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Administrative Assistant Financial Analyst

Wilmington, NC
October 16, 2019

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Sheri Carbone

**** ******** ***** ******

Wilmington, NC 28409


Work Experience

Aon Hewitt/Alight Solutions 3/1995 - 5/2018

Sr. Financial Operations Analyst 6/2012 – 5/2018

Provide ongoing financial support to business leaders and client teams, which includes invoicing, revenue submissions, and project/contract set up

Extensive knowledge of assigned clients' contracts to ensure that revenue submissions, invoicing, penalty calculations, fee escalators, etc. are accurate

Extensive use of Excel with regard to penalty calculations, P&L statement, and client financial workbooks, which were created to aid with the accurate billing of clients

Work with client teams to manage forecasting for ongoing and project revenue as well as expenses

Tracking of budget against actuals on a monthly basis for external clients and internal client teams

Conducts variance analysis on revenue and expenses and provide explanations, when necessary

Work with Account Executives and client teams on accounts receivable, contacting clients via email or phone when needed

Assisted Accounts Payable with receipt of vendor invoices, assuring the coding is correct, and obtaining the appropriate approvals before invoices are paid

Purchase requisition creation

Ad hoc requests from client teams

Demonstrated ability to meet deadlines and learn at a fast pace

Held monthly meetings with client teams via video conference or conference calls

Executive Compensation Analyst

8/2007 – 6/2012

Responsible for analytical understanding of current pay arrangements against market benchmarks; estimation of market values for major components of compensation using regression analysis given the size of the client, its pay philosophy, and position-specific variables

Document research, which includes thorough review and understanding of a client's and their peer groups current pay arrangements through research into proxies

10- Ks, and other public documents

Through research, understand the nature of client issues, the competitive landscape, and potential technical (e.g., accounting, tax, disclosure) implications, and leverage that information with other clients.

Assist in the preparation of client presentation materials based on the analysis used during the engagement and the needs of the client and the audience

Historical review and interpretation of key financial performance indicators for clients and selected peer groups

Interaction with clients on a wide array of subjects and analysis

Client Financial Analyst

7/2005 – 8/2007

Main point of coordination for all financial aspects related to assigned clients.

Functioned as primary point of contact to corporate revenue process

Provide support to client, financial, and business managers for client financial forecasting, analysis, and reporting

Respond to ad-hoc analysis requests

Main point of entry for revenue recognition ensuring sufficient evidence

Project setup and maintenance (including the client agreement system)

Reviewing calculations for fee submissions and fee revenue entry.

Invoice setup and mapping, review and validation of invoice draft markups, draft submission

Accounts receivable collection, and follow-up

Assisted Accounts Payable with receipt of vendor invoices, assuring the coding is correct, and obtaining the appropriate approvals before invoices are paid

Primary resource for any questions/concerns related to the firm's financial policies

Revenue recognition attestation support while complying with the firm's audit and compliance initiatives

Review of client evidence to support revenue recognition per Sarbanes-Oxley

Administrative Assistant

3/1995 – 7/2005

Extensive domestic and internal travel arrangements

Preparation of presentations, reports, and letters utilizing Microsoft Office

Expense report preparation and expense account reconciliation

Data analysis and entry for our Analytics group

Video conference and conference call set up

Meeting set up and planning

Internet and intranet research

Copying, filing, faxing, scanning

Advanced proofreader per Aon Hewitt identify rules


Business Administration Studies

Stone Academy, Hamden, CT

Graduate – 1988

Scholarship Awardee


Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Outlook

Accounts Payable/Accounts Receivable

Lotus Notes

Microsoft Lync

Skype for Business

Adobe Acrobat


PeopleSoft Financials


Forecasting, revenue recognition, variance analysis, and review of P&L statements

Stock option valuations


Ms. Audrey Velez, Aon Hewitt/Alight Solutions;

Mr. Peter Ariano, Aon Hewitt/Alight Solutions:

Ms. Anna Wadeka, Aon Hewitt/Alight Solutions:

Ms. Liane Berlin, Aon Hewitt/Alight Solutions:

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