Social Media Financial Analyst

PROFESSIONAL EXPERIENCE

Worldstrides, Inc. – Charlottesville, VA May. 2019 – Present

Reporting Analyst/Adaptive Insights Administrator

Providing system support to 40+ stakeholders within the global financial operations division. Other duties included:

Coordinate with accounting department over data integration of NetSuite actuals into Adaptive.

Assist in consolidation, reporting, and analysis of the company’s financial results.

Build and maintain user/level assigned sheets.

Refresh P&L’s and other management-level reporting requests using OfficeConnect.

Setup and cleanup of Adaptive dimensions and attributes for more efficient reporting.

Setup of new accounts and dimension elements in both NetSuite and Adaptive.

Manage consolidated headcount reporting for entire global organization.

Enstar (US), Inc. – Jersey City, NJ Oct. 2018 – Mar. 2019

Senior Financial Systems Analyst

Providing IT systems supported to various stakeholders within the US financial operations division. Other duties included:

Maintained effective performance the FP&A team’s group planning software – Anaplan.

Designed and implemented a wide range of reporting solutions and dashboards based on internal stakeholders’ use cases.

Assisted in Anaplan system maintenance,including data management, user administration, and hierarchy structure/mapping.

Wrote SQL queries in Microsoft SQL Server 2016 per management ad-hoc requests.

Provided monthly actuals vs. variance analysis using Alteryx.

ALM, LLC.– New York, NY Aug. 2015 – Oct. 2018

Financial Reporting Analyst/Great Plains Adminstrator

Sole financial, analytical and IT systems support specialist to the global financial planning & analysis team. Other duties included:

Team lead in all data mining related ad-hoc analyses.

Generated data extracts from various sources to produce bi-weekly pacing reports for multiple business managers.

Provided a variance analysis of budget vs. actuals of all active business units and provide write ups of key variance drivers to finance director.

Assisted in implementation of new GL system, MS Dynamics – GP. Spearheaded effort in creating new chart of accounts.

Improved reporting capabilities by gathering user requirements to build a suite of financial reports.

Provided monthly revenue analysis for presentation to ALM executive committee and private equity partners.

Omnicom Media Group – New York, NY Mar. 2014 – Aug. 2015

Financial Analyst (Temporary)

Provided financial, analytical and administrative support to the North American financial planning & analysis team. Other duties include:

Assisted in the consolidation of data from Hyperion Financial Management Suite for 20 business units across the United States and Canada.

Provided a variance analysis of budget vs. actuals of all active business units and provided write ups of key variance drivers to finance director.

Streamlined financial systems and processes to develop and update reporting tools by utilizing VBA and Smartview tags.

Unified Social, Inc. – New York, NY Mar. 2013 – Nov. 2013

AR Consultant (Temporary) – Three Pillar

Provided accounting services for a rapidly growing, social media technology startup. Accomplishments include:

Reconciled revenue accounts (~$3M+/month) and vendor invoices affecting gross profit for month end processing.

Handled all deferred revenue reconciliations for both parent company and newly-acquired subsidiary.

Applied weekly payments in Quickbooks, research payment discrepancies ranging from bank wire fees to currency exchange rates.

Spotify USA, LLC – New York, NY Aug. 2012 – Mar. 2013

Billing Consultant (Temporary) – Winter, Wyman

Sole accounting support to advertising sales team in US (NY, Chicago, LA) for Stockholm-based, Internet music subscription service. Duties and accomplishments included:

Expedited weekly/ad-hoc billing requests by consulting with advertising sales team and using Salesforce.com (SFDC) and Microsoft Dynamics – NAVISION software.

Spearheaded collections effort in order to decrease the days of sales outstanding ratio (DSO).

ID Media (IPG) – New York, NY Feb. 2010 – Feb. 2012

Staff Accountant

Provided financial reporting support to Controller and CFO for niche advertising agency. Duties included:

Produced necessary documentation and obtained account executive approval per GAAP (Generally Accepted Accounting Principles) for generating estimates/reconciliation invoices.

Computed and prepared month end journal entries for balance sheet items such as accrued expenses, deferred revenue and also for the reclassification of inter-company revenue.

TECHNICAL PROFICIENCY

JD Edwards, Hyperion (HFM), Oracle, Khalix (Longview), Crystal Reports 9.0, QuickBooks, MS Office (2007, 2010, 2013): Excel (Vlookup, Pivot Tables, Scenario Manager, Client Profitability), Access, Word, PowerPoint, Outlook, Salesforce.com, Microsoft Dynamics – NAVISION (Like Great Plains), MediaBank, Donovan Data System (DDS), SQL Server 2016, SQL (SSRS), MS Dynamics – SL, MS Dynamics – GP 2015 (Management Reporter, Jet Express, Smartlist Builder), MS Forecaster, Anaplan, Alteryx, Adaptive Insights, NetSuite

EDUCATION

2017 Keller Graduate School of Management

MBA in Accounting North Brunswick, NJ

2005 BLOOMFIELD COLLEGE

BS in Business Administration Bloomfield, NJ

Specialization: Economics

Alpha Chi Honor Society

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