Financial Analyst

Qualifications Profile

Talented financial analyst with exceptional background in utilizing data from diverse financial and information systems to build

tools and forecasting models, which remarkably improved organizational decision-making capabilities and increased profitability.

Equipped with track record in providing comprehensive statistical, cost, and financial analysis to senior management. Armed with keen

understanding of accounting, analytics, quantitative, and qualitative methods and techniques. Skilled communicator, able to build

strong working relationships with coworkers and clients. Proficient at using Microsoft Business Intelligence tools.

Areas of Expertise

Financial and Statistical Assessment

Accounts Monitoring and Auditing

Data and Statistics Science

Core Business Process

Client Relations and Retention

Cross-functional Leadership and Collaboration

Professional Experience

Caliber Collision – Lewisville, TX

Corporate Financial Analyst 2013–Present

Arrange and submit all ad hoc reporting requests, business-related topics, and all field client sales and performance reporting,

while maintaining customers’ utmost satisfaction.

Determine business objectives, metrics, and services in alignment with specialized reporting and analysis tools. Perform numerous

financial-related functions, while acting as primary Microsoft Excel power user and knowledge sharer.

Coordinate with the IT and Finance teams in administering and maintaining the master database of client information.

Render key support to the company’s hiring process, comprising of staff supervision, new employees training, and workload delegation.

Organize business requirements for functional specification by facilitating comprehensive meetings with business units and technical

staff.

Establish open communication with the IT, Accounting, and Finance departments on all data sources, as well as with various

individuals across the organizations to improve overall efficiency.

Collaborates with senior leadership regarding departmental goals and creates scorecards and performance metrics to aid in achieving

their goals.

Key Accomplishments:

Utilize Microsoft Excel in creating PowerPivot data models for all financial ratios and marketing research metrics, thereby

significantly saving hundreds of person-hours monthly for more than 20 staff members.

Made substantial contributions to the company by designing Microsoft PowerPoint slides, which led to the attainment of Service

Repairer of the Year awards in two consecutive years.

Generates automated reports for decision-making processes and analysis through transition of internal reporting from monthly to daily

procedure.

Client Reports Analyst 2013–2013

Systematically maintained financial reports for the entire operations, involving Client Metrics and CSI/NPS.

Conducted client performance assessment for field direction, while ensuring accuracy of all client-related information and metrics.

Key Accomplishments:

Developed the company’s new database from startup to its successful operations.

Streamlined all data sources, while categorizing financial methods to calculate more than 50 metrics in line with predecessor.

Staff Accountant 2012–2013

Prepared month-end close activities, involving general ledger journal entries, accruals, and balance sheet reconciliations; along

with revenue and expense analysis and payroll reconciliation.

Observed strict compliance with set-forth operating procedures by accomplishing financial-related documents for interim and annual

financial audits and internal controls compliance.

RealPage, Inc. – Carrollton, TX

Staff Accountant 2007–2012

Oversaw month-end financial close cycle; account analysis and reconciliation; intercompany trial balance cleanup; inventory

accounting; and journal entries facilitation for cost center- and product-level reporting.

Managed the accounting records for the Canadian subsidiary and currency conversion. Test and implement currency conversion features

into the accounting software.

Monitored adherence to the best practice accounting processes for quarter and annual financial reporting and audit schedules.

Formulated and installed internal software for contracts, billing, commission, and customer profiles in partnership with IT and

Accounts Receivable teams.

Key Accomplishments:

Significantly contributed to the integration of the new order management system.

Standardized accountings journal entry cover sheet, consequently eliminating journal entries which cause intercompany to be out of

balance.

American Greetings Corporation – Cleveland, OH

Direct Import Supervisor 2005–2007

Sent quote sheets to retailers for purchase decisions. Upon receipt of purchase orders, interpreted criteria from retailers import

manuals and collaboration with all interested parties.

Rendered required commercial invoices and documents for freight forwarders in line with customs purposes.

Key Accomplishment:

Successfully organized 12 large retail accounts to efficiently distribute overseas manufactured goods to production facilities and

customers.

Earlier Career

Warren Accounting Services, Inc. – Streetsboro, OH

President Founder

Integrated Services Network, Inc. – Cleveland, OH

Bookkeeper

AccounTemps – Dallas, TX

Bookkeeper Cost Accountant

The Salvation Army – Cleveland, Ohio

Bookkeeper

Education

Bachelor of Science in Accounting

Alliant International University – San Diego, CA 91803 – Expected Completion Date: December 2016

Associate of Science in Accounting

Bryant and Stratton College – Willoughby Hills, OH 44095 – Completion Date: December 1996

Professional Development

SQL Server 2014 Training

Power Pivot Training

Technical Acumen

Microsoft Office Applications (Word, Excel, PowerPoint, and Access)

SQL Server 2014 Visual Studio 2013 Microsoft SharePoint proCube

ProSeries Professional Tax Software NetSuite Epicor Lawson

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