Controller/Lead Financial Analyst/Project Manager
Resume:
Poonam Jain
**** ******* ****, *********, ****-**056
Phone: 440-***-****, Email: ************@*****.***
Objective: To grow and develop in the Finance world by providing my services utilizing strong analytical qualities, planning
abilities, team leadership skills, relationship development expertise and acute business strategic thinking.
Academic Strength: CFA Level 1 (First Attempt) Dec-12
Certified Financial Analyst Institute, USA
PMP Jul-12
Project Management Institute, USA
CPA Jan-08
American Institute of Certified Public Accountants, USA
CA (CPA + CFA equivalent) Nov00-May04
The Institute of Chartered Accountants of India, New Delhi, India
BS (Finance)
Jul98-Mar01
Devi Ahilya University, Indore, India
Certifications: Six Sigma Green Belt, Crucial Conversations, Business Writing, Business Management and Communication
skills, COBIT Foundation, Khalix Analyst, Informatica Power Analyzer.
Work Experience: STERIS Corporation, Mentor, Ohio, USA (1.75 years) Jun11-Present
Lead Financial Analyst
• Analyzing financial and headcount information for various departments within the organization, preparing
and presenting regular and ad hoc reports to the top level management, interpreting reports, advising management on financial reports
and numbers and supporting financial and strategic decision making.
• Leading budgeting and forecasting, consolidating departmental numbers, controlling, planning, data
analytics, reporting on and presenting the annual departmental budget to the top management for approval.
• Analyzing market financial benchmarking studies and advising top management on opportunities for
exceeding benchmarks.
• Supervising, developing and training direct staff.
• Leading capital budgeting, creating and maintaining project portfolio, developing models in MS Excel to
solve complex business problems.
• Leading, Initiating, designing and implementing process changes, analyzing and reporting variances and
correcting deviations as required.
• Leading financial projects including Lean Six Sigma project for increasing the efficiency of capital approval
process across the organization. Suggested and Implemented Major changes via the project which increased efficiency, traceability and
accuracy. Cut down the approval time to approximately 20% by reducing inefficiencies & developing a new approval tool.
• Ensuring compliance with US GAAP, SOX act, company policies and other applicable regulations.
• Coordinating with employees in international locations like India, Canada, Mexico and Europe to collect
information and analyze it.
STERIS Corporation, Mentor, Ohio, USA (1.75 years) Sep09-May11
Senior Financial Analyst
• Analyzed financial and headcount information for various departments within the organization, prepared and
presented regular and ad hoc reports to the top level management, interpreted reports, advised management on financial reports and
numbers and supported financial and strategic decision making.
• Budgeted and forecasted, consolidated departments, developed tools, controlled, planned, data analytics,
reported on and advised accounting of month end and yearend journal entries.
STERIS Corporation, Mentor, Ohio, USA (2.5+ years) Feb07-Aug09
Financial Analyst
Page 1of 2
• Analyzed financial and headcount information for various departments within the organization, prepared and
presented regular and ad hoc reports to the top level management, interpreted reports, advised management on financial reports and
numbers and supported financial and strategic decision making
• Budgeted and forecasted, consolidated departments, developed tools, controlled, planned, data analytics,
reported on and did month end and yearend journal entries.
Ace Taxi Services Inc., Cleveland, Ohio, USA (4 months) Oct06-Jan07
Accounting and Financial Supervisor
• Analyzed financial information, prepared reports for management to support and advise on strategies,
developed models in MS Excel to solve complex business problems and reconciliations, conducted analysis to support bidding process,
budgeting, forecasting and compliance.
• Prepared Financial Statements, initiated and implemented financial process changes, monitored the effects
and corrected deviations. Led and conducted cost and inventory auditing which resulted in uncovering defalcations, ensuing severe
actions.
• Supervised accounting and operations staff.
American Express (I) (P) Ltd., New Delhi, India (1 year) Jun04-May05
Accounting and Financial Analyst
• Planned, organized,
led and executed the project for upgrading the status of international accounts by analyzing those up to 3-
5years old and rectifying them. It helped clear about $300K and was recognized by an award.
• Created Models in
MS Excel to solve complex problems, reconciliation and data analytics for management.
• Compiled and
analyzed data to advise top management regarding performance of related Cost/Revenue/Profit centers and
status of various accounts. Ensured compliance to US GAAP and SOX Act.
• Took ownership of
more than 200 accounts, initiated meetings within the Team and Department to ascertain problems, possible
solutions and their implementation (utilizing a Six Sigma based approach).
• Coordinated with
and controlled international markets like Asia Pacific, Japan, Europe and Australia.
Inheart Gases (P) Ltd., Pithampur, India (1.5 years) Nov02-May04
Accounts and Finance Manager
• Trained and supervised accounting staff, prepared and analyzed financial statements and notes.
• Analyzed variances, prepared performance and strategic reports for management.
M. Mehta and Co., Indore, India (3 years) Aug 99-Jul02
Senior Management and Accounting Trainee
• Lead, planned, executed, supported and reported on various internal, statutory, compliance, plant, inventory, and systems
audits for various organizations.
• Prepared Financial Statements and notes along with consolidation of subsidiaries and departments.
• Prepared tax audit reports and tax returns for various organizations.
• Visited over 20 large and small organizations to analyze their financial statements, gain insight of their financial systems,
accounts and processes.
• Led process improvement projects, analyzed processes, suggested changes and implemented solutions for efficiency and
effectiveness at client sites.
Computer Proficiency: Oracle Applications, Microsoft Excel, Word, Access, Outlook and PowerPoint, MS SharePoint, Lotus Notes,
Informatica (Power User), Khalix, Hyperion Essbase, QuickBooks, Peachtree and Profit manager.
Page 2of 2
Achievements: Received the ‘Employee of the year’ award for the years 2009 and 2011 at STERIS.
• Proven record of ‘Exceeding Expectations’ with promotions in two out of four reviews at STERIS.
• Fellow member of ‘The Institute of Chartered Accountants of India’
• Member of ‘The Ohio Society of Certified Public Accountants’
• Member of ‘The Project Management Institute’
• Charter member of the Toastmasters club at STERIS
• Core committee member of the ‘Future Leaders’ group at STERIS
• Received various ‘Rewards and Recognitions’ for outstanding performance at The American Express.
• Secured the state level ping pong championship for the year 1997.
Strengths: Strong Leadership Skills, Strategic Thinker, Self Motivated, Problem Solver, Team Player, Profit Oriented,
Confident, Desirous to Learn, Effective Communicator, Possess Organizational Aptitude, Strong Analytical,
PC/Spreadsheet Skills, Multitasking.
Page 3of 2
Contact this candidate