(555) 432-1000,
Montgomery Street, San Francisco, CA 9XXX5
Professional Summary

Demonstrated success in using in-depth strategies to understand and solve business problems. Excellent forecasting, process improvement and project management abilities paired with a resourceful, detail-oriented and persistent nature. Finance Analyst with 13 years of financial reporting and analysis experience. Applies advanced financial analysis, forecasting and modeling skills to translate analysis into practical results. Strong understanding and knowledge of accounting principles and accounting software with emphasis in business finance. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software. Well-qualified Customer Service Lead, proficient in handling complex customer issues and promoting positive experiences. Efficiency-driven and organized with team-oriented mentality and dedication to customer satisfaction, business goals and sales excellence. Skilled in coordinating documentation and handling payments.

  • Report writing
  • Data collection
  • Financial forecasting
  • Fiscal budgeting knowledge
  • MS Office Suite
  • Customer relations
  • Strong communication skills
  • Auditing proficiency
  • Invoice coding familiarity
  • Problem-solving
  • Team leadership
  • Regulatory compliance
  • Self-motivated professional
  • Delinquent account management
  • Financial reporting
  • Credit adjustments
  • Collaboration
  • High level use and proficiency with various systems associated with Verizon Wireless (NetAce, Vision, ACSS, CBIS/IBAS, WorkFlow and Great Plains)
  • Proficient in Government payment systems (DFAS, IPP and ITSS)
Walbrook High School Baltimore, MD, Expected in 06/1995 High School Diploma : - GPA :
Villanova University Villanova, PA Expected in Certificate : Purchasing, Procurement, And Contracts Management - GPA :
Strayer University Washington, DC Expected in : Financial Planning And Services - GPA :

• Project Management • Essentials of Contract Management • Mastering Business Skills • Advance Contract Management

Work History
Pnc Financial Services Group, Inc. - Finance Analyst
Houston, TX, 09/2014 - 06/2018
  • Compiled data, reports and monthly audit information.
  • Provided tailored financial analysis and offered advice to improve business processes and manage costs.
  • Compiled and coordinated financial data for analysis and reconciliation.
  • Contributed to preparation and outlining of annual budgets.
  • Monitored and adhered to compliance requirements for monthly covenant deliverables.
  • Prepared and submitted week ending reports and monthly financial statements.
  • Reviewed weekly and monthly budget performance reports, ensuring all departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
  • Helped to plan, coordinate and oversee special projects.
  • Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval statuses.
  • Managed and processed payments electronically through federal government systems for 130+ accounts monthly.
Verizon Wireless - Finanace Coordinator
City, STATE, 04/2006 - 09/2014
  • Coordinated with internal teams in developing project plans for prioritized initiatives for federal and state government agencies.
  • Developed team communications and information for compliance meetings.
  • Initiated outbound administrative requests by phone and in writing to accomplish allocating funding for fiscal year contracts for federal and state agencies.
  • Managed 90+ accounts monthly by processing payments through government agency payment platforms.
  • Identified any trends and forecasted data based on monthly and quarterly analysis of billing reports.
  • Adhered to established policies, procedures and compliance for satisfactory audit rating.
  • Investigated and resolved customer complaints to foster satisfaction.
  • Collaborated with team members and internal teams to define business requirements for organizational processes, achieve productivity standards and adhere to accuracy standards.
Verizon Wireless - Lead Coordinator- Customer Service
City, STATE, 07/2000 - 04/2006
  • Performed billing, collection and reporting functions for office generating annual revenue.
  • Organized team meetings for 13 Customer Service team members every month and coordinated availability of conference rooms for participants.
  • Interacted with customers professionally by phone or email to provide information and direct to desired staff members.
  • Delivered expert clerical support by efficiently handling wide range of routine and special requirements.
  • Assisted supervisor with identifying and addressing the various needs of the team
  • Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills by monitoring and providing feedback.
  • Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies.
  • Processed payments and account inquires on inbound customer service calls.
  • Responsible for the training and development for team members and new hires

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Resume Overview

School Attended

  • Walbrook High School
  • Villanova University
  • Strayer University

Job Titles Held:

  • Finance Analyst
  • Finanace Coordinator
  • Lead Coordinator- Customer Service


  • High School Diploma
  • Certificate
  • Some College (No Degree)

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