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~ Business 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.
• Contribute understanding of research-related data and multi-systems flow, including Pre-Award RNAV, PeopleSoft HCM and Financials, CRMS, IRB, Research Navigator IACUC, and Grant Reports
• Technically proficient in Microsoft Office Suite, BI Publisher, Intuit QuickBooks, PMACS, PeopleSoft, eFinance, Frontier, Crystal Reports, SAP, GSE, and Report Manager.

Select Accomplishments

~ Nominated as Employee of the Quarter in 2016 and 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 in 2013 ~

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

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

Professional Experience

Business Analyst (2016 Present)

• Strategically support team-focused development initiatives, including design, creation, testing, and facilitation of daily user support and troubleshooting of issues ranging from detection through to resolution.
• Lead reassessment of Grants module configurations and correct issues in collaboration with functional users.
• Seamlessly co-manage requests from stakeholders following change management process, and develop change request business cases (i.e. define problem, pros, cons, suggestions, cost / benefit analysis, analytics).
• Design targeted test plans to assess business process change impact on current systems within SOM01, FHC11, and SBC11 business units, and write functional and technical requirements for system and unit changes to PeopleSoft application to provide functional and technical support during project lifecycle phases.
• Expertly evaluate proposals for new processes and systems to determine feasibility, including analyzing, investigating, and assisting in development of proposed solutions to proposed and implemented initiatives.
• Analyze business requirements in research finance and translate into functional specs for key presentation.
• Reconcile high-level monthly Grants modules with GL, project costing, asset management, expenses, and AP.
• Deliver project- and production-driven subject matter expertise while continually training, mentoring, and monitoring Research Finance Operations software / systems users to improve technical ability and efficiency.
• Improve business processes as primary contact among MCIT and IT Research and community constituents.
• Provide reporting and data management support to multiple business teams, including scheduling and running PeopleSoft reports and queries; designing, building, and implementing query reports and technical / data support; creating tools for data integrity of Grants modules; and providing Excel guidance training.
• Test new system reports and automated resources through design and enhancement of Actionable Data Queries (ADQs), dashboards, and work centers, and evaluate and determine tools to develop and deliver ad-hoc requested reports, including gathering PeopleSoft records and designing and testing final reports.

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Professional Experience (continued)

Senior Financial Analyst (2014 2016)

• Capitalized 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 assembled daily accounts receivable aging reports, submitted weekly accounts receivable metrics to senior management, and facilitated on-time invoicing of CRB-clinical research / pre-paid contracts.
• Coordinated and managed close-out process of Sponsored Research Projects ending prior to 2014.
• Identified, analyzed, and resolved PeopleSoft billing / accounts receivable system issues and / or errors.
• Built and sustained beneficial sponsor relationships, and tracked outstanding issues and unpaid invoices.
• Verified payments and ensured unexpended balances were refunded to departments and sponsors.
• Researched, deposited, and / or applied payments to accounts while ensuring daily accuracy at all times.
• Proactively supported implementation and testing related to a PeopleSoft system upgrade.
• Supported Assistant Director in performing miscellaneous ad-hoc projects, reports, research, and analysis.
• Delivered system training for grants, billing, and A / R modules to staff members from other institutions.

Accountant

• Handled accurate and complete reconciliations for multiple balance sheet and income statement accounts.
• 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.
• Prepared tax schedules, produced journal entries, posted transactions, assisted in closings, performed variance analysis, gathered information for auditors, and handled ad-hoc projects and SEC research.
• Skillfully administered weekly de-boards for FNMA loans and prepared remittance schedules.
• Ensured compliance with comprehensive accounting policies that met SOX requirements.

Associate Financial Analyst

• Handled account reconciliations, processed collections, researched PMACS policies, and generated reports.
• Oversaw the entire collections process, including mailing debit notifications, arranging repayments, processing payments, processing manual journal entries, and submitting adjustments to clear debits.
• Processed manual journal entries, and maintained accounts within an acceptable aging band.
• Administered quarterly CORALS for BSC GAAP and BSC STAAT.

Administrative/Marketing Coordinator

• Yielded 5% greater administrative efficiency by implementing a new inventory control system.
• Increased client base 25% by implementing direct mail campaigns and administering targeted mailings.
• Produced a 33% annual growth rate in 2010 by creating and executing dynamic marketing campaigns.
• Increased company sales by 18% by steering operations to generate high-volume growth and revenue.

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