Senior Financial Analyst Resume Example
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SENIOR FINANCIAL ANALYST
Summary
To pursue a master's degree in management that will allow me to develop my strengths as a proven business professional and promote me to a management role.
Highlights
| Microsoft Office - Outlook, Word, Excel, PowerPoint *Additional experience in QuickBooks, Pro-series Tax Software, DacEasy Accounting Software, SAP PPR, SAP PQA, Oracle Essbase, |
Experience
Senior Financial AnalystJul 2015 to Current
Alliant － IL
Alliant － IL
- PBM Accounting Supported the rebates team, part of the pharmacy services segment of a Fortune 10 company.
- Assisted in a rigorous month-end close by performing journal entries for all manufacture rebates that impact corporate financial statements.
- Prepared and maintain reserve reports for the commercial book of business.
- All deliverables are analyzed by senior management and used for executive reserve meetings.
- Lead monthly reserve meetings attended by finance liaisons including senior leadership in order to effectively communicate open balances, mitigate collection risk, and ensure appropriate reserve levels.
- Created trend reports and variance analysis to ensure data accuracy for all rebates earned and retained by CVS Health.
- Collaborated with operational teams across financial segments in order to achieve appropriate financial controls and deliver operational results.
- Reviewed junior analyst work and provided constructive commentary to increase team efficiencies.
- Supported internal and external auditors during financial statement and internal control audits.
Financial AnalystMay 2013 to Nov 2015
Bcd Travel － IL
Bcd Travel － IL
- PBM Accounting Forecasted and maintained revenue analytics for the retail segment of the PBM Business Unit.
- Produced trends to provide to management to use for business analytics regarding GL account fluctuations, revenue streams, and client/pharmacy performance metrics.
- Prepared reconciliation support for SOX key controls that were reviewed and signed off by senior leadership.
- Assisted in the implementation of pilots and projects by testing and reviewing general ledger accounts; reviewing transaction detail, financial impact, project deliverables, GL mapping, and testing results.
- Supported management in establishing account receivable reserve needs by communicating with Finance Operations, assessing collection risk, and tracking client payments.
- Completed quarterly assessments for a key SOX control by reviewing client contracts for revenue reporting.
- Interpreted, prepared, and maintained journal entries for corporate financial statements at an ad hoc basis and during month-end close.
- Collaborate with Ernst & Young's Assurance Staff during quarterly reviews and year-end audit engagements.
Financial AnalystAug 2012 to Aug 2013
Bcd Travel － NY
Bcd Travel － NY
- Managed and improved the functionality of all Caremark controlled cash accounts, including all cash accounts under Caremark owned entities.
- Completed ad hoc requests from finance for forecast and budget requirements by running GL queries and performing data analytics.
- Collaborated with treasury and finance for maintaining statutory bonds by recording amortization and monitoring the associated interest and dividend payouts.
- Reconciled and managed all key cash investments including money markets assets held on account for corporate owned insurance plans.
- Supported the PBM accounting team in achieving an accurate and timely close on a monthly basis.
- Worked closely with our internal auditors and external auditors in providing audit evidence for substantive testing procedures during quarter reviews and annual audit engagements.
- Dedicated resources to training and developing the current cash analyst for the PBM accounting team.
AccountantJun 2011 to Aug 2012
Aquestive Therapeutics, Inc. － Chicago , CA
Aquestive Therapeutics, Inc. － Chicago , CA
- Kept records of financial transactions for a small independent manufacturing firm.
- Managed cash accounts by tracking customer deposits and vendor payments and controlling transactions on the general ledger.
- Helped with month-end close and prepared financial statements for management review.
- Complied all audit evidence for quarterly meetings with external auditor.
Education
Bachelor of Science, AccountingSalve Regina University － City, StateAccounting
Masters of Business AdministrationBryant University Graduate School of Business － StateMPAc
*Master of Professional Accountancy - 36 credit hours earned
*Eligible to earn license for CPA accreditation
Professional Affiliations
Was named employee of the quarter which was submitted by my manager and approved by CVS Health PBM Vice President. Consistently the recipient of "Values in Actions" points that are awarded by senior management for demonstrating values that go above and beyond. Consecutive performance reviews rewarded with the highest evaluation - Exceeds Expectations. Community Service Volunteer Experience at Newport Boys and Girls Club Formed strong relationships with inner city kids through play and companionship Organized and developed strategies for creating a positive learning experience CVS Caremark Volunteer Events Prepared and packaged boxes of food at the RI Food Bank to distribute to churches and affiliated organizations. Distributed thousands of gifts during the Christmas season to underprivileged Woonsocket families
Skills
Accounting, Accountancy, Accounting Software, ad, analyst, bonds, book, budget, contracts, CPA, credit, client, CVS, DacEasy, Essbase, senior management, external auditor, Finance, financial, financial controls, financial statements, general ledger, general ledger accounts, GL, insurance, investments, leadership, meetings, Excel, money, Microsoft Office, Outlook, PowerPoint, Word, Oracle, QuickBooks, recording, reporting, retail, SAP, Tax, treasury, trend, variance analysis, year-end
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Resume Overview
School Attended
- Salve Regina University
- Bryant University Graduate School of Business
Job Titles Held:
- Senior Financial Analyst
- Financial Analyst
- Accountant
Degrees
- Bachelor of Science , Accounting
Masters of Business Administration
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