Financial Analyst Reporting

SHARON JAMES

**** ********* *** ****** **** LAUDERDALE, FL 33311• 954-***-**** • ad5o5b@r.postjobfree.com

EXPERIENCED ACCOUNTING & FINANCE PROFESSIONAL

Financial Reporting • Budgeting • Forecasting & Expense Control • Capex reporting• General Ledger Analysis• Investment Reporting • Variance Explanations • Intercompany Transactions • Workflow/Process Improvements

PROFESSIONAL EXPERIENCE

THE SCHOOL BOARD OF BROWARD COUNTY, FL 02/2020-01/2023

ACCOUNTANT III

• Ensure all journal entry transactions are submitted in the correct format and all supporting documents are

attached

• Review the Maximo error log and submit journal entries needed to clear line items from the report

• Reconcile the purchase services clearing account and prepare any needed journal entries to reclass an

incorrect coding

• Participate in monthly and annual closes by completing all assigned journal entries accurately and on time

• Prepare needed entries for intercompany transactions

• Assist in preparing the annual budget for the Physical Plant Operation department

• Communicate with accounting and capital department to ensure availability of funds before submitted

journal entries

• Ensure that necessary files and records are properly maintained

• Assist management with special projects, presentations, and other duties

DHL, WESTON, FL 05/2016-02/2020

FINANCIAL ANALYST

•Prepared monthly financial statements which includes revenue, cost, gross margin, and EBIT

•Submitted investment reports to our corporate office which track spend for our strategy initiative projects

•Prepared and reported monthly transportation cost, sales credit, and parcel cost

•Prepared power point slides to report closing month performance against prior year and budget figures

•Reported monthly CAPEX spend against budget and forecast

•Met with various departments to review prior month financial performance and made any necessary reclass

journal and/or accrual journal entries

•Assisted in preparing budget templates for upcoming year budget process

•Reported monthly depreciation spend for our strategy initiative projects against prior year and budget

•Assisted where needed with special projects, presentations, and other duties

TIVA HEALTHCARE, SUNRISE, FL 07/2012-05/2016

FINANCIAL ANALYST II

•Prepared annual budgets that included revenue and expenses for each service line of the locum business

•Provided accounting at the end of each month with excel files that captured revenue and cost of sales

for each service line

•Reviewed monthly statements to ensure accuracy and provided explanations to management regarding

variances of actual to forecast and budget

•Reviewed locum contacts and setup margin sheets for each provider that in provider pay estimated,

provider cost and client bill rate to track margin

•Held monthly meetings to discuss prior month financial results which included gross margin percentage by

service lines along with revenue, net margin, and KPIs

•Provided management with a monthly revised forecast to project revenue and expenses through the

remainder of the fiscal year based providers scheduled through provider agreements

COMCAST CABLE, SUNRISE, FL 05/2007-07/2012

ANALYST 2 FINANCE AND ACCOUNTING (01/2010-07/2012)

•Prepared and rollup capital budget for the entire state of Florida

•Provided the Engineering VP and other executive management with bi-weekly updates on capital spending

•Prepared monthly capital budget presentations for executive management and Division office

•Met with all locations throughout the state of Florida on a monthly basis to review actual spend against

budget and discuss future coming month projects to accurately forecast

•Submitted CAPEX request through the company’s electronic submission software

•Tracked the approval status of CAPEX, purchase order status, receiving of goods, and forecasting the invoice

payment

FINANCIAL ANALYST (05/2007-01/2010)

•Prepared and reviewed monthly financial reports which included subscriber revenue and operational

expenses

•Assisted in the preparing annual budget and monthly forecast for the local system

•Provided regional management with monthly journal entries, general ledger analysis, and expense trending

LITTLE SWITZERLAND 10/2003-05/2007

STAFF ACCOUNTANT (03/2005-05/2007)

• Participated in monthly and annual closes by completing all assigned journal entries accurately and on time

• Completed bank account reconciliations and account analysis as required

• Prepared journal entries for intercompany transactions

ACCOUNTING CLERK (10/2003-03/2005)

• Assisted in preparing monthly forecast sales for each location

• Reconciled credit card transactions for all US banking accounts

• Issued daily sales report companywide

• Keyed journal entries for accounting team

SOFTWARE

SAP • Maximo• Essbase • Oracle • Lawson • QuickBooks • Pivot tables • Vlookup • Brio reporting • AS400 • Microsoft Office

EDUCATION

FLORIDA MEMORIAL UNIVERSITY, MIAMI, FL 07/2002

BACHELOR OF SCIENCE - ACCOUNTING

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