashboards derived from the main database using custom made Excel / Access VBA programs.
• Created templates for the financial statement analysis and pivot tables/charts for sales analysis using Excel and VBA.
• Facilitated the automation of advanced Excel files / spreadsheets that were Macro Driven using Excel VBA.
• Created VBA macro to expedite report formatting process which saved a lot of time and paper.
• Create the VBA automation of current global reports to improve efficiency during monthly cycles.

• Developed complex financial models to support strategic initiatives, utilizing Excel & VBA.
• Build VBA code in Excel to generate reports for potential clients and investors.
• Used VBA to upload download in XML data packets via SOAP.
• Generate automatic graphical financial reports using Excel Graphics and VBA.
• Advanced skills in Microsoft Excel & VBA, Word, Access, Outlook, & PowerPoint.

• Used Excel, Access, Monarch, VBA.
• Expanded financial modeling system using various excel tool such as VBA macros, pivot tables, vlookup and IF function.
• Enhanced and developed Access (VBA) or Gammadyne applications to meet new or changing requirements and resolve defects.
• Researched, planned and purchased hardware and installed software while learned HTML, JAVA, Vbasic.
• Developed an Excel VBA application to help manage $16 million in inventory.

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low Demand

• Engaged with portfolio managers to develop comprehensive Microsoft Excel documents and used Bloomberg to monitor significant market events.
• Automated reports via Bloomberg Excel links which reduced turnaround and improved efficiency of analysis for public companies.
• Maintained the Bloomberg Terminal by updating imperative information and uploading new financial documents for Canadian mutual funds.
• Specialized in quality assurance to ensure precision and accuracy within and throughout the Bloomberg Terminal.
• Contracted to analyze historical financial documents for new Bloomberg L.P. product offering.

• Publish adjusted financial data to the Bloomberg Terminal in order to provide current and complete information to our clients.
• Worked as a financial analyst to assist with a new product launch on Bloomberg L.P.'s financial research terminal.
• Updated financial information for oil and gas, pharmaceutical, and real estate companies by utilizing Bloomberg software.
• Mentored Research Associates; reviewed their work; trained new joiners on financial modeling & Bloomberg terminal.
• Developed Excel reports, presented new revenue opportunities, and serviced prime brokers on phone and Bloomberg.

• Operated a Bloomberg Terminal to derive statistics from SEC filings and to identify potential leveraged buyout targets.
• Reviewed documentation and Bloomberg data to assure securities were set up accurately on the terminal.
• Acquired in depth training on the utility of Bloomberg's internal data providing software.
• Analyzed company financial statements, financial ratios, and market data on Bloomberg Terminal.
• Researched and analyzed Bloomberg data to update GSEC transactions.

• Served as financial contact for Bloomberg L.P. Communications team.
• Collaborated with a team of financial professionals within different departments of Bloomberg to update the Bloomberg terminal.
• Analyze update, and correct the Bloomberg terminal information based on documentation provided on the Bloomberg Terminal.
• Research trades and transactions of securities utilizing FBSI, Bloomberg and Streetscape.
• Use state of the art technology including Intex, SNL Financial, and Bloomberg.

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