Sign in

Financial Analyst Accounting

Atlanta, Georgia, United States
October 17, 2016

Contact this candidate


Karen Foreman

***** ********** ***** ** ******* GA 30324 404-***-****

Core Almost Competencies twenty years of experience in Planning, Forecasting, Corporate Reporting and supporting SunTrust Finance in a variety of roles and activities.

Expertise in balancing/validating data, testing processes in different systems and settings. Includes mainframe processing, client-server applications and access databases.

Demonstrated problem solving skills in determining gaps in forecasting/planning processing and installing controls to prevent future issues.

Highly focused on Details and workflow processes. Consistently balancing improved procedures for time-saving while maintaining legal and corporate compliance.

Worked with teams within all LOBs with different focuses to implement new applications, processes, accounting/reporting changes etc.

Employment History

SunTrust Bank, Inc. (Atlanta, GA) November 1993 September 2015 Financial Analyst IV - Forecasting Operation. Worked on implementation for new Planning and Forecasting system in Hyperion. Transitioned Plan and Forecast from Tm1 process to new Essbase reports and workflow. Supported the user base with security access, website communication, and upcoming Plan Transfer automation. Financial Analyst IV - Corporate Reporting. Monthly generation and verification of STI Corporate Reports for controllers, senior management and external regulations while maintaining audit controls. Includes collection and verification of Lines of Business reports for Federal Reserve and quarterly Legal Entity reporting. Streamlined the annual US Economic Census reporting process for building occupancy. Transitioned Standard Reports from Tm1 to Essbase. Financial Analyst IV - Corporate Forecasting. Monthly processing forecast cycle to validate data, implement reporting and accounting changes, merging data, version controls, etc. Supporting users, system security and streamlining process to cut down on down time while implementing additional controls for accuracy.

Financial Analyst IV - Corporate Planning. Coordinating the annual Plan process for SunTrust Banks across with representatives across the Lines of Business and functions. Includes validation to target numbers, updating rate and HR curves, balancing of intercompany/cost accounting, and top of the house adjustments. Replacing placeholder numbers with detailed data while maintaining totals.

Maintaining and balancing the plan over the course of the year by approving plan transfers and incorporating accounting changes. Updating the Controller’s financial database for Corporate and external reporting, including nonfinancial markers. Programmer - Electronic Commerce. Worked with external bank clients on their Electronic Data Interchange needs such as ACH, outsourcing checks, Payroll, etc. Including determining project specs, testing, implementation, documentation and off-hour support. Financial Analyst II - EIS Reporting. Validating and Producing monthly financial and operational reports. Researching variances and special projects such as implementing Operational systems. SVBK (Orlando, FL) August 1991 September 1993

Staff Accountant. Client Billing, Accounts Payable/Receivable, Cost Allocations, Payroll, Taxes, and Financial Statements

Karen Foreman

25207 Plantation Drive NE Atlanta GA 30324 404-***-**** Office Oracle Hyperion: Software Used Financial ESSBase for Financial Planning and Reporting. Including data imports/exports, data validation and establishing data controls for monthly processes. Also transitioned Corporate Reports to Essbase while maintaining quality controls and created Ad Hoc reports.

Cognos Tm1: Administrator Level Operations such as creating databases, bringing up servers, backing up data, devising security for users and applications, implementing rules, and running integrations. Applied methodology, hierarchy, accounting changes and validated data bases. Power user for complex formulas using Tm1 functions. MS Office: PowerPoint, Word, Access, and Outlook.

Advanced Excel skills, including complex formulas, conditional formatting, Lookup formulas, Visual Basic macros, etc.

Lotus Office Suite: WordPro, Lotus 1-2-3, Freelance, Organizer Adobe Acrobat Professional XI

Education Franklin & Marshall College, Lancaster PA Bachelor of Arts Accounting-Mathematics, 1991

Pre-Modern History (Minor)

Community Chair for Fulton County Involvement Juvenile Courts Citizens Review Panel, 1998-Present: Reside over community Panel. Assist Juvenile Court Judges by reviewing the progress made towards permanence by the families. Also assess if the appropriate resources are being directed for the child’s welfare and in assisting the families. Coordinating efforts with Dept. of Child and Family Services, medical providers, CASA volunteers, placement resources, and family members.

Chair for SunTrust Atlanta Asian-American Teammate Network, 2012-2015: Manage the efforts by the Atlanta based team in educational opportunities, representing SunTrust at community events, and coordinate events with other SunTrust Inclusion teams such as awareness events at the Center for Civil Rights. Initiated Chai and Chat teas at the SunTrust campus, coordinated and planned the 2013 – 2015 SunTrust teams in the Atlanta Dragon Boat Races. Planned and executed events for the May Asian Awareness events such as Teammate Potlucks, after-hour receptions and hosting Lunch and Learn sessions with SunTrust CFO Aleem Gillani.

Communications for SunTrust Asian-American Core Team, 2014-2015: Coordinated and wrote articles and communication updates for the SunTrust Asian-American Team. References available upon request

Contact this candidate