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Click here or scroll down to respond to this candidateCandidate's Name
Phone: PHONE NUMBER AVAILABLE E-mail: EMAIL AVAILABLELinkedIn: https://LINKEDIN LINK AVAILABLEPROFESIONAL SUMMARYFINANCIAL ANALYST with 20+ years of accounting, financial and computer experience in a variety of industries. Roles performed include - Staff Accountant at a global food manufacturer, Financial Analyst at a nationwide retail department store chain and Senior Financial Analyst at the nations largest senior care provider and membership organization. Proficient in collaboration and long-term projects.SKILLSFinancial analytics and problem solvingAttention to detail, inquisitive by natureTeam player, positive attitude, honest, diligent, and respectfulStrong oral and written communicationAbility to communicate financial data across all organization levelsMonth-end closing, journal entries, account reconciliation, variance analysisForecasting - create, update & reviewBudgeting - create, update & reviewProductivity & ad hoc financial reportingQuick learner of new software applicationsPROGRAMS/PROCESSESPeopleSoft, Oracle, Hyperion Financial Management (HFM), UKG, Sage300, Asset Tiger and other financial applicationsSpreadSheet Server, JD Edwards, Essbase, Kronos, Report Document Systems, Document Direct, A/P Docs and other mainframe applications to access databaseMicrosoft Office Suite (Excel, Word, Outlook, PowerPoint, Teams)EMPLOYMENT HISTORYUnited Migrant Opportunity Services Inc 2023 to 2024Financial Liaison AdvancedResponsible for DOL, DWD, UI, Energy Assistance Grants and related grant programs overall grant management and its financial and program reporting of its monthly, quarterly, and applicable close out or final reportsManages Workers Compensation audit processProcess weekly payroll audit processMaintain and obtain appropriate current program documentation needed to substantiateprogram operationsMonitoring of actual financial results compared to budget to ensure funds are not overspent.Analysis and forecasting of current financial position to the unspent funds or budgetedManage fixed asset accounting system and applicable accounting entries for monthlytransactions, asset purchase disposal and inventory.Lesaffre Yeast Corporation 2021 to 2023Staff AccountantMember of the GL Accounting Team whose primary responsibilities were month-end closing, financial reporting, subsidiary invoicing/tracking/reporting, account reconciliations, compliance reporting.Working applications included Excel, Oracle, HFM, Wrike, M-files, MS Teams, Word, Outlook.Reduced completion time utilizing Excel formulas54 Month-end (tracking with Wrike application) closing tasks primarily for LYC holding companies (LIC & LYCHI). Added task completion steps & descriptions. Subsidiary financial reporting and invoicingMonthly financial reporting, bank account reconciliations & compliance reporting for LYC holding companiesUpload LYC holding companies month-end financial data into HFM for global rollupIntercompany invoicing added summary sections for review & GL verification for faster approvalTriSource Staffing Solutions 2019 to 2021Financial AnalystTemporary position with Walker & Dunlop, a real estate loan originator & loan servicer.Review borrowers Income Statement (I/S) using CREFC reporting matrixNormalize submitted I/S & compare to prior years income/expense/debt service ratio. Pose questions for significant year-over-year variances. Review Rent Rolls for any issuesEscrow Analysis (EA) review for surplus or deficit status and seek approval from Loan Analysts. Communicate with Loan Analysts status of their EAsProviding care and assistance to an aging relative 2017 to 2019ASQ 2016 to 2017Senior Financial AnalystMember of the FP&A Team, providing accounting & financial analysis for month-end closing, financial reporting, quarterly forecasting and annual budgeting for business units, Sections and Divisions.Improve efficiencies & scalability for the Financial Management team by modifying Excel reports via adding an Input page allowing quick changes to time period, actuals, forecast and budget variables.Create new monthly financial reporting template for business units by USA/Canada, Global Regions & Total sectionsExpand the executive teams monthly reporting package explaining reduced revenue due to Full membership shifting to Associate membership over the past 5 yearsProduce Excel membership charts geared toward 10+ year history for annual Board of Directors meetingCollaborate with department heads to review departments monthly financials, and quarterly forecastsProduce the monthly Investing in ASQ program for participating Sections & Divisions, including interest rate calculations using the 1-month LIBOR rate, booking journal entries and creating/distributing monthly statementsKFORCE 2015 to 2016Professional consulting at Roundys & Tribune Media primarily consisting of accounting responsibilities.Create step-by-step training manuals for monthly Network Revenue, Local Account Executive Sales Commission and Nation Sales Rep reporting from Wide Orbit billing system.Accounting for month/year-end closing including creating, entering, posting & verifying journal entriesReview General Ledger in Work Day financials for invoice processing consultantBROOKDALE SENIOR LIVING INC., Milwaukee, WI 2004 to 2014Senior Financial AnalystActive member of the Business Systems Team, providing weekly, monthly & ad hoc reporting for Personal Service System (PSS), Service Alignment (SA), Assignment Plans (AP) and Care reporting.Coordinate with design team to develop, test & rollout PSS/SA/AP to approximately 650 communities.Fulfill Sensitivity Analysis phase of PSS conversion for Pricing Committee reviewSupport communities & SA Divisional Directors, review, analyze, work with IT for resolution of PSS/SA/AP issuesProduce Clinical Dashboard, Weekly Labor, Safety Standard and ad hoc pricing reportsFinancial AnalystAccounting and financial analysis responsibilities for the Financial Planning & Analysis (FP&A) department.North Central Division month-end close analysis & review, 3-month forecasting, annual budget, ad hoc analysisLabor Management design, test, produce monthly labor reporting, and resolve end-user application issuesAd Hoc reporting run queries in PeopleSoft, work with IT to create/design Labor & PSS reportsAccounts Receivable SupervisorInitiate, process & reconcile monthly Direct Debit payments and lockbox check payments. Reconcile billing & payment issues with external customersSupervise two Cash SpecialistsKOHLS CORPORATION, Menomonee Falls, WI 1996 to 2003Financial AnalystManage Accounting and Financial Analysis for Kohls Credit department.Month-end closing, Revenue/Expense rate and volume variance analysis, Balance Sheet account reconciliations. Monthly accounts receivable compliance reporting to Bank One - ChicagoProduce and compile the monthly Credit Department Productivity & Sales Analysis (State, tender type, interest rates) reportsTrack daily Accounts Receivables, including total company sales, net credit sales, revenue (finance charges and late fees), payments, lockbox, write-offs, debit/credit adjustments and balancing to Selects end-of-day report. Resolve issues between Credits Select system and the General Ledger interfaceProduced the 6-month rolling forecast on a weekly basis. Prepare and review semi-annual Credit department budgetAd hoc reporting to Senior Management (e.g., Sr. VP-Credit, VP-Finance, Controller, CFO, COO), such as 27 Billing cycle conversion, 5% Payment analysis, Finance Charge analysis by state, Late Fees and bankcard processing rate changes & analysisEDUCATIONUNIVERSITY OF WISCONSIN -- MILWAUKEEMasters of Business Administration (MBA)Bachelors of Business Administration - Finance (BBA) |
