FINANCIAL ANALYST profile
Spreadsheet Models for Managers
HARVARD University (Sept 2011)
Bachelor of Science in Business Administration
University of Florida (AGD Sept 2013)
DALE WILLIAMS
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DALE WILLIAMS
112282 Amanda Cove Trail 904-***-**** 12 *****@***.***
Certifications: Accounting Technician; Accounts Payable Manager; Accounts Payable
Specialist; Certified Sarbanes Oxley Expert; Accounts Payable & Sarbanes Oxley;
Currently studying for the Advanced Financial Modeling certification & Accredited
Business Accountant certification.
Training & Skills: Analysis; Accounting; Statistics; Sarbanes Oxley (Sox); More than
15 years experience in office management and book keeping; Project Management
Courses; Seven Habits of Effective Managers Course; Bookkeeping, Payroll, A/P, A/R,
cash receipts, general ledger, bank reconciliation, analytical thinking, computer
literate – Advanced Excel, Word, Outlook, & PowerPoint skills
Specific Knowledge & Skill Areas:
Extensive knowledge of GAAP; Sox; Advanced knowledge of Excel and other
Microsoft
Office applications; Excellent communication skills; Well organized
Professional Experience
City of Jacksonville, Jacksonville, FL 2008 Present
Accounting Technician
Selected Accomplishment:
Implemented enhanced ’requisition to purchase order’ ordering process
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Managed more than one million dollars in accounts payables per year.
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Voluntarily did cash flow projections & forecasting in Excel for another department
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that had been receiving improper purchase penalties for the last several years
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because of underestimating cash flow needs. This successfully solved their cash flow
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problem.
Responsible for journal entries on a monthly basis
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Reduced processing time of ‘requisition to purchase order process’ by 75% by
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studying certain nuances of the existing software program; first time ever the
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department had been ready before the annual fiscal closing without overtime.
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Responsible for tracking Cash Receipts
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Excelled at quality control by ensuring that invoices matched purchase orders with
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0% duplicate payments.
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Complied with Sarbanes Oxley Act
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Assists with month & fiscal year end closing
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Check Requests
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University of Florida (UF & Shands), Jacksonville, FL 2003 – 2008
Coordinator
Selected Accomplishment:
Successfully supervised setup, administration & training for 2 departments
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(100 persons) on newly installed software program (New Innovations Residency
Management Suite)
Analyzed data involving sorts in Excel
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Responsible for Accounts Payable check processing
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Maintained financial records, budgets
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Created Excel spreadsheets for budget tracking
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Created PowerPoint presentations for executive meetings
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Other Experience
Maintained all facets of the accounting cycle – financial statements, general ledger, bank
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reconciliations, A/P, A/R, journal entries
Contract management & administration for U.S. Navy construction projects
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Created spreadsheet estimating system to accurately calculate bids
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Created color coded Excel job costing spreadsheet with variance analysis
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Prepared weekly payroll for approximately 25 employees for over 10 years
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Prepared 1099 statements
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2
Prepared and submitted all Federal and State income, payroll reports and deposits
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Issued the employee’s their W2 form
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Provided support to clients of accounting software program
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Co designed & co developed estimating software system (now marketed by Activant)
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CoURSEWORK
Spreadsheet Models for Managers (Harvard)
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Strategic Management (Harvard)
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Calculus (University of Florida)
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Economics 1 & 2 (University of Florida)
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Statistics for Six Sigma (Motorola University)
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Accounting 1 & 2
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Financial Accounting
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Managerial Accounting
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Payroll Accounting
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Statistics
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Business Law 1 & 2
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HONORS
Dean’s List 08/22/08
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President’s List: 05/01/09
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President’s List: 08/21/09
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President’s List: 12/18/09
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President’s List: 12/17/10
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