New Orleans, LA • 504-***-**** • firstname.lastname@example.org
Experienced MBA Accountant & Financial Analyst
Talented professional with graduate degree and expertise ensuring profitability through accounting and financial analysis. Analyze and improve performance while identifying and correcting variances, discrepancies, and inefficiencies. Communicate effortlessly with co-workers, adjacent departments, supervisors, and outside parties.
Areas of Strength & Focus
General Ledger & Cost Accounting
Financial Analysis & Forecasting
Financial Reporting & Statements
Audits & Reconciliations
Cash Flow, Ratio & KPI Analysis
Process Analysis & Improvements
Excellent Computer Skills
Offer expertise with a wide array of software titles, including Microsoft Office, Elite Enterprise, TABS3, Clarity FSR, Genesys, CCH (Tax, Engagement, Project Management), Great Plains, BRASS Financial, OGSYS, Drake Tax Software, QuickBooks Pro/Enterprise, Peachtree Accounting, Allegro Accounting, DockMaster, SPSS, and Adobe Creative Suite.
Perform accounting and financial management while providing analysis and insight to managers on financial standing of accounts, projects, and/or programs. Forecast and ensure proper budget allocation or cash flow for operational needs.
Oversee the management, accounting, and process improvements for assigned programs, projects, or accounts
Review co-workers’ activities for accuracy, transparency, and honesty in all finance and accounting operations
Monitor financial performance; create weekly, monthly and quarterly financial reports to communicate information
Review and reconcile bank statements and financial statements according to set schedules
Identify and analyze variances between forecasts and actual financial performance; investigate and report discrepancies
Prepare detailed budget analyses, financial reports, and consolidated reports for senior analysts and executives
Audit transactions and financial records to ensure integrity of records and compliance for external auditors
Carry out special projects and complete ad hoc research/reporting requests as assigned by senior analysts or managers
Identify, analyze, and recommend improvements for workflows and organizational deficiencies
Strategic Staffing Solutions–City of New Orleans, New Orleans, LA, Project Cost Analyst Sept 2019 - Present (One Year Contract)
Performs variance analysis between the actual and standard costs to assist management in decision making and other financial initiatives. Monitors, analyzes, and reports on inventory valuation, production, and a myriad of other project costs. Manages productivity analysis and reports budget variances. Manages the documentation of data and any statistical arrangement in cost analysis as well as securing accounting related documentation and methodology. Serves as a liaison between the City of New Orleans and other municipal entities. Works closely with municipal and private agencies/Companies directly related to the Mayor’s Fair Share Agreement (Set to generate 200M over a five-year period.) Provides and updates estimates as it relates to various revenue funding sources and City Council approved tax levy`s. Provides updates to Mayoral advisors and makes budgetary ordinance suggestions to correct for unforeseen market changes.
Shields Mott, LLP, New Orleans, LA Accounting Manager February 2017 - November 2018
Maintains a documented system of accounting policies and procedures. Oversees the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives. Ensures that accounts payable are paid in a timely matter. Ensures that all reasonable discounts are applied to accounts payable. Ensures that accounts receivable is collected promptly. Processes payroll in a timely manner and accurately records tax liabilities. Ensures monthly bank reconciliations for all applicable accounts. Ensures that required debt payments are made on a timely basis. Maintains all chart of accounts. Maintains orderly accounting filing system through accounting staff. Maintains a system of internal controls over all accounting transactions. Maintains 401K administrative duties. Maintains timely and complete financial statements. Coordinates the preparation of the corporate annual report. Oversees budgetary guidelines set forth/forecasting for upcoming periods. Complies with local, state, and federal government reporting requirements and tax filings.
Archon Information Systems, LLC, New Orleans, LA Controller July 2015 -January 2017
Safeguards assets and assures accurate and timely recording of all transactions by implementing disciplines of internal audits, controls and checks across all departments. Manages the accuracy and productivity of day to day activities of accounts payable, accounts receivable, cash disbursements, invoice/billing, customer credits and collections, payroll, perpetual inventory integrity, fixed asset records, general & entity accounting, cost accounting. Provides financial analysis tools to evaluate company ventures or special projects, programs, capital expenditures and products costing. Interfaces with outside audit firms, banks and lessors, casualty/liability insurance agents, credit card companies, and collection agencies. Performs benefits administrator duties and 401K administration. (Vanguard).
Tast on Chartres dba Feelings Cafe, New Orleans, LA Accountant (Part-time.) January 2015 – February 2017
Performs all general ledger functions, Financial reporting, Sales tax payables, performs bank & credit card reconciliations, processes all deposits, performs budget analysis and forecasting to include staffing.
Gordon, Arata, McCollam, Duplantis & Eagan, New Orleans, LA Cost Accountant April 2014-May 2015
Processed accounts payable/receivable transactions, reconciled accounts, performed month-end closing entries, performed payroll reconciliation for Netchex, and prepared/reviewed financial statements and financial reports. Analyzed, examined, and interpreted account records to compile financial information, create reports, and reconcile financial data. Respond to audits on behalf of clients. Maintained funds for clients/Trust and Petty cash.
Reagan & Reagan CPAs and Business Advisors, Covington, LA Accountant - Contract Oct 2013 - April 2014
Calculated and prepared client returns for individual, state/local sales and use, business property, and payroll taxes. Provided cash flow analysis, forecasting, and budget development to assist clients with understanding their current and future financial needs. Used and advised clients on QuickBooks – created general ledger entries, prepared financial statements, and generated W-2/1099 forms.
Work Experience - Continued
Brown Greer PLC, New Orleans, LA Financial Claims Reviewer Aug 2012-Oct 2013
Reviewed claim submissions, imported financial statements from property management companies, determined accuracy/completeness of required documentation, and analyzed tax treatment related to BP Settlement. Performed secondary reviews of client databases to verify NAICS codes and EINs. Audited the accuracy of Forms 1040, 1120, 1120S, and 1065. Worked independently with Special Counsel to implement process updates per settlement agreement terms.
Legier & Company, New Orleans, LA Business Analyst- Contract Dec 2012-Jun 2013
Performed accountant’s summation of financials and tested income statements for causation (including customer mix tests on client revenue) and presumption as related to BP claims processing. Performed and recorded closing entries for depreciation, amortization, and interest related expenses. Reconciled M-1 tax schedules and applied adjustments or made recommendations for client as determined by Claims Administrator. Analyzed revenue and expenses to determine the effects of variable versus fixed costs. Worked independently on special projects requiring regression analysis.
Big State Logistics, Fairbanks, AK Accountant May 2009-Oct 2012
Oversaw accounting for multiple departments as directed by Controller. Coded invoices, recorded purchaser agreements, calculated and recorded revenue accruals, posted revenue checks, created closing statements, and generated financial reports. Analyzed oil contracts and created production/sales allocations using advanced Excel techniques to identify and resolve discrepancies or inefficiencies.
Additional Work Experience
Central Alabama Urology Associates, Montgomery, AL - Office Manager - 2005 to 2009
Accounting Coursework (CPA Exam Eligible) - University of Alaska Fairbanks - 2012 to 2013
MBA in Finance, Troy University - 2010
Bachelor of Science in Business Administration, Troy University - 2007