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Financial Analyst Budget

Location:
Slidell, LA
Posted:
January 02, 2023

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Resume:

JACOB A. BOLIN

*** ******* **** • Slidell, LA ***60

Cellular Phone: 985-***-**** E-Mail: adueca@r.postjobfree.com PROFESSIONAL PROFILE

Experienced professional with over 20 years of management experience. Strong background in budgeting and financial analysis both in public sector and private sector. Tested professional with hands-on experiences in financial analysis, budget formulation, business analytics and project management. Possess strong experience using MS Office Suite, QuickBooks, data analytics tools including Power BI, Oracle/PeopleSoft, Cognos, SAP, and other HRMS specific applications. PROFESSIONAL EXPERIENCE

STAFFING AS A MISSION Remote/Nashville, LA

Financial Analyst May 2022 – December 2022

Build proformas and support analysis in planning and executing acquisitions and strategic growth initiatives spanning all facets of the process; which involves identifying and interfacing with the appropriate stakeholders while utilizing IBM Cognos Analytics and Oracle platforms. Specifically:

• Perform rigorous analysis of operational and financial impact of potential transactions

• Suggest and implement cost reduction targets and tracks progress towards achieving goals

• Identify and develop high impact value-add analysis on business drivers, trends and risk/opportunities by utilizing both internal and external data

• Support division and company-wide efforts in budgeting, forecasting, projections, rate and labor analysis, and other ad-hoc projects

STRATEGIC STAFFING SOLUTIONS New Orleans, LA

Financial/Budget Analyst March 2021- May 2022

Serve as a Financial/Budget Analyst identifying, synthesizing, and evaluating simple to semi- complex budget related issues and assignments, consolidating information from a variety of sources, and selecting appropriate analytical approaches while consulting with Agency management officials on budgeting and financial issues utilizing Oracle and Infor ERP platforms. Specifically:

• Explain directives, regulations, guidelines, and procedures to implement City Council legislation and Mayoral budget and program policies

• Assist with the preparation of budgets using actual financial and operational results, data, and trend analysis; Verifies completeness, and conformance with procedures and regulations

• Partner with City Agencies to oversee the development of multi-year operating and capital plans, reserve forecasts, and long- range financial strategies

• Prepare monthly, quarterly, annual, and ad-hoc financial analyses and reports POSTLETHWAITE & NETTERVILLE New Orleans, LA

Financial Analyst July 2020-March 2021

Multi-project assignments including financial analysis for Main Street Recovery Program and compliance review for municipal Coronavirus Relief Finds. On these projects I conducted QC/QA reviews, perform financial analyses, and produced reports, for clients and various representatives.

• Utilized financial analysis skills to make professional judgment to identify anomalies related to claim awards and conducted Quality Control/Quality Assurance reviews

• Applied approved methodologies and policies for the complete analysis and reconciliation of business documents and tracking both operational and financial performance.

• Utilized SQL for multiple data queries and reported project progress using Power BI. RMI, INC. Slidell, LA

Supervisor, Salesperson July 2018-April 2020

Work as a supervisor, organizer, and bartender for BevInc. /RMI Events, for events at The Mercedes Benz Superdome, LSU Tiger Stadium, and other locations for concerts, festivals, and private events.

• Supervised multiple locations and up to 30 team members for events.

• Responsible for cash handling, inventory, and on-site sales and show room sales GUIDANT GROUP, INC. New Orleans, LA

Financial Analyst June 2018 – December 2018

Contingent Six-Month Contract Worker

Worked on Project Tide, which prepared for transition of the Project Management Office from primarily outsourced and offshore resources to a primary in-house project management model.

• Facilitated project advancement using Primavera P6, Power BI and MS Project

• Conducted job shadowing to map and outline the IT-PMO Project Management Life Cycle POSTLETHWAITE & NETTERVILLE New Orleans, LA

Financial Analyst, Senior Financial Analyst September 2012-May 2018 Multi-project assignments including financial analysis for the largest Class Action Court Supervised Settlement Program, and the Restore Louisiana Housing Program. I conducted QC/QA reviews, performed financial analyses, produced reports, and communicated with client representatives.

• Worked more than 11,000 hours using financial analysis skills to make professional judgment to identify anomalies related to claim awards and over 1,400 hours conducting Quality Control/Quality Assurance reviews

• Applied approved methodologies and policies for the complete analysis and reconciliation of business documents and tracking both operational and financial performance.

• Communicated frequently with outside parties relaying technical information to nontechnical audiences; worked to establish integrity with use of and review of confidential data; frequently called upon to explain complex findings and difficult issues. ST. TAMMANY PARISH GOVERNMENT DEPARTMENT OF ENGINEERING Mandeville, LA Senior Project Manager, Office Administrator September 2007-September 2012 Assigned to work alongside Director and Senior Department Staff for management of processes, budget development, documentation, and communication with various stakeholders. Specifically:

• Directly managed and coordinated capital improvement projects, supervised, and collaborated with contractors, vendors, and partner departments. Projects ranged in duration from one month to multiple years and ranged in size from $10K to $16M.

• Established fiscal year budgets for operating expenses and capital improvement projects. TULANE UNIVERSITY New Orleans, LA

Director of Fraternity & Sorority Programs & Special Projects January 2002- September 2007 Student Organization Resource Associate July 1999-January 2002 Directed and supervised 25 Greek-letter organizations with 1,900 members and their respective governing bodies. Served as liaison for the organizations and their advisers to the University. Completed special programs and projects for the Department of Housing and Residence life. Financial management, purchasing and HR functions conducted on Oracle/PeopleSoft Platform.

• Following Hurricane Katrina organized and facilitated the delivery and installation of over

$2M of furniture for 12 residential buildings with over 300+ residence rooms. EDUCATION

TULANE UNIVERSITY, FREEMAN SCHOOL OF BUSINESS New Orleans, LA Master of Business Administration, Finance and Management June 2004 SOUTHEASTERN LOUISIANA UNIVERSITY Hammond, LA

Bachelor of Arts, Major: Marketing May 1999



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