Financial Analyst Manager

ADAM J. SMITH

FINANCIAL ANALYST – PEOPLESOFT EXPERT- PROJECT ANALYST

404-***-**** *******@*****.*** https://www.linkedin.com/in/ajs72us

PROFESSIONAL PROFILE

Award-winning Financial Analyst and PeopleSoft SME with proven record of reducing risk and costs, improving efficiency, and streamlining workflow. Special expertise in process optimization, and problem resolution. Excel at forecasting, budgeting, and variance analysis. Consistent history of delivering exceptional results in fast-paced, deadline-driven environments

CORE COMPETENCIES

Budgeting

ERP System Implementation

Forecasting

Variance Analysis

Financial Management

Capital Expenditure

GL Analysis and Reconciliation

Project Management

Advanced Microsoft Excel

Process Improvement

Month End Closing(accruals)

Ad Hoc Reporting

Hyperion, Visio, Tableau

Account Management

PROFESSIONAL EXPERIENCE

Financial Consultant 2015-2019

WellStar Health System-Marietta, GA (10/2018-1/2019)

Responsible for working with the departments that report directly to the CFO with their FY2020 budgets. Also did ad-hoc reporting and troubleshooting ERP issues (StrataJazz and Lawson).

RiskSmith Underwriting (11/2017-10/2018)

Assisted CEO with A/P and clerical duties.

CHEP- Alpharetta, GA (6/2017-8/2017)

Assisted Finance Manager with Plant Operations year end close process and 2018 budget. Provided customized ad-hoc reporting to plant operations using SAP/Business Warehouse.

CRAWFORD AND COMPANY- Atlanta, GA (9/2016-11/2016)

Worked with the Loss Fund department to rectify issues with the general ledger.

NORTH HIGHLAND CONSULTING- Atlanta, GA (11/2015-6/2015)

Provided critical assistance to multiple AT&T business units and vendors to facilitate the integration, testing and operation of the newly implemented Tally (SaaS) financial software. Provided onsite and telephone support. Managed the month end close process.

Key Contributions

Resolved complex A/P system issues so that AT&T could pay vendors on time.

Identifying recurring problems and worked with developers on code changes to improve.

Created users guides for every module and subsequent upgrade.

Trained vendors and AT&T employees on new versions of Tally via email, phone, and face to face interaction.

Assisted the manager in rewriting the financial processes for the finance department.

INTERCONTINENTAL HOTELS GROUP, Atlanta GA 2004-2014

Sr. Financial Analyst (8/2013 - 4/2014)

Carried out financial project management through PeopleSoft to facilitate the Digital Marketing department $70M in global projects.

Key Contributions

Project Manager for 30-40 projects for valued up to $10M each using the project costing module in Peoplesoft

Increased efficiency by creating a new tracking tool and dashboard for E-Commerce projects and budgets.

Took invoice payment and PO creation process from 2 weeks to 3 days for the Digital Marketing department by reengineering the PO request and invoice preparation functions.

Identified $9M in bills erroneously applied invoices to E-Commerce Operations.

Financial Analyst (08/2004 - 08/2013)

Utilizing PeopleSoft query manager managed the budget, forecasting, and variance analysis for IHG’s 10 global reservation offices. Managed the accounts payable and analysis of several million dollars’ worth of global telecom bills. Project Analyst for IT and Facility capital projects valued from $50k-$10mm

Key Contributions

Consolidated large data sets to create and implement a financial model that tracked IHG global telecom and global sourcing billing.

Partnered with A/P Manager to improve the efficiency of inputting invoices into PeopleSoft.

Employed advanced skills excel skills created a financial budget template for all the global reservation offices.

Created a monthly accrual financial model to make the process more automated and quicker.

Created and managed the monthly billing and revenue recognition of IHG VOICE PRODUCTS (MACRO and VCRO) for all of IHG’s hotels that were part of the program.

Using the A/P Module in Peoplesoft paid all global telecom bills and handled all related accounting for those bills.

DEVELOPMENT ACTIVITY

ADVANCED FINANCIAL ANALYST - UDEMY

ADVANCE FINANCIAL MODELING - UDEMY

VISIO - UDEMY

TABLEAU –UDEMY

EDUCATION

BS in Finance & Economics, Barney School of Business, University of Hartford, Hartford, CT (1995)

VOLUNTEERISM

Taught tennis to underprivileged kids at United Methodist Church (12/2016-5/2017)

Working with Jewish Federation and Career Services on Multiple Projects (02/2019-Now)

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