Financial Analyst Accounts Receivable

COREY ELAN

Financial Analyst

516-***-**** ********@*****.***

Port Washington, NY

PERSONAL STATEMENT

Experienced Financial Analyst with a proven track record of optimizing financial processes, reducing compliance risks, and improving operational efficiency. Skilled in auditing, financial analysis, and regulatory compliance, with deep expertise in financial statements, including Balance Sheets, Income Statements, and Cash Flow reports. Known for conducting thorough audits, resolving complex compliance issues, and collaborating with stakeholders to ensure adherence to financial regulations. Demonstrates strong communication skills and the ability to work cross-functionally, ensuring clear communication between finance, operations, and business units. Committed to maintaining high standards of financial integrity and supporting the organization's strategic objectives through rigorous financial analysis and problem-solving.

Financial Analyst/Examiner

DEPARTMENT OF FINANCIAL SERVICES 10/2022 – 05/2024

REDUCED Compliance Risks by conducting audits of companies' annual statements, management discussion & analysis, and statement of actuarial opinion reports, ensuring accuracy and compliance with regulations

CONDUCTED financial analysis to review financial statements, including Balance Sheets, Income Statements, and Cash Flow reports, to identify risks and opportunities for improvement

STREAMLINED regulatory compliance by monitoring companies' compliance with state guidelines through quarterly and annual reviews, contributing to a reduction in audit exceptions

ASSISTED stakeholders, including consumers and financial services institutions, in resolving compliance-related problems by interpreting program guidelines and regulations

PREPARED comprehensive narrative reports and drafted correspondence to support agency regulatory and examination programs, facilitating smoother audits

CONDUCTED desk audits to ensure compliance with internal policies, resulting in a more consistent regulatory framework

Reviewed any new potential risk insurance companies might face in the next year.

Accountant Specialist

LINON & POWELL FURNITURE COMPANY Mineola, NY December 2021 – July 2022

OPTIMIZED invoice processing by leading the implementation of SAP, resulting in reducing errors and improving efficiency in accounts payable

COMMUNICATED with vendors and clients to expedite payments, leading to a significant reduction in accounts receivables

IMPROVED Financial Accuracy by reconciling accounts daily and completing monthly and quarterly reconciliations to ensure accurate financial reporting

MAINTAINED an accurate database of employee contact and bank information for payroll and deposits

CONDUCTED complex analytics to track and analyze targeted trends, helping to minimize reconciliation discrepancies

Financial Analyst

HAIN CELESTIAL Lake Success, NY February 2018 – August 2021

RECONFIGURED the layout of disorganized and inefficient warehouse to optimize organization, which resulted in recovering of $175K in stock, yielding substantial company savings

RESEARCHED and resolved unauthorized deductions, updating status and codes to maintain accurate records and prevent revenue leakage

PROVIDED quarterly budget reports to sales teams, enhancing transparency and accountability in financial processes

ALERTED the finance department to deduction trends, allowing for better budget planning and anticipation of large deduction amounts

WORKED with the supply chain team to ensure accurate product pricing and assisted with forecasting future allowance budgets

Presented quarterly budget and forecast reports to management regarding new and existing branded products.

Presented financial statements to the Board of Directors on a quarterly basis through Power Point.

Create and presented financial models to executives.

Reviewed current and future risk of any new business opportunities.

Accountant

BLOCK & BLOCK CPAS New York, NY February 2017 – February 2018

ASSISTED in preparing client tax returns, including computing gains and losses, to ensure accurate filings with tax authorities

CONDUCTED bank reconciliations and prepared month-end summaries for Balance Sheets, Income Statements, and Cash Flow reports to maintain financial accuracy

STREAMLINED client data management by organizing client information to support tax return preparation while improving efficiency in the process

Analyst

FJC SECURITY SERVICES, INC. Floral Park, NY February 2012 – January 2017

MONITORED and audited employee security licenses, overtime, union dues, and other critical data to ensure compliance with internal and external regulations

REDUCED operational risks by conducting internal audits on hiring and termination processes as well as analyzed data and suggested corrective actions

SUPPORTED financial planning by analyzing and reporting operating costs and Profit & Loss data

FORECASTED operational trends by formulating weekly, monthly, and quarterly financial models, contributing to accurate budgeting for the company

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