Financial Analyst, NAR Financial Planning and Analysis - Finance Development Program Resume Example

Accountant is a key contributor to the annual profit plan and monthly outlooking process for NAR and Corporate Benefits (~$200M is managed by this individual). The Accountant is responsible for running the fringe job monthly. On a quarterly basis, the Accountant will prepare the global Pension/OPEB reconciliation and required Pension footnote disclosure for the 10Q, including Board of Directors materials at year-end.

• Owned over $2 billion of balance sheet liabilities
• Prepared quarterly board preparation materials
• Interacted with cross-functional internal and external business partners (Corporate FP&A, Investor Relations, NAR FP&A, NAR Accounting, Other Regional Accounting teams, HR, Treasury, Towers Watson, EY, Plante Moran)
• Developed cost accounting standards
• Analyzed and communicated key results drivers to business partners (NAR and Corporate FP&A)
• Performed monthly, quarterly and year-end close activities and ad-hoc analysis for key benefits areas including Bonus, 401(k), FICA, Pension, and OPEB

Analyst actively participates in the accurate planning, reporting and analysis functions. This position is also utilized to adequately fulfill ad hoc requests from various internal and external sources to support decision-making. This includes providing direct input and support to directors, department heads, and line personnel in assigned areas.

• Prepared the month-end, quarterly and full-year forecast/reports, including: reporting packages (Executives, Internal, other business units), monthly financial close package, monthly scorecard and financial performance indicators, quarterly management meeting presentation, Board of Directors meeting presentation, ensuring that capital and EBIT forecasts are properly reflected in planning tools. Working with financial system team to mitigate/resolve forecasting and planning concerns
• Assisted in preparation of various reports and data requests and answers ad-hoc requests for internal and external reporting customers. Routinely communicate actual performance compared to budget/plan/goals
• Functioned as a member of Exelon finance Team with responsibilities for ensuring a financial perspective is brought to daily operations, proper classification (O&M vs Capital) and treatment is followed, and compliance with all managerial policies
• Participated in the annual budgeting process and assist in updating long-range and budget planning models

Manager responsible for the administrative, financial, and risk management operations of the company. Including the development of a financial strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.

• Managed and improved the company's entire financial accounting, monitoring, and reporting systems
• Monitored the revenue cycle, accounts receivable and accounts payable management, payroll and benefits administration
• Completed month-end and quarterly close procedures
• Prepared accurate, complete, and timely management reports and present financial statements to the CEO
• Built financial models for business development team, including revenue drivers, cost assignment, and related return on investment metrics
• Reviewed operations of the finance department, set goals and objectives, and design a framework for these to be met