Methodical Financial Reporting Analyst with seasoned years of experience in accounting operations, financial management, strategy development, financial analysis, and audit within industries. Promotes cohesive collaborat…
Methodical Financial Reporting Analyst with seasoned years of experience in accounting operations, financial management, strategy development, financial analysis, and audit within industries. Promotes cohesive collaborations with executives, stakeholders, management, and operations, establishing consistency to significantly impact business and economic growth. Analytical leader in formulating process improvements, budget controls, cost reductions, productivity enhancements, and programming technology solutions to attain and exceed business objectives. Expert in general ledger maintenance, internal controls, and presentations in diverse formats. Leverages written communications proficiency, analytical and interpersonal skills to facilitate training and operations. Able to meet deadlines by being respectful with timelines and can prepare reports and integrate into any industry, including healthcare.
Define business intelligence, reporting, and data analysis needs and provide business solutions to support strategy development and operations.
♦ Design tools or systems, including databases, flowcharts, VBA, and spreadsheets to enhance financial data analysis and reporting.
♦ Streamline and review budgetary information while analyzing program data required for the review of all donor financial reports.
♦ Gather and track trends, obligations, and expenditures for programs while providing recommendations with budget needs and decisions.
♦ Structure financial dashboards to efficiently assess key performance indicators while processing the forecasting of program data.
Define business intelligence, reporting, and data analysis needs and provide business solutions to support strategy development and operations.
Design tools or systems, including databases, flowcharts, VBA, and spreadsheets to enhance financial data analysis and reporting.
Streamline and review budgetary information while analyzing program data required for the review of all donor financial reports.
Gather and track trends, obligations, and expenditures for programs while providing recommendations with budget needs and decisions.
Structure financial dashboards to efficiently assess key performance indicators while processing the forecasting of program data.
Spearheaded financial management, reporting, and analysis and provided accounting, payroll, HR, and asset management solutions.
Formulated budget and forecast variations through exceptional communications and collaboration with financial business partners.
Provided and assessed performance reports for various departments while cultivating strong relationships to attain organizational goals.
Organized and reviewed financial reports and business data to measure accuracy with monthly and quarterly forecasted projections.
Conducted month-end close initiatives, including booking journal entries, fixed asset accounting, expense monitoring, and general accruals.
Carried out monthly cash forecasting, balance sheet reconciliation, ad-hoc report generation, and followed-through special projects.
Methodically developed and established accounting procedures to ensure accuracy with updates and promote efficient operations.
Proficiently teamed-up with the credit management department to deliver highly detailed reports for accounts receivable reviews.
Supervised the audit process with internal and external auditors and processed reports while managing departmental data requests.
Meticulously assessed the overall financial performance of 70+ profit centers by integrating big data sets from a variety of systems.
Administrated monthly, quarterly, and annual reporting initiatives to support three business units with financial and month-end closing.
Conceptualized and implemented training manual of procedures and best practices to efficiently navigate the new sales CRM system.
Executed balance sheets and intercompany billing reconciliations and reviews while conducting comprehensive inventory cost analysis.
Created reporting process automation for sales use tax entries and spearheaded filing efforts for multi-state sales and use tax.
Effectively provided financial and management reports to executives and stakeholders while generating ad-hoc reports, reconciling balance sheet accounts to the general ledger, journal entries maintenance, and performing month-end and quarter-end close.
Streamlined daily, weekly, and monthly revenue forecasts for review and analysis while assisting with quarterly/annual budgeting.
Bolstered productivity, reduced lag time, and enhanced accuracy in accounting operations through competent leadership in process improvement efforts to existing policies/procedures while managing correspondence, cash operations, and credit card payments.
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