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ANALYST SENIOR FINANCIAL & BUDGET ANALYST Resume Example

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ANALYST SENIOR FINANCIAL & BUDGET ANALYST
Professional Summary

A well versed benefits professional with 14 years of solid career progression in benefits consulting seeking to enter the Human Resources field in a challenging and positive work environment. *Initiative taker and excellent problem solver/auditor *Customer service oriented and works well under pressure meeting tight deadlines *Proven track record of successfully working independently and as part of a team

Skills
  • Extremely organized
  • Budgeting and finance
  • Self-motivated
  • Quick learner
  • Strong verbal communication

• Initiative taker and excellent problem solver/auditor
• Customer service oriented and works well under pressure meeting tight deadlines
• Proven track record of successfully working independently and as part of a team
• Strategic planner

Work History
ANALYST SENIOR FINANCIAL & BUDGET ANALYST, 01/2015 to Current
Broomfield, CO
  • Manage budgetary control and relationships with departments including: Project payroll (base, merit, market, salary adjustments and reclasses) and benefits; prepare payroll reports; monitor payroll expenditures; project and maintain position control.
  • Part of project team to implement new payroll and payroll budgeting systems (Oracle).
  • Research, analyze and prepare various budgetary/financial reports to maintain budgetary control over expenditures for each department assuring efficient use of budgeted funds, personnel, materials, facilities, and time.
  • Analyze department requests for new equipment, personnel and programs and make recommendations to Finance Director on fiscal soundness of requests (departments responsible for include: Human Resources, Clerk & Recorder, Courts, Health & Human Services, Library, Cultural Affairs and Museums).
  • Lead budget review meetings with staff, Department Manager, and City Manager's Office.
  • Assist with preparation of the Annual Budget Document in accordance with GFOA Guidelines; performance measures data, budget tables, and position control appendices.
  • Conduct group presentations to educate departments on Payroll budgeting and general budgeting process.
  • Prepare and audit Budget Trend Report for all departments to use in preparing their annual budget.
  • Prepare Budget Tracking Report for Finance Director and Council Members to analyze year-to-date budget variances based on major g/l category.
  • Work with OpenGov to develop standard reports for City Council.
SENIOR BENEFITS CONSULTANT, 01/2009 to 01/2013
Hays Companies – Denver, CO
  • Managed client relationships ranging in size from 80 to 3,000 employees (representing approximately $750,000 of consulting revenue).
  • Managed teams of 1-2 people to complete the projects below: Participated in/led strategic planning meetings with clients.
  • Kept current on trends and cost issues affecting benefits and proposed new initiatives and or enhancements to existing client programs.
  • Audited and presented financial budgets and projections to clients.
  • Underwrote plans using claims experience, credibility factors, demographics and trend analysis to forecast both self and fully insured renewal rates and liability limits.
  • Used forecasts to negotiate rates and liability limits with insurance carriers (medical, dental, vision, life and LTD).
  • Directed the Request for Proposal process and presented marketing results and carrier recommendations to clients (medical, dental, vision, disability, voluntary & fringe benefits).
  • Helped clients set employee contributions and waiver credits based on specific employer goals (cost mitigation, wellness plan steerage, competitiveness with peer groups, etc.).
  • Led employee meetings (groups of 10-100) announcing plan year design and contribution changes as well as educating employees on efficient plan usage and preventive care.
  • Monitored clients' benefit plans for legal compliance (5500 filings, required employee notifications, Domestic Partner Legislation, Health Care Reform Legislation, etc.).
  • Acted as liaison between carriers and client on service issues Took initiative and developed Health Care Reform client presentation materials used by all the consultants in the Denver office as well as by National Compliance Officer.
  • Consulted with clients on wellness plan design development (health improvement programs, EAPs, health risk assessments, biometrics, health coaching, computer-centric points-based wellness programs, on-site clinics, etc.).
ANALYST SENIOR BENEFITS CONSULTANT, 01/1991 to 01/2002
New York, NY
  • Managed clients ranging in size from 500 to 20,000 representing $2.5M in consulting revenue.
  • Managed teams of 1-4 people to complete the major client projects similar to those outlined above (at Hays) as well as a few unique projects identified below as well as assisting in due diligence review in merger and acquisition situations to evaluate potential risk exposure related to benefit design.
  • Left Mercer in 2002 to be a stay-at-home mother.
01/1989 to 01/1991
Great West Life Assurance Co UNDERWRITER - Group Life & Health Insurance – Englewood, Colorado
  • Underwrote $50M block of existing and prospect accounts (medical, dental, life & disability); self and fully insured.
Skills
benefits, budgeting, budgets, Budget, coaching, consulting, Council, client, clients, due diligence, Finance, financial, financial reports, funds, Human Resources, insurance, legal compliance, Director, marketing, market, materials, meetings, Excel, Mail, Office, Outlook, Power Point, MS Word, Oracle, Payroll, personnel, presentations, Proposal, Research, strategic planning, tables, Trend, unique, vision
Education
BACHELOR OF SCIENCE, FINANCE: accounting, 1989
University of Colorado - Boulder, Colorado
accounting
Proficient in Outlook, MS Word, Excel & Power Point, Google Mail, Docs, Sheets,& Slides:
Additional Information
  • Volunteer at Boulder Humane Society
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Resume Overview

Companies Worked For:

  • Hays Companies
  • Great West Life Assurance Co UNDERWRITER - Group Life & Health Insurance

School Attended

  • University of Colorado

Job Titles Held:

  • ANALYST SENIOR FINANCIAL & BUDGET ANALYST
  • SENIOR BENEFITS CONSULTANT
  • ANALYST SENIOR BENEFITS CONSULTANT

Degrees

  • BACHELOR OF SCIENCE, FINANCE : accounting , 1989
    Proficient in Outlook, MS Word, Excel & Power Point, Google Mail, Docs, Sheets,& Slides :

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