Financial Analyst Reporting
Resume:
Austin Shofner
**** **** **** **. **** C Tulsa Ok, 74112
1-918-***-**** *********@*****.***
Education
Oklahoma State University May 2015
Bachelor of Science in Finance
S.E Oklahoma State University June 2019
Master of Business Administration in Finance
Work Experience
Saint Francis Hospital July 2023 – May 2024
• Financial Analyst
o Successfully Managing two entities that have a combined gross revenue of over $70 million a month.
o Reconciling balance sheets for multiple entities in a timely and efficient manner.
o Working closely with department heads and creating budgets derived from annualizations, cost analysis & Historical data. o Handling a variety of journal entries and catching up balance sheets and Income statements by issuing accruals.
o Reconciling bank deposits between general ledgers and what has posted to accounts receivable.
o Analyzing balance sheets & Income Statements, outlining key variances and recommending a plan of action.
o Creating documentation for all internal processes worked on. o Streamlining repetitive tasks by building custom reports through internals systems such as Adaptive, Workday, Athena, and Sage. o Ensuring on-time distribution of all monthly financial reporting packages & Variance Analysis exec teams.
o Working with external customers via telephone and face to face. Melissa Memorial Hospital January 2022 – January 2023
• Financial Analyst
o Creating reports such as: utilization, productivity, gross revenue, bad debt, expense, salary, net income & full time equivalent (FTE). o Ensuring on-time distribution of all monthly financial reporting packages
& variance analysis to mangers & board members.
o Creating budgets derived from annualizations & historical data. o Coordinating & documenting processes for internal financial reporting. o Build pro-formas for potential new hires & types of services rendered. o Create dashboards & reports through Microsoft Excel, Solver, Limelight, Adaptive Insights, Sage Intacct, Athena Health, Kronos, & Paycom. o Analyzing balance sheets & income statements outlining key variances
& recommending a plan of action.
o Reconcile bank accounts for month-end close.
o Issue journal entries for asset reclasses, accruals & true ups. o Work closely with accumulated depreciation through software such as Fixed Asset (C-Suite) to help calculate NBV.
o Communicating weekly with managers regarding bills & purchases. o Performing audits & issuing check runs for accounts payable. o Streamlined current processes by developing macros which are now used by accounts payable & the controller daily for repetitive tasks. o Saved MMH $100k on contractual services by utilizing current software such as Sage/Intacct & Microsoft Excel.
o HIPPA compliant/Vaccinated.
Haxtun Health April 2021 - January2022
• Financial Analyst
o Creating reports analyzing productivity & utilization by providers. o Collecting competitive data through On Demand & Hospital Information Networks (ODHIN).
o Generating various monthly, weekly, & daily reports enabling management to control & analyze operations.
o Creating pro-formas from historical data on expansion projects. o Preparing DataBank submissions on a monthly basis. o Streamlined current reports through automation by utilizing macros & VBA.
o Reviewing & updating expense reports ensuring all charge codes are coded correctly.
Hilti North America Aug 2019 - Feb 2021
• Credit Analyst III
o Collecting data throughout various types of queries generating reports used by the department.
o Leading weekly meetings to discuss department changes & develop action plans for upcoming tasks.
o Executing account adjustments through billing platforms such as SAP. o Working closely with account teams properly allocating credit received for orders.
o Driving the consumable purchase incentive program. o Improving automation processes through macros & VBA. o Processing liens & handling invoice revisions to properly reflect taxes. o Reconciling accounts.
Verizon May 2015 - April 2019
• Financial/Billing Analyst - Tulsa, OK
o Managed over 2,000 customers with revenue from $50,000 - $2.5m. o Handling drops discounts, & countless underutilization penalties, & 100% of all credits through our bronze platform in 2018, while achieving a 98% completion rate.
o Creating macros & efficiently building monthly reports reflecting costs
& future forecasts that are presented to customers. o Executing adjustments daily through Omega, CARMs, Ixplus, & ICI. o Data entry through billing systems such as Omega, Billing Gateway, CRS, SAP, Excel, & Microsoft Access to confidently obtain & process all customer data.
o Diligently researching all contracts for rate adjustments, contractual credits, termination clauses, circuit types, & underutilization clauses, as well as, effectively communicating any findings to appropriate teammates & supervisors.
o Collaborating daily with legal, PCM & presale to handle various issues as they arise through phone & email.
• Network Communication Specialist - Boston, MA
o Worked 80-hour weeks handling all phone traffic instructing field engineers how to properly install fiber optic cables for emergency. Oklahoma State Student Foundation Jan 2013 - May 2015
• Lead Caller - Stillwater, OK
o Contacting alumni to raise awareness for scholarships, building rapport
& seeking donations through computer applications. o Personally raised over $50,000.
Community Involvement
Tulsa SPCA June 2018 - Dec 2020
• Finance Committee
o Developing, operating, maintaining, upgrading & disposing of assets in a cost-effective manner.
o Volunteering wherever I can while helping put an end to animal abuse. Skills
Microsoft Office (Excel, Access, Power Point, & Word), SaaS, Sage Intacct, Adaptive Insights, Athena Health, Solver, Limelight, Quick Books, Power BI, ODHIN, SAP, Omega, IX Plus, CARMS, Fixed Asset (C-Suite), Depreciation, Reporting, Dashboards, Fiscal Budgets, Macros, VBA, V-lookup, Pivot tables, If Statements, Variance of Change, Annualizations, Pro-Formas, Budgets, Forecasting, Financial Reporting, Financial Modeling, Accounts Payable, Accounting, Journal Entries, Asset Reclasses, General Ledger Accounting, General Ledger Reconciliation, Account Reconciliation, Income Statements, Balance Sheets, Analytics, Business Analysis, Cost Analysis, Trend Analysis, Credit Analysis, Financial Analysis, Pricing, Data Entry, Communication, & Public Speaking.
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