Financial Analyst position (Tucson Metropolitan Area)
Date: 2012-12-01, 11:48AM ***********@*****.***
TIMOTHY SEVELIS MBA
**** ***** ******** ******, ***. #110
Tucson, AZ 85719 USA
Cell Phone: 520-***-****
E-Mail: ********@*****.***
Website: http://www.linkedin.com/pub/6/350/900
CAREER OBJECTIVE:
To utilize my skills, talents, and knowledge to make an impact in the FINANCIAL ADMINISTRATION field with a progressive organization.
May 2010 to August 2010
CAN-IT RECYCLING, LLC
TUCSON, AZ
Staff Accountant/Bookkeeper
I maintain the Staff Accounting/Bookkeeper duties. I inputted all their financial management from 1/1/2010
to the Present. Specific duties are as follows:
Specific Duties:
Maintain bookkeeping and accounting records for clients of the family office,including general journal and cash accounts, bill paying, and monthly account reconciliation. Create and maintain cash flow analysis, balance sheets, and income statements for clients of the family office. Interface with clients of the family office, providing them with a high level of service. Maintain bookkeeping and accounting records for family office related entities. Coordinate billing for outside service providers and vendors. Provide light administrative services for the family office, including receptionist services, scanning, photocopying, and calendar maintenance
Specific knowledge and skills required:
*Familiarity with accounting/bookkeeping software (QuickBooks)
*Proficient in Microsoft Office software (Word, Excel, Access, and Power Point)
*Detail oriented with strong organizational skills
*Ability to manage multiple projects, prioritize, and meet deadlines
*Strong interpersonal skills and professional demeanor
*Ability to communicate well verbally and in writing.
*Ability to work well in a team environment that promotes inclusiveness and communication among team members and owners.
2008-2009
ADECCO TECHNICAL
TUCSON, AZ
Financial Analyst
Responsible for assisting the IT Lead Finance Analyst in performing high-quality analysis on a variety of projects and maintenance expenses. Engaged in strategic analysis and other projects directly with IT Management in a supportive role to the Lead. Additional recurring responsibilities include analyzing key statistics; develop financial & actual report creating for reviewing financial forecasts/data.
* Assist in the analysis and creation of metrics
* Prepare other ad-hoc reporting and analysis as needed.
* Develops consolidated analysis and presentation materials for monthly financial reviews.
* Prepare/assist in reviewing monthly and quarterly Financial Statement and Budget analysis.
* Analyze historical actual trends, identify and fully understand key elements affecting IT performance.
* Provide advice with strong support/data on matters such as effective use of fund/resources, opportunities for cost reduction and need of capital investments.
* Assist in annual budgeting process including determining key assumptions underlying the budget forecasts, assisting management in building the departmental budget and interprets budget numbers to management.
* Other projects as assigned by IT Lead Finance Analyst
2006 to 2007
SAGUARO RANCH DEVELOPMENT CORPORATION
TUCSON, AZ
Assistant to the Project Manager
Saguaro Ranch is a 1,100 acre high-value property development company of luxury homesteads, guest ranch with casitas, a full-service spa, an indoor theater, an outdoor amphitheater, fine dining, and full-service horse ranch. Work with outside vendors and suppliers such as architects, building contractors and immediate corporate staff in the construction development aspect. Responsible for time sensitive material. Prepare routine and advanced correspondence including letters, memos, and reports. Perform clerical administration with the Project Manager such as filing, typing, and copying documents. Screens and transfers calls, and arranges meetings.
Providing Executive Level Support
Microsoft Office
Outlook E-Mail
Experience with business correspondence preparation & business/report writing
Experience with multi-line phone systems
Understanding change order procedure
Knowledge of pre-lien procedures
Understanding of conditional and unconditional waivers
Tracking insurance certificates
Blueprint Plan distribution
2005 to 2006
CROSSTOWN TRADERS, INC.
TUCSON, AZ
Credit Risk Analyst
Crosstown Traders, Inc. is a $700 Million Dollar company that markets women's apparel and accessories through catalogs, telephone sales, and the web. Work with a team of analysts to isolate and quantify predictors of bad debt and delinquency using query tools and PC based models for the credit portfolio. Use statistical analysis both in developing measurements and in classifying data.
OTHER RESPONSIBILITIES:
1. Use available query and analysis tools to isolate and quantify specific "risky" actions or groups of actions.
2. Analyze portfolio dynamics such as past due trends that lead to balance at risk and account at risk forecasts.
3. Assist in the development and use of bad debt models and write off prior to cycle break.
4. Participate in regular risk meetings to present analysis and to discuss recommendations for risk reduction.
May 2004 to December 2004
Relocated to San Diego, CA
Telemarketing Representative
Green Point Mortgage
San Diego, CA
6/2004 - 8/2004 (Temp. Position)
Assistant to the Landscape Architecture Department
University of California, San Diego
San Diego, CA
8/2004 - 10/2004 (Temp. Position)
Executive Assistant to the Chief Financial Officer
California Western School of Law
San Diego, CA
10/2004 - 12/2004 (Temp. Position)
2003 to 2004
AMPHITHEATER PUBLIC SCHOOLS
TUCSON, AZ
Executive Assistant to Chief Financial Officer
Delegated authority to administer specific types of budget expenditures.
Monitored School Budgets -Salaries.
Posting Journal Entries.
Assisted Staff Accountants, A/P, A/R, and payroll for projects as needed.
Served as an intermediary between supervisor and other officials, students, businesses, and the general public.
Functions in a line or staff capacity relative to analyzing, planning, supervising, establishing, and maintaining effective working relations with others.
Gathers data, supplies information, explains policy and procedure, and assists in solving complex problems at the procedural level.
Advises supervisor of pertinent developments, the need for policy statements or executive action and may assist in developing or recommending procedures.
Coordinates an administrative function, prepares and reviews a variety of management reports and assists various sections in budget preparations.
Provides technical assistance to line and staff officials, represents the agency at meetings and conferences pertinent to area of responsibility, and coordinates activities with other staff members.
Interact Accounting/Finance department with Legal, IT, and Superintendent's office.
1999 to 2003
RONALD R. CAVIGLIA, INC.
TUCSON, AZ
Executive Assistant to the President
Maintained office functions such as, bank reconciliation, accounting utilizing QuickBooks, payroll processing, 941 deposits, 1099s document processing, and making travel arrangements.
Overseeing monthly bill payments and monthly expense reporting. Performed complex administrative and secretarial duties requiring the exercise of independent judgment, initiative and tact.
Responsibility for special projects as needed. Assignments may be sensitive in nature and frequently involve high level contacts internally and externally.
Answer and screen contacts; telephone, emails.
Sorts, distributes and sends mail and faxes.
Maintained multiple calendars and meeting schedules.
Composed and typed and assists in preparation of business correspondence and documentation and maintains contract files.
January 1998 to December 1998
UNIVERSITY OF ARIZONA
TUCSON, AZ
Department of Multicultural Programs & Services
Office and Budget Specialist
Provided administrative support to Budget Officer, Associate Dean, Research Analysts, and Coordinators.
Responsible for office payroll, bursar deposits, and department budget utilizing University systems (FRS, PSOS, SIS), manage office reception services, provide administrative support for department, and assist with hiring, training and supervising student employees.
Served as a primary reference source to assist departments and employees in resolving discrepancies or procedural problems utilizing knowledge of specialized function; responds to technical administrative questions ensuring necessary follow-up is performed.
March 1997 to September 1997
LTD DIRECT MARKETING
TUCSON, AZ
Sales Representative---Business-to-Business telephone sales of various services; such as new product launches and marketing research surveys.
EDUCATION:
MASTERS DEGREE, BUSINESS ADMINISTRATION
WAYNE STATE UNIVERSITY
DETROIT, MICHIGAN
Major: Finance/Marketing
GPA: 3.2
BACHELORS DEGREE, BUSINESS ADMINISTRATION
WALSH COLLEGE OF ACCOUNTANCY
TROY, MICHIGAN
Major: General Business Administration
Minor: Accounting
SKILLS:
MICROSOFT EXCEL
MICROSOFT WORD
MICROSOFT POWERPOINT
MICROSOFT ACCESS
MICROSOFT PUBLISHER
OUTLOOK
INTERNET RESEARCHER, EXPERIENCE WITH GENERAL PC TROUBLESHOOTING
QUICKBOOKS
WWW BROWSERS AND BASIC HTML PROGRAMMING
PENTAMATION (Accounting Software)
HYPERION BRIO
Volunteer: Habitat for Humanity
* Ability to research and identify problems, develop proposals, conduct analysis independently and in collaboration with others
* Strong financial acumen with the ability to solve complex problems
* Focus on critical thinking with the ability to drive decisions and execute effectively
* Strategic thinker who can manage long and short term projects
* Ability to work independently, manage multiple tasks and set priorities
* Heavy attention to detail
* Outstanding verbal and written communication skills
* Team player
* Ability to thrive and manage change in a high growth environment