Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000
Cell:
resumesample@example.com
Summary
Strategic and analytical finance professional with 5+ years of success in the field of business & project management, auditing, financial reporting, financial planning and analysis.
Office Suite Skills: Microsoft Access, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word
System & Technical Skills: Paychex, ADP, Ceridian, PeopleSoft/SAP, Time & Labor Ready, IBM Cognos, EAS Management, Integrated Financial System (IFX), SPSS, Qualtrics, Visual Basic (VBA)
Accomplishments
Retrieved millions of delinquent pension funds through compliance enforcement and collaboration with business customers. Led the development of a new quality control system to reduce re-work and established a project management schedule to track milestones & deadlines. Led, developed and implemented a robust financial reporting method to track year-end capital projects and meetings. Successful implementation resulted in the completion of nearly a billion dollars in assets to be approved by the Boeing Commercial Airplanes Asset Management Board.
Experience
Finance Analyst II, 07/2015 to 03/2016 Centene Corporation – Tallahassee, FL,
Financial Integrator for the Boeing Commercial Airplanes (BCA) Capital Planning and Integration Team. Primary roles included supporting the Supply Chain, Fabrication and Propulsion Divisions to streamline capital projects in preparation for Asset Management Board (AMB) and Boeing Corporate review.
Gathered and analyzed data to create adhoc financial reports & models on capital commitments & expenditures directly for the BCA Controller and CFO's.
Ensured compliance in accordance to AMB requirements and quality standards with internal customers.
Led, developed and implemented a robust financial reporting method/tool to track year-end capital projects and meetings. Successful implementation resulted in the completion of nearly one billion dollars in assets to be approved by the AMB, and created capacity by optimizing scheduling flow for project reviews.
Developed and maintained a capital monthly operating rhythm to keep business partners on track with monthly, quarterly and yearly forecast actions.
Developed financial templates and integrated systems via Access, Excel, PowerPoint and OneNote to automate processes and created additional capacity for horizontal and vertical value integration.
Collaborated with Business Operations on creating presentations that allowed better visibility of metrics and financial performance for the BCA Controller and CFO's.
Business & Planning Analyst II, 04/2014 to 07/2015 Bank Of The West – Casper, WY,
Provided business operations and financial support for the 747/767/777/787 Everett Delivery Center Flightline Engineering as well as the 747-8 Customer Introduction Engineering organizations.
Consulted engineering managers and leadership with the visibility of organizational performance and metrics while driving productive business objectives.
Assessed engineering risks and opportunities for each monthly and quarterly forecast.
Analyzed baseline operations and associated risks and opportunities for current performance and potential future impacts.
Defined and communicated cost trends to make sound recommendations in relation to program execution plans with managers.
Created finance reports such as forecast, actuals, plan, and estimates at completion (EAC).
Led strategic business cases by using appropriate financial levers to drive value integration across programs, functional groups, internal, and external customers.
Drove continuous process improvements (LEAN+) and employed best pactices to overall support program initiatives.
Senior Compliance Auditor, 01/2014 to 04/2014 Ascension Health – Austin, TX,
Train new Auditors on how to effectively analyze, synthesize, and audit financial records for accounts under the Western Conference of Teamsters Pension Trust Fund (WCTPTF) and Pacific Coast Benefits Trust (PCBT).
Oversee the entire auditing process from beginning to finish for new Auditors in training.
Assist in cross-functional training and team development in using internal Oracle systems.
Approve Audit Plans and Employer accounts before audit findings are finalized and billed out to Employers.
Simplify auditing methods for reducing data entry time and automatically cross-reference for errors to improve productivity and eliminating an average of two weeks field time during audits.
Develop and maintain manuals and audit procedures to simplify complex modules for new users.
Compliance Auditor, 10/2011 to 01/2014 City Of Pasadena, Ca – , ,
Calculated audit results, writing reports, researching and preparing for future audits for the WCTPT and PCBT.
Ensured contributions have been correctly remitted to a client's health & welfare and pension fund by analyzing payroll and Labor & Industry Reports to ensure that reporting practices are compliant to union labor agreements.
Utilized Excel, Oracle databases and the Audit Contribution System (ACS) to generate various pension report models and identify potential opportunities and risks that can arise during an audit.
Developed overall audit summary reports; analytically explain audit results and labor agreement specifications.
Advised cost management policies to Employers in order to optimize business performance.
Supervised and trained 10-20 auditors to identify re-occurring problems during an audit for various companies.
Discovered over $250,000.00 of erroneously contributed pension funds on a large customer account.
Sr.
Office Assistant University Advancement, UW Foundation.
Senior Office Assistant, 11/2008 to 07/2011 Data Recognition Corporation – Woodbury, MN,
Trained new student employees, scheduled visitors, filed employee payroll and HR documents, distributed phone calls from donors, and provided records reconciliation via Advance Database for management.
Maintained the central marketing database and organized 3000+ photo meta-data in Adobe Bridges.
Data Processor, 06/2008 to 09/2008 Intellect Space Corporation – , ,
Researched and extracted 832+ biographical data of key business professionals in small to large companies for network integration and providing business solutions for other business owners.
Searched for relevant information using mining tools to extrapolate data into Excel spreadsheets.
Education
Bachelors of Arts: Business Administration Human Resources Management and Marketing, Expected in August 2011 University of Washington, Michael G. Foster School of Business - , GPA: Business Administration Human Resources Management and Marketing
: , Expected in UW College of Arts and Sciences - , GPA: Deans List 3.5 National Society of Collegiate Honors- UW Chapter since 2008
Skills
10-Key, Adobe, photo, Adobe PhotoShop, ADP, auditing, Benefits, Bridges, business solutions, Ceridian, client, data entry, databases, Database, Fast, financial, Financial Analysis, functional, funds, HRIS, HTML, HR, keyboarding, team development, marketing, Microsoft Access, Excel spreadsheets, Microsoft Excel, Excel, Office Suite, Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Publisher, Microsoft Word, network integration, Oracle, payroll, PeopleSoft, policies, Project Management, reporting, Requirements Analysis, researching, Risk Analysis, SPSS, phone, 60 WPM, Visual Basic, VBA
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Resume Overview
School Attended
University of Washington, Michael G. Foster School of Business