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Financial Analyst Microsoft Office

Aldie, Virginia, United States
August 29, 2018

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Jason Yi



MICROSOFT OFFICE – Highly proficient in Excel (Pivot Table, VLOOKUP, Smartview, VBA & Macro, Formatting, Graphs, Dashboards and functions of Nested IFs, SUMIF, IFERROR, INDEX & MATCH, ARRAY, SUMPRODUCT, PV/FV/EV calculations Word, Outlook, PowerPoint (Presentation slides), Access (Table, Query, Form & Report.), Project, SharePoint, Dynamics AX.

SOFTWARE – Advanced knowledge in Oracle Financials (G/L, A/P, A/R, F/A, Project, Hyperion, H/R, etc PeopleSoft, DELTEK Costpoint, IBM Cognos (Connection/Query/Report/Event Studio), SQL, SAP/BW, Essbase, Markview, CONCUR, QUARTZ, QuickBase and PowerTrack.

SOP – Wrote SOPs and User Manuals for documentation and training purpose, includes “Finance Management Reports”, “Consolidated P&L”, “Project Revenue Forecast”, “Contract Status Reports”, “GSA Online Invoicing”, etc.…


Bachelor’s degree in Finance – Zhongnan University of Economics and Law, China;

Master’s degree in Computer Science – University of Northern Virginia, USA.

U.S. Citizen


Principal Financial Analyst @ GDIT/Health & Civilian Division. Warrenton, VA (May. 2017 – Present)

Performs monthly, quarterly, annual financial analysis and reporting, also generate various analysis reports as required;

Participate in major contracts’ Long Term Strategic Plans, Annual Budgets, Quarterly Forecasts and monthly outlook;

Support project teams – Create financial estimates for Biding Proposals. Update project’s Annual Capital Plan and Monthly Spend Plans. Support PMs in managing, tracking, monitoring and reporting financial data as requested. Also review and approve project’s PO & PR, and monthly A/P & A/R invoices;

Support Internal/External auditing activities, ensures compliance with government regulations and internal policies;

Provides guidance and work leadership to less-experienced analysts;

Senior Financial Analyst @ ICS–NETT Inc. Fairfax, VA (Jul. 2015 – Apr. 2017)

Prepared company’s financial reports and variance analysis. Support Internal/External auditing activities;

Participated in company and major contract’s Forecasts and Budgets ;

Created and standardize various automatically run financial models and report templates;

Work with PMs for Biding Proposals, update project’s Spend Plans. Also create monthly invoices for main contracts;

Prepared PowerPoint presentation financial slides for corporate management and project teams.

Financial Analyst @ Europe Assistance USA. Bethesda, MD (Apr. 2013 – Jun. 2015)

Prepared financial statements (Profit & Loss, Budget vs Actual Comparison, Cash Flow Statement/Projection, Activity & Cost Efficiency, EVM analysis, GTO/NTO/MOVC, Department's SGA & Headcount.);

Download/Upload quarterly forecast/annual budget from/to SAP BW and QUARTZ database;

Created and updated final presentation of PowerPoint slides for HQ.

Financial Analyst @ Lockheed Martin. Crystal City, VA (Mar. 2012 – Mar. 2013)

Prepared monthly invoice for over 60 Cost Centers. Handle related GL issues (A/P with procurement and A/R with GSA). Conduct project’s ETC/EAC/EVM, “What if” Analysis, prepared Costs vs. Forecast Reports;

Wrote SQL queries to download/upload data from/to database;

Created 3 Access databases with advanced features.

Budget Analyst @ DOD/Recovering Soldiers Committee. Alexandria, VA (Nov. 2010 – Feb. 2012)

In charge of Committee’s budgeting (development/preparation/submission/justification/execution);

Collected and prepared expenses reports on Military Medical Centers/Nationwide VA Health Care Systems;

Designed and produced a variety of Excel financial reports and PowerPoint slides for presentation;

Created Access databases.

Senior Financial Analyst @ AGILITY Defense & Government. Alexandria, VA (Oct. 2008 – Oct. 2010)

Performed the monthly, quarterly and annual Financial Reports Closing Cycle;

Used Excel to prepare “Income Statement”, “Balance Sheet” and “Cash Flow”;

Handled Budget and Forecast, Ratio and Risk Analysis;

Created final PowerPoint presentation slides for corporate management.

Budget Analyst @ DOD/Surface Distribution Command. Alexandria, VA (Jan. 2004 – Sep. 2008)

Used DOD applications (TFMS–Transportation Financial Management System, CAB-Cargo and Billing) to processes invoices;

Provided managers the current statuses of invoices.

Reporting Analyst @ VERIZON/Thinkfinity Foundation. Ashburn, VA (Oct. 2001 – Dec. 2003)

Used Web Trends, Excel and Access to perform daily analysis and to prepare a variety of reports for Foundational managers and seven stakeholders.

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