AKROMAH K. IDAN (CGBA, CMA, MFIN, MBA, BS)

484-***-****

Summary

Experienced in financial forecasts including income statement, balance sheet, and cash flows; and interpret current and historical financial data using Excel Data Tables, V/H-Lookups, sorting and filtering, pivot tables, SQL, and Macros and excel dashboard.

Responsible for the preparation of budgets and provision of support of Company plan and financial and cash flows statements preparation.

Experiencing in Performing financial and business analysis for P&L statements, earnings variation analysis, mix analysis, various ad-hoc reporting, and corporate tax preparation.

Prepared financial/operational reports (SAP BW & Hyperion) and utilized Excel to conduct analysis on financial trends, and audited overpayment tracking (OPT) database using Access, SQL, and Excel

Performed full cycle AP and AR with SAP and supported month end closing and Bank Reconciliation.

Technical Skills

Microsoft Office (Excel, Word, PowerPoint, Outlook), MS Project 2003, Power BI, Tableau, Smartsheet, eVal for Equity Valuation and Analysis, SAP BI/BO, SAS/SQL, ServiceNow, Quick Books, Pegasus Accounting, Oracle FMGP500, MRPI &II, Hyperion, Essbase, Lotus Notes, PeopleSoft / EPM, Sage ERP X3, Salient Interactive Miner- Margin Minder, AS400.Lamasoft, RRA

Education

Penn State University (Great Valley Campus), May 2011- Master of Finance (MFIN)

Eastern University, St. David’s, August 2009 - Master of Business Administration (MBA)

Drexel University, August 2007 - Bachelor of Science Degree-Finance (BS)

Professional Experience

Radial Inc. – King of Prussia, PA 19422

August 2019 - Present

Financial Analyst

Develop and maintain reporting metrics to identify key trends and provide insightful analysis to key stakeholders.

Assist in coordination of annual operating plan and forecast process for the business unit which includes overall P&L development utilizing planning models, analysis of plan and forecasts.

Provide weekly and monthly reporting updates, monthly scorecard updates, controllable cost reporting, and other key reports using Excel Data Tables (V/H-Lookups, sorting and filtering, pivot tables, as well as macros)

Achieve an accurate measurement and tracking of inventory in the warehouses and prepare/audit Client remittance reports and ad hoc reports on GAAP basis.

Provide weekly and monthly reporting updates, monthly scorecard updates, controllable cost reporting, other key reports, and KPIs using SharePoint and Smartsheet.

Approve all supply chain invoices for payment in WNS, APW, SAP and interact with supply chain vendors/transporters to ensure payments.

Develop and implement data collection and analysis efforts, implement, and use simulation models, and analyze the impacts and benefits of supply chain investments and/or changes.

Prepare analytical decision models in support of Supply Chain leadership Carrier/Client investment decisions.

Analyze both service and cost baseline models, models current and future state scenarios and cost/service implications.

Assist in translating complex system models (Llamasoft, Tableau) into executive-level presentations with analyses and data driven recommendations.

Support external and internal clients with detailed supply chain solutions costing analysis.

Demonstrate the ability to construct detailed financial or business application models and clearly communicate the underlying assumptions and results.

J P Morgan Chase & Co. – Walnut Street, Wilmington, DE

May 2018 - July 2019

Financial Analyst /Business Consultant

Possess experience in financial forecasts including income statement, balance sheet, and cash flows; and interpret current and historical financial data using Excel Data Tables, V/H-Lookups, pivot tables, SQL, and Macros and excel dashboard.

Reviewed and approved list execution specification, audits, SAS / SQL codes and Unix scripts, logic and modifications for ongoing marketing campaigns with the view to verifying accuracy, reliability, and efficacy of changes to ensure early detection of errors and prevention of invalid production file delivery.

Created a detailed business analysis, outline problems, opportunities, and solutions for the business.

Conducted market analyses, performed risk analyses (market risk, credit risk, operational risk, and liquidity risk), analyzed product lines for margins/profitability; as well as developed and monitored data quality metrics to ensure business data and reporting needs were met and.

Provided financial insights that helped the business decision-making process and align capital and resource allocation within the business budget.

Validated Business Requirement Document and List Specifications to ensure Audits generated for the intended audience or population agree.

Ensured the application and compliance of appropriate regulatory and non-regulatory requirements in marketing campaigns to ensure the soundness and integrity of the financial systems.

Performed Quality Control, Compliance, Assurance Reviews and Process Adherence to ensure marketing campaigns comply with strong control requirements.

Performed financial modeling with excel and data analysis using SQL, R, and / or Python queries.

Designed and created customized reports and dashboards that included best practices for data visualizations while ensuring creativity and accuracy in business reporting using Tableau and smartsheet.

Glorious Home Care & Nursing Services – Egg Harbor Township, NJ 08234

December 2016 – May 2018

Senior Financial Analyst – Consultant

Was responsible for the preparation of budgets and provision of support of Company plan, and supported with financial statements preparation and accordance with GAAP.

Performed operational and financial analysis (including discounted cash flow) of new business investments including organic growth opportunities, joint ventures, and acquisitions.

Investigated variances and communicated findings to leadership team.

Assisted with financial forecasts including income statement, balance sheet, and cash flows; and interpreted current and historical financial data using Excel Data Tables, V/H-Lookups, sorting and filtering, pivot tables, SQL, and Macros.

Worked functions of the organization to understand impacts of operational decisions to the P & L and assisted in the preparation of corporate income tax for the company.

Performed special projects or requests to support the Senior Finance Manager and the Finance Director such as analysis for external audits, revenue and margin analysis, and activity-based costing analysis.

Assisted with preparation of quarterly management presentations, reports, and analyses to directly support company-wide presentations as well as presentations to Company Board, Management Committee, and external stakeholders (legislators, payers, healthcare systems).

Rowan University, Glassboro, NJ

September 2015 – August 2016

Adjunct Professor in Economics (Microeconomics)

Developed teaching strategies on semester basis.

Organized, prepare and revise (as needed) course materials.

Ensured content level of course materials in examination has been covered in class

Designed, administer and grade examination papers.

Scheduled and provided post academic care to students.

Assessed student learning through various methods.

Incorporated a variety of teaching methodologies within a class.

Bimbo Bakeries USA (BBU) - Horsham, PA

April 2014 – December 2016

Financial Analyst – Distribution (Supply Chain & logistics) (Consultant)

Performed financial and business analysis for P&L statements, earnings variation analysis, mix analysis and various ad-hoc reporting.

Prepared bank and general ledger reconciliations as well as was involved in period close process, ensuring accurate and timely reporting of financial results.

Developed key metrics to analyze progress in achieving predetermined goals; created MS Excel dashboards to present information to stakeholders.

Provided weekly and monthly reporting updates, monthly scorecard updates, controllable cost reporting, and other key reports using Excel Data Tables (V/H-Lookups, sorting and filtering, pivot tables, as well as macros)

Assisted in coordination of annual operating plan and forecast process for the business unit which includes overall P&L development utilizing planning models, analysis of plan and forecast.

Assisted in Sales Operations Planning (SOP), Demand Planning (DP), Material Requirement Planning (MRP), and Forecasting

Conducted reviews of the department’s operations and P&L.

Provided overall analytical support for the sales operation teams, account teams and supply chain functions.

Involvement with corporate finance functions as required.

Supported the Finance Director and Senior Managers with analysis, reporting and charts for presentations and meetings.

Partook in monthly phone conferences between H/O Senior Finance Executive and regional operations team to respond to performance review questions.

Cumberland County College Vineland, NJ

September 2013- August 2015

Adjunct Professor in Economics (Microeconomics & Macroeconomics)

Aetna, Blue Bell, PA

September 2011 - January 2013

Senior Financial Analyst (Operational Accounting) (Consultant)

Provided weekly and monthly reporting updates, monthly scorecard updates, controllable cost reporting, and other key reports using SQL, Excel Data Tables (V/H-Lookups, sorting and filtering, pivot tables, as well as macros)

Prepared financial/operational reports (SAP BW & Hyperion) and utilized Excel to conduct analysis on financial trends, and audited overpayment tracking (OPT) database using Access, SQL, and Excel

Utilized MS Excel to develop, built and generated daily, weekly, monthly and quarterly performance dashboards and reports or presentations.

Researched OPT and dual vendor overpayments and provided analysis using Pivot Tables, What-If-Analysis, Data Tables, V and H-Look Ups, Sorting and Filtering

Developed process improvements and system enhancements; established a system for tracking Returned Replacement checks from providers and reflecting in OPT.

Tracked income statements against strategic goals, forecast and budget using Excel Macros and Data Tables, and provided financial modeling and analytical support to operations and projects.

Prepared and analyze company’s profit and loss on monthly and yearly basis. Prepare monthly and quarterly financial results for management reporting using Hyperion.

Worked with business partners on cross functional basis within the organization (IT, Marketing, Sales, Operations, Actuarial); and supported or assisted with regulatory projects and reporting.

Led annual and long-term budgeting and monthly forecast process for the IT department and projects.

Facilitated prioritization of investment spending and develop metrics to monitor IT performance.

Aseya Africa Inc., Orinda, CA

August 2009 - September 2011

Financial Analyst/Business Analyst

Developed excel dashboards and reports for presentation of weekly, monthly, quarterly and annual key performance indicators to management.

Reviewed financial results for reporting and analyzed the financial statements for validity using Excel.

Designed and conducted regular triangular arbitrage to exploit foreign exchange rate difference.

Foreign Exchange and inter-company transaction processing using SQL, Excel Data Tables for sensitivity analysis, V-Look Up and What- if-Analysis

Tracked Income Statement against strategic goals, forecast and budget using Excel Data Tables and Pivot Tables, and assisted cash flows and cash forecast modeling using Excel.

Provided financial modeling and analytical support related to IT operations and projects.

ComproTax, East Lansdowne, PA

January 2006 - September 2011

Tax Consultant (Part-time, January 2006 to September 2011)

Prepared taxes and payroll using (Drake software, excel)

Handled accounts receivable and accounts payable invoice review using (Excel and Quick books)

Prepared journal entries and general ledger with SAP using (Excel using pivot tables and V-lookup).

Certifications:

Certified Global Business Analyst, 2023

Certified Management Accountant, 2022

Associate Management Accountant, 2019

Professional Affiliation

Certified Institute of Management Accountants (CIMA) - Certified Global Business Analyst (CGBA)

Certified Institute of Management Accountants (CIMA) - Certified Management Accountant (CMA)

Certified Institute of Management Accountants (CIMA) - Associate Management Accountant (AMA)

Institute of Management Accountants (IMA) – Member

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