(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

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.

  • Financial and Operational Reporting
  • Audit Coordination
  • Analyzing Performance
  • Report Generation
  • General Ledger Accounting Expertise
  • Adobe software
  • Customer Relationship Management
  • Financial Management
  • Excellent attention to detail
  • Forecasting trends
  • Project Management
  • General ledger accounting
  • Bookkeeping
  • Preparing budgets
  • Data Collection & Research
  • Documentation skills
  • Excellent managerial techniques
  • Strong organization
  • Developing solutions
  • Business Development
  • Budgeting
  • Accounting assistance
  • Administrative support
  • Account Reconciliation
  • Negotiation
  • Data trending
  • Expert in customer relations
  • Research abilities
  • Finance
SUNY College of Agriculture & Technology At Morrisville Morrisville, NY Expected in Bachelor Of Applied Science In Information Technology : - GPA :
Work History
Altice Usa - Financial Analyst
Hendersonville, NC, 05/2014 - Current
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
  • Improved operational efficiency and cultivated cost reduction and increased productivity.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Used Software to create reports and recommended courses of action to upper management.
  • Interacted with contractors, subcontractors and suppliers to guide cost analysis process by establishing and enforcing policies and procedures.
  • Handled internal and external inquiries and complaints submitted by accounts payable clerk, finance director and other department heads, providing outstanding customer service when resolving issues.
  • Collaborated on projects with other professionals such as lawyers, accountants or public relations experts.
  • Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
Ikea North America Services, Llc - Accounts Auditor
Tempe, AZ, 02/2016 - 10/2018
  • Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
  • Produced and reviewed audit reports for submission to inspector general and advised on audit recommendations and internal controls.
  • Participated in interviews, performed observations and evaluated pertinent information to supplement audit findings.
  • Managed internal controls and assessed risks of technology network by performing information system audits of each division.
  • Analyzed data and findings and prepared reports for lead auditor detailing Type production.
  • Complied with established internal procedures by examining reports, processes and documentation.
  • Coordinated, managed and implemented projects for auditor and examiner evaluations.
  • Performed strategic planning, execution and finalization of audits.
  • Gathered and analyzed financial data to determine improvement efforts.
  • Developed and enforced audit policies and administrative and technical functions.
  • Established internal control systems by updating audit programs.
  • Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, FAS 109 provisions, and quarterly estimates prepared by associates.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Suggested key budgetary changes to increase company profits.
  • Partnered with auditors on annual audits and realized compliance with governmental tax guidelines.
  • Identified audit risks, prepared budgets and coordinated with management and audit team in preparing related reports.
  • Initiated comprehensive account assessments to check viability, stability and profitability of business operations.
  • Computed taxes owed by applying prescribed rates, laws and regulations.
  • Determined financial and operational audit areas, providing most economical and efficient use of audit resources.
  • Resolved financial and tax issues and maximized customer satisfaction scores.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and all types of cash and banking reconciliations.
  • Collected and reported monthly expense variances and explanations.
  • Identified management control weaknesses and provided value added suggestions for remediation.
  • Worked with management at project level to achieve expense plans.
  • Facilitated financial and operational audits, working with internal and external managers to communicate recommendations or issues surrounding audits.
  • Maintained integrity of general ledger and chart of accounts.
  • Reviewed accounts, resolved coding areas and tracked recurring expenses for accrual entry.
Bath Fitter - Customer Resolution Manager
Ridgeland, MS, 05/2010 - 06/2014
  • Collaborated with Type teams to resolve customer complaints and drive customer experience.
  • Completed retention-focused projects from scoping through execution.
  • Recorded details of conversations, complaints and actions taken in CRM.
  • Defined loyalty offer strategy to maximize ROI while staying within budget constraints.
  • Identified and assessed customer's needs quickly and accurately.

+ Edit or add your own

  • Used Type strategies to promote exceptional customer service and create positive environment for employees and clients.
  • Communicated best practices among on-site and external personnel to align efforts and goals.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.
  • Directed training and retraining of employees to boost performance and enhance business results.
  • Reviewed established policies and procedures to take on temporary leadership positions, motivate employees and facilitate smooth Type operations.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Developed detailed plans based on broad guidance and direction.
  • Assisted in organizing and overseeing assignments, planning and coordinating in-house and outsourced resources.
  • Identified and communicated customer needs to supply chain capacity and quality teams.
  • Established and maintained long-range plans for quality assurance.
  • Implemented and executed reviews of computer systems for compliance with state and federal regulations.
  • Effectively supervised staff of Number personnel by implementing company policies, protocols, work rules and disciplinary action.
  • Enhanced Type initiatives while managing effective marketing campaigns.
  • Trained Number personnel in Brand equipment maintenance and enforced participation in exercises focused on developing Skill.
  • Greeted and welcomed new members, establishing and updating memberships to Company Type programs.
  • Improved staff morale and reduced employee turnover by Number%.
  • Oversaw supply chain and supported tech transfer projects, batch release testing, change management and resolution of customer complaints.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Engaged prospects and customers through trade shows, seminars and workshops.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Utilized exemplary negotiation skills to obtain manufacturing service agreements and assure quality standards.
  • Estimated expected changes in business operations and made proactive adjustments to employee schedules and inventory levels to address needs.
Enterprise Rent-A-Car - Branch Manager
City, STATE, 05/2004 - 06/2010
  • Boosted branch sales by developing and deepening customer loyalty through incentive programs.
  • Assessed expansion plans and presented costs to forecast trends and recommend changes.
  • Expanded territory by negotiating beneficial deals for principle product sales, distribution and service.
  • Gathered and reviewed customer feedback to improve operations.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
  • Developed and delivered polished sales presentations in order to highlight product and service quality.
  • Identified and capitalized on community business opportunities with effective networking.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
  • Generated dramatic improvements across entire sales cycle.
  • Maintained friendly and professional customer interactions.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Developed prospects for new loans though weekly cold calling.
  • Evaluated applications against outline specifications to approve, reject or recommend adjustments files.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
  • Protected company assets with strategic risk management approaches.
  • Submitted loan applications to loan underwriter for verification and recommendation.
  • Increased monthly staff retention rate after implementing new training programs.

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School Attended

  • SUNY College of Agriculture & Technology At Morrisville

Job Titles Held:

  • Financial Analyst
  • Accounts Auditor
  • Customer Resolution Manager
  • Branch Manager


  • Bachelor Of Applied Science In Information Technology

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