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sr financial analyst resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Summary

Highly committed, skilled and driven professional with 20+ years of experience in Banking. Hands on manager with proven experience in leading and developing high performance teams. Successful project manager for system implementations, process automations and business mergers. Team player, innovative, result oriented and strategic thinker with a strong work ethic.

Skills
  • Strategic Planning
  • Project Management
  • Finance and Business Transformation
  • Systems Implementations and Process Automation
  • Change Management
  • Full Accounting Cycle
  • ICFR & ITGC SOX Compliance
  • Talent Training, Development and Management
  • Issue and conflict resolution
  • Soft Skills
Experience
Sr. Financial Analyst, 01/2019 to Current
Procore Technologies, Inc.Overland Park, KS,

Highly experienced in SOX 302/404 and Compliance Management, including:

  • Subject Matter Expert liaison with internal and external auditors in all matters related to Information Technology General Controls (ITGC) audits.
  • Analysis and documentation of internal controls for Popular Inc, BPPR, Popular Bank and Popular Auto.
  • Analysis and implementation of preventive, corrective or mitigating controls to address audit recommendations.
Manager, 01/2011 to 01/2019
L&T InfotechAtlanta, GA,

Management:

Successfully developed and managed multiple high-performance teams ranging from 3 to 50+ employees with diverse professional experience, positions and backgrounds.

Responsibilities included:
▪ Ensuring day to day work was completed accurately, on time and according to the established procedures.
▪ Achievement of the unit objectives in alignment with the company goals and strategic initiatives.
▪ Performance evaluations and professional development plans.
▪ Define and monitor the department’s budget.
▪ Effectively designed and implemented the department's Internal Controls framework, consistently achieving strong ratings in Internal Audits. Highly experience in SOX 302/404 and Compliance Management.
▪ Created a Customer Centric service resulting in consistently exceeding Service Level Agreements. Established strong relations with serviced areas.
▪ Successfully performed analysis, restructure and streamline of multiple processes.

System Implementations and Business Integration Projects:
▪ Project Manager for multiple successful systems implementations and business processes automations.
▪ System Owner vastly experienced in compliance and Information Technology best practices.

▪ Service Provider Relationship Officer for High Risk vendors.

▪ Subject Matter Expert assigned to perform due diligences and business integrations such as:
▪ Doral Bank US accounting processes to Popular Community Bank and Banco Popular of PR.
▪ Popular Community Bank accounting processes to Banco Popular of PR.

Accounting:
▪ Responsible for the completeness and accuracy of accounting related activities such as: journal entries, balance sheet reconciliations, financial statements, variance analysis, budget, forecast, operational losses reserve analysis, regulatory and management reporting.
▪ Experienced in payroll, accounts payables, bank reconciliations and accrual analysis.
▪ Liaison to multiple operations and business departments for accounting related matters.
▪ Proposal redaction and quarterly reports.

Accountant and Financial Analyst, 04/2001 to 02/2011
Banco Popular De Puerto RicoCity, STATE,

Accounting professional assigned to lead BPPR's Comptroller Division System Implementations, Business Integrations and Special Projects including:

▪ Led SAP Implementation for the Cash Management and Reconciliation modules.
▪ Training instructor specialized in designing and facilitating systems /applications training as well as onboarding in accounting and business processes.

▪ Successfully implemented the FDIC 2008 Large Banks regulatory ruling for Average Deposits Reporting obtaining a strong audit results from the regulator.
▪ Led the analysis of all Popular accounting positions to determined functions and personnel to be centralized within BPPR Comptroller’s Division.

▪ Led Westernbank's reconciliation functions integration to Banco Popular of PR and the Core deposits and loans systems conversion.

▪ Led Popular Finance merger to Banco Popular of PR.

▪ Accomplished multiple efficiency initiatives such as:
▪ Analysis and implementation of preventive, corrective or mitigating controls to address audit recommendations for several operations departments.
▪ Automation of several reconciliation processes for different business units.
▪ Design and development of an In-House program in coordination with Evertec.
▪ Centralization and automation of all Popular check disbursements within the Accounts Payables department. This included systems conversions and defining Service Level Agreements in compliance with Regulation 23A and 23B of the Federal Reserve Bank.
▪ Analysis and implementation of internal control procedures for various business and operations departments.

Education and Training
Project Management Professional (PMP) Certification Exam Review: , Expected in 05/2019
Project Management Partners - Guaynabo,
GPA:
BBA: Accounting, Expected in 01/2000
InterAmerican University of Puerto Rico - Metro Campus,
GPA:

Graduated Magna Cum Laude

  • Summa cum laude graduate
Accomplishments
  • Successfully developed and managed multiple high-performance teams
  • Main responsibilities included: Ensuring day to day work was completed accurately, on time and according to the stablished procedures
  • Achievement of the unit objectives in alignment with the company goals and strategic initiatives
  • Performance evaluations and professional development plans
  • Define and monitor the department’s budget
  • Effectively designed and implemented the department Internal Controls framework, consistently achieving strong ratings in Internal Audits
  • Highly experience in SOX 302/404 and
  • Ompliance Management
  • Created a Customer Centric service resulting in consistently exceeding Service Level
  • Greements
  • Established strong relations with serviced areas
  • Successfully performed analysis, restructure and streamline of multiple processes
  • Standardized Internal Procedures Manual, Job Descriptions and Performance Goals
  • Successfully managed teams ranging from 3 to 50+ employees with diverse professional experience, positions and backgrounds such as recent graduates to 20+ years.
Certifications
Full Accounting Cycle Finance Transformation Change Management GAAP and Best Practices Strategic Planning Talent Management Budget and Forecast Project Management Training Instructor Internal Controls, SOX, Audit and Compliance Business Integrations and Systems Implementations

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Resume Overview

School Attended

  • Project Management Partners
  • InterAmerican University of Puerto Rico

Job Titles Held:

  • Sr. Financial Analyst
  • Manager
  • Accountant and Financial Analyst

Degrees

  • Project Management Professional (PMP) Certification Exam Review
  • BBA

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