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Data Analyst Financial

Location:
Akron, OH
Posted:
March 14, 2024

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Resume:

STEPHEN P. SETTLE

216-***-**** ad4b8m@r.postjobfree.com

Experience

SENIOR FINANCIAL ANALYST ZOOK ENTERPRISES AUGUST 2022-PRESENT TWINSBURG, OHIO

· All month-end FP&A reconciliation

· Data retrieve, cleaning and preparation for reporting throughout organization

· Enhanced the process of accounting duties such as AR, AP, payroll, sales tax and sales commissions

· Contributes to global operations of the ERP & SAP systems

· Maintains the fixed assets schedule and reconciles each month

· Direct accounting support for customers, customer service, operations and vendors DATA ANALYST MIRKA USA AUGUST 2021-AUGUST 2022 TWINSBURG, OHIO

· Contributes to the development of the pre-work and data readiness processes for all pricing and contracts

· Participates in the process of sales margin analysis

· Enhanced the process of tracking special pricing, contract pricing and rebates

· Calculates commissions for all regions across the country

· Coordinates with regional managers to manage, organize and renew pricing contracts and rebate programs TEMPORARY ACCOUNTING MANAGER DORN COLOR JANUARY 2021-JULY 2021 LAKEWOOD, OHIO

· Reviewed, analyzed and processed manufacturer orders including reconciling PO’s to Invoice

· Prepared and filed monthly/quarterly sales tax returns for applicable states across the country

· Participated in Detailed Bank Reconciliations along with Cash Management. Prepared budget both operationally

& long-term

· Standard Cost Accounting & Marginal Costing

DATA ANALYST HARLEY DAVIDSON DEALER SYSTEMS MARCH 2019-AUGUST 2020 INDEPENDENCE, OHIO

· Contributes to the development of the pre-work and data readiness processes for dealer system upgrades and conversions

· Participates in the process of conversion data mapping into Harley-Davidson Retail System products

· Prepares and references documentation for data readiness, configuration, and data conversion for the various types of Harley-Davidson Retail Systems conversions and system implementations

· Contributes to the in-person & remote training/setups of the converting process from one data retail system to the Harley-Davidson Retail System

DIRECTOR OF ACCOUNTING ITS TRAFFIC SYSTEMS OCTOBER 2016-JUNE 2018 WESTLAKE, OHIO

· Oversaw all accounting and bookkeeping activity for six divisions totaling upwards of 5m in transactions a week.

· Responsible for financial operations including accounts payable, accounts receivable budgets, and monthly reports

· Developed improved reporting process that resulted in overall company income of 1,000% increase. BANK MANAGER FIFTH THIRD BANK MARCH 2015-MAY 2017 COLUMBUS, OHIO

· Responsible for day-today duties including operational procedures, teller coaching, and account maintenance

· Exceeded established branch goals with customer relations, revenue and referrals.

· Utilized financial and investment skills to identify and support customers’ needs

· Participated in detailed bank reconciliations along with cash management which limited bank errors & risk. ACCOUNTANT MANGEMENT SOLUTIONS OCTOBER 2012-MARCH 2015 CHAGRIN FALLS, OHIO

· Prepared Daily Journal Entries using, QuickBooks and Bookkeeping

· Responsible for the execution of Payroll along with issuing 1099’s & W2’s. Business registration & licensing.

· Participated in Detailed Bank Reconciliations along with Cash Management. Prepared budget both operationally & long-term.

DISTRICT MANAGER PRIMERICA FINANCIAL SERVICES MARCH 2011-MARCH 2015 CLEVELAND, OHIO

· Offered financial services to 12-15 clients a week closing on 33% of business clients

· Executed lettering applications through detailed presentations. Able to translate business plans & long-term financial planning.

· Prepared budget worksheets for clients daily.

Education

CASE WESTERN RESERVE UNIVERSITY FULL STACK DEVELOPER

· Full Stack Development

· HTML, CSS, JQuery, Javascript & Node.js

UNIVERSITY OF CHARLESTON BACHELOR OF SCIENCE

· Double Major: Accounting and Business Administration

· Member/Captain of the varsity football team

VOLUNTEER ORGANIZATIONS:

· Boys & Girls Club, City Missions, CEF, YMCA of Charleston, Salvation Army Page 2

Skills & Abilities

MANAGEMENT

· Series 6 Investment License

· Life Insurance License

Front End - HTML, CSS, Javascript, jQuery, Bootstrap, AJAX, Responsive Design, Handlebars.js, React.js, Python Back End - Node.js, Express.js, Sequelize, JAVA, HTTP, REST API, Python

Database - MySQL, SQL, TSQL, MongoDB, Database Theory, TALONes, PowerBI, SSRS Reporting, SAS, SAP

Technical Miscellaneous - Object Driven Data Structures, Terminal, Git, GitHub, ES6 Accounting - Banking, Budgeting, Employee Benefits, Financial Statement Reporting, General Ledger, A/P, A/R, Audits, Cash-Flow, Payroll

General Skills - Leadership, Self-starter, Group Team Member Page 3



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