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Financial Analyst Accounts Receivable

Location:
Magnolia, TX
Posted:
November 16, 2023

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Resume:

Tina Messina

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

Magnolia, Texas **354

713-***-****

ad07lh@r.postjobfree.com

WORK EXPERIENCE:

Walzel Properties LLC Jan 2021 – present

Texas Home Group, Realtors June 2014 –Dec 2020

Professional, Licensed Texas Realtor

Maintain confidentiality and smooth communication between Clients and Lenders, Escrow Agents, Inspectors, Appraisers and all other parties involved to ensure a successful transaction

Manage multiple transactions and parties simultaneously

Works independently and with a team to ensure all documents and contracts are accurate and executed timely

Received Rising Star Award for Top Producer

Strong communication and negotiation skills, sales and marketing experience, strong organizational skills, excellent attention to detail

Excellent verbal and written skills representing Buyers, Sellers and Investors

Prepare, negotiate and manage contracts and all required documents for a successful transaction

Member of National Association of Realtors, Texas Association of Realtors and Houston Association of Realtors

Wilson International, subsidiary of Smith International Apr 2007-Feb 2009

Sr. Financial Analyst, Managed Asset Program (MAP)

Oversee MAP Accounts and provide analysis for Contracts with Amerada Hess, Burlington and Encana Oil & Gas

Managed multiple projects and provided customer billing Analysis each month

Support Chief Financial Officer and Executive Management Team

Reviewed, analyzed and managed freight & period costs, operating expenses, assets, Accounts Receivable and Sales Detail and monitor cost savings

Contract Compliance, Variance Analysis and ad hoc Reports

Effective communication to Customers

Traveled to field offices to review Contracts, costs, Budgets and presentation of financial performance to Senior Management

MD Anderson Cancer Center, The University of Texas, Controller’s Office Nov 2005 – Mar 2007

Sr. Financial Analyst

· Prepare and oversee analysis of financial and non-financial data for both divisional & institutional processes

· Responsible for monthly Profit & Loss Report, Variance Analysis report, scheduled and ad hoc financial reports

· Back up supervision of support staff

· Support Controller and Senior Management staff

· Researched and monitored YTD increases/decreases in spending and discussed with appropriate personnel

· Produced monthly EFR (Enterprise Financial Report) for MD Anderson’s Upper Management

· Produced monthly Coordinating Board Report listing Total Operating Expenses and Revenue

· Participated in Hyperion FoRe Phase IV Project and served as Financial Liaison

ConocoPhillips, Houston, TX Apr 2004 – Nov 2005

Financial Staff Analyst, Global Procurement Services, Financial & Performance Analysis

· Track and report Global Procurement synergies and value adding initiatives; prepare monthly report for Senior Management as well as maintain synergy documentation

· Responded to inquiries from GPS Management and staff as well as Supply Chain Management

· Prepared presentations and specialized reports

· Assisted with annual budget preparation, monthly financial analysis and reporting for GPS

· Provided monthly variance analysis reports to Controllers and GPS Leadership Team

· System Administrator for the Synergy Tracking System, SharePoint site Administrator for GPS-Finance and participated in Analyst Network

ConocoPhillips, Houston, TX

Financial Analyst, Crude Oil Supply & Trading Accounting Aug 2000 – Mar 2004

· Worked with Crude Oil Traders and Schedulers to account for all movements of crude oil purchases and sales contracts in Gulf Coast business unit

· Verified pricing and all costs associated with movements of crude oil

· Accounts Payable & Accounts Receivable

· Reconciled book vs. physical differences, exchange imbalances and monitors

· Worked with Finance Coordinator to provide information relating to ProForma Financials, undistributed costs and benchmarking

· Provided information to Tax Department for preparation of annual Federal Tax Return for Lake Charles Refinery and Clifton Ridge Tank Farms

NASA Johnson Space Center, Houston, TX Jun 1997 – Jul 2000

Budget Analyst

· Provided budget support and analysis necessary to fulfill contractual requirements in regard to accurate contract and project funding

· Responsible for planning and budgeting, data entry, reconciliation and analysis of all funds within the Medical Sciences Division at the NASA Johnson Space Center

· Reviewed Budgets with Medical staff on a monthly basis

· Maintain database tracking budgetary information

· Responsible for supporting internal customers by providing budget information and financial support

· Interacted regularly with Department Managers and Supervisors, NASA Program Analyst, Technical Monitors and Branch Chiefs as well as with customer procurement and cost accounting personnel

· Assist with special projects

· Prepared Monthly Contractor Financial Reports for three contracts and process monthly accounting accruals

EDUCATION:

Champions School of Real Estate

BBA – Business Finance, University of Houston

VOLUNTEER:

Magnolia Education Foundation ~ Executive Board Member

o President May 2023-present

Communicate with Magnolia ISD and members, supervision of the organization, oversee emails and meetings, meet with community members, maintain calendar of events and votes for all items on agenda, presentations for scholarships and grants, point of contact and leader of organization. Contract management and event planning.

oTreasurer 2017-May 2023

Custodian of the organization’s funds, signee on bank account, prepared profit & loss reports for finances of the organization, prepared any and all tax records for CPA, provided financial reports at all meetings, maintained Accounts Payable and Accounts Receivable in QuickBooks and all duties relating the accounting and finances of the organization, and reconciled bank account vs QuickBooks

Magnolia ISD District Bond Committee 2022-2023

oCommittee Member assisting in passing bonds for new schools in Magnolia ISD

Magnolia ISD District Education Improvement Committee 2020-2022

oAssisted in the improvements and annual calendar for Magnolia ISD

Magnolia ISD Parent Leadership Committee 2019-2020

Faith Formation Teacher Kinder,1st and 2nd Grade, St. Anthony of Padua Catholic Church 2014-2020, 2023

Magnolia Youth Football Association - Team Mom 2019-2022

Magnolia Youth Baseball Association - Team Mom 2015-2018

Volunteer/PTA/Room Parent, Magnolia Parkway Elementary School, 2014-2020

PROFESSIONAL TRAINING:

· Real Estate: Strategies for Career Excellence, Technology Update, Risk Management, Legal I & II Updates

Title Commitments, Title Insurance, Luxury Listings, Staging Techniques

· SAP Advanced Training, SharePoint Training, Beginning, Intermediate & Advanced Oracle/Hyperion Training

· Targeted Development Seminar

· Principled-Centered Leadership-7 Habits of Highly Effective People Workshop

· Professional Business Writing and Grammar Course, San Jacinto College

· Intermediate & Advanced MS Excel Course

· Performance Measurement System/Earned Value Management System Certification Course

SYSTEM KNOWLEDGE:

HAR.com/Matrix, DotLoop, MS Office (Word, Excel, PowerPoint, Access, Outlook, Teams), Google Docs Share Drive, QuickBooks, Windows Professional, Hyperion Analyzer, COIN (Crude Oil Information Network), Business Objects, Oracle, SAP, SAP-BW (Business Warehouse), SharePoint, SRD (Staff Reporting Database), and the GPS Synergy Tracking System.

REFERENCES: Available upon request



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