Dedicated Financial Analyst with 2 years of extensive experience in the field of analyst. Possess strong analytical and problem solving skills with ability to make well thought-out decisions. Work effectively independently with minimal instruction as well as work cooperatively with business partners. Greatly motivated to learn and challenge oneself to seek higher level skills to take on advance projects.
SAP, Taxworks, Quickbooks, Microsoft Word and Excel (Vlookup, Pivot Table, Advanced Formulas, Macros), PowerPoint, Business Object, SQL
Modeling and Data trending
|Certified Public Accountant, State of Illinois, 3/2012|
Collaborated with senior leaders to develop Field Sales Bonus program framework to align with organization strategy and objective and motivational to the field sales leaders.
Developed comprehensive Field Sales Bonus program calculation monitor and posting monitor to calculate monthly on-pace Field Sales Bonus Results for all field sales leaders at the individual level. Monitors are developed using advanced Microsoft Excel formulas including pivot table and macros. The on-pace calculation involved compiling premium reports using SQL and Business Object queries and built formulas to update data monthly and implemented validation process.
Modeled and analyzed goal threshold max ranges with new Finance target and new market alignment for optimal ranges of measurement. Analyzed modeled results then summarized the findings in the Powerpoint presentation using summary report, graphs and charts.
Created Manual of Achievement detailing the purpose and objective of the Field Sales Bonus program and component level measurement with sample calculation process. Developed What If Tool for sales leaders to utilize what if scenarios to formulate results.
Analyzed market alignments by extracting agency level information through three different sources to compile comprehensive market alignments with sales leader level total premium, loss ratio and retention ratios which is viewed by regional sales managers and directors to re-align the market for optimal effectiveness.
Took on Ad-hoc assignments working with large database utilizing SQL, BI, Microsoft Excel, Powerpoint and Triton.
Dedicated finance role in supporting a $100M top-profile corporate initiative.
Analyzed vendor and retailer billing activity including a three-way reconciliation of invoices and retailer claims. Established comprehensive billing tracking system which enabled on-time problem resolution and efficient data access used by vendors, management and/or other departments. Worked directly with vendors and business partners on issue resolution and data management.
Developed a detailed business expense tracking process allowing management to analyze track and project vendor activity and plan for future project investments.
Provided critical support in analyzing sales activity for a major business marketing project. Developed a central database of critical customer information used by management and finance teams for processing event billings and customers and vendors. Worked directly with retailers for critical data validation.
Developed capital and operating budget to support construction project and post construction operations. Compared budget to first year operation with analysis of detailed sales and expense to improve profit.
Weekly Sales and expense analysis was performed to develop recommendation to assist management in their decision making in decrease expense and enhance efficient use of resources.
Analyzed market opportunities for business growth in the regional area through research and surveys.
Analyzed client submitted payroll and sales information to complete government reports validating compliance with government rules and regulations. Researched new/revised rules and bulletins posted by government bodies enabling clients to have up to date information to incorporate into their books and system of operation.
Reviewed government notices received by the client, analyzed government proposed calculation, researched compliant law and other documentations to propose rebuttal against the penalty and interest levied on the client.
Assisted managing partner in conducting 2-3year tax return comparative analysis. Reviewed clients books and records financial statements to summarize any unusual fluctuation and trend as well as any questionable figures for further investigation. Accomplished complete finding process which was critical in analysis of current books and record to prepare for client's annual tax return.
Coordinated client's state audit with correspondence with the auditor. Compiled related data with comprehensive explanation of the process and assisted auditor re-tracking the process.
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