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Financial Analyst Resume Example

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FINANCIAL ANALYST
Accomplishments
  • A combined position to handle all financial and administrative activities of non-profit service association for the seven elected offices of counties including Auditors, Assessors, Treasurers, Clerks, Coroners/Medical Examiners, Sheriffs and Treasurers
  • Bachelor of science in business/e-business Graduated with Honors 06/2005
Experience
Financial Analyst
June 2014 to CurrentKitsap County － Port Orchard, WAProfessional level accounting work involving complex financial analysis, budgeting and management reporting. Assist in planning, organizing, developing and monitoring budget for assigned departments and offices of Kitsap County Government. Department of Administrative Services/Budget: Interact with and respond to routine to complex inquiries from business managers, elected officials, and representatives of other agencies, districts or departments regarding financial accounting, investment, fund balance reports or other information within scope of assignment. Provide professional level advice concerning specialized financial services rendered. Coordinate special financial services projects that require extensive contacts within and outside the department or office. Conduct complex research, interpret and make recommendations on various accounting, budgeting, investment or other financial issues within scope of assignment. May research and analyze financial or investment data and develop forecasts of expenditures and revenues. Direct the development and maintenance of systems and records that provide for the proper evaluation, control and documentation of assigned operations. Provide complex and sophisticated statistical analysis for revenue and expenditure forecasting and cash flow forecasting and monitoring. Prepare or oversee the preparation of detailed financial, technical, statistical, analytical, operational and administrative reports as required using a variety of software applications. Analyze, recommend and implement improvements to existing policies, procedures, and systems to maximize the use of accounting data in the development of budgetary or other fiscal plans. May make budgetary or other financial recommendations on necessary adjustments to meet key objective and responsibilities. Establish and maintain comprehensive fiscal processes, procedures and controls in accordance with federal, State and local regulatory requirements. Prepare, justify and monitor and review departmental budgets based on staffing and resource requirements, cost estimates, department/division objectives and departmental goals. Coordinate budget preparation activities within assigned department or countywide functions to meet deadlines and requirements for submission to the Board of Commissioners. Recommend a strategy to allocate resources to accomplish goals within revenue resources available or to address budget issues. Make recommendations to address long range funding plans or funding reductions; implement decisions made by executive level. Perform related activities such as: projecting staffing needs and revenue availability; monitoring and analyzing fund expenditures and revenues for operational planning; projecting program costs and reviewing trends in receipts, disbursements etc; performing audits as necessary; developing and preparing budget guidelines, procedures, instructions, and forms.
Administrative Services Coordinator
January 2012 to June 2014Washington Association of County Officials － Olympia, WAOlympia, WA 98501 Salary: $57.668 USD/year Hours per week: 40 Administrative Services Coordinator: A combined position to handle all financial and administrative activities of non-profit service association for the seven elected offices of counties including Auditors, Assessors, Treasurers, Clerks, Coroners/Medical Examiners, Sheriffs and Treasurers. Financial Services: Periodic analysis of fund balances and accounts receivable activity. Prepare and submit billings to state agencies for reimbursements per service contracts. Ensure proper classifications of reimbursements and expenses related to existing contracts. Implement proper GAAP accounting procedures into financial reporting system to align with goals, policies and procedures outlined in governance documents and State Auditor rulings. Prepare and analyze periodic financial and budget reporting and explain analysis of reports to board of directors to facilitate decision processes. Budgeting: Reconcile general fund budget allocations with actual revenues and expenditures and prepare detailed analysis of deviations. Perform budgeting and financial analysis for events management and project financial performance to aid in forecasting and decision making. Respond to inquiries from internal and external parties regarding financial information and perform research as requested. Forecast future expenditures and make recommendations for proposed budgets. Human Resources: Perform full charge payroll for three separate associations including tax liability and contributions into retirement. Research and monitor medical benefits and communicate with employees to aid in proper utilization of available options. Maintain records as appropriate and perform yearly reporting for retirement plan testing. Communications: Plan and implement various projects relating to communications, financial transparency and performance reporting for affiliate associations. Visit association members and discuss further needs from organizational support, respond to requests as directed by leadership. Act as a resource for related associations on proper procedure and troubleshooting for financial reporting.
Licensed Veterinary Technician
April 2006 to January 2012Tahoma Veterinary Hospital － Spanaway Tacoma, WAFinancial Services: Full-Charge bookkeeper for large animal hospital. Performed Accounts receivable, accounts payable, collections activities, reconciliations and financial reporting for leadership. Worked with outside accountant to implement inventory control procedures as well as yearly financial reporting. Routinely forecast and address cash flow issues with management to provide solutions prior to crises. Performed payroll for over 20 employees with varied salary structures including payment of liabilities and benefits administration. Implemented health insurance coverage for employees to fit within budget constraints set by hospital management. Prepared and filed monthly Department of Revenue B&O tax reports and payments. Leadership: Provided leadership for reception team. Implemented and utilized client survey to drive customer service standards for hospital. Facilitated communication between front office team and hospital leadership. Technical: Retained license with the State of Washington as a Veterinary Technician by performing required continuing education. Stepped in as needed to provide assistance in the medical portion of the hospital. Marketing: Developed strategic marketing plan for business and implemented tools to facilitate communication and time saving measures between hospital staff and veterinary clients. Developed website for business and integrated software platform to increase client interaction options. Financial Services: Full charge bookkeeper for several small businesses throughout the Tacoma area. Performed accounts receivable, accounts payable, reconciliation, payroll and financial reporting activities for businesses as needed. Prepared tax reports for Internal Revenue Service and Department of Revenue to fulfill tax obligations. Prepared budgeting and forecasting as needed. Advise client regarding account balances and possible cash flow difficulties. Met with clients periodically to review financial reports and assist in planning futureexpenditures to facilitate business goals. Spanaway, WA Salary: $9/Hour-$12/Hour Licensed Veterinary Technician: Performed duties as assigned in the capacity of a licensed veterinary technician. Promoted to lead technician and supervised two team members to increase efficiency and client satisfaction in the scope of veterinary service.
Education
Bachelor of science : business/e-businessPierce College

Bachelor of science in business/e-business Graduated with Honors 06/2005 University of Phoenix - Online

Select OneKeller Graduate School of Management
Masters of Accounting and Financial Management : FinanceUniversity of Phoenix

Masters of Accounting and Financial Management with a concentration in Finance - Graduating May 2015 Devry University/Keller Graduate School of Management

Associate : Veterinary TechnologyAssociate Degree in Veterinary Technology Graduated June 1994
Certifications
Licensed Veterinary Technician Performed duties as assigned in the capacity of a licensed veterinary technician Certified Bookkeeper
Professional Affiliations

Government Finance Officers Association (GFOA)

Washington Finance Officers Association (WFOA)

American Institute of Certified Professional Bookkeepers (AICPA) 2004-2014

Skills
Financial Services, Accounts Receivable, Credit, Financial Reporting, Payroll, Increase, Budget, Cash, Benefits, Accounts Payable, Bookkeeper, Clients, Accountant, Animal Hospital, Benefits Administration, Client Interaction, Collections, Customer Service, Full-charge, Inventory, Inventory Control, Marketing, Marketing Plan, Payments, Receptionist, Reconciliations, Retail Sales, Solutions, Strategic Marketing, Budgeting, Forecasting, Satisfaction, Accounting, Budgets, Financial Analysis, Contracts, Gaap, Gaap Accounting, Governance, Human Resources, Liability, Medical Benefits, Testing, Financial Reports, Reconciliation, Adjustments, Audits, Budget Preparation, Cost Estimates, Documentation, Executive Level, Financial Accounting, Financial Analyst, Forecasts, Maintenance, Operations, Staffing, Statistical Analysis, E-business, Associate, Finance, Financial Management
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Resume Overview

Companies Worked For:

  • Kitsap County
  • Washington Association of County Officials
  • Tahoma Veterinary Hospital

School Attended

  • Pierce College
  • Keller Graduate School of Management
  • University of Phoenix

Job Titles Held:

  • Financial Analyst
  • Administrative Services Coordinator
  • Licensed Veterinary Technician

Degrees

  • Bachelor of science : business/e-business
    Select One
    Masters of Accounting and Financial Management : Finance
    Associate : Veterinary Technology

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