Financial Analyst Reporting

Ross E. Moore

**** ****** ******, ******, ** ****6

Cell 972-***-****, *******@*****.***

PROFESSIONAL

SKILLS: Over 8 years as a Financial Analyst / Financial Reporting Analyst with strong detail experiences. Strong analytical, problem solving, and budgeting skills. Excellent communication and presentation abilities. Experience in Microsoft Excel, Access and SQL GAAP, as well as in PeopleSoft, Hyperion, and SAP Modular for Financials/Accounting for Sabre Corp., Payroll Taxes Modular with CBRE. Experience in Healthcare, Real Estate, Manufacturing Operations and Others.

COMPUTER

SKILLS: Excel, V-lookup, Macros, Alteryx, QuickBooks, SAP, PeopleSoft, Hyperion, Oracle Financial

System, Business Objects, Crystal Reports, SQL, PowerPoint. Pivot Table, Access

OBJECTIVE: To use my analytical experiences to assist in data gathering, trending, financial modeling, forecasting, planning, reporting, and creating annual budgets.

WORK EXPERIENCE:

ABM

Airlines Passenger Assistant

May 2018 to present

Day to Day Contract Airlines Passenger Assistant, Assistant passengers at DFW Airport. Met all

requirements to receive required airport SIDA badge and customs seal.

SABRE INC.

Revenue Accounting (Contract)

May 2016 to Feb. 2018

Responsibilities of revenue analyst. Revenue Management. Reviewing contracts for accurate revenue recognition. Generating revenue to Airlines managers for approval for each month, making

the proper adjustments and pulling the data forecasting from for each Airlines company from SAP

and using Alteryx to extract each revenue amount per month. Used Excel, V-Loop-up Adjustment

and Pivot Table.

UT SOUTHWESTERN MEDICAL CENTER - Dallas, TX

Financial Analyst II/Payroll Taxes

February 2015 to February 2016

1.Completed a variety of complex monthly financial management reports and reviewed all reports for errors and inconsistencies; analyzed variations in forecasts and actual performance; determined reasons for variance; developed recommendations for improvement; completed written summaries of financial data. Pull the data from People-soft by using Micro-Excel, Pivot table, V-Loop-up, access with SQL.

2.Accounting for payroll and payroll taxes through ADP payroll system.

3.Heavy reconciliation of payroll taxes in the GL for over 300 employees for that department.

4.Worked with PeopleSoft.

5 Prepares and analyzes consolidated reporting at all levels of the organization on actuals, forecasts and prior fiscal year.

6Manages, in partnership with Department heads (general & administrative) expenses, focusing on headcount, operating expense budgeting, forecasting and spending targets.

7Analysis of weekly operating statistics.

8Conducts thorough research and analysis of variances to ensure data accuracy.

9Responsible for developing financial modeling, financial statement analysis, decision modeling, reporting and ad-hoc analysis to support strategic initiatives.

10Support, analyze, and assist in the preparation and review of the MRB annual operating budget including:

• detailed support and analysis of the company’s revenue forecast and departmental budgets.

• detailed support and analysis of balance sheet forecasts and the associated cash flow forecasts.

• development of presentations to help summarize budget results in a comprehensive and easy- to-understand format.

11Assists in the continued development of budgeting, financial forecasting, operating plan and modeling tools.

12Analyzes actual operating results and identifies key financial and operating issues to be addressed; quantifies actual results versus forecast.

13Completed a variety of complex monthly financial management reports and reviewed all reports for errors and inconsistencies; analyzed variations in forecasts and actual performance; determined reasons for variance; developed recommendations for improvement; completed written summaries of financial data.

14Used PeopleSoft/Hyperion financials to pull data for my monthly and annual analysis.

15Prepared and/or supervised preparation of monthly financial reports, schedules for annual financial reports, and reports to various government agencies.

OMNI HOTELS MANAGEMENT CORPORATION – Dallas, TX

Payroll Tax Accountant (Contract)

November 2014 to February 2015

Reconciled garnishments and processed Omni Payroll taxes per state for SIT, SUT, SDI, FUT, FIT and Federal Unemployment tax, withholding, TIPS etc.

Accounting for payroll and payroll taxes through ADP payroll system.

Generate data from SAP.

CBRE, INC – Dallas, TX

Payroll Tax Accountant (Contract)

April 2013 to October 2014

Accounting for payroll and payroll taxes through ADP payroll system.

Heavy reconciliation of payroll taxes in the GL for over 5,000 employees for that department.

Processed Unions, Canada payroll taxes and 941 taxes.

Worked with PeopleSoft and SAP,

Saved the company over $130MM on their US payroll taxes for 2012-2013.

Ensured Payroll & Benefits Accounting policies, processes and operating procedures were clearly defined, in line with Group standards, up to date and documented.

NOVARTIS CORPORATION – Fort Worth, TX

Groups (Pharma, Alcon, Sandoz, OTC, V & D, Nibr, Animal Health

Accountant (Contract)

October 2012 to April 2013

Accounting for payroll, fringe benefits through ADP payroll system, also, bonus and shared based compensation and headcount reporting.

Prepared monthly vacation and other payroll/compensation accruals.

Prepared Payroll, tax for 941, 943, some federal Unemployment taxes and garnishment accounting.

Worked with SAP system.

Drove operational excellence with full alignment with all Novartis business, compliance and audit requirements.

Generate data from SAP. Pull the data from SAP by using Excel, Pivot Table, V-loop-up, and Access with SQL.

UT SOUTHWESTERN MEDICAL CENTER - Dallas, TX

Accountant II (Financial/Budget Specialist)

November 2007 to August 2011

Ensures compliance with established internal control procedures by examining

records, reports, operating practices, and documentation. Verifies assets an liabilities

by comparing items to documentation. Completes audit work-papers by documenting

findings.

Exported data from source systems and developed financial and operational analysis through data mining, GAAP and research. Provided analysis on results through Excel including pivot tables, data linking and complex formulas. Used PeopleSoft financials to pull data for my monthly and annual analysis. Pull the data from SAP by using Excel, Pivot Table, V-Loop-up and Access with SQL.

Developed detailed spreadsheets, financial models, charts & graphs depicting forecast and budget detail. Monitored actual results of financial data against plans, forecasts and budgets.

Created relevant, accurate and timely financial / operational analysis (variance analysis, trend analysis, feasibility analysis, etc.) for communication to the Director of Financial Planning.

Explained actual/budget variances for expenses and capital investments and prepared statistical models for financial review.

Closed out network operations projects and inventory adjustments.

Maintained and monitored hardware/software maintenance, depreciation of fixed asset information relative to data center growth for infrastructure and product key drivers.

Prepared telecommunications chargebacks, accruals and reconciliation.

Identified and implemented chargebacks of telecommunications expenses allocating these costs to the appropriate product to reflect more accurate business unit profit and loss statements.

Created PeopleSoft reports comparing telecommunications expenses and statistics actual versus budget to streamline the previous manual reports.

Developed PeopleSoft reports to monitor the network platform $15 million in capital project expenditures and CIP, replacing manual reports.

Participated in evaluating bids for a new telecommunications contract which saved the company approximately $500,000 a year.

Develop ROI tools and analysis to ascertain that investment was effective.

Preparation and maintenance of operational budgets for departments; reviewed expenditures to ensure conformance to budgetary provisions.

Created a billing database with Access & SQL tables for billing department as a special project.

Prepared monthly financial reports and reported to various government agencies, ensuring conformance of such reports with applicable procedures and regulations of University of Texas System and Federal and State agencies concerned.

Performed Month-end close, posted monthly journal entries and balance sheet reconciliation.

Used Pivot-Table, v-lookup, If statements in developing the monthly Financial Reports.

Strong data integrity and data analytical skills.

Data mining experience and Excel experience to support business decisions – able to do pivot tables, macros, complex formulas.

Performed ad-hoc data analysis for special projects using SQL and Hyperion.

CITY OF FORNEY - Forney, TX

Accountant (Special Project)

May 2005 to November 2007

In charge of payroll for the City of Forney.

Processed payroll and Payroll taxes through ADP payroll system.

Posted monthly journal entries and posted to G/L weekly.

Knowledge of Government Accounting Standards Board, GAAP policies and standards.

Prepared bank and other balance sheet account reconciliations.

Used Pivot-Table, v-lookup, If statements in developing the monthly Financial Reports.

Developed and designed annual budgets for each department.

Developed forecasting and modeling.

Maintained and monitored hardware/software maintenance, depreciation of fixed asset information relative to data center growth for infrastructure and product key drivers.

UNITED PARCEL SERVICE-SERVICE CENTER SUPPORT - Coppell, TX

Staff Accountant / Fixed Asset - Contract

May 2004 to May 2005

SOX Compliance.

Worked with Oracle system.

Prepared bank and other balance sheet account reconciliation.

Analysis of balance sheet activity for corporate office cost center.

Prepared fixed assets and depreciation accounting and analysis to various general ledger fixed asset accounts.

Prepared capitalized asset account walk-forwards and account reconciliation.

VERIZON DIRECTORIES CORPORATION - Coppell, TX

Financial Reporting Analyst

March 1997 to December 2003

Oversaw the production and distribution of performance by interrogating various operating systems database.

Assists in the continued development of budgeting, financial forecasting, GAAP, operating plan and modeling tools.

Completed a variety of complex monthly financial management reports and reviewed all reports for errors and inconsistencies; analyzed variations in forecasts and actual performance; determined reasons for variance; developed recommendations for improvement; completed written summaries of financial data.

Used PeopleSoft/Hyperion financials to pull data for my monthly and annual analysis.

Prepared and/or supervised preparation of monthly financial reports, schedules for annual financial reports, and reports to various government agencies, ensuring conformance of such reports with applicable procedures and regulations of University of Texas System and Federal and State agencies.

Worked with Oracle and PeopleSoft systems.

Data mining experience and Excel experience to support business decisions – able to do pivot tables, macros, complex formulas.

Completed variety of monthly financial management reports and reviewed all reports for errors and inconsistencies; analyzed variations in forecasts and actual performance; determined reasons for variance; developed recommendations for improvement; completed written summaries of financial data.

Exported data from source systems and developed financial and operational analysis through data mining and research. Provided analysis on results through Excel including pivot tables, data linking and complex formulas. Made it possible to use basic financial performance metrics to support analysis.

Developed detailed spreadsheets, financial models, GAAP, charts & graphs depicting forecast and budget detail. Monitored actual results of financial data against plans, forecasts and budgets.

Provided quick turnaround of ad-hoc financial analysis assignments, such as facility performance, budget analysis, and financial presentations for management.

EDUCATION: Amber University, Garland, Texas

Working on MBA. Should be completed by Spring of 2020.

University of Texas at Tyler, Tyler, Texas

Bachelor of Business Administration

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