Brian Burks
Email: *********@********.***
Address: **** ****** ***** *****
City: Streetsboro
State: OH
Zip: 44241
Country: USA
Phone: 330-***-****
Skill Level: Experienced
Salary Range: $40,000
Willing to Relocate
Primary Skills/Experience:
Accountant Finance A/R Accounts Receivable Microsoft Excel
Educational Background:
Bachelors Degree, Finance
Kent State University, 08/1998 - 08/2005
Kent, OH
Not Selected,, Not Selected
Job History / Details:
Brian S. Burks
1948 Autumn Ridge Drive
Streetsboro, OH 44241
*********@********.***
www.linkedin.com/in/briansburks
PROFILE
Finance Professional with 10+ years proven experience in finance, accounting, and accounts receivable. Strong background in analytics, reporting, advanced excel modeling, identifying and implementing efficiencies and scheduling. Highly effective in communicating financial information with all relevant organizational stakeholders in a timely, ethical, and dependable manner. Specific expertise in the following:
* Advanced Excel Modeling
* Forecasting and Recommendations
* Business Variance Analysis
* Generation of Key Financial Schedules
* Analyzing Profit / Loss Opportunities
* Incentive Program Tracking and Analysis
* Managing Journal Entries and Accruals
* Consumer Traffic and Conversion Analysis
PROFESSIONAL EXPERIENCE
Things Remembered, Highland Heights, OH 2007 - Present
Nation's largest and most prominent retailer of personalized gifts.
Financial Analyst
Provide accurate and timely financial analysis and reporting directly to senior leadership including the Chief Executive Officer, Chief Operations Officer, Chief Financial Officer, Marketing Director and Human Resource Director. Prepare, post, and reconcile journal entries during close periods. Generate and communicate timely key financial forecasts and plan schedules. Perform ad-hoc reports due to changing business needs. Collaborate with field management on P&L statement opportunities. Calculated and tracked incentive payouts for field management.
* Analyzed consumer traffic flow patterns and transactions to identify conversion opportunities.
* Used hourly transaction data for peak periods to streamline employee scheduling and improve efficiencies.
* Executed monthly store wage variance analysis utilizing Excel models and Lawson.
* Created Excel models to execute annual payroll plan for 638 stores nationwide and 36 stores in Canada.
Edward Jones Investments, Aurora, OH 2005 - 2007
A full service brokerage firm with a personalized investment approach serving nearly 7 million investors in the United States and Canada.
Financial Advisor
Successfully developed 200+ investment relationships resulting in the management of $2 Million in assets.
* Implemented retirement financial plans for clients based on risk tolerance and financial goals.
* Recommended quality and diversified investments for clients using a buy-and-hold approach.
* Advised clients on 401(k) plans, 403(b) plans, life insurance policies, and proposed changes when appropriate.
Cole National Corporation, Twinsburg, OH 1998 - 2005
Leading retailer of consumer vision products.
Financial Analyst - Pearle Vision 2004 - 2005
Provided timely and accurate financial reporting to senior leadership on sales transactions, product selection and employee performance.
* Provided meticulous analysis of Profit / Loss opportunities.
* Tracked and identified payroll and incentives.
Financial Analysis Assistant - Pearle Vision 1998 - 2004
Generated and communicated key financial analysis reports on a daily, weekly, monthly, and quarterly basis.
* Reviewed business reporting and processes for new Regional Managers in training.
Cole National Corporation, Warrensville Heights, OH 1997 - 1998
Accounts Receivable Assistant - Pearle Vision
Ensured retail franchisees` satisfaction by providing outstanding service and support.
* Posted and reconciled franchisee payments.
* Posted monthly franchisee billings.
EDUCATION
Bachelor of Business Administration in Finance, 2005
Kent State University, Kent, OH
Associate of Arts in Hospitality Management, 1991
North Central State College, Mansfield, OH