Financial Analyst Sales
Resume:
Jonathan Beaumont
New Rochelle, NY *****
*************@*****.***
PROFESSIONAL EXPERIENCE
Product Specialist
Benchmark Education - New Rochelle, NY - September 2016 - Current
•Oversee relationship of Department of Education to ensure products are submitted and accepted by the Department of Education.
•Took the initiative to reduce dependency on other departments by gaining access and utilizing programs used by other departments.
•Maintain a detailed status report to stay organized, and to ensure deadlines where met.
•Communicate with the sales team to inquire which product should be submitted to the Department of Education based on previous sales.
•Analyze the Department of Education contracts to retrieve accurate pricing and price increases.
•Collaborated with the pricing team to adjust pricing for Benchmark product offerings during eligible price increases.
•Initiate contract negotiations to implement an entirely electronic approval process with the Department of Education.
•Review contracts and prepare legal forms and documentation for Request for Proposals and bids.
•Track monthly sales for districts Benchmark operates in.
•Migrated the contracts and FAMIS department to Sharepoint.
Billing Analyst
Agera Energy - Briarcliff Manor, NY - June 2015 - March 2016
• Utilized a transaction report to verify the contract type and billing type of the customer.
• Analyzed historical data to confirm the usage sent by the utility was in line with customer usage.
• Assigned accurate cost months to generate the correct rates for accounts.
• Ran check reports to identify problematic accounts due to contractual issues.
• Reviewed customer rates to verify gas and electric rates.
• Reviewed tax information for accounts for various states for compliance.
• Monitored the billing que to resolve issues that prevented accounts from billing.
• Heavily communicated with multiple departments as well as utility companies to resolve issues.
•Provided ideas with the team on how to improve and streamline the billing process.
Education Analyst
The Department of Education - New York, NY - August 2012 - March 2015
• Prepared tables for allocating other than personnel and salary based positions.
• Used v-lookups to provide school data for the allocation tables.
• Applied pivot tables to sort organize and consolidate large amounts of data.
• Allocated funds into separate allocation categories for the schools.
• Created modifications to the budget and forecasted for the budget variance report.
• Presented my analysis for the budget variance meetings.
• Entered adjustments in the BVR (Budget Variance) tool.
• Gathered data for schools, allocation categories, and budget amounts with Microsoft Access.
• Used the Galaxy system to determine if schools were clearing their deficits with DOE funds.
• Worked on the Fair Student Funding Allocation.
Financial Analyst Associate
NYU Langone Medical Center - New York, NY - August 2008 - November 2011
• Assisted senior analysts in preparing monthly financial reports and ad hoc reporting.
• Provided journal entries and cost transfers as required by the medical department.
• Managed 500 subcontracts to ensure accurate and timely payments to sub-recipients.
• Maintained the subcontract invoicing process with E-Procurement.
• Created purchase orders and monitored requisitions.
• Analyzed indirect expenses incurred on subcontracts to adhere to institutional policies.
• Heavily communicated with departmental administrators and financial analyst.
• Provided a more efficient approach to handling international wire transfers.
EDUCATION
Bachelor of Business Administration in Finance & Business
Nyack College - Nyack, NY - December 2007
SKILLS
•Sharepoint
•PeopleSoft
•Netsuite
•Microsoft Office Suite
•E-Procurement
•Onbase
•Galaxy
•ESG
•Watts
•Acumen
•Throughout my experience using Excel I learned to utilize v-lookups, as well as pivot tables and macros. I have become comfortable using keyboard shortcuts in Excel.
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