Financial Analyst Data

Tanecia Buckner

Riverview, FL (Open to Relocation)

Phone: 407-***-****

Email: *********@*****.***

Education:

University of Houston

Bachelors in Accounting (Cum Laude Honors)

Computer Skills

Excel – “Microsoft Excel Specialist” - importing, creating, using, and maintaining extensive

reports with multiple workbooks; manipulating data with sorts, formulas, v-look-ups, matches, pivot

tables, and if statements. Created 287 complex Excel rate sheets and updated formulas and links in

those spreadsheets. Converted Excel spreadsheets into PDF files

Microsoft Word, Outlook, Power Point, Hyperion, Essbase, Dynamics, Acrobat Adobe,

Data Warehouses (querying data), and SharePoint

PeopleSoft, SAP (Win shuttle), QuickBooks, Navision -

journalize and post transactions, research and analyze accounts, prepare financial statements,

printing reports

Oracle 11i – posting journal entries, generating financial reports, financial analysis, processing

timesheets, researching journal entries

Professional Experience

Self-Employed – On The Spot Auto Repair (Riverview, FL)

Accountant/Financial Analyst

Feb 2008 – Present

•Creating and revising business proposal - which includes budgeting, forecasting, balance sheet, income statement, and cash flow statement

•Billing – Preparing & submitting sales invoices

•A/R Functions - Posting cash receipts; tracking invoices for payment (commercial collections)

•Preparing and filing income tax returns

•Cash flow analysis

•Creating and maintaining the company website

•Creating and maintaining advertisements through Google AdWords & Yelp

Johnson Service Group @ Duke Energy (Clearwater, FL)

Financial Analyst (Contractor)

Jan 2018 – July 2018

Provide routine reporting to support the Florida Coastal Distribution division

Met with field service managers and supervisors to help train them on the new business intelligence software

Analyze overtime and other expense items

Analyze labor hours charged directly to projects and not to particular task codes (field performers should charge hours via an SS9 task code or a maximo work order – I analyze labor charged directly to a project and not via and SS9 task code or Maximo work order)

Help resolve issues or answer questions that the field performers are facing regarding charging/submitting their labor

Act as a liaison between Finance and the Field

Axelon @ MetLife (Tampa, FL)

Business/Financial Analyst (Contractor)

Mar 2017 – July 2017

Performed several analytical functions in Excel to support the Global Balance Sheet Controls Team:

oAnalysis to correct account structure in the system

oAnalysis to correct the CCY2 code in the system

oAnalysis to ensure the system generates a reconciliation

oAnalysis to ensure Business units are properly assigned to the correct location & region

Tested various features in the new upgraded Cadency system

Re-configured certain account attributes in Cadency (i.e. changing GL account names, reconciler, reviewer)

Updated the Cadency project plan

Assigned new users have access to the Cadency system

Ensured compliance with the reconciliation/certification process via quality control checks

Built automated jobs in Cadency to assign locations and owners to various Business units

Worked diligently to resolve issues concerning unassigned accounts

Aston Carter @ Planet Home Lending (Tampa, FL)

Reporting Analyst (Contractor)

Dec 2016 – Mar 2017

Adding tremendous value to the Quality Control department by re-engineering the production, look, and feel of the Audit reports

Provide routine and ad-hoc reporting support to the Quality control department

Creating various quality control/audit reports in PowerPoint

Converting data from PDF format to PowerPoint

Creating the Quality Control newsletter in Word

Accessing reports from SharePoint

Requesting re-verification documents from varying sources

Tracking the re-verification document requests and receipts

Retrieving, tracking, & sending 3rd party audit related documentation

Russell Tobin @ Citigroup - Regulatory Reporting in Treasury (Tampa, FL)

Business Analyst (Contractor) (w/Financial Analytical duties)

Aug 2015 - Aug 2016

Re-engineered the standard operating procedures for producing the monthly liquidity reports

Created Excel based complex, analytical, liquidity reports

Approved daily reports

Manipulated varying data sources

Heavily utilized Excel (running Macros, V-Lookups, working with pivot tables)

Retrieved data through queries & system downloads

Uploaded templates into the Global Liquidity Reporting System (GLRS)

Analyzed and explained variances on the reports

Vaco @ Disney World Shared Services (Celebration, FL)

Business Analyst (Contractor) (Travel & Expense Department))

Aug 2014 - Aug 2015

Re-engineered the standard operating procedures for researching & resolving errors regarding T&E reimbursements

Responsible for analyzing and explaining purchase card data in terms of which employees are not in compliance with certain aspects of the purchase card process

Utilizing excel formulas and data mining skills to analyze P-Card transactions and create reports and Pivot tables

Process individually billed and centrally billed card applications via SAP

Researched and resolved problems/errors regarding T&E reimbursements via SAP, excel, & internal database

Reconcile & process expense reports for withdrawn employees via SAP

Ad-hoc analysis projects as requested by the T&E management team

Establish strong working relationships with bank contacts

Ensured compliance of the T&E policy

Successfully reduced the number of unprocessed T&E errors from 688 to 0 in two months

Prepared and posted journal entries for expense coding using the SAP software program.

Frozen Food Express (Dallas, TX)

(Position eliminated due to new ownership)

Senior Financial Analyst

July 2013 - December 2013

Prepared operational reports and actual versus budget P&L reports for directors

Prepared variance analysis/explanations on existing accounts

Assisted with the preparation of the budget reports

Responsible for the re-class of journal entries

Responsible for uploading reports to SharePoint

Volt, Inc. @ Insight (Plano, TX)

Financial Project Coordinator (Contractor)

May 2012 -Dec 2012

Forecasted revenue for 50+ individual projects

Forecasted resource costs and expenses for 50+ individual projects

Tracked labor cost and invoices, & purchase orders to ensure that the projects stay under budget

Coded 3rd party invoices with proper project allocation

Liaison between support operations and the project managers for invoice approvals

Allocated labor costs and expenses to the projects

Used SAP to pull actual labor reports

Explained variances between the forecast and the actual

Prepared reports/presentations for upper management

Uploaded reports/documentation to SharePoint

DELL COMPUTERS (Plano, TX)

Financial Analysis Sr. Analyst

Jan 2011 - Nov 2011

Posted accrual journal entries using PeopleSoft

Posted intercompany transactions using PeopleSoft

Tremendously improved the general ledger cash posting process by creating a new excel template

with automation & gaining access to the bank’s website which allowed me to see all the banking

transactions. This change allowed me to be more proactive and not reactive when posting

transactions.

Posted investment accruals & investment activity

Greatly assisted in solving problems with the bank reconciliations by reviewing the bank reconciliations with A/R & A/P and making correcting entries

Setup bank accounts & linked them to GL Accounts in PeopleSoft

Hudson Advisors (Dallas, TX)

Senior Investment Accountant

Oct 2007 – Jan 2009

Managed complex deal structures involving securities and debt investments

Prepared debt/equity cash flow waterfalls

Reconciled General Ledger Equity/Investment Accounts & Fund/Deal AP/AR

Heavily involved in the month-end, quarter-end, & year-end close

Created, reviewed, & analyzed consolidated P&L & balance sheet

Rolled income from subsidiaries to parent companies

Internal and external reporting functions, including audit, tax, and third-party reporting

Reviewing and interpreting contracts to accurately record journal entries

Posted revaluation entries related to foreign currency adjustments

Prepared complex tax packages

Prepared and posted all types of general ledger journal entries using Oracle

Performed any additional responsibilities that may be required by the supervisor in support of the ongoing management and development of the investment accounting department

Involved with special projects, analysis, and reconciliations including intercompany and balance sheet accounts and investment bank account reconciliations

Utilized excel - v-lookups and pivot tables

Updated cap charts and assisted in the setup of new entities

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