PROFESSIONAL SUMMARY
Highly motivated, detail oriented and career minded Certified Public Accountant with experience in the Manufacturing and Healthcare sectors. Possesses superior communication and execution skills with proven ability to interface with leaders, peers and decision makers. Highly analytical with the ability to multitask and provide superior results in a fast-paced, fluid environment. Core competencies include:
Senior Management Reporting
Budgeting and Forecasting
Variance Analysis
Database Management
Productivity Reporting
SAP, PeopleSoft, nVision, EssBase
EDUCATION
MS, Accounting – Kent State University – Kent, OH 2010
BSBA, Accounting (Cum Laude) – Kent State University – Kent, OH 2008
PROFESSIONAL EXPERIENCE
US Bank – Cincinnati Ohio June 2014-August 2015
US Bank Is the 5th Largest Financial Institution in the US and is the Largest of the Super Regional Banks.
Senior Financial Analyst
Provide highly detailed data analysis and ad hoc reporting for the multiple business lines within the Consumer Lending Department ($30 Billion In assets)
Maintained Monthly, Quarterly, Annual and 3 Year Forecasts with detailed variance analysis and creation of Monthly Financial review for Retail Collections and Red Sky Business Line.
Managed Provision for Loan loss Reserve File with 3 years of data on entire Consumer Lending Department with updated quarterly Explanations.
Created a new Forecast template that allowed for more efficient Data input across multiple cost centers within each business line.
Total Quality Logistics – Cincinnati, Ohio August 2013- June 2014
TQL is the nation’s 2nd largest truckload freight brokerage firm.
Financial Analyst II
Provide highly detailed data analysis and ad hoc reporting for all levels of the company from brokers up to senior level management.
Maintain Access database to log all national sales representatives’ prospective customer visits to track conversion to customers and revenues gained from the new customers for bonus purposes.
Create multiple productivity reports for recruiting and operational sales teams.
Created report to track the NPV of a customer based on our 50,000 customers across 10 years.
Consolidated Health Services – Milford, Ohio February 2011 – July 2013
Consolidated Health Services specializes in health care management and partners with hospital systems to manage the day-to-day operations of the home care-related services.
Financial Analyst
Perform margin analysis, benchmarking, expense analysis/rationalizations, and account for major budget variations outside normal quarterly forecasts.
Designed and implemented new budget template matrix for three separate business lines and provide continuous support in ‘lead’ capacity.
Perform on site Due Diligence to prepare for new site additions to current platform.
Audited and verified accuracy of Income Statements with appropriate support documentation, produced 3-year proforma, and vouched payroll data.
Create and update forecasts on a quarterly basis and provide MD&A and variance analysis to leadership.
ThyssenKrupp Bilstein of America – Hamilton, OH 2006 - 2008
ThyssenKrupp is one of the world’s largest steel producers and operates worldwide in two business areas: Materials and Technologies. ThyssenKrupp Bilstein of America is a manufacturer of high tech chassis, damping and suspension products.
Accounting Intern
Assisted in Accounts Receivable function and managed 3 Corporate Accounts
Designed and implemented a new inter-company Reconciliation System in MS Excel, resulting in a $3,925M discrepancy correction
**REFERENCES AVAILABLE UPON REQUEST**