ar analyst resume example with 13+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
SEEKING A POSITION AS AN ACCOUNTANT WHERE I CAN CONTINUE TO GROW AND ADD VALUE TO THE ORGANIZATION. 5+ Years as a financial analyst performing financial reporting for various industries Tech savvy - ability to learn new financial software quickly - proficient in Quickbooks , MS Access, Word, and Excel - ability to create pivot tables, vlookups, macros, and customize financial models. Targit and Microsoft Dynamics. Qualified CPA Candidate Knowledge of Cost Accounting, Budget Expense Management, and GAAP Reporting Excellent interpersonal and written/verbal communication skills. Ability to articulate financial/administrative policies and guidelines effectively and with tact. Strong service orientation and ability to foster positive, collaborative work relationships with other departments Flexible, ability to think "out of the box" - ability to research and provide solutions Excellent attention to detail, judgment, analytical and problem-solving skills Strong financial management skills and knowledge of standard accounting practices and principles, budget management and policies Prepare and maintain various Federal, State and corporate tax filings including, wages, withholdings, taxable benefits, payments to independent contractors, sales and use taxes.
  • Qualified for CPA Exam
  • Certified Tax Preparer
11/2011 to 07/2015
AR Analyst Brady Trane Service, Inc Savannah, GA,
  • Provide financial administrative support to various organizations and industries.
  • Forecast future cash flow and revenue.
  • Compile, sort, filter and analyze large sets of data that is used for marketing utilizing TARGIT, Microsoft Dynamics, Excel, and Access.
  • Compile budgets and recognize variances.
  • Create customized financial reports.
  • Design, update, and/or improve tracking and reporting of spreadsheets and reports.
  • Research, analyze, and retrieve lost data within CRM systems.
  • Assist multiple directors with tracking sales figures from multiple sales channels domestically and internationally.
  • Cash Posting and Bank Reconciliation.
05/2004 to 07/2015
Accountant A Helping Hand Homecare Parkland, FL,
  • Track sales and revenues, maintain and update financial reports, A/P, A/R, reconciliation of accounts, cash disbursement, payroll, filing quarterly taxes, sales use tax, and general journal entry utilizing Excel, XERO and Quickbooks Pro Created budgets, managed finances and made marketing decisions based on current trends. Design, update, and/or improve tracking and reporting of spreadsheets and reports.
  • Conducted monthly variance and trend analysis Analyze results for progress against planned objectives.
11/1997 to 04/2000
Budget / Financial Analyst NASA Ames City, STATE,
  • Journalize purchase requests and service requests
  • Created monthly budget and financial reports for several divisions at the directorate level Developed assigned divisions Annual Program Plan (APP) including budget preparation and tracking of special funding within the program
  • Worked closely with directors and managers on continuing comparisons between budgeted and actual performance, and prepared reports outlining financial performance and budget deviations
  • Developed financial forecasts of budgets
  • Independently develop and produce work-group specific reports and analysis of financial expenditures and performance that extracts data from multiple sources to interpret, monitor and forecast expenditures, revenues and the overall budget
  • Establish and maintain systems to track and facilitate financial transactions and information.
Expected in 2012
Post Graduate Studies: Finance
University of California - Berkeley, CA

Attended post graduate classes in Finance to improve skills.

Expected in 2012
Associate of Science: Accounting
De Anza College - Cupertino, CA

Completed over 24 semester units of accredited Accounting classes that qualified to sit in on the State CPA Exam.

Expected in 2008
Bachelor of Science: Organizational Behavior and Leadership
University of San Francisco - San Francisco, CA
GPA: De Anza College Dean's List GPA: 3.8/4.0 De Anza Honors Program Osher Scholarship

Organizational Behavior & Leadership

Member of American Institute of Professional Bookkeepers (AIPB) Member Quickbooks Pro Advisor
Founder / President - De Anza Investment Club
Additional Information
  • Founder / President - De Anza Investment Club Licenses / Certifications: CTEC Tax Preparer's License

Accounting, administrative support, A/P, Bank Reconciliation, budget preparation, budgets, budget, cash flow, CPA, CRM, financial, financial forecasts, financial reports, marketing, Access, Microsoft Dynamics, Excel, payroll, progress, Quickbooks Pro, reporting, Research, sales, spreadsheets, tax, taxes, trend

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Resume Overview

School Attended

  • University of California
  • De Anza College
  • University of San Francisco

Job Titles Held:

  • AR Analyst
  • Accountant
  • Budget / Financial Analyst


  • Post Graduate Studies
  • Associate of Science
  • Bachelor of Science

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