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Financial Analyst Accounting

Dallas, Texas, United States
70,000 to 80,000
July 18, 2019

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NICOLE CRUZ, CPA ***** N. Central Expy. #*** Dallas, Texas 75231



Financial Analyst and CPA, marked by consistent success in partnering with senior management to develop and monitor budgets, achieve cost efficiencies, increase profit, and drive market share growth through financial analysis, financial modeling, and ROI assessments. Ample experience using accounting transactions to generate and distribute reports, respond to inquiries, conduct research, identify and resolve problems. Proven background developing and improving financial reporting systems as well as documenting and redesigning processes. Intermediate level proficiency in Microsoft Office, excellent presentation skills, and knowledge in Core Accounting, Internal Controls and KPIs.

Financial Analysis

Financial Reporting

Budgeting, Forecasting and Projections

Return on Investment Analysis

Accounting and Internal Controls

Contract analysis, negotiations and monitoring

Regulatory compliance and reporting

SOP documentation and process improvement


TRIPLE S MANAGEMENT, San Juan, PR Apr 2018 – Jun 2019

Financial Planning and Analysis Department / Financial Analyst

Act as a liaison between business unit operations and finance functions to ensure accurate and timely recording of project costs and historical transaction information following GAAP and SOX compliance to support closing processes.

Prepared end of month variance analyses to determine reasonability, completeness and timeliness of financial information.

Scrutinized data from SAP reports for $7M in monthly Salaries and Benefits to ensure accurate and consistent reporting.

Prepared and reviewed financial reports for business units and provided alternatives to reduce costs or increase efficiencies related to existing and new contracts, operational services and corporate initiatives implementation.

Monitored and reported Actual vs Budget reports results to Senior Management, discussed variances and pertinent action.

Monitored financial performance and ROI of initiatives according to the Company’s corporate plan.

Designated as Operational Lead for Prophix System, tasked with migrating data from SAP to Prophix on a monthly basis to produce reports used by FP&A, and leveraging system skills for troubleshooting and custom report creation for peers.


Developed and managed a $40M budget including the $25M Pharmacy Benefit Manager contract and formed an integral part of 5 new contract implementations overseeing the accounting treatment and designing the internal billing workflow.

Commissioned to restructure the Clinical Management Business Unit of 400+ employees to achieve compliance with new budget standards and Finance SOPs.

Leveraged vendor contract expertise to evaluate vendor shifting and cancelling outsourcing services to achieve $5M in savings related to the Nurse Advice Line vendor and the transfer of prior-authorization services from outsourced to internal.


Corporate Accounting Department / Lead Accountant

Managed the full accounting cycle: A/R, A/P, bank reconciliations, payroll, accruals, revenue recognition, and asset recording and depreciation.

Liaised with the Cayman office to ensure uniform application of the Company’s processes, and managed, reviewed and paid all employee expenses for the Puerto Rico office.

Applied creative accounting related to specialized life insurance policy deals including unearned revenue, deferred asset costs and promissory notes.

Coordinated cash management and intercompany transactions, to ensure proper funding in the operational company to satisfy business needs, such as paying vendors and ensuring the minimum amounts needed existed in the multiple bank accounts cross company.


Implemented Expensify across company to achieve operational efficiency in employee expense recognition and payment.

Acted in expanded role training, evaluating and supervising 2 Accounting interns during a period of 1 year.

Managed complex accounting processes for 6 sister companies in Puerto Rico and their corresponding IPO audits.


UNIVERSITY OF PUERTO RICO, Rio Piedras, PR BBA Accounting, 2015 gpa 3.74


Specialized Systems: Accounting – SAGE 300 and SAP Financial System. Others - PROPHIX System, Expensify, DocuSign, MS Office Intermediate Level.

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