Financial Analyst Sales

919-***-**** adfr5f@r.postjobfree.com

North Raleigh NC

SUMMARY:

Energetic and team-oriented professional with operational excellence, outstanding character, healthy perseverance, with a high aptitude for interpersonal relationships

Exceptionally resourceful, influential business and accounting specialist with a vigorous track record of establishing and implementing accounting strategies, employing creative thinking and utilizing all available assets

SKILLS:

Preparation & Analysis of Financial Reports

Implementation of Process Improvements

Forecasting/Budgeting/ Regulatory Compliance/Cost Reductions

Evaluation of Financial Management Systems

Talented Leader with Knowledge of day-to-day Operations

System Implementation & Ongoing System Management

Demonstrated Track Record of Efficiency & Productivity

Results-oriented Approach for Overall Corporate Goals & Objectives

Proficient at Initiating & Maintaining Profitability

Microsoft Word, Excel

Skilled in Peachtree, QuickBooks, QuickBooks Pro, Semaphore, Navison, Mas-90, Great Plains, C3, Cost Guard, SAP, Coyote, Yardi

ADP, Paychex, Sales Force, Expensify.

EDUCATION:

Baylor University

Bachelor’s degree, General Business 1981

WORK EXPERIENCE

Xylem, Inc (Contract) Apr 2019 - Present

Carolina Contract Analyst

Reconcile customer contracts to make sure that billing for the period of the contract, and payments have been applied correctly.

All contract items must be in accounts correctly and timely along with correct payments.

Also making all increases of leases per contact are calculated and paid correctly.

Prepare journal entries to correct postings to A/R and other GL accounts.

Whitfield, Bryson and Mason LLP June 2018 – Mar 2019

Raleigh, North Carolina Part –Time

Bookkeeper- Prepare all payables for posting into Coyote accounting system assigning correct general ledger accounts .

Posting all expense reimbursements reported by Attorneys and Staff to get reimbursed in Expensify and making sure these expenses are attributed to correct client cases.

Prepare and maintain budgets for each of 5 offices monthly for firm.

Reconcile time billed by attorneys and staff to correct client cases.

Closing out cases that have completed and settled creating finale bills and applying all payments made. This includes trust accounts.

American Tower, Inc. May 2017 –Feb 2018

Contract Reconciliation Analyst-

Reconcile customer contracts to make sure that billing for the period of the contract, and payments have been applied correctly.

All contract items must be in account correctly and timely along with correct payments.

Also making all increases of leases per contact are calculated and paid correctly.

Wake Emergency Physicians, PA May 2016 – Dec 2016

Sr. Staff Accountant

Daily responsibilities include cash reconciliations, coding and payment of bills

Along with reimbursement for Doctors, PA and staff. Maintaining license authorizations for doctors working in different capacities.

Tracking intercompany expenses and making sure cost and expenses are disbursed and allocated to correct cost centers.

Month end journal entries and posting account reconciliations for cash, payable and receivable sub-ledgers to reconcile to the financial states.

Diamond Financial, Inc. Mar 2015 – Jan 2016

SBA Business Loan Specialist Raleigh, NC

Responsible for qualifying small businesses as leads for purchase and sales

Qualified buyers’ ability to purchase a small business through qualifying the business and its revenue/debt ratios to determine the profitability of the business and its future profitability

Gained substantial understanding of SBA requirements and structuring transactions to meet SBA’s requirements

Worked with sellers and buyers to coordinate and educate until completion of sale and purchase of small businesses

Efficiently processed loans from 300k to 5-million dollars

Worked extensively with business brokers

Access Point, Inc. Jan 2014 – Feb 2015

Financial Analyst (Telecom)

Responsible for reviewing, coding, and approving all vendor invoices for customers. Preparing Invoices for customers and reconciling back to revenue at month end.

Review costs for services and billing cycle totals during each month

Generate monthly financial statements and prepare review of financial statements for presentation to senior management Prepare end of month journal entries and accruals for missing invoices from previous months

HRW, Inc. Aug 2012 – Mar 2013

Accounting Manager (Property Management/Real Estate) Raleigh, NC

Responsible for preparing 105 monthly financial statements for 105 different housing associations, both for profit and non- profit corporations

Supervised five staff members, managed cash flow and reserves management for all corporations

Prepared bank reconciliations, journal entries and financial analysis

Prepared schedules for various balance sheet accounts and prepares work papers for year-end audits

Healthy Bookkeeping Service Mar 2010 – Aug 2012

Accountant/Owner (Public Bookkeeping)

Completed accounts payable, accounts receivable, payroll, bank reconciliations, sales tax reporting and inventory systems for various companies

Reconciled general ledgers and prepared financial statements using QuickBooks Pro, Peachtree and Mas 90 accounting systems for various companies Reconciling Invoices to Accounts Receivable.

Crescent Drugs, Inc. Aug 2006 – Apr 2010

Accountant/GM (Close Door Pharmacy) Distributor/Manufacturer Culver City, CA

Prepared monthly and annual financial statements and oversaw cash management for daily operations

Collaborated with government agencies (Medicare, Medi-cal, and Board of Pharmacy) to maintain accreditation standards

Completed productions/cost analysis for products like hormone replacement therapy drugs

Supervised 25 staff including sales, professionals and clerical staff

Created annual budgets and provided forecasting for all product lines

Prepared necessary paper work for external and end of year audits

National Plant Services June 2004 – July 2006

Accountant (Construction)

Prepared monthly financial statements, bank reconciliations, month-end journal entries and prepared schedules for all balance sheet and expense accounts

Calculated and maintained job costs on ongoing projects and review and Reconciling invoices to sales.

Prepared bids for bid presentations

Reviewed union payroll and maintained them for tracking costs for future bids

Supervised accounting staff of three

Managed human resource issues and tax reporting

Crescent Drugs, Inc. Aug 2000 – July 2004

Accountant (Closed Door Pharmacy)

Prepared monthly and annual financial statements and oversaw cash management for daily operations

Collaborated with government agencies (Medicare, Medi-cal, & Board of Pharmacy) to maintain accreditation standards

Completed production/cost analysis for products like hormone replacement therapy drugs

Supervised 25 staff including sales, professionals, and clerical staff

E & S Ring, Inc. 1988 - 2000

Bookkeeper (Property Management)

Collected rent from 10 management offices and matched to rent rolls apply to resident A/R accounts

Posted invoices into payables system and generated payments on weekly basis

Prepared bank reconciliations, month-end journal entries

Generated month end financial statements

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