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Financial Analyst - Senior (Budget) Resume Example

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FINANCIAL ANALYST - SENIOR (BUDGET)
Summary
A disciplined and highly motivated individual with over 10 years' experience in the fields of Auditing, Accounting, and Budget Knowledge of principles and practices in auditing, governmental accounting, and municipal budgeting.
Highlights
Strong technical skills and knowledge of the following computer software programs: MS Word, MS Access, MS Excel, MS Power Point, MS SSRS, QuickBooks, Peachtree, Visual Basics, New World, AFIS, HRIS/HRMS, PS HCM, PeopleSoft, Procure AZ, and Tyler-Munis
Skills
Accounting, Accountant I, accounts payable, accounts receivable, administrative, agency, Backup, bank reconciliation, Benefits, billing, billings, budgets, Budget, bi, closing, chi, oral, Draw, Council, DDS, decision making, staff training, Financial, financial report, Analyze financial statements, financial statements, forms, drawing, HRIS, Human Resources, insurance, interpretation, inventory, team leader, legal, Meetings, MS Access, MS Excel, office, MS Power Point, MS Word, Works, Payroll, Peachtree, PeopleSoft, policies, Develop policies, improve processes, Profit and Loss Statement, QuickBooks, reconciling, Research, retail, Sales, spreadsheets, supervisor, tax, Vision, Visual Basics, Workshops, written, year-end
Accomplishments

Recognized for various team leader roles at the Arizona Lottery - Team of the Year 2005, 2007, 2010, & 2011


Experience
Financial Analyst - Senior (Budget)
August 2015 to Current City of Surprise － Surprise, Arizona
Sr. Budget Analyst
November 2014 to August 2015 City of Glendale － Glendale, Arizona
  • Develop, analyze, manage, and evaluate the City's operating budget Assist in the development of the City's capital improvement program (CIP)
  • Utilize technical skills, knowledge, and experience to analyze and provide solutions to technical problems
  • Manage and maintain various budget applications used by the City to develop the operating and CIP budgets
  • Budget liaison for Public Works, Water Services, and Development Services
  • Provide assistance and answer questions related to budget procedures and policies
  • Identify budget issues and provide alternative solutions and recommendations
  • Examine budget requests and expense history for completeness, accuracy, and conformance with established policies
  • Create custom reports for management to utilize in decision making, studies, or projects
  • Research and assists in the preparation of complex long-range revenue and expenditure forecasts
  • Develop forecast models
  • Create and design budget reports, schedules, communication material, and forms to be used in the Annual Budget and CIP
  • Perform research and analysis on special projects as assigned by management
  • Attend City Council Meetings and Workshops
  • Keep current on economic, political, and legal issues that may affect the City
Accountant I - Benefits Accounting
August 2013 to November 2014 City of Glendale － Glendale, Arizona
  • Prepare and submit monthly analysis of expenditures and revenues related to the Benefits Trust Fund
  • Conduct monthly reconciliation of all employee and employer contributions to the Benefits Trust Fund
  • Prepare journal entries to record revenue, expense, and liability for all Benefits Trust Fund activity
  • Process payments to vendors for Medical, Dental, Vision, and Life insurance
  • Communicate with Payroll and Human Resources to ensure monthly premiums are collected from employees and adjustments are made as needed
  • Monitor payments and prepare billing for City's wireless communication agreements
  • Reconcile and research bi-weekly payroll entry errors and communicate any budgetary issues that arise with departments
  • Maintain electronic spreadsheets on various accounts and produce reports for management
  • Collect, analyze, and prepare working papers for audits and provide oral or written answers to auditors' questions
  • Participate in audit preparations by developing required schedules and reconciliation reports
  • Prepare statistical reports for the Comprehensive Annual Financial Report and verify compliance
  • Assist staff with MS Excel functions and formulas and conduct staff training.
Accounting Supervisor
July 2012 to July 2013 Arizona State Lottery － Phoenix, Arizona
  • Manage/supervise accounting functions of Accounts Payable, Receivable, Collections, and Payroll
  • Manage and oversee claims, transfers, encumbrances, and petty cash disbursements
  • Develop policies and procedures for the accounting department
  • Ensure payroll and travel claims are processed in accordance with policies and procedures
  • Ensure retailer billings are processed in accordance with Lottery rules, policies, and procedures
  • Attend and participate in administrative hearings related to Lottery retailers
  • Monitor payments of Federal and State tax withholding and ensure accordance with Federal and State rules and regulations
  • Perform detailed analysis and interpretation of financial records and transactions
  • Perform reconciliations of cash, revenues, expenditures, and prize accounting transactions
  • Prepare and file Federal and State tax related forms Review and research transactions processed in the state financial systems; Arizona Financial Information System (AFIS) and Procure AZ
  • Prepare journal entries related to Lottery and Prize fund activities
  • Compile sales data and compute monthly amounts to be transferred from Lottery to state beneficiaries in accordance with Arizona Revised Statutes and Lottery policies and procedures
  • Prepared data used in the compilation of a comprehensive annual financial report, agency financial statements, and management reports
  • Prepare monthly Profit and Loss Statement and various reports for submittal to the Governor's office
  • Resolve problems and answer questions presented by management regarding accounting transactions and reports
  • Manage and supervise year-end closing process
  • Evaluate, review, and administer employee performance evaluations.
Accountant II
December 2005 to July 2012 Arizona State Lottery － Phoenix, Arizona
  • Responsible for reconciling reports and financial data
  • Identify issues and make recommendations based on findings Analyze financial statements
  • Prepare and post journal entries
  • Prepare and maintain financial spreadsheets
  • Verify accuracy of encumbrances, claims, and transfers prior to release
  • Prepare and send use tax payments
  • Prepare and send monthly transfers to Lottery beneficiaries in accordance with Arizona Revised Statutes and Lottery policies and procedures
  • Perform various Accounts Payable, Receivable, and Payroll activities
  • Verify and release Federal and State tax withholding wire payments
  • Verify and approve payroll
  • Verify sales incentive payments to Lottery Sales Representatives Work with lottery retailer accounts, and vendors
  • Work with other departments as needed
  • Responsible for bank reconciliation of lottery retail accounts
  • Backup for Accounts Payable, Receivable, and Payroll clerks 
  • Work on special projects and research information for management
  • Assist in the year-end closing process through reconciling reports for accounts payable and inventory activities as well as preparing year end journal entries
  • Assume the role of supervisor in the absence of the Accounting supervisor
Program Compliance Auditor II
December 2004 to December 2005 Arizona State Lottery － Phoenix, Arizona
  • Perform audits related to Lottery operations to include accounts payable, accounts receivable, contract compliance, payroll, state beneficiary transfers, and games
  • Prepare audit work programs and reports Perform daily review, reconciliation, and analysis of various agency data reports
  • Reconcile agency cash supplies
  • Review, prepare, and update audit policies and procedures
  • Work closely with other departments to ensure compliance with established policies and procedures
  • Provide departments with audit recommendations based on findings
  • Member of various committees designed to provide the agency with feedback and recommendations to improve processes and ensure integrity
  • Review and process security requests for system bypasses of Lottery prizes/payouts
  • Perform audit testing of Digital Draw Systems (DDS)
  • Perform Pearson chi-square analysis of drawing numbers to ensure randomness of drawings
  • Review drawing records to ensure compliance with internal policies and procedures.
Education
Master of Science : Accounting and Financial Management, December 2007 Keller Graduate School of Management － Phoenix, AZ GPA 3.33
Bachelor of Science : Business Administration Accounting, October 2004 DeVry University － Phoenix, AZ
GPA 3.36
Member of Sigma Beta Delta
Dean's List
Associate of Applied Science : Accounting, November 2000 Rhodes College － Phoenix, AZ GPA 3.75
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Resume Overview

Companies Worked For:

  • City of Surprise
  • City of Glendale
  • Arizona State Lottery

School Attended

  • Keller Graduate School of Management
  • DeVry University
  • Rhodes College

Job Titles Held:

  • Financial Analyst - Senior (Budget)
  • Sr. Budget Analyst
  • Accountant I - Benefits Accounting
  • Accounting Supervisor
  • Accountant II
  • Program Compliance Auditor II

Degrees

  • Master of Science : Accounting and Financial Management , December 2007
    Bachelor of Science : Business Administration Accounting , October 2004
    Associate of Applied Science : Accounting , November 2000

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