Financial Analyst
Resume:
JORDAN A. MORGAN
Lauderhill, FL 33319
********@***.***
561-***-**** (C)
OBJECTIVE: To secure a full-time position in the field of accounting, that will utilize my education, experience and skills as well as provide growth opportunities. A professional, conscientious and efficient candidate, who possesses excellent communication, organizational, analytical and technical skills.
EXPERIENCE:
4/14-Present COMCAST – SUNRISE, FL
Senior Financial Analyst (Contractor)
Coordinates and prepares a statewide accountability report including economic, Return-on-Investment analysis and other impact reviews.
Reports, analyzes, and interprets financial, operating and treasury information for executive management which includes trend analysis, budget variance analysis and preparing financial reviews.
Process, manage, and proactively monitor projects to address risk for spend overages
Works closely with internal departments to create, review, and analyze capital forecast and budget trends to meet quarterly targets.
Managed actual vs forecast variances to be no greater than +/- 2%.
Reviews trends and spend analysis of current projects in preparation for funding future projects.
Participated in the preparation of operating budgets and conducted detailed analysis to explain variances between actual and forecasted expenditures.
Develops Operations Review packages to track simultaneous regional projects.
Develops revenue and expense analyses.
Directly involved in the development and implementation of the annual budget.
9/11-4/14 LAIRD PLASTICS – BOCA RATON, FL
Credit Analyst
Assessed credit risk for prospective customers.
Set credit limits for both new and existing customers.
Released on-hold orders, based on current standing.
Prepared monthly sales performance reports.
Prepared rebate reports.
Posted rebate journal entries.
Updated rebate agreements.
Analyzed customer payment patterns.
Recommended appropriate credit and collection action and strategy, dependent upon circumstance.
Collections Analyst
Collected and reconciled receivable balances for existing customers.
Researched account discrepancies.
Audited lease documents or purchase orders to validate billing.
Identified necessary billing adjustments and complete paperwork to support changes.
Initiated telephone contact and maintained proper follow up with customer(s).
Administered past due or default notices.
Maintained current collection notes at the contract, parent, or transaction level.
Established and maintained positive interactions with internal departments.
Provided timely and accurate AR reporting for contracts or invoice aging balances.
Supported a high volume of customers by following defined collection strategy.
Held weekly conferences with major account representatives to discuss account standing.
Analyzed aging daily to assure efficient collection efforts.
Accounts Receivable Supervisor
Supervised an accounting team consisting of five employees, averaging $2.8M in receivables per week.
Downloaded and posted bank wire and ach reports.
Prepared and posted local bank deposits.
Recorded electronic and point of sale receipt of payment from customers.
Processed and posted key-off and adjustment requests.
Downloaded and split Wells Fargo lockbox receipts amongst respective systems.
Prepared and posted adjustment journal entries.
Posted Canadian EFT payments.
Prepared trial balance aging reports.
Processed and posted GoDaddy payments.
Generated and analyzed accounts receivable reports.
Researched discrepancies and miscellaneous receipts and deposits.
5/11-9/11 BLUEGREEN VACATIONS – BOCA RATON, FL
Staff Accountant (Contractor)
Uploaded investor bank statements and reports.
Prepared funding wires for investors and wire transfers between investor accounts.
Accrued unpaid servicing fees for investors.
Estimated current period servicing fees.
Recorded cash receipt for investors.
Accrued current month credit card fees.
Recorded account analysis fees.
Prepared bank reconciliations and accounts receivable reconciliations for investors.
Researched discrepancies and miscellaneous income and deposits.
Audited vouchers and refunds.
4/11-4/11 PLASTRIDGE INSURANCE AGENCY – DELRAY BEACH, FL
Accounting Specialist (Contractor)
Worked directly with the CFO on the creation of the company budget.
Processed agency income checks and agency statements.
Reviewed and recorded account deposits.
Processed and recorded vendor statements.
Performed daily reconciliations of agency income and receivables.
Researched various material discrepancies. Issued checks to various vendors.
12/10-4/11 JUST PLAY LLC – DEERFIELD BEACH, FL
Sales / Operations Analyst (Contractor)
Oversaw the release of shipments.
Organized and filed all shipment bills.
Cross-referenced shipments placed with information inputted to assure accuracy.
Submitted invoices to various vendors.
Input of sales forecast updates.
Calculated forecast adjustments.
Prepared excel productivity reports for clients, as well as, year-to-year forecast vs. actual sales reports.
10/10-12/10 BOCA RATON RESORT & CLUB – BOCA RATON, FL
Accounts Payable Clerk (Contractor)
Reviewed and analyze accounts.
Prepared and analyzed of month end statements.
Charged club member accounts monthly dues.
Established new member accounts, as well as, updated current member accounts.
Processed credit allowances and adjustments to member accounts.
Provided excellent customer service to current and prospective members.
7/07 – 10/10 OILY’S LUBE IN TEN – LAUDERHILL, FL
Assistant Manager / Accountant
Reviewed and analyzed account activity.
Researched and investigated vendor inquiries.
Calculated week over week percentage change in sales, as well as, break-even points on a monthly basis.
Performed complete oil changes.
Provided professional and courteous customer assistance in person and via telephone in a high volume client setting.
Delegated daily responsibilities of lube technicians.
Liaised with vendors to acquire new stock.
Performed tire rotations.
EDUCATION: FLORIDA ATLANTIC UNIVERSITY – BOCA RATON, FL
Bachelor of Business Administration in Accounting December 2012
GPA: 3.875
COURSES: Business Law Accounting Theory Federal Taxation
Economic Management Financial Management Accounting Information Systems
Business Management Accounting Principles Italian Language & Culture
SKILLS: Telecommunications Customer Service Microsoft Outlook
Microsoft Word Microsoft Excel Microsoft PowerPoint
Bilingual (Italian) MS Great Plains OnQ Software
MS Dynamics NAV NetSuite AS400 Production
Lawson Portal JD Edwards E1 MVP Client
DNBi Risk Management Oracle OTM
Noetix Polaris Office 365
Ceridian Essbase SQL
Access
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