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Click here or scroll down to respond to this candidateCandidate's Name
Street Address . Phone PHONE NUMBER AVAILABLE EMAIL AVAILABLE|QualificatIons summary || |Detail-oriented Sr. Financial Analyst with over eight years of experience || |in Financial Planning and Analysis, Financial Reporting, Process || |Improvement and SOX Compliance testing. || |Consistently provides accurate, timely and complete financial analysis and|| |reports. || |Group-focused communicator; liaises across various levels of management || |and staff to present ideas, contribute to teamwork and facilitate || |knowledge sharing. || |Strong analytical skills; supports business operations through improving || |reporting processes, establishing SOX controls and presenting a || |descriptive analysis of the results. ||Experience|Strong technical background; adapts quickly to new technology and || |possesses expert skills in MS Excel along with numerous accounting and || |reporting software. || | || |Budget and Forecasting || |Financial Modeling || |Trend and Variance Analysis || |Balance Sheet Reconciliation || |P&L Analysis || |Project Cost Analysis || |Fixed Asset Recording || |Payroll Reporting || |Assist in SOX Compliance Testing || |Develop, Automate and Streamline Reporting || | ||Work history || |06/2018-Present Various Contract Positions Chicago, IL || |Strimm, Power Solutions International || |Sr Financial Analyst - Part Time, Sr Systems Analyst || |Created and tracked the Monthly Sales and OPEX Forecast and Yearly Budget || |Participated in the month end close through creating Journal Entries and || |reconciling all accounts. || |Consulted on Marketing endeavors to increase customer base || |Set up QuickBooks and loaded PayPal and all Journal Entries for the current || |year. || |Worked on a Financial Restatement Project. || |10/2016-Present Self-Employed Chicago, IL || |Real Estate Investor || |Facilitate the purchase and sale of properties by calculating Cap rates, Cash || |on Cash Return, Gross Rent Multiplier, Loan to Value, Debt Service Ratio, || |Operating Expense Ratio, Internal Rate of Return and Net Present Value. || |Managed construction plan and budget. || |03/2016-10/2016 SRI Technologies Inc Buffalo Grove, IL|| | || |Sr. Financial Analyst - Contract Position with Leica Biosystems || |Developed accurate and timely multi-regional reports and financial statements,|| |for the month end close. || |Worked closely with Management to determine the Plan 2017 figures, which were || |integrated into the Budgeting module. || |During the Monthly Close/Forecasts, analyzed Actual to Forecast variances || |through ad-hoc reports, and presented findings to Management. || |Responsible for 70 million dollars of OPEX analytics. Automated and enhanced || |the OPEX report, while adding functionality, accuracy and reliability and at || |the same time reducing preparation time from four hours to five minutes. This || |allowed for longer time to analyze variances, during a tight close. || |Automated other core responsibilities: Daily Sales Report from half an hour to|| |five minutes daily, Sales and Orders Tracking process from six hours to five || |minutes, and Management Business Reporting Deck from two days to an hour and a|| |half during close. It allowed the focus to shift to analytics rather than || |preparation and by installing checks, ensured accuracy. || |Created Fair Market Value Analysis of Leica's product lines to determine || |future pricing for the products. || |Worked with the Sales Department to ensure that the customer sales compliance || |contract terms were being meet and proper steps taken to collect due funds. || |Filled ad-hoc requests for asset valuation and scrap maintenance. || |Took part in Revenue Recognition and SOX Compliance testing. || |08/2015-03/2016 Combined Insurance Glenview, IL|| | || |Sr. Financial Analyst || |Took part in Annual Plan, Strategic Plan and monthly Forecast preparation, || |analysis and presentations to management. || |Analyzed and projected future Lapses through reviewing current trends, || |considering business goals and utilizing industry standards. || |Responsible for Country Deck Financial packet preparation and its review with || |the countries. During the review, countries discuss business decisions behind || |variances from Forecast for Premium and Loses. Any outstanding or unanswered || |questions, would then be my responsibility to investigate, analyze and follow || |up on. || |Forecasted Tax rate preparation, maintenance, analysis, and load. || |Managed the Cash Flow Forecast reporting process. || |Automated the Policy and Policyholder reporting process to save time and || |increase reporting accuracy. || |Created various ad-hoc reports and analysis to support decisions. || |12/2009-6/2015* Various Contract Positions Chicago, IL || |Encyclopedia Britannica, Home Partners of America, AF Web Design, US Foods, || |AbbVie, AMAF Group LLC, Hollister Inc., Kellogg, Electro Motive Diesel, ALAS, || |Blue Star Energy, Packtrans Air and Sea, Roadsafe, Hyatt Corp. || |Took part in creating a Budget as well as Actuals reporting for board meetings|| |in SAP Implementation project. || |Build Budget and Forecast Reports through departmental cooperation and || |knowledge sharing and integrated them into the current reporting structure. || |Took a part in creating a business model in order to appropriate over 70 || |million dollars of budgeted funds for the implementation of a back office. In || |this model, created a 3 year pre and a long-term post go live forecast, based || |on current trends and analysis of future needs. Incorporated the Actuals data || |into the business model. || |Analyzed actual results and identified key financial and operating issues to || |be addressed; quantified the opportunities for improvement against forecast. || |Created Financial Models, Financial Statement Analysis, decision modeling, and|| |ad-hoc analysis for the needs of the project based on researched and gathered || |data. || |Enhanced the Payroll reporting process through the use of advanced Excel, to || |shorten the reporting deadline and improve reliability. || |Worked as a part of Travel and Entertainment Expense project that identified || |and recorded over 2 million dollars of previously unidentified expenses. || |Reconciled unbillable receivable, unapplied payable and suspense accounts, || |while identifying over $500,000 of unapplied activity. || |Utilized Section 186 of the tax code to record capital expenditures into FAS || |500 Asset Accounting software. || |Responsible for month end close activities, enhanced AR Aging and Amortization|| |Schedules, Intercompany reporting process, bank reconciliations, Sales and Use|| |tax, prepared 1099s and special projects. || | || |07/2011-05/2012* Laurus Strategies Chicago, || |IL || |IT Financial and Planning Analyst - Contract Position with TTX || |Participated in the development and implementation of the Quarterly Forecasts || |as well as Yearly Budget that determined the future needs of the department. || |Enhanced Project Tracking/Invoice Payment process through knowledge sharing, || |which resulted in automation of Clarity timekeeping/ SAP Goods Receipt || |recording process. This reduced process time and increased accuracy. || |Collaborated with IT Managers (PMOs) in creation of Authorization for || |Expenditure Requests and project tracking budgets. || |Advised PMOs on GAAP principles, tax effects, as well as Company Accounting || |Policies and Procedures. || |Reconciled vendor accounts to ensure compliance to the project/PO || |requirements. || |09/2007-01/2009 Oc North America Chicago, IL || |Financial Analyst || |Responsible for the full accounting cycle: including monthly, quarterly and || |yearly close. || |Preparation of Balance Sheet, P&L analysis, departmental expense reports and || |various other reporting tables. || |Managed $73 million of AR, $93 million of AP, and Payroll Activity for all 23 || |Intercompanies. || |Improved the reporting process for categorical costs analysis and reporting by|| |integrating the report to coincide with SAP, which reduced a once four-hour || |process down to twenty minutes. || |Created a billing cycle for miscellaneous invoices to ensure that Oc's || |subsidiary has a comprehensive listing, which allows them to pay in a more || |timely matter. || |When regular reports were not enough, created a trend forecasting report to || |analyze rent expenses for Oc's largest subsidiary to allow management to || |better track spending. || |Supported the daily sales through reporting, forecasting and analysis of all || |divisions. || |08/2005-06/2007 The Warranty Group (AON) Chicago, IL || |Staff Accountant || |Prepared documentation and assisted external auditors in SOX compliance for || |our department during the merger with ONYX Corporation, efforts of which || |resulted in successful preparation of reliable financial documentation. || |Worked with management and other departmental liaisons in company-wide || |standardizing of the reporting process in implementation of PeopleSoft. || |Maintained, created and analyzed Reinsurance financial reports for 23 || |companies. ||Education || |2000- 2005 DePaul University || |Chicago, IL || |Bachelor of Science in Accounting and Finance || |CPA Ready ||Skills || |Proficient in Windows, MS Office Suite: Word, Excel, Power Point, Access, || |SAP, People Soft, Oracle, AS400, SAP-BW, ADI, FAS 500, Navision, Hyperion, || |Essbase, QuickBooks, InfoAssist, Clarity, TM1 and SharePoint. | |
