Microsoft Office Financial

Stephanie M. Lam

Cellular: 862-***-**** Email: ac2736@r.postjobfree.com

Job Objective: Business Analyst

Career Summary:

15+ years of experience in analytical role who has worked on a wide range of projects in supporting business solution software and analyzing business operations. Highly accomplished and result-oriented with strong analytical ability, data analysis, problem-solving skills to achieve financial goals, cost savings and maximum productivity. Excel skilled in reporting, budget forecasting, business research, actively participate in team given projects and provide job training for new employee.

Education:

Bachelor of Science in Business and Finance

William Paterson University, Wayne, New Jersey - 2005

Affiliations: Alumni Association, 2003 – 2014

Personal Traits and Competencies:

Self-motivated and adapt easily to new concepts.

Excel in time management, detail-oriented, prioritizing tasks and meets operational deadlines.

Well-developed strong team player abilities and willing to take accountability for own work.

Interpersonal and Communication skills.

Technical Skills:

Proficient in Microsoft Office Applications: Word, Excel, Access, PowerPoint, Macros and Outlook.

Strong Systems Skills – Cognos, Oracle, Hyperion, SAP/JDE, Bison and TriTech Dashboard.

Knowledge of Automation software to perform analytical, technical and financial analysis.

Work Experience:

Financial Analyst – Financial Services for Consumer R&D

GlaxoSmithKline, Research Triangle Park, North Carolina – (9/2016 –10/2017)

Responsible for financial support for external resources across Consumer R&D and Clinical Spends to ensure processes correctly.

Provide month end activities, balance sheet reconciliations; GL accounts analysis, and intercompany Headcounts balances to support the Regional team.

Support quarterly of HCP (Healthcare Professional & Organizations) reporting within GSK’s US/UK and global business partners prior to Bison Submission.

Issuing reports and month end review of financial results to ensure that accrual and bonus entities are calculated correctly.

Maintain the master data maintenance of workday and provide financial accounting services to internal clients as needed.

Support financial manager to train for new employee and internship.

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Accounting Specialist

Office of State Controller, Raleigh, North Carolina – (8/2015 to 6/2016)

Provided account reconciliations and costs benefit analysis for the State Health Plan billing system and enrollment vendor records.

Analyzed reports to verify payroll deductions and a variety of other accounting functions.

Collected data and investigated daily activities end to end solutions to resolving billing issues. Updated monthly scorecards and dashboard.

Assisted the payroll team processing daily checks, invoice payments, adjustments, and researching activities under the State Controller guidelines and regulations.

Supported training for new team members.

Business Analyst - Clinical

BioMerieux, Durham, North Carolina - (11/2010 to 1/2015)

Analyzed sales costs and expenses for all business units. Reconciled past due accounts, tracking invoice records and customers transactional.

Worked collaboratively with senior management and across support sales units to compile pricing data, corrections and upload to the SAP system.

Prepared of weekly reports on products line information and updated GPO accounts.

Analyzed financial discrepancies and research activities to identify market segments.

Contributed special project and internal customer services to employees in the field.

Financial System Analyst - Managed Care

Summit Medical, Berkeley Heights, New Jersey - (09/2005 to 10/2009)

Analyzed monthly financial reports, month-end closings.

Worked with account receivable, aging accounts, collections and daily cash position to resolve discrepancies.

Developed of financial forecasting model to analyze current operations and identified trends.

Preformed quarterly updates of fee schedules maintenance, reimbursements, pricing calculations for major insurance carriers including Medicare.

Reviewed and updated of fee Charge-master management duties to ensure accurate of coding procedures, and regulatory.

Assisted internal annual of fees auditing and Budgeting.

Worked with charts, data and variance analysis, and other applicable.

Resolved daily operational issues that related to fees, coding, and billing changes.

Collaborated Managed Care contracts renewal and update requests.

Provided writing reports project by COGNOS software program and supported team on various ad-hoc reports as necessary.

Portfolio Accountant

Rothstein Kass, CPA, Roseland, New Jersey - (06/2000 to 11/2003)

Analyzed monthly and quarterly financial reports to support senior fund accountants.

Prepared daily stock price analysis and calculation through Bloomberg system. Worked with daily cash flow, wire transfers and reconciliation for Mutual Fund Division.

Imported monthly trades and analysis for global equities, mutual funds, stock-split, bonds, futures contracts, and government securities.

Assisted portfolio management team in preparing journal entries, financial statements, general ledgers, and assisted an annual Corporate Income Tax Returns.

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