Client Finance Analyst with a wealth of knowledge in financial reporting and analysis, and business planning. Possess great organizational skills, analytical skills, technical skills, and has knowledge of GAAP and IFRS.

EDUCATION

Brenau University

M.B.A

2017 – Expected to complete February 2019

Kennesaw State University

Bachelor of Business Administration 2009 - 2013

Concentration: Accounting

EXPERIENCE

Client Finance Analyst Ogilvy Atlanta, Ga 2017- Present

Use SAP, BI analyzer and Excel to pull, update, and distribute monthly Work In Progress (WIP) reports to Account Teams

Update and distribute monthly cost accounting reports after month-end close using data from the P&L reports and labor reports

Organize meetings with Account Executives to discuss timely closing of projects that are on the WIP report

Review and approve Scope of Work and Staff Plans to ensure that the right payment terms, and legal terms are included in the SOW, and to ensure the Staff Plans includes the right rates and hours

Responsible for update Staffing Plan template for use by the Account teams

Provide ad-hoc reports such as Labor Reconciliations to Account teams

Pull missing timesheet monthly from SAP and send out emails to ensure that timesheets are completed on time for month-end close

Prep report binders for Audit

Occasionally prep journal entries to move costs

Update Revenue Tracker periodically based on Current and Pending Projects submitted by the Account teams

Use SAP to tract actual expenses and opened purchased orders

Provide support to Account Teams regarding questions on jobs structures, budget, and legal verbiage

Financial Reporting Specialist UPS Atlanta, Ga 2015-2017

Generate and review monthly Profit and Loss reports to ensure accuracy and correct variances

Distribute financial reports to various departments locally and internationally during month end close

Analyze financial reports and data variances

Assist in Business / Budget Planning process by uploading data, completing adjustments, and providing reports to internal customers

Import and prep financial data such as the General Ledger, Shipment Data and Shipment Statistics to prepare for month end close cycle

Update currency exchange rate tables during month-end close to support management with financial forecasting and planning efforts

Implement change requests such as changing accounts and centers structures and hierarchies to facilitate accurate reporting

Provide business users with customer trend data to utilize for analysis and reporting

Receive and prioritize requests for new data reports to serve customer needs based on urgency and importance

Provides regions with system support to update users on new processes and procedures

Complete adjusting journal entries to allocate credits and correct errors

Investigate variances or other issues for internal customers using computerized accounting / reporting systems and sql

Sr. Administrative Assistant UPS 2012 – 2015

Update and track project phases to ensure upper management is updated on all project phases and changes

Analyze budgetary variances utilizing financial reports pulled from Khalix P263 and Oracle Business Intelligence to provide variance explanations to upper management

Request, consolidate and submit Budget Plans for Order to Cash group

Responsible for the creation and management of SharePoint Site

Consolidate and update the Global Business Services International Operations Balanced Scorecards

Create spreadsheets and presentations for Monthly departmental meetings

Consolidate and edit weekly department updates to be reviewed by department Vice President

Manage department front desk area by directing guests, directing calls, and mail sorting

Order supplies and keep inventory of supplies

Complete Ad-hoc projects or assignments as requested

Tax Associate II - UPS 2007 – 2012

Process Local PO invoices for check processing

Perform various clerical duties including data entry, supply order and file retention

Research notices from government agencies to ensure timely response by UPS

Analyze Club Dues invoices to determine tax status for inclusion in Federal Tax Return

Assist with payroll inquiries using UPS payroll system – GEMS

Assist tax accountants by researching and assembling data from various sources

Ad Hoc Projects

oCompile data for annual Capitalized Interest calculation

oComplete Sales and Use tax returns

oComplete City Net Profits and License Fee tax returns

oComplete International returns (5471 and 8858) for small and dormant companies

SKILLS:

Finance and Accounting Skills: Adjusting Journal Entries, Financial Statement Preparation, Business / Budget Planning, Calculating and Analyzing Financial Variances

Computer Skills: Pivot Tables, V-lookups, Sum-if Statements, SharePoint Site

Accounting Programs: Oracle Business Intelligence (OBI), Longview (Khalix), PL SQL, SAP, BxAnalyzer

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