Financial Analyst

John M. Mole

P.O. Box ****, Sausalito, CA. ***** C: 828-***-**** acqa15@r.postjobfree.com

SUMMARY:

Professional financial and accounting experience in various industries: Governmental, Software, Publishing, Retail and REIT. These roles require strong business understanding and communication, reporting to senior management and working closely across departments, and strong computer database and spreadsheet skills.

EXPERIENCE:

Western Highlands Network LME/MCO, Smoky Mountain LME/MCO 12/2008 - 11/2014

Budget Analyst

Asheville, NC

Provided advanced technical support to the CFO in the areas of budgeting, planning and fiscal analyses.

Responsible for compiling and preparation of $180 million annual budget and worked with senior management and staff to complete budget package.

Implemented all changes necessary to the budget process, financial reporting and general ledger accounts due to a change in Medicaid funding which resulted in a budget increase to $180M from $80M.

Created budget amendments and maintained summary documentation for presentation to board of directors.

Prepared, analyzed and submitted the (FMR) financial information required by the DMH for compliance to performance agreement and monitored LME stability.

Responsible for month end, quarterly and year end financial statements, cash flow statements and salary schedule/budget.

Assisted CFO with audit compliance and other reporting requirements of DHHS and DMA.

Worked across departments to resolve financial, systems and administrative issues.

Served as the primary accountant on a team assembled to provide final close out services to Western Highlands Network book of business.

Asheville Area Arts Council 9/2007 - 11/2008

Accountant

Asheville, NC

Responsible for all accounting activity for this regional arts council.

Prepared financial statements for board of directors and managed accounts payable, accounts receivable, payroll, journal entries, general ledger and bank reconciliations.

Ancient Sun Nutrition 6/2006 - 9/2007

Sales Manager

Asheville, NC

Managed wholesale and retail sales and order processing for entire product line.

Assisted wholesale and retail customers with product inquiries. Ensured that retail buyers had the materials they need to successfully sell-through on product.

Performed cost-analysis; streamlined shipping process; maintained shipping database; tracked shipments.

Responsible for accounts receivable aging. Worked with customer accountants on account receivable issues.

Kripalu Center for Yoga and Health 4/2004 - 12/2005

Accountant

Stockbridge, MA

Prepared all monthly departmental reports, recorded journal entries and assisted in monthly close and reporting process.

Responsible for reviewing, approving and processing accounts payable.

Assisted CFO with Ad-hoc support and analysis when needed.

AMB Property Corporation LP 9/2000 - 11/2003

Financial Manager

San Francisco, CA

Audited monthly/Quarterly property level financial package for 20 properties in the REIT and Investment Management portfolio.

Responsible for preparation and quality control of internal monthly/quarterly consolidated property financial statements and analysis, reviewed operating results, forecasted operations.

Assisted in preparation/analysis of budget and forecast.

Managed field property accounting managers to consistently meet or exceed AMB financial reporting requirements.

Monitored capital projects and mentored the property team to enhance financial reporting and property performance.

Reviewed and approved funding requests, and verified allocations and distributions in accordance with agreements.

Provided proactive solutions and suggestions to the division team and FM&R department.

Blackwell Science Incorporated 5/1999 - 6/2000

Sr. Profitability Accountant

Malden, MA

Responsible for all education journals’ profit and loss reporting, including all transactions that would affect net income.

Controlled all accounts payable, accounts receivable and working balance activity relating to journals publishing.

Prepared monthly, quarterly, YTD sales reporting package for company wide distribution.

Created budget, budget vs. actual, and year over year reporting and analysis.

Utilized software and database applications to create efficient workflow for reporting and analysis.

Worked closely with senior management, production, and marketing teams on performance measures and improvements.

The Learning Company 2/1995- 4/1999

Financial Analyst

Cambridge, MA

Created and maintained new weekly/monthly point of sale reports for the company’s top retail trading partners and distributors, which allowed for improved reporting of performance to top management.

Worked with marketing product managers and sales managers to diagnose current market situations, identify selling opportunities and business challenges, and analyze product and brand information.

Evaluated the effectiveness of marketing initiatives, reviewed retailers inventory position and reported exposures to the distribution system.

Utilized full Microsoft Office software, created and maintained Access database and Excel (macros), and used JD Edwards accounting software.

Filene’s 6/1992 - 1/1995

Financial Analyst

Boston, MA

Responsible for the preparation of departmental budgets and forecast.

Analyzed actual performance versus forecast and summarized explanations for management reporting.

Involved in the target setting of departmental productivity measures.

Enhanced monthly reporting process with the implementation of a spreadsheet based model, which compiled operating data for 33 stores and 15 departments

EDUCATION:

1993 Bachelor of Science in Business Administration: Accounting and Management

Northeastern University, Boston, Massachusetts

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