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financial systems analyst resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Summary

Ambitious finance professional with strong track-record of delivering top performance. Personal qualities include: rigorous, positive, good problem-solver, autonomous, persistent, adaptable, and driven. Superior analytical and problem solving skills. Demonstrated ability to interpret and summarize data into meaningful information. Distinguished record of exceptional contributions to productivity, quality, team building, and process improvements in every position held. Strong reputation of creativity, self-motivation, and for having a "can do" attitude. Excellent verbal/written communicating skills. Adept in working with all levels of management in a professional and tactful manner. Exceptional presentation skills with the ability to positively influence others. Strong systems background. Aptitude for quickly learning and using new and old software and systems. Effective organizational skills. Simultaneously managed and monitored multiple tasks, and developed new methods to increase efficiency.

Highlights
Lawson, Access, Word, Crystal Reporting, Oracle SQL, PowerPoint, IBM AS/400, Cyborg, Hyperion, GERS, GBAS, HMS, Centricity, specializing in Microsoft Excel. Train and assist employees in Excel functions, formulas, and report writing.
Accomplishments
Experience
Financial Systems Analyst, 08/2014 - Current
Leidos Davis-Monthan Afb, AZ,
  • Sustain a lead role in the current Lawson system conversion and financial application implementation, developing functional requirements, creating and executing test cases, analyzing raw data for data transformation and reporting, solving system issues and financial process improvement utilizing Crystal Reporting, SQL and Microsoft Excel Successfully created and implemented an Accounts Payable program using Microsoft Excel that merges vendor master lists from two systems and eliminates duplicate vendors Write reports and fulfill ad-hoc data and analysis requests; data mapping, writing dashboards, create data forms, data grids and reports using Excel, SQL and Crystal Reporting Troubleshoot Lawson system processes and analyze data to ensure information is accurately generated and reconcilable to its source of origin.
  • Collaborate with user departments to identify and prioritize improvement projects.
Financial Analyst II, 06/2014 - 08/2014
Benefitfocus Providence, RI,
  • Created first encounter productivity reports which indicates staff productivity on a weekly and monthly basis.
  • Utilizing Excel, produced reports using pivot tables and complex formulas to merge data from three different systems - Medical, Dental and Behavioral Health systems, that were used in the annual UDS reporting.
  • Constructed the budget for new café opening in May 2011 that includes P&L, capital spending, start-up expenses, staffing and inventory.
  • Budget is used for internal purposes and was used for grant funding.
  • Managed and analyze CPSA revenue for all lines of business.
  • Produced any reporting or analysis needed mainly using Excel complex formulas, macros, visual basics and pivot tables.
Controller, 02/2014 - 01/2014
Berry Global Group Inc. Evansville, IN,
  • Managed finance functions of the TPA headquarters.
  • Created first profit & loss statements on each of their 75 clients.
  • Using Excel and Access, constructed and implemented a program for a client which calculates the payroll deductions for each employee based on their benefit elections.
  • With data exported from the mainframe, developed databases using Access.
  • Revised and creat spreadsheets with macros and queries to streamline processes.
  • Created the model and process for nondiscrimination testing of Cafeteria Plans.
  • Designed and wrote financial reporting models for performance measurements and trends that include macros, pivot tables, and dashboards.
  • Includes writing reports for ad-hoc analysis and auditing purposes.
  • Implemented, organized, and managed first SAS 70 Type II audit.
  • Produced cost analysis that provided critical information in decision making that affected the bottom line and competitiveness in the industry.
Assistant Controller, 08/2014 - 12/2014
Adtran Huntsville, AL,
  • Prepared weekly, monthly and annual reports, and present findings and recommendations to CFO and top level management.
  • Responsible for entire review and coordination of monthly and annual closing activities.
  • Designed and supported financial analysis spreadsheet models.
  • Created new, efficient, and presentable P&L and balance sheet reports in Excel.
  • This new model provides the capability to produce financial statements accurately from the main system into an Excel format, and reduces the process time from 2 hours to 15 minutes.
  • Managed cash flow and financial accounts for four stores.
  • Analyzed and focused on economic trends.
  • Contact to financial consultants, and for special financial or operational projects.
  • Administered entire accounting department consisting of five employees for the company of 75+ million dollars in annual revenue.
  • Supervised the accounting manager, accounting assistant, accounts payable supervisor, accounts payable clerk, and account receivable personnel.
  • Reviewed and approved accounts payables, monitor accounts receivables, and the functions and performance of the accounting department.
  • Ensured monthly and annual account analysis and reconciliations.
  • Prepared budgets, and capitalization and depreciation of fixed assets.
  • Contributed to the company's improvement of financial performance.
  • Increased gross margin by a monthly average of $20 thousand with an analysis of finance charges for the different sales finance programs used.
Senior Financial Analyst, 06/2014 - 07/2014
Alliant Phoenix, AZ,
  • Responsible for restructuring and improving corporate financial policies and procedures for five affiliates statewide.
  • Developed internal controls, and created procedures to maintain accuracy and increase efficiency in productivity and processes.
  • Oversaw internal and external audits.
  • Developed and maintained financial spreadsheet models, databases, and queries used for expense tracking, forecasting, and budgeting.
  • Tracked and reported up to $2 million in monthly revenue and related expenses.
  • Was interim CFO and managed all daily CFO corporate accounting functions.
  • Supervised accounts payable and general ledger activities for three accounting managers and seven accounting assistants.
  • Advised and recommend to upper-level management improvements to processes and procedures. Involved in interviewing, hiring, and training new employees for finance or accounting positions.
  • Assisted CFO in monthly and year-end closing procedures.
  • Wrote and posted journal entries, and analyzed revenue and expense accounts.
  • Prepared and reviewed income statements, expense and revenue reports, and budgets.
  • Successfully reduced closing time frame from five to two days.
  • Performed corporate finance duties that included cost analysis, trend analysis, and cash flow management for a weekly average of $200k in deposits and $125k in expenses paid.
  • Maintained multiple reconciliations, and monitored internal controls.
  • Modified financial reporting as needed.
Accountant, 01/1 - 05/2014
Aristotle Capital Management, Llc Los Angeles, CA,
  • Responsible for monthly closing procedures.
  • Prepared and reviewed annual budgets, weekly flashes, quarter estimates, financial forecasts, capital expenditure analysis and approved capital spending.
  • Executed special projects that included cost and expense analysis, trend analysis, and audits.
  • Played key role in mapping accounts from old to new general ledger system.
  • Performed accounts payable and payroll functions as needed Prepared, reviewed, and reported all financial statements.
  • Worked closely with corporate on their questions and resolving variances.
  • Significantly reduced time and inefficiencies in reconciliation procedures for multiple accounts.
  • Resolved reconciliations which had variances for several months and implemented procedures to detect and prevent errors.
Education
Bachelor of Science: Business Administration Finance, Expected in
-
THE UNIVERSITY OF ARIZONA - Tucson, AZ
GPA:
Status - Business Administration Finance
Associate of Science: Business Administration General Studies, Expected in
-
PIMA COMMUNITY COLLEGE - Tucson, AZ
GPA:
Status - Business Administration General Studies
Languages
Fluent in Spanish.
Skills
accounting, accounts payable, accounts payables, accounts receivables, streamline, ad, IBM AS/400, auditing, balance sheet, budgeting, budgets, Budget, cash flow, closing, conversion, corporate finance, cost analysis, Crystal, client, clients, Cyborg, databases, decision making, finance, financial, financial analysis, financial reporting, financial statements, financial statements, fixed assets, forecasting, forms, frame, functional, general ledger, hiring, Hyperion, inventory, Lawson, macros, mainframe, Access, Microsoft Excel, Excel, PowerPoint, Word, Oracle SQL, payroll, personnel, policies, process improvement, processes, profit, report writing, reporting, sales, SAS, Fluent in Spanish, spreadsheets, spreadsheet, SQL, staffing, supervisor, tables, trend, Troubleshoot, Type II, visual basics, annual reports, year-end

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Resume Overview

School Attended

  • THE UNIVERSITY OF ARIZONA
  • PIMA COMMUNITY COLLEGE

Job Titles Held:

  • Financial Systems Analyst
  • Financial Analyst II
  • Controller
  • Assistant Controller
  • Senior Financial Analyst
  • Accountant

Degrees

  • Bachelor of Science
  • Associate of Science

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