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Lead Financial Analyst Resume Example

Resume Score: 100%

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LEAD FINANCIAL ANALYST
Education
BBA: Finance12 2008Georgia State UniversityAtlanta, GeorgiaFinance
Highlights
  • Proficient w/Microsoft Office applications (Excel, Word, PowerPoint, and Access)
  • Specialize in ; Pivot Table, H/V-lookup, SAP and complex Data Analysis/Management
  • Managerial Accounting & Corporate Finance
  • Financial Systems and Institutions
  • Financial Analysis & Loan Structure
  • Variance analysis
  • Financial reporting expert
  • Account reconciliation
  • Bookkeeping

Experience
Lead Financial Analyst01/2013 to CurrentU.S. General Services Administration Financial Service CenterAtlanta, GA
  • Supervise team of ten analysts with functions/operations of federal telecom finance office.
  • Counsel/develop/manage team and report directly to senior executives and director of finance.
  • Collaborate with process improvement team to enhance/implement systems and capture cost reductions.
  • Analyze financials and accounting records for portfolio of 500+ government agencies telecom accounts.
  • Liaison between government agencies and telecom vendors for contracting, invoicing, and billing support.
  • Perform GL functions for accounts payable/receivable; prepare, review, input and approve journal entries.
  • Verify the accuracy of vendor invoices presented and adequacy of supporting accounting data.
  • Maintain accounting records and update accruals/obligations in Oracle/SAP based financial systems.
  • Compare account balances with related vendor data to assure agreement of inventory charges.
  • Identify discrepancies and determine debit/credit entries required to bring account into balance.
  • Reconcile accounts using excel pivot table and SAP telecom information manager (TIM).
  • Summarize billing transactions and prepare control reports to reflect entries to be made.
  • Process full cycle vendor invoices in Oracle-Telecom Ordering and Pricing System (TOPS).
  • Prepare/analyze ad hoc financial summary reports and provide decision support to management team.
  • Achievements: resolved in excess of $250,000 in discrepancies, implemented paperless invoice process, and promoted to lead within first year of position.
Assistant Branch Manager III01/2011 to 01/2013SunTrust Bank IncCreek, GA
  • Drive branch performance by delivering strong individual sales, direction, leadership and execution of superior service.
  • Analyzed sale, operation, financial reports and created strategic plans to ensure branch profitability.
  • Strengthened client portfolio by directing business to lending, wealth management, mortgage, commercial, and treasury services.
  • Worked with high net worth clients to foster and develop new personal/business banking relationships.
  • Ensured branch is in compliance with internal controls, operational procedures, and risk management policies.
  • Conducted performance reviews, participated in selection/hiring process, and offer counseling for individuals with area of opportunity.
  • Increased sales productivity of up to 120% of goal within first quarter by analyzing and implementing improved client centered administrative processes.
Assistant Branch Manager01/2006 to 01/2011Best Bank/Guaranty BankAlpharetta, GA
  • Managed day to day activities by focusing on efficient and effective operations of the branch.
  • Consulted prospective clients and businesses providing assistance to reach financial goals by offering various banking products.
  • Delivered sales presentations to exceed performance and discover new opportunities by facilitating off site events.
  • Analyzed sale, operation, financial reports and developed strategic plans to ensure branch profitability.
  • Performed audits with optimum efficiency to ensure branch was in compliance with regulatory/legal requirements.
  • Reinforced expectations to achieve/exceed goals by coaching, developing, and motivating team.
  • Managed staff performance by recruiting cohesive/effective team members, providing feedback, and developing staff within their individual area of opportunity.
  • Functioned as a mentor by coordinating effective 'Team Building' exercises conducted at local branch offices.
Bookkeeper01/2008 to 01/2009Little Bear FoodsAtlanta, GA
  • Maintained daily book, managed accounts payable/receivable, and reconciled financial reports with bank statements.
  • Matched invoices to receipts, prepared/completed deposits and posted cash entry to accounts.
  • Recorded daily sale, expense, and profit on self generated spreadsheet for month-end financial reporting.
  • Prepared monthly financial reports for tax accountant and ensured reporting was in compliance with laws.
  • Processed weekly payroll managed expenses and controlled order/purchase of inventory.
  • 2.
Languages
Punjabi, Hindi, and Urdu
Skills
accounting, accountant, accounts payable, accruals, administrative, ad, balance, banking, billing, book, coaching, Corporate Finance, counseling, credit, client, clients, Data Analysis/Management, debit, decision support, directing, direction, finance, financials, Financial, Financial Analysis, financial reporting, GL, government, Hindi, hiring, inventory, invoicing, Languages, Team Building, leadership, legal, director, Managerial Accounting, mentor, Access, Excel, Microsoft Office applications, office, PowerPoint, Word, Oracle, payroll, performance reviews, policies, presentations, Pricing, process improvement, processes, profit, Punjabi, recruiting, reporting, risk management, sales, SAP, spreadsheet, strategic plans, tax, Telecom, TOPS, treasury, Urdu
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Resume Overview

Companies Worked For:

  • U.S. General Services Administration Financial Service Center
  • SunTrust Bank Inc
  • Best Bank/Guaranty Bank
  • Little Bear Foods

School Attended

  • Georgia State University

Job Titles Held:

  • Lead Financial Analyst
  • Assistant Branch Manager III
  • Assistant Branch Manager
  • Bookkeeper

Degrees

  • BBA : Finance 12 2008

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