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Financial Analyst (Consultant) Resume Example

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FINANCIAL ANALYST (CONSULTANT)
Summary

Experienced Financial Analyst is seeking a role with a company that offers career growth. Diversified, progressive experience in the analysis of financial/economic data supporting enterprise decision making including monthly closing, reviewing journal entries, accrual posting, variance analysis, data mining, and writing up summary of monthly activity for financial reporting.

Highlights

MS Office, Hyperion, Concur, SAP, Oracle PeopleSoft GL and Cognos

Accomplishments

Part of team responsible for creating Standard Operating Procedures for Global Operations Support Center in India. Maintained headcount database for global employees supporting the Director of Human Resources. Generated monthly headcount and compensation reports for Vice President of HR and CFO for organizational decision making.

Experience
Financial Analyst (Consultant)
June 2014 to Current
Duke Realty - Indianapolis , IN
  • Works with Manager and Human Resources management to continually review, monitor and design competitive, cost-effective total compensation and reward programs, including executive incentive compensation, sales and company-wide incentive plans, and other awards programs.
  • Prepares bonus accruals on a monthly basis for booking to general ledger.
  • Administers annual incentive programs from modeling through approvals and payouts.
  • Administers compensation and rewards programs, including job evaluations, job benchmarking and the salary administration process.
  • Provides consultative advice to managers and colleagues on day-to-day compensation issues.
  • Interprets plan documents and policies to create and maintain compensation and incentive compensation spreadsheets and calculations: prepares compensation exhibits and related documentation for upper level of management.
  • Analyzes, prepares and distributes headcount and compensation information to HR Generalists globally.
  • Documents all compensation actions taken and maintains records of such actions to ensure legal and regulatory compliance and adequate internal controls.
Desktop Support
February 2013 to June 2014
Toast - Salt Lake City , UT
  • Install, configure, monitor and troubleshoot PC's and related hardware on OS platforms.
  • Perform diagnostic testing on PC equipment and ensure equipment is up and running at all times.
  • Perform imaging setup for standard desktop applications.
  • Troubleshoot and resolve email related issues, Internet Explorer issues and other PC software related issues.
  • Resolve numerous technical support issues with a friendly attitude to make the customer feel more comfortable and at ease during troubleshooting.
  • Test and deploy new software, procedures, installation, and upgrade activities.
  • Analyze and correct issues using documented procedures and available tools as well as personal knowledge and skills and recommended solutions.
  • Liaison to accounting group in ensuring SQL report changes are in line with business changes.
  • Consistently working towards improving reporting process.
Consultant Financial Analyst
January 2012 to April 2012
Ss&C Technologies - Dublin , OH
  • Implementing and creating a customer master database to maintain Health Care Provider information for year end reporting.
  • Coordinate communication with various vendors to implement new spend processes for DRL Inc.
  • Verify with spend owners and departments to obtain critical information needed to be entered into the Concur system by sales force for reimbursement and reporting.
  • Collect missing information from spend owners according to IRS and company guidelines.
  • Ensure that all accurate information has been received to feed to the Aggregate Spend System.
  • Prepare detailed information regarding Health Care Providers for state and federal spend reporting.
Help Desk Analyst
June 2011 to January 2012
Tti, Inc. - Tewksbury , Town Of
  • Provided daily phone support to all end users within the Firm for all components of the IT infrastructure and Application Support.
  • Troubleshoot workstation access, applications software and functional application support, using knowledge of network operating systems or notifying the appropriate support organization.
  • Recorded problem systems and status information through the use of REMEDY.
  • Provided Remote Access VPN Administration setup and support.
  • In-House application support for Accountants, Tax and Audit Advisory.
  • Supported the implementation and deployment of internal business systems and solutions, and maintain technology guidelines, operating procedures and support documentation.
  • Escalated or consulted issues with 2nd and 3rd level support and management when solution was not solvable and proactively maintained communications with callers through analysis and resolution process particularly in difficult customer situations, to keep them informed of status and provided follow-up once resolved to ensure customer satisfaction.
Financial Reporting Analyst
March 2007 to April 2011
Radiant Logistics, Inc. - Renton , WA

•Monitored and analyzed expenses in excess of $14M on a quarterly basis.

•Responsible for maintaining proper accrual posting process. Assured that accruals are properly documented, not recorded to spend down remaining budgetary amounts, accruals on already paid expenses have not occurred and they have an expected end date and are not posted in the ledger indefinitely.

•Trusted to function within company guidelines in compliance of Generally Accepted Accounting Principles (GAAP), IFRS and Statutory Accounting Principles.

•Improved results analysis to better identify patterns, risk areas and potential financial exposure.

•Trained and mentored junior representatives from Global Operations Service Center in India by means of new standard operating procedures for operational and transactional processes impacting the financial statements, including closing, reporting and analysis.

•Coordinated agreement between management and business contacts to verify monthly, quarterly, and yearly expense reconciliation.

•Functioned as Single Point of Contact (SPOC) for quarterly Balance Sheet Certification to handle internal audit to ensure compliance with Sarbanes-Oxley.

•Audited internal systems to locate paid invoices and cancelled checks to compile them for submission to external auditors.

•Generated head count reports and liaised with IT group to ensure changes were accurately processed.

•Prepared monthly cost center lists based on changes and communicate with respective individuals.

Account Representative
September 2004 to March 2007
MetLife - City , STATE
  • Managed over 50 accounts for institutional employee benefit programs for Fortune 500 companies in excess of $12 million annually.
  • Supervised billing, administration and customer service activities for 1500 individual policy holders.
  • Implemented the financial interface between MetLife and corporate accounts activities to over $1MM/month.
Customer Service Representative
June 2003 to August 2004
Verizon Wireless - City , STATE
  • Managed over 1600 customer inquiries per month comparative to other team members, falling within top five (5) percentile of productivity.
  • Problem solved unique and different technical issues by trouble shooting equipment for the benefit of Verizon Wireless phone service subscribers; escalated to team coordinator for more complex issues.
  • Replied upon to resolve complex billing disputes for difficult clients to create a win/win situation for both the customer and Verizon Wireless.
Education
Bachelor of Arts : Economics, 2003Rutgers University - City, StateEconomics
Skills

Accounting, accrual posting, Balance Sheet reconciliation, benchmarking, billing, business systems, monthly closing, competitive, financial statements, functional, general ledger, GL, phone support, Human Resources management, Hyperion, MS Office, Oracle, PeopleSoft, company policies, reporting, Sarbanes-Oxley, spreadsheets

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How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:

75Average
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  • Length
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Resume Overview

School Attended

  • Rutgers University

Job Titles Held:

  • Financial Analyst (Consultant)
  • Desktop Support
  • Consultant Financial Analyst
  • Help Desk Analyst
  • Financial Reporting Analyst
  • Account Representative
  • Customer Service Representative

Degrees

  • Bachelor of Arts : Economics , 2003

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