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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx abc@xyz.com

 

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~ Senior Financial Analyst ~

 

  • Dedicated Senior Financial Analyst with a 9+ year proven track record of successful and progressive experience in tax accounting, corporate finance, financial reporting, auditing, and administrative support.
  • In-depth knowledge of accounting functions, including GL, cash / loan reconciliations, and AP / AR.
  • VITA Certified by IRS at Basic and Intermediate Level.
  • Interact with a cross-functional professional network to maximize motivation, collaboration, and efficiency.
  • Demonstrate strong abilities in handling multiple projects simultaneously, meeting tight deadlines, and working in a fast-paced professional environment.
  • Dynamic communication, organization, analysis, and relationship management skills.
  • Exhibit dynamic follow-through, astute professionalism, and a stellar work ethic.
  • Technically proficient in Microsoft Office Suite, BI Publisher, Intuit QuickBooks, PMACS, PeopleSoft, eFinance, Frontier, Crystal Reports, SAP, GSE, and Report Manager.

 

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Select Accomplishments

 

~ Nominated as Employee of the Quarter in 2015 ~

~ Achieved rapid promotion from Financial Analyst to Senior Financial Analyst within first year of employment in 2015 ~

~ Analyzed and processed General Ledger account corrections, and closed out 1,800+ expired Sponsored Research Projects in 2015 ~

~ Achieved a $92,000 increase in savings within six months of hire at New York University Medical Center ~

~ Generated a 40% improvement in efficiency from 2011 2012 by creating revenue spreadsheets and collections tracking systems ~

~ Drove promotional initiatives resulting in a 25% increase of new clients from 2009 2010 ~

~ Implemented developmental collection strategies, increasing income by 25% since 2011 ~

~ Implemented an inventory control system resulting in 5% greater administrative efficiency ~

~ Developed new sales revenue spreadsheets and tracking systems to streamline operations ~

~ Created marketing campaigns that produced a 33% annual growth rate, 2010 ~

~ Increased company sales by 18% each year since 2007 ~

 

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Professional Experience

 

Senior Financial Analyst New York University Medical Center 2014 Present

  • Capitalize on the opportunity to review and follow up on required accounts receivable schedules, policies, and procedures to ensure billing complies with Federal, non-Federal, and Sponsor statutes and guidelines.
  • Expertly assemble daily accounts receivable aging reports and submit weekly accounts receivable metrics to senior management, and facilitate on-time invoicing of CRB-clinical research / pre-paid contracts.
  • Coordinate and manage close-out process of Sponsored Research Projects ending prior to 2014.
  • Identify, analyze, and resolve PeopleSoft billing / accounts receivable system-related issues and / or errors.
  • Build and sustain beneficial sponsor relationships, and track outstanding issues and unpaid invoices.
  • Verify payments and ensure unexpended balances are refunded accurately to departments and sponsors.
  • Contribute talents in the research, deposit, and / or application of payments on a daily basis, including ensuring payments are applied to appropriate sponsor and account.
  • Analyze and resolve outstanding accounts receivable and reconcile to appropriate or outstanding payments.
  • Proactively support implementation and testing related to a PeopleSoft system upgrade.
  • Support Assistant Director in performing miscellaneous ad-hoc projects, reports, research, and analysis.
  • Deliver system training for grants, billing, and A / R modules to staff members from other institutions.

 

 

Yyyyyy x. yyyyyy

Resume Page Two

xxx-xxx-xxxx abc@xyz.com

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Professional Experience

(continued)

 

Accountant Green Tree Servicing 2012 2014

  • Entrusted to handle monthly accounting reconciliations for multiple balance sheet and income statement accounts, ensuring accuracy and completeness of all financial data.
  • Selected to perform daily roll-forward analysis for general ledger accounts, while also recording month-end property tax accrual entries, accounts payable and accounts receivable in the general ledger.
  • Actively supervised the preparation of quarterly true-up files to recover funds on repurchased loans.
  • Responsible for preparing monthly tax schedules, producing journal entries, posting transactions, assisting in month-end closings, and performing variance analysis.
  • Skillfully administered weekly de-boards for FNMA loans and prepared remittance schedules.
  • Gathered information for auditors / external reporting groups and supported internal information requests.
  • Performed miscellaneous ad-hoc projects as assigned, as well as SEC research and analysis.
  • Ensured compliance with comprehensive accounting policies that met SOX requirements.

 

Associate Financial Analyst MetLife Insurance, Inc. 2011 2012

  • Sharp business acumen and experienced in managing broad scope of financial support operations, from handling accounting reconciliations and processing account collections to researching PMACS policies and generating monthly reports.
  • Oversaw the entire collections process, including mailing debit notifications, arranging repayments, processing payments, processing manual journal entries, and submitting adjustments to clear debits.
  • Effectively processed manual journal entries to clear out accounts, maintaining accounts within an acceptable aging band.
  • Administered quarterly CORALS for BSC GAAP and BSC STAAT.

 

Administrative/Marketing Coordinator Health & Life Solutions, LLC. 2007 2011

  • Proficiently managed all supply and inventory orders, implementing an inventory control system yielding 5% greater administrative efficiencies and oversight.
  • Spearheaded a variety of marketing initiatives, effectively implementing direct mail campaigns and administering targeted mailings, increasing client base by 25%.
  • Skillfully created and executed marketing campaigns, producing a 33% annual growth rate in 2010.
  • Steered sales operations to generate high volume growth and revenue; increased company sales by 18%.
  • Handled monthly reconciliations for cash accounts.
  • Processed and transmitted weekly payroll for employees.

 

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Education, Professional Development & Affiliations

 

Bachelor of Science in Accounting (2011)

Central Connecticut State University

 

Connecticut CPA Requirement Training

Management Accounting Training

Fraud Accounting Training

 

Accounting Society Member

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