| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
PROFILESeeking full-time employment in the fields of accounting or finance. Advanced knowledge of mathematical principles, financial reporting, accounts receivable (AR), accounts payable (AP), cost accounting and budgeting which are paramount for a position in these fields. Proven skills in both independent and group performance. Ability to adjust and prioritize projects as needed. I pride myself on my hard work, discipline, and adaptability to complete complex tasks in a timely and accurate manner.Phone: PHONE NUMBER AVAILABLE ; Email: EMAIL AVAILABLE EDUCATIONSt. Bonaventure University, St. Bonaventure, NYBachelor of Arts in Applied Mathematics, May 2016 Minor: Accounting. Relevant Coursework: Accounting Information Systems, Advanced Managerial Accounting, Intermediate Financial Reporting, Financial Accounting, online course in building a financial model. WORK HISTORYMadhive (temp/contract)Billing and Revenue Specialist, May 2024 June 2024 Process all CC and AP invoices/expenses Prepare and post all AP accruals. Run analysis for all expenses. Analyze and allocate COGS expenses to customer-related expenses for GM analysis. Other ad-hoc analyses.Verisk Analytics (temp/contract)Billing and Revenue Specialist, May 2023 January 2024 Prepare and process monthly invoice batches across many products and business units. Create and maintain client master list across same products and business units. Analyze monthly/quarterly revenue flux across accounts for management and aided team members to automate theirs as well. Provide analysts with any revenue accruals that need to be posted for consistency and completeness. Created SalesForce won report for visibility for billing team. Work with client service team to settle any invoice disputes. Assist with price rule updates for subscription and transactional customers, including any overages. Financial Reporting for revenue and billing during month-end close with Excel, and SalesForce. Worked with internal auditors to provide support for any requests. Other ad-hoc analyses.Genesis ResearchSenior Analyst of Finance and Operations, July 2021 January 2023 Created and update weekly utilization reporting structure. Implemented other operational processes for staff and management. Created and update weekly revenue forecasting. Created and update our gross margin project reporting. Worked with the client management team on accuracy and feedback for projects if were over/under utilized. Worked with the client management team to analyze capacity. Provided reports for revenue recognition based on ASC-606 regulations. Assisted with the annual audits. Create and maintain balance sheet reconciliation documents. Other ad-hoc projects (incl. annual bonus and raise analyses) Led the implementation of SalesForce for the organization. Worked with third party team to develop new ERP platform based on company's needs. Created reports within SalesForce for most of the teams. Financial Reporting for the organization and board of directors with Excel, Google Sheets, SalesForce. Provide administrative support for SalesForce.MediaMath New York, NYFinancial Analyst, September 2020 May 2021 Prepare the monthly BoD deck. Upload weekly payroll files to Anaplan employee modeling software. Complete the bottoms-up 2021 budget for all non-C&B (T&E, outside consultants, rent, etc.) expenses. Track spending against budget monthly and identify and explain any variances with ideas on how to become more accurate. Managed upwards of $100mm in payables to control cash balance during financial stress of pandemic. Managed multiple data rooms for potential investors. Meet and work with department leads and managers to analyze vendors. Other ad-hoc analyses and PowerPoint slide creation. Miller Environmental Group, Inc. Calverton, NYStaff Accountant, July 2020 September 2020 Automated the weekly employee utilization report to determine billable hours. Reconciled balance sheet and P&L accounts monthly for potential adjustments or accruals. Prepared and posted monthly journal entries. Responsible for migrating the itemized AR balances into NetSuite ERP system during merger. Assisted in creating reports for FP&A team for monthly board memos. Set-up newest states with nexus post-merger. Manage all sales tax accounts and file monthly/quarterly returns. Other ad-hoc analyses.Britannica Home Fashions New York, NYStaff Accountant & Cash Collection, February 2020 March 2020 Manage and update all Accounts Payables procedures including creating digital copies/files for ease-of-access for auditors. Contact and work with vendors to make sure book balances are accurate and timely. Create sales files for royalty payments and also margin analysis for profitability. Download and reconcile all credit card payments for T&E and other expenses. Upload all monthly cash applications to accounting software. Look into chargebacks and dispute with help of Logistics and Operations teams. Solstice Sunglass Hut (temp/contract) New York, NY Senior Accountant, January 2020 February 2020 Daily outstanding checks & cash report. AP accrual reconciliation for 2019 audit. Assist in writing SOPs and testing for NetSuite ERP system. Edge Beauty (Retail) Edgewood, NYSenior Accountant, August 2019 September 2019 Assist in writing SOPs and testing for NetSuite ERP system. Managed AP inbox and all billing. Created complex royalty report based on multiple vendors/brands/sales variables. Swell New York, NYFinancial Analyst, November 2018 May 2019 Provided weekly reports to management including website activity, cash flow, and actual sales vs. budget variances. Met with department heads to analyze expenses after COGs (sales, administrative, travel, entertainment, etc.) Created PowerPoint presentations to report on product sales, margin, goals, etc. including leading a few meetings regarding them with other departments/management. Lead in creation of cross-department product tracking system to meet company margin & sales goals (sales team for sales price & budget for production team). Other ad-hoc analyses as requested management.Swell, contdJunior Accountant, March 2017 November 2018 Prepared and posted journal entries for accruals and other reclasses/adjustments. Reconciled general ledger accounts for month end close. Managed the standard costing for all products from purchase to sale. Worked with manager quarterly to analyze PPV and verify before making a journal to move onto P&L. Reviewed and posted stock adjustment requests as well as annual inventory count adjustments. Prepared consolidated financial statements for auditors & management. Itemized ledger detail for department heads and FP&A team for budget variance. Finalized companys certified financial audit performed by a big four accounting firm. Performed sales analyses down to product level margin basis. Swell, contdAR Collections Specialist, August 2016 March 2017 Organized and managed Jira/Kanban board for new and existing customer accounts set up including, but not limited to, the collection of financial and market data required to set up or revise a credit line for new and existing customers. Cash collection from customers. Cash application. Reviewed AR aging reports and prepare analysis of data. TECHNOLOGYProficient in: Microsoft Office (Excel, PowerPoint, Word), Concur, Quickbooks and Microsoft Dynamics (AX) with conversion of all accounts between the two softwares. Background in: NetSuite, Java and RStudio. |
