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Title Financial Analyst Planning
Target Location US-FL-Orlando
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Candidate's Name
EMAIL AVAILABLEPHONE NUMBER AVAILABLEProfessional Summary:More than 20 years of experience as Business Systems Analyst. Experience in solving organizational information problems and requirements by analyzing requirements by making recommendations and implementation system controls and protocols. Planned and directed the analysis of complex business problems to be solved with automated systems. Provided technical assistance in identifying, evaluating, and developing systems and procedures that were cost-effective and met user requirements.Technical Skills:Regulatory and Compliance Knowledge Microsoft Office SuitesFinancial Analysis and Modeling BlacklineERP Systems and Financial Software Data review/Statistical AnalysisComplex Budgets Internal Controls Managerial SkillsSOX Controls PeoplesoftFinancial Planning Data AnalyticsOracle Documentation/OrganizationSAP/S4 HanaProfessional Experience:Siemens Gamesa Renewable Energy(APN SOFTWARE SERVICES INC) Staffing Agency)Senior Financial Analyst/Professional III Jan 2024 - PresentPerform financial forecasting and budgeting, conduct variance analysis.Provide insights and recommendations to support strategic decision-makingFinancial Reporting Preparing financial statements and management reportsEnsure compliance with accounting standards (e.g., IFRS, GAAP)Generate ad hoc financial reports for stakeholdersAnalyze financial performance and trendsMaintaining the integrity of the general ledgerAnalyzed monthly charges and make recommendations on cost improvementsReconciling accounts and resolving discrepanciesProcessing journal entriesManaging month-end and year-end closing activities.Processing vendor invoices and managing payments.Managing customer invoices and collections.Handling queries and reconciliations for both vendors and customers.Ensuring timely and accurate processing of transactions.Maintaining compliance with financial and regulatory policies.Identifying and mitigating financial risks.Managing intercompany financial activities.Ensuring accurate and timely reconciliation of intercompany accounts.Implementing standardized intercompany policies and procedures.Involvement in the implementation and upgrade of SAP financial modulesProviding user training and support, Troubleshoot and resolve, SAP finance-related issuesCollaborate with IT and other departments to optimize SAP functionalityHarley Davidson(Mindlance) Staffing AgencySenior Financial Analyst May 2023  Dec 2023Financial Planning and Analysis, Developed and maintained financial models, Performed financial forecasting and budgeting, Conducted variances analysis by utilizing SAP/S4 HanaProviding insights and recommendations to support strategic decision-makingProvided business analysis with particular emphasis in understanding the supported business. Assists directors and managers with the financial management of their departmental expenses.Provided technical analysis around how we use and should adopt and/or modify various functionalities of assigned applications.Performed technical support & incident management leveraging vendor support contracts providing subject-matter expertise on application best practices.Created and maintained application specific documentation.Provided data analysis including ad-hoc queries for analysis and reporting in SAP/S4 HanaCreated test plans and perform testing on application changes.Coordinates the development and assists in the preparation of all budgets and forecasts for expense, capital, and headcount in accordance with the financial planning calendar.Provided comprehensive financial support for assigned departments, including, but not limited to monthly performance reports, financial analysis, expense variance review, and recommendations for corrective actions when needed.Cost Accounting and Controlling, Monitored and managed cost centers, Cost allocation on various projects, dept, and cost centers Analyzed cost variances and efficiencies, Implemented cost-saving initiatives by utilizing the capabilities of SAP/S4 HanaProvides business analysis with particular emphasis in understanding the business or corporate group being supported; Assists directors and managers with the financial management of their departmental expenses.Coordinates the development and assist in the preparation of all budgets and forecasts for expense, capital, and headcount in accordance with the financial planning calendar.Provides monthly support to the business: Records month-end journal entries/accruals; assures all expenses are recorded in the month incurred; distribute departmental performance reports; and analyzes spending variances in SAP/S4 HanaTrains new analysts and stakeholders throughout area of responsibility and provides any necessary guidance and direction.Maintained and managed the general ledger, reconciled accounts, posted journal entries, Handled month-end and year end closing activitiesAssumes leadership responsibility as necessary, ensuring proper controls and safeguards are followed to protect the security and integrity of the company's financial data. The role will require collaboration with FP&A and IT teams as well as providing feedback to users for corrections and knowledge to drive improvement in quality, process standardization being an advocate for new ideas and serving as an example for coworkers.Siemens EnergySenior Financial Analyst Nov 2021-Apr 2023Provides monthly Cost Center reporting and compare charges and forecast with ongoing analysisSupport Commercial Project Manager with detailed project analysis, develop project goals, negotiate contracts, and monitor staff until project completion.Responsible for intercompany review, analysis and adjustments.Performing journal entriesPreparing monthly balance sheet account reconciliationsWrite up and document new processesMonthly Reporting in Focus Plus and other financial toolsImplemented enhanced improvements in Project Report outs to assist PM on Projects Mgmt and added KPI charts to show mgmt summary at a glance.Blue Florida June 2021-Oct 2021Senior Financial AnalystResponsible for the maintenance, configuration and support of critical enterprise financial systems while ensuring adherence to generally accepted accounting principles, regulatory reporting requirements and internal controls. Incumbents apply specialized knowledge in accounting and systems to solve complex problems or implement new or modified business processes.Analyze and advise on business operations including revenue and expenditure trends.Configures the PeopleSoft financial system to achieve desired business outcomes including complex accounting rules and/or chart field maintenance.Understands transaction level accounting flow and presents solutions to senior team members that lead to efficient accounting processes including associated financial system and process controlsParticipates on project teams as a SME within or external to Finance on one or more financial systems, including participation in business requirement gathering, creation and review and may participate in system requirement development.Verizon, Inc. - Lake Mary, Florida Sept 2019  May 2021Business Systems AnalystAnalyze and advise on business operations including revenue and expenditure trendsImprove training and operational procedures to increase productivityWork with clients to understand requirementsCreate and present reports to executive team members and shareholders to support recommendationsOversee implementation of projects from inception to completionResponsible for intercompany review, analysis and adjustments.Use a variety of data analysis and organizational tools to uncover insightsDetermines operational objectives by studying business functions; gathering information; evaluating output requirements and formats.Improves systems by studying current practices, designing modifications.Recommends controls by identifying problems, writing improved procedures.Defines project requirements by identifying project milestones, phases, and elements; forming project team; establishing project budget.Evaluate current processes for opportunities to improveMonitors project progress by tracking activity; resolving problems; publishing progress reports; recommending actions.Maintains system protocols by writing and updating procedures.Provides references for users by writing and maintaining user documentation; providing help desk support; training users.Maintains user confidence and protects operations by keeping information confidential.Prepares technical reports by collecting, analyzing, and summarizing information and trends.Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.Contributes to team effort by accomplishing related results as neededSynthesized current business intelligence data to produce reports and polished presentations, highlighting findings and recommending changesDrafted quarterly and yearly reports on company financial metrics to assess successes and account for deficienciesConducted interview with key business users to collect information on business processes and use requirementsReviewed files, records and other documents to obtain business information and key data information and key data information responses to development requestsAssigned tasks to associated, staffed projects and updated all involved parties to enhance optimal business flowProvide cross functional collaboration for Accounts: nSAP/vSAP, and PeopleSoft.Provide production support for Location processes.Siemens Corporation, Orlando, FL Dec 2017 -Aug 2019Business Analyst (Contractor)Collaborated with colleagues on the improvement of business performance, collected and analyzed data from clients and employees, and completed detailed weekly reports.Developed and implemented new business processes and procedures to maximize profits and optimize business.Conducted detailed cost/benefit analysis, completed reports, and pro-actively participated in weekly team meetings with managers.Worked closely with all corporate departments, maintained documentation, and communicated with clients to ensure that their requirements were met.Awarded Employee of the Month for significantly improving the business performance.Coordinated portions of the financial budgets for the company under direction of Manager, Financial Planning & Analysis.Assisted in the forecasting and budgeting process including: variance analysis and reporting to the executive team, operational or functional leaders, providing actionable insights and guidance.Interacted with operational and functional leaders to obtain variance explanations or supplemental information to support conclusions.Harris Corporation, Orlando, FL Jan 2017 - Nov 2017Accountant (Contractor)Interprets and analyses financial operations and transactions, forecasts trends, and develops special complex reports and analyses for management.Working knowledge of government contractor accounting/finance activities.Responsible for the day- to-day general ledger accounting and reconciliation, financial reporting and analysis for assigned functional areas.Research and resolve Business Unit(s) inquiries for assigned functional areas.Experienced working in systems, working knowledge of accounting systems and the interrelationships of the GL with sub-ledgers and other modules, including job cost, fixed assets and accounts payableExperienced with journal entries, account analysis, resolving inaccuracies and issues.Provide hands on knowledge and support for projects perform reconcilements, resolve issues, execute corrections/adjustments.E-Z RENT-A-CAR, Orlando, FL Feb 2016 - Dec 2016Financial Analyst (Temp Assignment)Consolidate and analyse financial data (budgets, cash reporting and income statement forecasts, etc.) taking into account companys goals and financial standingSAP independently manages the implementation, critical and direct oversight, and regulatory application components.Coordinates the assessment activities for SAP/Default/Literacy, including setting goals and priorities, clarifying policy and developing internal control procedures.Provide creative alternatives and recommendations to reduce costs and improve financial performance.Assemble and summarize data to structure sophisticated reports on financial status and department results.Responsible for implementing and maintaining a system of internal controls that will ensure that company assets are adequately safeguarded and that all financial reporting is prepared in compliance with all financial policies, SEC requirements and US GAAP.Cash reconciliations, payment date accounting, monthly reporting, daily modeling, financial analysis and reporting.Acro Service Corporation, Orlando, FL Jun 2015 - Jan 2016Senior Financial AccountantCompile and analyze financial information to prepare financial statements including monthly and annual accounts.Ensure financial records are maintained in compliance with accepted policies and procedures.Make certain all financial reporting deadlines are met.Prepare financial management reports.Ensure accurate and timely monthly, quarterly and year end close processes.Establish and monitor the implementation and maintenance of accounting control procedures.SOX Compliance identified areas of potential improvement for key processes and procedures and supports the management of the related processes and procedures.AON Hewitt, Orlando, FL Apr 2012 - May 2015Senior Financial AnalystDevelop, prepare and maintain client revenue and profitability reports.Prepare and maintain monthly and quarterly forecast and operating plan reports including P&L summaries by region.Prepare and maintain meaningful financial reports for the senior management team to use as a tool to in identifying and focusing on, opportunities and risks of immediate and/or future concern.Assist in development of efficient business tools to include Currency Translation, Capex and Cash Flow as they relate to the Capex reconciliation to Cash Management, Line Item Detail, Regional P&Ls and Variance Reports.Maintain Longview hierarchies, template updates and template functionality as necessary.Education:Master of Science in Accounting, Strayer University Orlando, FL, Jan 2012Bachelor of Arts in Business Administration, Columbia College Orlando, FL, Jul 2007Certifications & Licensure:Certified Tax ProfessionalH & R Block Longwood, FL, Dec 2011

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