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Financial Analyst Project Manager

Location:
Charlotte, NC
Posted:
December 04, 2023

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Resume:

Patti Little

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

Charlotte, NC

704-***-****

Professional Profile: Over twenty years’ experience in the financial industry analyzing financial statements with proven ability to problem solve and meet deadlines. Dedicated to professionalism and highly motivated to achieve results.

Professional Experience:

Harmon Construction – Project Manager – July 2015 to Present

●Payroll

●Client resolution & proposals

Bank of America Charlotte, North Carolina- Senior Vice President - Sept 1993 to June 2015

VP Senior Financial Analyst- Legacy Asset Services

March 2010 to June 2015

●Facilitated monthly & quarterly financial reviews with business executives & partners

●Developed forecast & financial plan for business segments & investment initiatives

●Research plan/forecast variances

●Developed capital expenditures database

●Trained associates on workforce software for initiatives

●PMP project management

VP Senior Financial Analyst- Legal & Supply Chain Management

May 2005 to March 2010

●Business Unit Controller responsible for budgeting, forecasting, month-end analysis and reporting

●Responsible to adhere to compliance requirements for applicable regulations, internal controls corporate policies and procedures

●Documenting, updating accounting policies and procedures for various SOX

●Support month-end process by working with managers to analyze variances and document the impacts on profitability

●Revised suppliers’ contractual agreements Chester England

●Identify & managed tier 1 suppliers for Line of Business

VP Senior Financial Analyst - Human Resources Finance & Compensation

Mar 2002 – May 2005

●Facilitated the month-end close process, including incentive compensation for total Corporation & Business Segments, annual profit plan of $2.3B, facilitated accrual process for both domestic & international payrolls

●Negotiated the outsourcing of domestic payroll

●Reconciled numerous general ledger payroll accounts

●Managed associates on daily operational duties & developed performance appraisals & tracked results

●Severance executive reporting

AVP Intermediate Financial Analyst- Personnel Finance

Nov 1998 – Mar 2002

●Partnered with Leadership team on expense management for various Business Segments

●Prepared month –end reporting packages and variance explanations for Leadership Team

●Investigated and analyzed expense fluctuations

●Coordinate analysis and preparation of annual profit plans

Control Analyst - Technology and Operations Group

Sept 1993– Nov 1998

●Analyzed Treasury & Tax general ledger accounts for all legal entities

●Analysis of security transactions for fluctuations and economic conditions

●Partnered with Regulatory Reporting to ensure all transactions complied are accurate

●Monitored general ledger average balances and facilitated correcting entries

●Reviewed daily and prepared monthly reconcilements of assigned general ledger balance sheet accounts

Education:

University of North Carolina at Charlotte

●Bachelor of Science Degree – Finance

Professional Training:

●Six Sigma

●Cultural Awareness Trainin

●Greenbelt certified



Contact this candidate