Financial Analyst Manager

PROFILE SUMMARY

Five years’ experience utilizing data to produce and verify conclusions with business reports

Strong analytical and problem-solving skills with the ability to make strategic business decisions

Strong technical aptitude through learning new software (i.e. Excel, SAP, SQL)

EDUCATION

Master of Science in Accountancy May 2020

Eller College of Management University of Arizona Tucson, AZ

Bachelor of Science, Economics December 2015

Brigham Young University Provo, UT

PROFESSIONAL EXPERIENCE

Staff Accountant September 2017 – Present

Scott Montgomery CPA Elk Grove, CA

Produced monthly and year end financial reports for the benefit of business owners

Reconciled over 500 financial transactions per month for clients in various industries

Prepared and filed over 200 tax returns using Lacerte Tax for various individuals and business entities

Applied knowledge of fixed assets to update depreciation schedules for client tax returns

Demonstrated project management skills to meet multiple demands for many clients

Developed highly proficient skills in accounting and performed bookkeeping for over 10 companies

Audited data for ending period to ensure accuracy of financial reports

Associate Financial Services Representative July 2016 – November 2016

E-Trade Financial Corporation Sandy, UT

Utilized financial software to adequately assist clients with financial concerns

Advised clients on financial matters to help them obtain their desired financial goals

Provided excellent customer service to meet all client needs, resulting in outstanding performance evaluations

Completed Series 7 coursework for necessary government certifications

Senior Financial Analyst/Division Manager April 2012-April 2015

Brigham Young University Provo, UT

Audited daily, monthly, and yearly data to ensure accurate reporting within financial system

Converted data reporting system from paper to electronic files

Oversaw functioning department using collaboration with other employees and managers to ensure highest degree of customer satisfaction

Developed unique solutions to routine problems without raising expenses for business

Directed department operations using data from previous periods and forecasting for future periods

Developed analytical and excellent communication skills to improve employee performance

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