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Financial Analyst Accounts Receivable

Location:
Agoura Hills, CA, 91301
Posted:
November 08, 2024

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Resume:

JEFFREY BOYER

**** *** ******** ***** ******* Park, CA 91320

805-***-****

********@*****.***

Career Summary

Finance and Accounting professional with over 20 years experience in a variety of companies and industries ranging from small, family-owned to global Fortune 100 firms with strong skills in accounting, financial and variance analysis, budgeting, forecasting, project management, compliance, process improvement, tax preparation and planning. Has excellent communication and critical thinking skills. Tutor Perini Corporation, Sylmar, CA

Sr. Financial Analyst

7/15 to 10/24

• Streamlined processes within the Financial Planning & Analysis group to improve productivity for both internal and external reporting purposes.

• Improved internal reporting metrics, budget and forecast models and various reporting used by the executive, SEC, investor relations and treasury teams.

• Shared responsibility for $5Bn operating budget as well as quarterly forecasts.

• Oversight of twenty business units reporting and budgets.

• Established and developed various internal reporting for executive team by streamlining and automating processes.

• Actively managed the operations of the national finance organization including business unit level balance sheet, income statement, cash flows and CAPEX.

• Developed & maintained cash forecasting models and processes for treasury department to comply with debt covenants.

• Developed and managed an accounts receivable program to improve the collections of project-based accounts receivable. The Bottom Line, Newbury Park, CA

Owner/ Tax Preparer/Consultant

6/10 to 12/18

Financial consulting services including bookkeeping, financial statements, modeling, preparation of personal, partnership, corporate, sales and use and business property tax returns. Three outside contract work detailed below: L.A. Care Healthcare

Sr. Financial Analyst (Contract)

9/14 to 11/14

o Completed three-way cash reconciliation between Solomon general ledger, third-party payment provider and MHC Claims system utilizing Sequel (SQL), MS Excel and MS Access. o Developed procedure for tracking and reconciling cash. Bank of America

Business Analyst III (Contract)

6/12 to 3/14

o Conducted business process reviews.

o Compiled business requirements documentation

o Created data flow models.

o Developed, maintained, and standardized internal reporting (quality control, dashboards, Key Performance Indicators) using Sequel (SQL / T-SQL) and Cognos to extract source data. o Performed User Acceptance Testing (UAT) for new or modified reports and models. QAD, Inc., Summerland, CA

Senior Financial Analyst (Contract)

9/10 to 8/11

o Served on team for the rollout of Hyperion Essbase to global financial staff. o Responsible for the creation and maintenance of corporate budgets and forecasts. o Reviewed, monitored, and updated key performance metrics used by senior management in managing the business and created new models using the new platform that provided more versatility than the previous model. JEFFREY BOYER

3908 San Clemente Court Newbury Park, CA 91320

805-***-****

********@*****.***

Interlink Electronics, Inc., Camarillo, CA

Senior Financial Analyst

5/08 to 8/09

Designed and maintained enhanced financial reporting (P&L, Balance Sheet, Cash Flow, Budgets and Forecasts) providing senior management with up-to-date financial information which helped outside investment bankers better market the sale of one of the two business units.

Implemented continuous improvements to the reconciliation, close and reporting processes which shortened the close and reporting process by three days.

Served as finance lead to ensure that operations pre-built sufficient inventories to maintain customer needs during a manufacturing line move to China and established standard costing models and procedures.

Maintained integration mapping for all products between operations and general ledger. Dole Packaged Foods, Westlake Village, CA

Senior Financial Analyst (Project)

10/07 to 4/08

Served on team for the upgrade of financial reporting to Hyperion Essbase by replicating and enhancing budgets and forecasts in the new platform.

Analysis of revenues, volumes and costs for all product lines including commentary on variances in both platforms providing validation that the new platform was operating as expected. Johnson Controls, Inc., Whittier, CA

Sr. Financial Analyst / Field Business Analyst / Interim Region Controller 11/00 to 10/07

Served as lead of the regional team responsible for the integration of multiple acquisitions, performing system integrations and consolidations within the projected 12-month period enhancing the profitability of the acquisition from a taxable transaction perspective. This included maintaining mappings for all companies to the corporate G/L

Coordinate the planning and control of financial results consistent with operating plan commitments and objectives for each branch through monthly outlooks, quarterly forecasts, and annual budget reviews.

Managed the accounts receivable team and coordinated a reduction of the Days Sales Outstanding by more than 15 days.

Served as Finance lead for Six Sigma initiatives leading to annual savings of more than $10M. ATL Products, Inc. (a Quantum Company), Irvine, CA Senior Financial Analyst

11/98 to11/00

Served as the finance contact for Information Technology programs relating to the improvement and enhancement of financial reporting, data warehousing and data mining. One project included reorganizing cost center reporting from twenty-two to fifty-one, providing enhanced variance/trend analysis and control of expenditures on an actual and forecast basis as new product lines came online while automating the financial statement reporting packages.

Facilitated in the reduction of the financial close cycle from 11 days to 2.5 days.

Mapped all labor accounts between payroll system and the G/L as well as all updates to various mapping tables. Education

Graduated from Clarion University of Pennsylvania (now known as Penn West Clarion) Bachelor of Science degree in Computer Information Sciences with additional concentration in accounting and management

SOFTWARE

• Hyperion (Essbase, HFM and SmartView)

• Intuit Turbo Tax Professional

• Microsoft Office Suite

• Oracle (JD Edwards)

• QuickBooks



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