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Microsoft Office Financial Analyst

New Rochelle, New York, United States
October 04, 2016

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Jonathan Beaumont

New Rochelle, NY *****



Billing Analyst

Agera Energy - Briarcliff Manor, NY - June 2015 - March 2016

• Utilized a transaction report to verify the contract type and billing type of the customer.

• Analyzed historical data to confirm the usage sent by the utility is in line with customer usage.

• Assigned accurate cost months in order to generate the correct rates for accounts.

• Ran a check report to identify problematic accounts due to contractual issues.

• Reviewed customer rates to verify they are in line with gas rates and electric rates.

• Reviewed tax information for accounts for various states.

• Monitored the billing que to resolve issues that prevented accounts from billing.

• Heavy communication with multiple departments as well as the utility companies.

Education Analyst

The Department of Education - New York, NY - August 2012 - January 2015

• Prepared tables for allocating other than personnel and salary based positions.

• Used v-lookups to provide school data for the allocation tables.

• Applied pivot tables to sort organize and consolidate large amounts of data.

• Allocated funds into separate allocation categories for the schools.

• Created modifications to the budget and forecasted for the budget variance report.

• Presented my analysis for the budget variance meetings.

• Entered adjustments in the BVR (Budget Variance) tool.

• Utilized Microsoft access to gather data for schools, allocation categories, and budget amounts.

• Used the Galaxy system to determine if schools where clearing their deficits with DOE funds.

• Worked on the Fair Student Funding Allocation.

Financial Analyst Associate

NYU Langone Medical Center - New York, NY - August 2008 - November 2011

• Assisted senior analysts in preparing monthly financial reports and ad hoc reporting.

• Initiated journal entries and cost transfers as required by the medical department.

• Managed 500 subcontracts to ensure accurate and timely payments to sub-recipients.

• Maintained the subcontract invoicing process with E-Procurement.

• Created purchase orders and monitored requisitions.

• Analyzed indirect expenses incurred on subcontracts to adhere to institutional policies.

• Heavily communicated with departmental administrators and financial analyst.

• Initiated wire transfers for international accounts.


Bachelor of Business Administration in Finance & Business

Nyack College - Nyack, NY - December 2007


PeopleSoft, Microsoft Office Suite, E-Procurement, Onbase, Galaxy, TM1, ESG, Watts

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