Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Detail-oriented finance professional with complex problem-solving skills and the ability to influence others toward goal attainment. Motivated and efficient, skilled at consistently meeting and surpassing management expectations. A respected leader with team-player mindset and tenacious work ethic. Experience with budgeting, strategic planning and accounting. Adept at increasing work process efficiencies and profitability through functional and in-depth business financial analysis.


Microsoft Office (High Intermediate - Excel)


Microsoft Dynamics - GP


Work History
Manager, Financial Planning & Analysis, 07/2018 to Current
Raytheon Technologies CorpUniontown, OH,

Prior to my being promoted to FP&A, our (start-up) company, with a gross revenue of approximately $700 million, did not have any meaningful way of viewing forward margin. Built new, comprehensive financial forecast model, which was used to uncover some serious material structural challenges/issues and led to implementation of additional controls, including those involving internal cost curves, within the pricing engine, as well as corrective action to terminate some underwater contracts.


*Took ownership of and was responsible for updating company forecast, for a portfolio comprised of 120,000 service addresses, operating in 15 states, made up of all U.S. ISOs.

*Provided data validation and poduced scenario models/pro forma statements to support strategic initiatives.

*Assisted in the planning, development and execution of immediate and long-term operating plans, working with key stakeholders to ensure alignment with strategic goals and objectives.

*Identified potential areas of risk and opportunity to management and provided recommendations to steer business results and achieve financial goals.

*Performed revenue, margin and cost analysis to gain understanding of product mix and profit drivers impacting bottom-line growth.

*Performed in-depth financial analysis, communicating key profitability drivers and metrics, explaining any and all variances from target(s) with plan of action.

*Worked closely with Supply to monitor long-term load forecast and hourly day-ahead market reports for LMPs.

*Contributed to Monthly Business Review reports/meetings.

Manager, Accounts Receivable/ Financial Analyst, 09/2016 to 06/2018
Clifton Larson AllenSpringfield, MO,

*Viewed as a SME, in regard to our CRM system and was the team point-of-contact for all finance-specific action items.

*Responsible for clearing/correcting $20+ million in aged receivables

*Raised concerns, regarding issues that greatly impacted other departments and was instrumental in outlining/structuring resolution of these items, impeding potential negative impact on the company as a whole.

*Drove improvements in quality of invoicing and collection procedures by ensuring appropriate processes and controls were in place.

*Monitored and managed AR/Billing-related exception queues and was team lead for finance support (JIRA - this involved end-user testing).

*Improved budgeting of cash-on-hand/timing of monthly expenses by performing DSO calculations on consolidated billing accounts: tracking not only timing of payments but also the gap between receipt of invoicing transactions and FAMP (EDI payment files) from the various utilities.

*Assisted with sampling/testing phases of year-end audit

*Supervised/directed junior members of the accounting/finance team: improving communication, resolving conflict, ensuring that everyone remained properly challenged, motivated and on-target.

Accounting Analyst/Staff Accountant, 08/2014 to 08/2016
Agera Energy, LLCCity, STATE,

*Devised a new and improved way of reconciling consolidated billing receivables, by developing a tracking system, which tied each bank deposit to its corresponding EDI batch(es), to ensure that all data/payments were captured and processed.

*Served as right hand to treasurer: cash management, collateral tracking/reconciliation.

*Prepared various schedules reflecting the monthly financial performance of the entire business unit.

*Assisted with the month-end as well as year-end processes, including preparing various journal entries and account reconciliations.

*Involved in chart of accounts mapping for AR Feed Report, transferring large amounts of customer data from CRM portal to GL, ensuring more accurate and timely financial reporting.

*Responsible for payment processing and daily bank reconciliation.

*Chosen by CFO and internal auditor to update company's internal policies and procedures.

*Selected by CRO to assist with NYISO cost build-up.

*Assisted with sampling/testing phases of year-end audit.

Bachelor of Arts: Accounting, Expected in
Ashford University - ,

Graduated cum laude


Six Sigma Global Institute - Lean Six Sigma Yellow Belt

Corporate Finance Institute - Financial Modeling & Valuation Analyst - in progress (7 of 10 courses completed)

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School Attended

  • Ashford University

Job Titles Held:

  • Manager, Financial Planning & Analysis
  • Manager, Accounts Receivable/ Financial Analyst
  • Accounting Analyst/Staff Accountant


  • Bachelor of Arts

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