Financial Analyst Sales

Marcus M. Glass

*** ******** *** ** *******, Georgia 30354 404-***-**** *******@*****.***

Financial Analyst

EDUCATION

Georgia Piedmont Tech College Accounting Associate in Applied Science

Georgia State University Business Administration Pursuing

QUALIFICATIONS

Over 10 years of experience using various financial reporting systems

Knowledge of the Generally Accepted Accounting Principles (GAAP)

Excellent oral and written communication skills

Strong analytical skills

Used Oracle/SAP/Hyperion/SQL to run queries, monitor the revenue cycle, and provide ad hoc reports.

Create and maintain budget reports and reconcile cost accounts

Reconcile project activity and general ledge reports

Analyze budget to provide recommendation on findings and analysis

Monitor program spending to ensure it within budget

Maintain production budget reports and reconcile GR/IR accounts

Advance with Microsoft Excel/PowerPoint/Access/Word/Outlook/Databases management systems

PROFESSIONAL EXPERIENCE

Robert Half Accountants

Budget Analyst, Atlanta, GA – June 28, 2017 to Present

Supporting the budget and financial management operations for the CDC Foundation. Responsible for working with the program and project officers to develop budgets for contributors and donors. Review proposals for completeness, accuracy, and compliance with laws and agency regulations. Estimate financial needs. Monitor program spending to ensure its within budget. Reconcile program budget reports. Provide program managers on availability of funds. Reconcile project activity and general ledge reports. Provide donors with financial reports with spending.

Randstad Professionals

Financial Reporting Analyst, Atlanta, GA – June 23, 2016, to June 02, 2017

Supported the financial reporting and supply planning for Coca-Cola Refreshments Syrup Plant. Perform weekly and monthly reporting on performance results for plant operations using key ratios. Reviewed production schedules to determine material requirements. Used Procure 2 Pay system to create purchase order and reconcile accounts. Used SAP to ordered block stock, ingredients, and spare parts for plant operations. Requisitioned material and establishes delivery dates. Communicated with production departments to verify material quantity and specifications for orders. Calculated the amount of material required to complete job orders. Maintained records on material quantities, locations, and delivery dates. Created charts and graphs from data collections to track production trends and analysis. Updated the monthly budgets and accrual reports. Generated and reconciled open purchase orders with vendors.

Lualima Government Solutions, LLC

Budget Analyst, Atlanta, GA – Sept 29, 2014, to Apr 25, 2016

Supported the financial and budget aspects, and operations for the Division of Viral Diseases, Centers for Disease Control and Prevention (CDC). Performed macro-level review of CDC-appropriated and reimbursable funding. Prepare financial reports for funds managed in the CIOs. Assisted in the development of budgets and spend plans (including calculation of compensation and benefit costs for civilian and commissioned corps personnel; travel, supply and equipment procurements, and prepare status of funds reports). Monitored a multi-million dollar Direct Funding Lines, CANs; including reimbursable funds, CRADAs, Royalties, Gifts, GHS, and User Fees. Performed spend plan analysis on obligations, commitments, and projections for monthly SOF. Participate in financial reviews with Division Program Management Officers, Branch Program Managers, and FMO Budget Analysts to track spending progress. Used automated budgetary systems (IRIS, A&A, ICE, IMPAC, COAST, BAAP, COBRA, LDS, Budget Insight, PBMS, and UFMS) computer-generated reports in accomplishing budgeting assignments. Perform daily reconciliation in IRIS Budget as outlined in the Divisional SLA.

Time Solutions, LLC

Financial Analyst III, Atlanta, GA- Sept 23, 2013, to Sept 24, 2014

Supported the CDC Working Capital Funds and Governance initiatives. Developed ad hoc reports for budgeting, capital planning, and internal controls. Provided monthly consumption reports for CIOs. Maintained WCF internet SharePoint and customer portal. Track progress of corrective actions and dispute resolutions. Reviewed source data integrity extracts, reports, and prepare data for integration. Assisted CDC source data owners with data validation and other issues to assure valid data as provided for HPCM uploads on a monthly basis.

Chenega Government Consulting, LLC

Financial Analyst II, Atlanta, GA - Jun 6, 2013, to Aug 29, 2013

Supported the Division of Healthcare and Quality Promotion (DHQP). Responsible for a $76 million direct finding lines. Reconciled transactions by comparing and correcting data. Ensured federal funds are accurately accounted for in the spend plans. Developed and maintained spending plans, and provides oversight and procedural guidance for budget execution activities with forecasting, obligations, projections, and ceilings. Performed day-to-day control and management activities that involve the formulation, execution and/or analysis of the organization's budget and funding requirement. Performed analysis, studies, etc., on major budget projects/programs.

Bank of America

Financial Center Representative, Atlanta, GA -Mar 26, 2012, to Jan 6, 2013

Estimated the main property and financial power and creditworthiness of the borrowers. Selling financial products (e.g. Credit Cards, CD's IRA's, Loans). Opened deposit accounts and taking loan applications. Responded to customer inquiries and concerns and creating positive solutions. Recognized and referred cross-sell opportunities. Performed daily/weekly sales reporting. Quoted rates, terms, and programs for loan customer requests.

Supported other sales associates as needed.

P3S Corporation

Program Specialist II, Atlanta, GA - Jun 3, 2011, to Nov 15, 2011

Performed a variety of duties in support of the CDC Division of Scientific Resources, the Office of Director including budgets and workflows. Worked with the Division of Scientific (DSR) Resources Office of the Director as a member of a team tasked with the development of the DSR Catalog of Services and implementation of its function as a tool for resource recovery. Advised program Branch Chiefs on budget and financial requirements for execution phase of the budget cycles. Conducted research to identify and analyze current and historical trends in the use of funds.

Recall Corporation

Financial Project Manager, Norcross, GA - Mar 26, 2008, to Sept 15, 2009

Developed and maintained Cash Management Control Plans to ensure staff adherence to operational procedures for internal compliance audit by running and analyzing critical Cash Management PeopleSoft reports (Agings, Write-offs, payment, billing, payable/receivable and payroll, etc…). Used the Six Sigma process improvement methodology to improve key business processes. Led Finance projects that crossed multiple service lines and affected multiple business owners including global. Provided support to the business owners in order to increase profitability by implementing process improvement initiatives that are strategically aligned with the corporate vision.

Washington Mutual Bank

Financial Center Manager, Atlanta, GA - Jun 16, 2003, to Jan 4, 2008

Developed and implemented a yearly business plan that increased overall branch production. Successfully managed all two financial centers operation’s including P&L, hiring, and training of staff. Originated and funded personal, consumer, mortgage, and small business loans. Networked within communities to find and attract new business. Supervised and coached staff of twenty-eight including two assistant managers and eight PFR’s. Prepared and analyzed weekly sales and production reports for staff development. Ensured staff adherence to operational and regulatory procedures for internal compliance audits. Ranked number one in business lending and new accounts.

References provided at request

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