Financial Analyst

Danielle Edmonds

********.*******@*****.*** 303-***-****

PROFESSIONAL PROFILE

An experienced professional in analytics, budgeting, reporting, forecasting and predictive model building. Extensive knowledge of accounting and proven ability to multitask various projects and complete in a timely manner. Successful in growing responsibilities and becoming a key contributor.

Business driven analytical skills with ability to communicate results to all levels

Fosters teamwork within and between departments

Proven process improvement experience with bottom line impact

Highly organized and multi-tasks

Excellent ability to learn and adapt to new and changing work and software environments

SELECTED ACCOMPLISHMENTS

Reduced check fraud risk on company’s base portfolio by 5% with modeling of 100+ industry specific scorecards. Scorecards utilized 20+ variables to create a score for each check purchase/writer. Developed reporting to track accuracy of scorecards and net savings. Consulted and worked with district managers to determine pricing and acceptance risk level by customers. Rebuilt regional and national pricing models. Devised strategy for customer service inbound call center to reduce calls by 10% but captured 20% more risk.

Assisted with annual budgeting in several mid-size companies with 10+ departments and cost centers. Created budgeting in Excel and utilized advanced features such as Pivot Tables and Macros. Analyzed prior year income and expenses to develop key business drivers for new budgets. Prepared monthly reporting with comparison to budget and provided detail analysis of variances.

Utilizing various analytics to develop dynamic online collection system for small business collections that reduced late stage of delinquency by 5% with 10% reduction in staffing. Collection system changed strategy daily, provided successful talking points for collectors that increase auto payment by 20% and updated the performances of each collector daily. Performed extensive analysis to identify strategy and track results. Built key forecasting models to predict when small business loans would result in bankruptcy

EMPLOYMENT HISTORY

Accountant, Clay Development & Construction, Houston, TX 6/2016 – Present

Responsible for daily accounting duties – invoicing clients, paying weekly invoices, preparing semi-monthly and weekly payroll. Twice a month invoice and collect monthly client billings of $2 – 6 million. Ensure prompt and accurate payment of commitments (40-80 bills per week / $500,000-$2.5 million) to subcontractors weekly. Implemented several check-and-balance measures to ensure accurate payments to vendors and employees. Responsible for daily human duties from tracking vacation to conducting annual health enrollment insurance to employees (30 employees).

Financial & Inventory Manager, Schaefer Ranchwear, Pearland, TX 11/2015 – 6/2016

Oversaw retail warehouse that included customer service and shipping teams fulfilling $1 -2.5 million in monthly sales. Developed job descriptions, training material and training yielding an increase in sales by 5% year-over-year. Responsible for paying invoices weekly and creating key management reports delivered weekly and to shareholder’s meeting. Simplified order processing to minimize errors and decreased delays in shipment by 50%.

Senior Accountant (Contract), US Legal Support, Houston, TX 12/2014 – 10/2015

Supervised the month end close and work with departments to streamline the month end close from 10+ to 5 business days. Monthly financials sent to executives and 5 division presidents. Conducted key analysis as requested and provided explanation for monthly variances in financials. Mapped and reviewed fixed asset workflow to optimize tracking of capital expenditures and fixed assets. Responsible for daily duties and training of an accountant who assisted with the month end close. Mastered and shared with others key reports in the new accounting system (Microsoft NAV) for review of journal entries and month end close. Served as the company’s contact for outside tax accountants and auditors.

Bookkeeper & Tax Preparation, Danielle Edmonds, EA, Denver, CO 2002 – 2014

Served as the accounting department to 50+ small business overs as they grew their businesses. Organized and recorded income and expenses – 100+ transactions per month. Performed monthly bank and credit card reconciliations. Prepared payroll and completed sales taxes reports for local tax agencies. Consulted with clients about their financial situation and optimized cash flow for their business. Prepared and reviewed 100+ taxes per season for individuals and corporations (sole, S-corp and partnerships).

Operations Analysis Manager, Wells Fargo, Tempe, AZ 1999 - 2002

Managed a team (10 analyst and programmers) who performed analysis on small business loan collection process. Lead the development and delivery of monthly management reporting and developed collection strategy that reduced late stage delinquencies by 8% while reducing headcount. Initiated and implemented new strategies that increase auto pay on delinquent loans and reduce overall balance outstanding for charge off accounts.

Senior Financial Sales Consultant, Oracle Corporation, Houston, TX 1997 – 1999

Customized and performed live demonstrations of the Oracle Financial applications to prospect clients. Interviewed and identified key requirements increasing success in selling financial applications by 10%. Participated in a series of seminars for higher education accounting departments highlighting benefits and features of the Oracle financial applications.

Financial Analyst, BSG/IT Alliance, Inc., Houston, TX 1996 - 1997

Responsible for company’s monthly profit and loss reports for senior and division management. Reported variances and conducted analysis to identify causes for the differences. Assisted management with the annual budget process by providing analysis of revenue and expenses trends.

Senior Risk Analyst, TeleCheck, Houston, TX 1993 – 1996

Analyzed and reported on risk with check payment at various businesses in different industries around the US. Created 100+ models that predicted check fraud. Consulted with district managers on pricing and risk within their districts. Worked with key national accounts to customize scorecards and deliver sales/annual presentations. Lead several integrations of franchise owned business consolidate with corporate headquarters. Worked with franchise owners to make transition smooth and seamless to existing customers.

EDUCATION

Bachelor of Arts – General Business, 1993

Rice University; Houston, TX

Additional Accounting Classes, 1994

University of Houston; Houston, TX

SKILLS

Sage Timberline Construction Accounting Software

Advanced Excel (Macros, Lookup and Pivot Tables)

Microsoft NAV

Microsoft Office Suite

Oracle Financials

BI360 Reporting

QuickBooks

Lacerte

ADP Payroll

ATX – Tax Software

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