Joseph W. Kaller
**** ******* *** ***** *’Fallon, MO 63366
ac8abp@r.postjobfree.com 314-***-****
Summary of Qualifications
•Degreed senior analyst with vast experience at a number of top tier companies
•Proficient in various software programs including Microsoft Excel, Business Objects, Essbase, Oracle, MasterTax and iQ
•Strong understanding of SAS, Microsoft Access and Powerpoint
•Improved and streamlined all month end actuals and forecast reports for review with Finance Director
•Communicate with cross-functional departments and multiple management groups to obtain data for a variety of reports, both planned and ad-hoc, while consistently meeting deadlines
Professional Experience
Centro Group May 2017 –Current
Reporting Manager
•Responsible for all client and internal payroll reporting in the iSolved & Kronos systems
•Timely and accurate tax calculations and payments to Federal & State governments
•Calculation and submittal of 401K deductions and loan repayments as well as Worker’s Compensation garnishments
•Assisting clients with creation of General Ledger including all Earnings, Deductions & Tax Tables
Wolters Kluwer August 2013 – March 2017
Senior Financial Analyst
•Responsible for all actuals submissions to corporate, encompassing 2 corporate entities and 8 businesses, totaling $700 million in revenue
•Oversee all monthly, quarterly and budget forecasts, including international revenues and conversion rates
•Manager & administrator of company’s iQ financial reporting system and responsible for all maintenance and software development
•Act as a liaison between members of finance and the IT division as needed
•Calculation of capitalized expenses by department and resulting amortization scheduling
•Administrator of company-wide corporate card program, covering 700 employees throughout 8 companies and multiple countries
•Spearheaded internal audits at numerous out of state business units
Citigroup Mortgage July 2004 – August 2013
Financial Analyst (Oct. 2010-August 2013)
•Responsible for compilation, accurate summation and timely delivery of monthly CFO/CEO month-end Actuals, Forecasts, and Plan reports for review and release
•Tested and advised colleagues (peer level and above) on all ESSbase, Oracle, and Business Objects programs in advance of company-wide release
•Finance Department’s main contact for managing all calendar deliverables. Worked directly with the CFO to ensure all deliverables were adequately supported and completed within deadline
•Established, monitored and adjusted all deadlines, meeting times and dates in relation to corporate reporting responsibilities
•Company-wide point of contact for identifying and communicating tax credits, debits and tax rate changes
Yield Analyst – Assistant Vice President, Finance (March 2008-Oct. 2010)
•Reconciled month-end balances on all ledgers and reports
•CSA Testing for all Finance compliance issues
•GAAP calculation and risk weighting of Citi-Home Equity assets, including investigating actuals variances by working with contacts in various departments
•Forecasted customer assets on monthly, quarterly and annual basis
Reporting Analyst (July 2006-March 2008)
•Accounted for daily balance updates and status reports to all management, including CFO and Head of Treasury
•Calculated and forecasted loan payoff amounts
•Created month-end P&L, Assets and Equity reports
•Responsible for all CECM calculations (Equity, Charge and Rebates)
Education
Bachelor of Science in Economics
University of Missouri, St. Louis
Software Skills
Proficient in Microsoft Office Suite, including pivot tables and vlookups, iQ, Hyperion Essbase, Oracle, Business Objects, iSolved, Kronos, Linux, and JADE.
PeopleSoft use at Wolters Kluwer includes:
Create queries and reports on ad hoc basis using PeopleSoft query applications
Track outstanding vendor invoices for reimbursement
Generate employee time sheets for use in expense reporting