Financial Analyst resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Dedicated school finance professional with history of meeting organizational objectives. Skilled in working under pressure and adapting to new situations and challenges to best serve the needs of the district. Over 25 years of experience in K-12 school finance backed by a Chief Business Official Certification.

  • Analytical Thinking
  • Excellent attention to detail
  • Strong organization
  • Relationship Building
  • Problem Solving
  • Forecasting Trends
  • Financial and operational reporting
  • Advanced financial analysis
Work History
Financial Analyst, 12/2006 - Current
Time Warner Cable Colorado Springs, CO,
  • Administer financial operations of district with annual budget that is in excess of $426 million. Maintain effective financial management to ensure district solvency and fiscal accountability.
  • Provide administrative direction and supervision to fiscal services department. Interview and select employees, train and advise staff.
  • Oversee procedures and review financial transactions including budget, payroll, financial accounting, attendance accounting, and position control.
  • Direct and oversee reconciliation of all district funds, including all bank, County, balance sheet, and income statement accounts. Oversee and review all funds on deposit with various banking institutions and Orange County Treasurer; administer bank account and revolving/petty cash authorizations including preparation of associated Board of Education resolutions.
  • Monitor departmental procedures to assure proper accounting and cash handling practices and provide training to district personnel as needed.
  • Conduct internal audits of district funds and accounts and maintain appropriate records and audit trails.
  • Assign preparation of year-end financial data for annual audit; prepare audit schedules and act as liaison with external auditors. Prepare district’s responses to audit observations and findings in management’s discussion and analysis report; take corrective action and provide training to address findings and strengthen internal controls.
  • Oversee development of non-financial forecasts including enrollment and average daily attendance.
  • Develop budgets and financial forecasts to provide guidance and recommendations to executive staff. Perform financial and statistical research and prepare reports to aid in policy decisions, district planning and negotiations.
  • Assist in development of Local Control and Accountability Plan.
  • Oversee preparation of annual and interim budgets and Standardized Account Code Structure (SACS) Reports. Analyze budget variances and develop Multi-Year cost projections. Provide assistance in preparing and monitoring annual budget.
  • Provide central office oversight of associated student body accounts and funds; provide technical training and guidance and update procedural manuals as required; address internal controls and review bank reconciliations and inventory reports. Facilitate meetings with ASB technicians to review legislation and address audit concerns.
  • Review school site calendars and bell schedules. Calculate instructional minutes and advise sites and Executive Cabinet of their compliance with applicable laws and district policies.
  • Administer district's mandated cost program. Compile survey and reporting data for governmental agencies.
  • Oversee security access for district staff to financial, personnel requisition and banking software systems; monitor system security access and implement changes as required to ensure appropriate internal controls; serve as technical resource for staff.
  • Serve as head of Finance Committee for Emergency Operations Center Response Team. Keep detailed record of expenses related to emergencies such as COVID pandemic response. Review for compliance with federal and state guidelines and file reports to ensure maximum claims.
  • Collaborate with multiple divisions, site personnel and outside organizations to resolve issues and conflicts.
  • Maintain current knowledge of state, federal, local and auditing laws and guidelines to assure compliance; interpret and explain guidelines to staff.
  • Attend, conduct and present at variety of meetings as assigned. Represent district at various meetings; attend professional learning and conference opportunities.
Accountant, 02/2001 - 12/2006
Alfa Laval Ab Greenwood, IN,
  • Performed detailed accounting work maintaining financial records in accordance with California State Accounting Manual.
  • Provided budgetary projections, compiled Federal and State reports as required, and focused on projection of revenue and expenditures. Monitored budgets for compliance with grant criteria and advised staff of and questionable issues or budget shortfalls.
  • Initiated budget adjustments as needed.
  • Reviewed operating program staffing requirements; received personnel action requests from sites and departments; conducted research to ensure staffing and budget allocations are within budgetary limits; discussed allocations and expenditures with managers and Principals.
  • Analyzed cash balances and prepared cash projections for all funds.
  • Provided technical training on district's financial management system.
  • Implemented position control system.
Accounting Technician III, 01/1999 - 02/2001
State Of North Carolina Laurinburg, NC,
  • Prepared and verified accuracy of variety of financial documents and statements. Some of which include: Local, State and Federal reports, journal entries, invoices cash transfers, inventory transactions, bank statements, State Use Tax and 1099 processing.
  • Provided budget information to Principals, updated classified staffing based on district formulas.
  • Interfaced county payroll information with district financial system. Prepared and posted payroll adjustments as necessary.
  • Collected and deposited funds.
  • Interacted with various staff to assess fiscal information and reports from financial system.
  • Mentored and trained district personnel regarding financial procedures.
Accounting Technician II, 12/1995 - 01/1999
State Of North Carolina Lincolnton, NC,
  • Performed general accounting duties involving classification, auditing, reconciliation and maintenance of financial records.
  • Processed accounts payable and accounts receivable in addition to travel expense claims.
  • Printed and audited commercial and manual warrants before distributing to vendors.
  • Collected and accounted for school fees.
Master of Arts: Educational Administration, Expected in 06/2001
United States International University - San Diego, CA,
Bachelor of Science: Business Administration And Management, Expected in 05/1993
San Diego State University - San Diego, CA
Minor: Organizational Psychology, Expected in 05/1993
San Diego State University - San Diego, CA

· California Association of School Business Officials (CASBO)

· Pi Lambda Theta, International Honor Society and Professional Association in Education

· Alpha Kappa Psi, Professional Business Fraternity


· CASBO Chief Business Official Certification, 2018

· Classified Employees Development Academy, 2005

· Dale Carnegie Training, 2005

· Certificate Program in School Business Administration (SDSU), 1997

- Accounting and Auditing for School Districts

- Introduction to School Business Administration

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Resume Overview

School Attended

  • United States International University
  • San Diego State University
  • San Diego State University

Job Titles Held:

  • Financial Analyst
  • Accountant
  • Accounting Technician III
  • Accounting Technician II


  • Master of Arts
  • Bachelor of Science
  • Minor

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