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Financial Analyst, accounting, reporting, administration

Spanish Fort, AL
September 25, 2018

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Linda N. Jones

Home 251-***-**** Cell 678-***-****

Summary of Qualifications

** More than 15 years of administrative, financial reporting, accounting/journal entries/month end processes, and data warehouse implementation experience in diverse industries, with a proven record of productivity, quality, and integrity.

** Analytical strength, able to identify and implement process improvements that increase accuracy, consistency, and efficiency.

** An energetic team partner, able to communicate effectively with people of all ages and backgrounds, to work collaboratively to resolve problems, and to motivate achievements with personal and organizational objectives.

** Advanced skills utilizing MS Excel (pivot tables, vlookup, intermediate macros), Access, Word, PowerPoint, Publisher, Office/Outlook, Cost Point Accounting, COGNOS TM1 data warehouse, Microsoft Dynamics SL, Adobe Acrobat, Peachtree Accounting, PeopleSoft, SQL/QMF, Deltek, Quick Basic, BMS and MAS90 Construction Accounting, Contract Collector, Intuit personal accounting products, and RFQ/RFP/CLIN billing for government contracts.

Professional Experience:

ThreePDS – Contractor to Mercedes Benz 09/17 to 05/18

Fleet Coordinator

As a contractor the following duties were performed: Research and analytical duties for the Commercial Vans Department in the areas of commercial van management, sales reporting, and cost management - Train interns on departmental processes and procedures as requested - Conduct program audits to include identification of programs, reports generation, submission of letters and providing chargeback reports to the finance department, utilizing systems COGNOs, Lotus Notes, Excel, MSS and Netstar - Support commercial and regional sales managers with weekly and monthly reports, training and administrative assistance – monitor budgets and program incentives to include monthly forecasting, trending, and variance analysis, work closely and collaboratively with finance departments to provide assistance in managing funds and making sound business and financial decisions. Full cycle accounts payable responsibilities to include receipt of payables, review, approval and processing. - Process mobility requests for payment; Help desk coordinator – respond to dealer inquiries and appeals in market support system and Lotus Notes - Create and maintain region scorecards and key performance indicators to pinpoint performance and analyze key objectives.

Jack Cooper- Allied Automotive Group 09/12 to 07/17

Financial Business Analyst/Data Administrator 07/95 to 12/04

Recruited to return and develop a new business forecast model projecting through 2018. Implemented COGNOS TM1 reporting for Jack Cooper Transport to be used across all business units. Developed and maintained reporting for Jack Cooper Logistics subsidiary. Prior responsibilities with Allied Automotive included analysis of all aspects of the transportation business to include OEM profitability, union labor negotiations, fleet utilization, staff utilization and cost control for the CEO, CFO, Senior Vice President of Operations, Regional Vice Presidents, Vice President of Traffic Distribution, Vice President of Pricing and Assistant Vice President of Financial Planning. Support the technical requirements of the various financial and operational departments including computer training, computer system administration and computer processing. Coordinate the communication and resolution of technical issues with the IS department. Support preparation, review and distribution of regular monthly reports such as financial and operating statistics, EBITDA results and logistic affects of business fluctuations. Evaluate current financial systems and recommend improvements and changes for increased efficiency. Assist in the preparation and when delegated, the presentation of information to operational and/or senior management. Adhoc analysis as required by senior management or operations management. Work with operating departments to address their queries and concerns relating to financial performance. Gather, develop and administer data with SQL, PeopleSoft, COGNOS TM1 and Access database information for use by corporate entity.

Achievements to Present:

Further development and maintenance of our OLAP analysis system utilizing COGNOS TM1 for corporation.

Developed business forecast model through 2018 using revised methodologies to improve projecting business movement and allowing for adhoc adjustments and scenario changes utilizing COGNOS TM1’s flexibility.

Maintaining all automated operational reporting systems daily and accounting schedules as needed.

Adhoc analysis and report request for executive, operational and financial departments.

Achievements through 2004:

Developed and maintained OLAP analysis system utilizing COGNOS TM1 for corporation.

Developed negotiation analysis for the successful union contract resolution for 2003 renewal.

Developed and maintain activity based OEM profitability system and automated operational reporting systems.

Analyze and develop adhoc request from CEO, CFO and senior staff pertaining to business management and improvements. Assist all departments with information to formulate constructive business decisions to benefit the company’s success and turn around. Analyze 56 business entities for sound financial results monthly and formulate daily business decisions to protect profitability to be communicated with the Regional Vice President. Developed and implemented analysis tools and reports for Regional Vice President and business managers. Traveled throughout region to reinforce tools and business practices used to forecast monthly results and aid proactive decisions.

Honda of Conyers Conyers, GA 12/10 to 09/12

Clerical Support/Cashier

Provide administrative support throughout all areas of the dealership and cashier.

Part Time and Volunteer Experience Conyers, GA 08/09 to 12/12

Family Promise of NewRock, Rockdale Emergency Relief, Women on Mission, Westbury Assisted Living, Phoenix Pass, Rockdale Baptist Church – Youth, children and family Pastor assistant, mission team member and various projects as requested.

Atlanta Tire Specialists, Inc. Conyers, GA

Bookkeeper/Executive Assistant 01/09 to 08/09 Responsibilities include all accounting functions, collections, cash flow management, payroll and human resource, industry required government filings, month end and year end processes for a tire retreading/manufacturing facility. Extensive interaction with Customers, Vendors, Accounting Firm and Banking Professionals.

Southern States Savings and Retirement Trust Fund Plan Conyers, GA

Bookkeeper/Executive Assistant 04/07 to 08/08

Responsibilities include all accounting, payroll, IRS filings, month end and year end processes for a union pension fund of 15,000 participants value approximately $84M. Coordinate all Trustee meetings quarterly and maintain minutes of each affair. Extensive interaction with Participants, Trustees, Attorney, Accounting Firm, Investment and Banking Professionals.

Lear Siegler Services Inc. Fayetteville, GA

FIRST, Special Programs, AVJAMSS Contract - Business/Finance Manager 12/04 to 03/07

Responsibilities include all phases of accounting, financial analysis, payroll and HR. Assist the Program Manager with marketing, Bid/No Bid decisions, cost proposals, task order management and variance analysis. Work with proposal teams to evaluate labor categories and costs, determine profitability, format the technical proposal and submit proposals through the contracts department. Task order management duties include reviewing government awards and modifications, establishing and maintaining funding schedules for the projects, reviewing and processing invoices for payment, updating contract account briefings, monitoring task order expenditures, preparing expenditure spreadsheets, and preparing and submitting invoices to the government for payment. Task order close-out duties include ensuring documentation is in place prior to close out, reconciling government invoices with payments, and working with corporate accounting and GSA management to close out the task order. Other duties include working with task order team leads to assist with funding allocations, monthly reports, and other general administrative requests, and working with the government contracting office to resolve contract related issues. Prepares and submits monthly corporate financial reports. Develops and submits forecasting figures for revenue and EBIT. Updates Estimate at Completion spreadsheets, monitors and investigates overdue payments from the government, and maintains a contract tracking spreadsheet to reflect changes to task.


*Federal Contracting Accounting Basic – ESI, BFI - Business forecasting, Orlando, FL

*Basic programming - ICS - graduate

*COGNOS TM1 OLAP and database administration - Adonix, Inc., VA

*PeopleSoft basic, query and accounting modules - PeopleSoft, Inc., Performance Management - Aubrey Daniels

MS-Access and MS-Excel basic, intermediate and advanced Atlanta, GA

*Time, business change and conflict management - GA State University

*EVA financial performance and bonus program - NY

*Atlanta College of Medical and Dental Assistance – Graduate

*Lakeside High School - Graduate

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