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Manager Financial Analyst

Atlanta, GA
September 19, 2018

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Lisa Patel

*** ******* *****, ********** **, ****6


Qualification Summary

Detail-oriented Financial Officer with background leveraging financial education and hands on experience in quantitative/strategic analysis, budgeting, accounting and forecasting.

Knowledgeable in accounting principles, business strategies. Advanced excel skills with professional work experience.

Strong analytical skills; support operations through analysis of key performance indicators and trends

Rapidly adapt to new technologies and possess expertise with MS Word, PowerPoint, Excel, Access, and broad range of accounting software

Core Competencies

Strategy Development

Cost Accounting

Financial Accounting

Concept Implementation

Effective Communication

Documentation & Reporting

Project Planning

Relationship Management

Professional Experience

University of Alabama at Birmingham, Birmingham, Alabama 5/2016- Present

Financial Officer I 9/2017- Present

Department of Pathology

Provide human resource and financial service to Department of Pathology. Utilize the fundamental concepts, practices and procedures to make sound decision. Consolidate and analyze monthly payroll results and budgets. Create and deliver analysis reports, providing month-end results and yearly cost projection. Develop compensation reports, abstracts, and charts to present data and propose equity adjustment.

Process $1.5-million in payroll for Health Service Foundation (HSF) and UAB. Analyze clinical and research institution personal cost.

Perform month-end- duties such as reconciliation, Journal entries, AR/AP.

Leading the implementation of internal database (FileMaker Pro) reporting structure, reporting system

Lead intern program to achieve project goals

Financial Assistant 9/2016-9/2017

Facilities Division

Responsible for collecting all revenue for Small Public Works projects. Consulted with vendors regarding UAB bid policy and procedures. Reconcile expense reports from software to internal database for accurateness. Ensured, the capital construction projects were within proposed budget and track expenses. Performed Journal entries, data entry, account payable duties.

Worked with three directors and 20 project managers in financial management in $2 million of small construction projects annually

Identified $39,000 in lost revenue, via account reconciliation. Proposed method of tracking time efficiently

Created guidelines and supporting documents as a business process

Finance Intern 5/2016- 8/2016

Worked with finance team on yearly/monthly forecasting and cost allocation. Support the team with the following projects:

Capital Construction Project- Financial Closeout

Building management reporting for business and financial operation purposes

Green and Gold Fund (Student Investment Fund) 8/2015- 4/2017

Collat School of Business

Portfolio manager for industrial and material sector. Complied with policies and procedures to meet targeted % allocation for industrials (10.2%) and materials (2.80%).

Conducted financial analysis, forecasting, and risk assessment for the sector. Collaborated with the team on executing buy-sell presentation.

Conducted equity research, industrial research, SWOT analysis

Created financial modeling in excel for Weighted Average Cost of Capital, Dividend Discount model, and Capital Asset Pricing Model


University of Alabama at Birmingham

Bachelor of Science 4/2017

Major: Finance w/ focus on investment and institution

GPA: 3.40/4.00

Collat Scholar Scholarship 2015-2017

Technical Skills

Bloomberg Terminal

QuickBooks Pro

MS Office Suite (Excel, Word, Access, Outlook)





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