Financial Analyst
Resume:
Anna M. Cody
*** ******** ***** * *****, TX *****
https://www.linkedin.com/pub/anna-dean/b/a9a/315
*********@***.***
Financial Analyst
Accomplished detail-oriented Financial Analyst with fifteen years of experience and expertise in financial tracking, budgeting, forecasting, spend plan operation, and contract management. I have extensive experience of analyzing financial data, preparing budgets, streamlining processes, and driving efficiency. My strengths are to influence future business decision making, reviewing accounts, communicating key information, analysis to senior management and being able to effectively juggle multiple priorities.
CORE COMPETENCIES
Financial Analysis t Consolidated Financials t General Ledger t Budgeting/Reforecasting
Capital Acquisitions t Internal Reporting t Realm/Dyna t Business Objects t Critical Thinking Leadership t Time Management t Critical Thinking t Strategic Planning & Analysis t Communication
Confidentiality t AS400 (CTI) t Microsoft Office Suite t Service Delivery t TopTech t Oracle
Atlas t JDE t Hyperion Planning t Essbase t Enterprise World t Magellan
EXPERIENCES AND ACHIEVEMENTS
ALON USA, LP, Dallas, TX 2010 – Present
Supply Operations Analyst/Product Scheduler
Budget and forecast refined products in all outside terminals and pipelines. Devised reports from Enterprise One and Toptech to analyze actuals vs budget or forecast. Advise management on cost reductions. Present commentary on variance analysis to executive management personnel and department heads to ensure accuracy and achievement of company objectives. Put together financial packages for managers and executive management. Schedule gasoline, diesel and feedstock shipments via pipelines. Accrue for month end inventories. Avoid production delays through proper forecasting with material planners. Maintain work order records daily; price sales/purchases deals completed by traders and enter into JDE. Create OBs, OPs and SBs in JDE to secure the best deals possible. Adhere to material requirements and maintain production inventory via a meticulously maintained spreadsheet. Prioritize and maintain production schedules using tools that serve to increase efficiency levels, such as Yahoo Messenger and spreadsheets. Review sale and purchase contracts related to gasoline products and feedstock. Review and approve Magellan bill of landings invoices and pull reports from TopTech; used to find out how many barrels were used the day prior, including location and product contents for each.
tStarted work within the department over two years ago and have been promoted twice during that time frame
tServe as the back-up for three people in the department during their respective vacation and sick leave times; requires comprehensive departmental knowledge and high levels of dependability
tGained expertise in use of new accounting system due to being placed in charge of transition
oMade sure all of the department’s information gets transferred seamlessly and that all kinks are sorted out
oWorked to train five other employees in how the new system works
STREAM INTERNATIONAL, Richardson, TX 2007 – 2010
Senior Financial Analyst
Budgeted, forecasted and analyzed selling, general and administrative (SG&A) corporate and site budgets, as well as monthly reforecasts for the US, Canada, El Salvador, Philippines, Costa Rica, the Dominican Republic and India. Presented commentary on reports to executive management personnel and department heads to ensure accuracy and achievement of company objectives.
Senior Financial Analyst Continued
Ran all business objectives or General Ledgers to ensure invoices were correctly coded and expenses were within their correct departments. Created and reviewed journal entries, accruals and re-classes for corporate/site in the aforementioned locations on General Ledger accounts to guarantee accuracy for monthly and year end expenses. Devised reports from Hyperion on site attrition, full-time staff head account, actuals vs. budget, actuals vs. reforecast, telecommunications billing and travel costs for review by senior management and department heads to see if the department would run over its forecasted budget and make cuts as needed.
tAssumed full responsibility for the entire department in all locations after two years
tSent to Phoenix to train corporate SG&A employees; also trained the Philippines’ corporate personnel via phone and video conferencing
tServed on the committee charged with implementing a new budget/forecast system; made sure it worked properly and trained others on how to use the system
CRESCENT REAL ESTATE EQUITIES, LTD., Dallas, TX 1994 – 2007
Regional Information Analyst 2002 – 2007
Analyzed property budgets and quarterly reforecasts; presented related commentary to Senior Vice President of Asset Management to ensure exactness. Prepared, analyzed and annualized the monthly/YTD property financial statements; made commentary on variances in order to consolidate financial statements at the property/regional levels in order to make informed performance decisions. Provided a consolidated financial status regarding property/region-level standing. Mapped financials for the due diligence process for pending acquisitions to determine profitability levels. Assisted internal auditors through fieldwork processes to ensure company followed Sarbanes-Oxley guidelines.
tCreated, reviewed and analyzed the Dallas Regional Office general and administrative (G&A) budget
oOffered commentary on variances to Senior VP to help reduce corporate overhead; suggested the purchase of office supplies in bulk and the hire of an internal Courier to save on shipping
oCreated, analyzed and managed capital expenditures up to $25M in total value. Reviewed the depletion of fixed assets (amortized maintenance) to fuel the reduction of company operating expenses and produce cost savings for customers
oRecommended paying capital expenditure invoices in 10 days instead of 30 in order to garner a 5-7% discount for early payment, which resulted in significant company savings
tEstablished capital expenditure projects in the accounting management system to allow for quick and easy access
tPromoted almost every two years while employed at Crescent
ADDITIONAL EXPERIENCE
tRegional Financial Analyst, Crescent Real Estate Equities, Ltd., Dallas, TX, 2001 – 2002
tExecutive Assistant, Crescent Real Estate Equities, Ltd., Dallas, TX, 1996 – 2001
tAdministrative Assistant, Crescent Real Estate Equities, Ltd., Dallas, TX, 1994 – 1996
tExecutive Assistant/Office Manager, Hampton Real Estate Group, Dallas, TX, 1991 – 1994
EDUCATION
Bachelor of Technical Management, Accounting, GPA 3.7
Also completed courses at University of Phoenix and Northlake Community College
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