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Financial Analyst Manager

Location:
Chicago, Illinois, United States
Salary:
70000
Posted:
May 31, 2018

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Resume:

PHYLLIS R. JONES

***** *** *********

Posen, IL *0469

708-***-****708-***-****

Email: ac5o82@r.postjobfree.com

Technical Skills

Sarbanes Oxley Internal Controls Audits (SOX), SAP, Solomon III, Quickplace Financial Software, Clarity Payroll System, MSA, ADP, Kronos, Robert White and Cyborg Payroll Systems, Word Perfect Windows, Microsoft Office, Peachtree, SAP, ERP, Dbase III, People Soft, Outlook, Skyline, CCC Non for Profit Software program, Hyperion, Timberland, Great Plains, American Fundware and Black baud Non for Profit Accounting software programs, Veryss Medical Patient Accounting, Oracle & Oracle Applications, Dunn & Bradstreet System, Agitate Accounting System, QuickBooks, Business Works, SABER Tax programs, ATX Tax Program, SMT Real estate program, Voyager Software System, Power Plan Software System and LoanTrak Traders Software.

Professional Experience

Clients include: ABN AMRO, LaSalle Bank, EPA, Merrill Lynch, IBM, US National Pension Fund, CBOT, Northwestern Hospital, IBM, Prudential, Deloitte & Touché, Farmers Insurance Company, Wells Gardner, Caterpillar, Walsh Construction, Children’s Memorial Hospital, St Francis Hospital, and BlueCross BlueShield and various other Big 8

Emmanuel COLE CPA & Associates-4125 W 178th st-Country club hills, IL – 8/2004 – PRESENT

Positions Held: Sr. Tax Accountant, Sr. Financial Analyst, Sr. Auditor, Sr. Accountant, Interim Controller, Sr. Cost Accountant, Audit Team Lead, Business Manager, Financial Coordinator, Project Manager

Prepared monthly, quarterly and annual analysis and posting of fixed assets and depreciation schedules. Analyzing, identifying, researching and explaining unusual trends or variances to budgeted or forecast amounts. Prepared federal, state, local business, corporate, S coporations and business taxes for individuals, small business and corporate taxes which include 1040, 1120, 940, 941, K1 and other annual and monthly required filings for profit and non-for-profit industries. Processed payroll from 50 to 3500 employees on various payroll software’s (PeopleSoft, Oracle, ADP, Cyborg, QuickBooks, Kronos and Business Works Software Provided financial consulting services for client base. Provide software implementation, training and consulting services for client base in a variety of industries (non- for profit, governmental and for profit). Prepared intercompany billing and reconciliations for various department and projects for healthcare, governmental and banking organizations and industries. Performed specialized Sarbanes Oxley audits (SOX) for various companies. Provided financial expertise in governmental and fund accounting investments and appropriations analysis and entries. Provided various project analysis and premilitary cost estimates for management. Report and oversee costs of business and operational functions which include labor, raw materials, inventory analysis and its reconciliations for management. Assisted with budget processes and physical inventory verifications as needed. Established financial and production roadmaps for project status reports Provided trading and investment strategies analysis for financial stock and real estate brokerage entities both domestic and global. Reporting trading and investment valuation and profitability forecast on stocks traded. Prepared 10K and 10Q for SEC reporting and compliance for various banks and CBOT securities.

TAC Worldwide – 2625 Butterfield RD-Oak Brook, IL – 11/2007 – 4/2009

Financial Coordinator, Cost Accountant, Sr. Financial Analyst, Project Manager, Audit Team Lead

Responsible for the collecting, analyzing and reporting of financial information for a program of projects projected to cost over $200M. This financial information was reported to executive management, stakeholders and the enterprise. Developed deployed, tested and analyzed financial metrics and standardized reporting formats, in flow charts formats and PowerPoint presentations. Reporting month, yearly and as-need financial status to the Enterprise. Provide monthly, quarterly and annual financial to clients. Preparing profit & loss analysis and preparing profitability reports to clients in compliance with GAAP. Preparing PowerPoint presentations for executive management and annual budget meetings.

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Randstad North America- 200 W Madison – Chicago, IL 4/2001 – 11/2007

Arthur Anderson CPA/Anderson Consulting – 6/1997 – 7/2002

Sr. Tax Accountant, Sr. Financial Analyst, Sr. Auditor, Sr. Accountant, Cost Accountant Interim Controller

Provide monthly, quarterly and annual financial to clients. Preparing profit & loss analysis and preparing profitability reports to clients in compliance with GAAP guidelines. Preparing PowerPoint presentations for executive management and annual budget meetings. Performed internal and external audit. Prepared federal, state, local business, corporate and business taxes for individuals, small business and corporate taxes which include 1040, 1120, 940, 941, K1 and other annual and monthly required filings for profit and non-for-profit industries. Prepared intercompany billing and reconciliations for various department and projects for healthcare, governmental and banking organizations and industries. Performed specialized Sarbanes Oxley audits (SOX) for various companies. Provided various project analysis and premilitary cost estimates for management. Report and oversee costs of business and operational functions which include labor, raw materials, inventory analysis and its reconciliations for management. Assisted with budget processes and physical inventory verifications as needed. Established financial and production roadmaps for project status reports. Provided financial expertise in governmental and fund accounting investments and appropriations analysis and entries. Provided trading and investment strategies analysis for financial stock and real estate brokerage entities both domestic and global. Reporting trading and investment valuation and profitability forecast on stocks traded. Prepared 10K and 10Q for SEC reporting and compliance for various banks and CBOT securities.

Independent Consulting, Chicago, IL – 6/1993 – 2/1995

Accounting & Technical Support

Responsible for providing temporary and technical expertise in all accounting functions in various Healthcare, Big 8 corporations, non- for profit and private firms in financial industries. Assisted in special projects for analysis of financial data on various computerized accounting systems. Helped in budgetary projects for the Health care, public companies and various financial industries. Reconciled and prepared financial reports for management in compliance with GAAP regulations. Performed internal and external audits. Performed financial, operational and compliance audits per organizations specific guidelines. Performed reliability testing of financial reporting internal processes, effectiveness and efficiency of operations and compliance according to current laws and regulations.

EDUCATION

Chicago State University, Chicago, IL

BA in Accounting

St Xavier University, Chicago, IL

MBA

Masters in Health Administration

Masters in Human Resources

CPA – Candidate



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