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Financial Analyst Quickbooks

Location:
Philadelphia, PA
Posted:
May 18, 2021

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Resume:

Rajiv Srivastava

admike@r.postjobfree.com

267-***-****

*** * **** ****** *** 2F

Philadelphia, PA 19104

SUMMARY:

Financial Analyst with 7 years’ experience and a Bachelor of Commerce Management Economics and Finance

Engaged in creation, control and implementation of company project budgets

Created multiple reports utilizing advanced Microsoft Excel features such as Vlookups, pivot tables and

index match

Analyzed past results, performed variance analysis, identify trends, and make recommendations for

improvements

Generated monthly financial statements and performed monthly reconciliation of accounts in Quickbooks

Developed financial models and provided financial forecasts

Reviewed financial reporting risks and controls for major processes

Regularly created large spreadsheets and drew charts and graphs used to prepare reports for management

Examined and analyzed profit and loss statement as well as other financial documents to assess accuracy,

completeness and conformance to reporting and procedural standards.

Reviewed reconciliations to ensure that they are prepared properly and followed up on any unusual items

Responsible for Financial Planning & Analysis reporting

PROFESSIONAL EXPERIENCE:

MEE Productions – Philadelphia, PA, USA June 2017 – Present

Budget Analyst

Engaged in creation, control and implementation of company project budgets

Created multiple reports utilizing advanced Microsoft Excel features such as Vlookups, pivot tables and

index match

Analyzed past results, performed variance analysis, identify trends, and make recommendations for

Improvements

Responsible for Financial Planning & Analysis reporting

Creating alternatives and recommending courses of action to reduce costs and improve the company’s

finances

Generated monthly financial statements and performed monthly reconciliation of accounts in Quickbooks

Developed financial models and provided financial forecasts

MARR-Tech Bio, Richmond Hill, ON, Canada March 2016 – February 2017

Junior Financial Analyst

Reviewed financial reporting risks and controls for major processes

Meticulously prepared income reports and performed variance analysis

Created multiple reports utilizing advanced Microsoft Excel features such as Vlookups, pivot tables and

index match

Regularly created large spreadsheets and drew charts and graphs used to prepare reports for management

Created business case development reports and offered recommendations

Ideal Life, Toronto, ON, Canada September 2012 – February 2016

Financial Analyst, July 2014 – February 2016

Engaged in forecasting of business, industry, and economic conditions for use in making investment decisions

Examined and analyzed profit and loss statement as well as other financial documents to assess accuracy,

completeness and conformance to reporting and procedural standards.

Reviewed reconciliations to ensure that they are prepared properly and followed up on any unusual items

Created multiple reports utilizing advanced Microsoft Excel features such as Vlookups, pivot tables and

index match

Developed and managed complex Excel-based financial models

Assisted management in creating budgets and performed variance analysis

Prepared multiple comprehensive pricing models including transfer pricing and made recommendations to

management

Accounting Administrator, September 2012 – July 2014

Managed operation of warehouse shipments and ensured customers’ orders were placed and shipped in a timely

and efficient manner

Oversaw all company billing and payments through Quickbooks software

Supported sales staff and provided all pertinent information for meeting clients’ needs

Resolved accounting discrepancies

Proofread legal documents to ensure accuracy and completeness

MARR-Tech Bio, Richmond Hill, ON, Canada May 2009 – August 2012

Junior Financial Analyst

Reviewed financial reporting risks and controls for major processes

Meticulously prepared income reports and performed variance analysis

Regularly created large spreadsheets and drew charts and graphs used to prepare reports for management

Created business case development reports and offered recommendations

EDUCATION:

Certified Management Accounts of Ontario (CMA), September 2012

Bachelor of Commerce Management Economics and Finance, University of Guelph, Guelph, ON, June 2009



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