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Customer Service Financial Analyst

Cleveland, Ohio, 44118, United States
January 24, 2017

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**** ***** ****

University Heights, OH 44118

Cellular 216-***-****


Highly skilled analyst with comprehensive experience in delivering multiple projects on time while fully meeting customer service levels. Excellent analytical, problem-solving, communication skills. Operate effectively in fast-paced, change-driven Fortune 500 environment.



P&L analysis




Activity Based Costing


Process Flows

Professional Experience

ARES CORPORATION - Cleveland, Ohio

One of the foremost Quantitative Risk Management firms specializing in Engineering, Reliability and Mission Assurance, IT Architecture, and Project Management.

Sr. Financial Analyst (2015 – Present)

Manage one of the largest contracts at NASA Glenn Research Center with a contract value greater than $230 million and a workforce over 200 people.

Prepare cost estimates and correlate financing requirements into executable budgets.

Lead group of analyst to systematically integrate business, cost estimating and financial management processes.

Prepare milestone status reports and presentations for colleagues, subordinates, and end user representatives.

CVS HEALTH - Solon, Ohio

One of the leading Medicare Part D providers with over 4 million members.

Advisor, Financial Med D - Premium Billing (2014 – 2015)

Supported initiatives in accounting, regulatory compliance, business operations, process documentation and controls.

Primary Liaison for external and internal audits for operational processes, SOX controls and testing.

Managed third party Health Reimbursement Account files insuring completeness and accuracy taking the lead in the continual enhancement of processes.

Ensured all cash applications and Electronic Funds Transfer occurred timely and accurately.

Sr. Financial Analyst Med D - Premium Billing (2013 – 2014)

Reconciled cash and A/R insuring balances were appropriate comparing the general ledger to third party supporting document bank statement indentifying, researching and adjusting general ledger if applicable.

Validated all cash receipts and adjustments were loaded into; billing system, general ledger, SQL database and deposited in company account.

Investigated all credit card disputes insuring adjustments posted to member accounts.

TREMCO INCORPORATED – Beachwood, Ohio 2011-2012

The world’s foremost supplier of sealant, weatherproofing, residential waterproofing and passive fire controls.

Sr. Financial Analyst (2011- 2012)

Developed management tools to measure and analyze financial ratios, key performance indicators, integrated budget models, and management tools.

Developed and managed complex excel-based financial models.

Assisted in preparation of annual budget.

PEPSI BEVERAGES COMPANY - Twinsburg, Ohio 2007-2011

PBC is the world’s largest manufacturer, seller, and distributor of Pepsi Cola beverages. PBC generates nearly $11 billion in annual sales.

National Inventory Solutions (NIS) Expert (2011)

Worked with acquisitions in conversion and integration to new software system.

Organized and ran training session for new software system.

Converted 100 locations in six months working in teams and independently.

Operations Analyst (2007 – 2011)

Built budgets for facility and five fleet locations producing over 30 million cases annually.

Evaluated and presented actual vs. budgeted results.

Reviewed standard procedures and assisted with monthly close for five departments including production, quality, transportation, warehouse, and maintenance.

CLEVELAND CLINIC - Cleveland Ohio 2000-2007

One of the top hospitals in the United States. CC saw more the 3 million patients in 2009 and employed over 32,000 employees in the U.S.

Utilization Analyst (2005-2007)

Functioned as primary resource for the Pharmacy, Therapeutics Committee, medical staff leadership, and hospital administration through the collection, validation, analysis, reporting and evaluation of pharmaceutical costs, utilization management, and cost reduction programs.

Assisted in preparation of annual budget ($100 million).

Senior Property Accountant (2002-2005)

Supervised the setup and capitalization of construction projects including the $800 million Heart Center project.

Reviewed and approved all capital purchases and applications for payment.

Property Accountant (2000-2002)

Maintained the construction in progress account setting up, monitoring, and capitalizing all capital projects.

Provided capital spending reports for 30+ divisions.

JO-ANN STORES - Hudson Ohio

World’s largest retailer of fabrics and crafts generating $1 billion annually with over 1,000 retail stores.

Staff Real Estate Accountant (1998-2000)

Audited invoices for 1,000+ properties.

Prepared and posted journal entries, reviewing all common area maintenance cost, worked with legal department to investigate and resolve questionable expenses.


B.A., Business Administration

Kent State University, Kent, OH 1998

Major: Accounting, Minor: Computer Information Systems


Proficient in Excel, SAP, Hyperion, Access, MS-Word, PowerPoint,

Cognos, Facets, People Soft, Lawson, SAP BEx, Vizio and Business Objects.

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