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Finance Manager Credit Analyst

Location:
Port Saint Lucie, FL
Posted:
March 25, 2023

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Resume:

PROFILE

Solutions driven business analyst with Accounting, Finance and Data Analysis

Skilled in building long-term relationships with all levels of the organization and build rapport, credibility and cultivate lasting relationships with corporate businesses.

Excellent organizational analytical skills and attention to detail

Experience in providing detail reporting, evaluations by suggesting/recommending tasks to meet or exceeds goal

Outstanding interpersonal and presentation skills

Experience in using Financial Key Performance Indicator (KPI) dashboard to review cash flow and Accounts receivables

PROFESSIONAL EXPERIENCE

Otis Elevator, Palm Beach Gardens, FL (2016-Present)

Finance Manager/Analyst

Finance Project lead that facilitates progress of project between Finance department and Information Technology (IT) department and maintain all documentation and ensure the accuracy and timeliness of the project.

Provide query/functionality to information Technology Team for a comprehensive financial system enhancement as necessary.

Provide subject-matter expertise in areas including forecasting scope definition, application error identification, cash flow reporting methodology, resource allocation, facilitation, and other areas of expertise based on established financial management analysis.

Identify and communicate issues, risks, and status to propose solutions, drive decisions and manage stakeholder expectations; escalate to proper management as necessary.

Prepare presentations to upper management on financial data updates, project improvement, and expected results.

Lead and motivate teams and cross functional business leaders to execute multiple projects in the various quarters of the financial data analysis.

Analyze financial and provide suggestions for improvement.

Collaborate with other departments to ensure inputs, processes, and outputs are captured and maintained for effective reporting through testing.

Manage Financial Project and provide monthly training to upper management such as Regional Finance Manager, Regional Sales manager & Director of Finance on various financial workflow/portals to be able to lead the change management processes to drive effective & efficient reporting (e.g., updated standard of work, deployment, revisions, change control) and raise awareness when financial systems are not aligned or communicating with other financial systems

Manage/Control financial and accounting reports on shared internal file.

Performs auditing to ensure all applicable standards regulations processes are being followed (e.g., GAAP & company policy process manual) and request backup documentations from various departments.

Review financial reports to ensure completeness, detail, and accuracy.

Identify, analyze, and prioritize issues to develop and execute mitigation plans

Control and implement a process of change when needed, document and track any gaps or dispute issues and monitor resolutions.

Coordinate, implement, test, and approve financial enhance system project to produce an effective and user friendly working system before it is launch/go live.

Collaborate with internal customers to deliver agreed upon requirements, through the timely and accurate documentation and effective management of partners to meet key financial systems requirements.

Participate and lead company structure change management leadership meetings.

National Dentex, Palm Beach Gardens, Florida (2015-2016)

Finance Manager

Collaborate with Contract Dental Facilities to obtain any missing documentation needed to provide financial denture information.

Process Financial transactions

Create sales quota to Sales Representative

Work with assigned representative from government entities such as Maricopa County to turn on claims feed.

Create wholesaler accounts in various websites to submit claims.

Work with assigned representative from wholesaler to ensure accurate delivery of prices.

Review Dental Facilities Services Agreements, Amendments and Pharmacy Project Manager Guides to ensure accurate configuration of Linx contract

Collaborate with assigned Dental Branch Implementation manager to ensure all necessary checks and data analysis are completed on contract

Create user accounts for sales representatives to submit contracts and proposals

Assist Dental Facilities with completion of data integration questions

Ensure all dental contracts and proposals are process and submitted for review before they are transfer and booked.

Provide regular financial forecast status updates to the branches

Participate in recurring financial review meetings.

Participate in daily coaching of our products and systems

Expand understanding and use of our system in general.

Expand understanding of the Lawson software.

Maintain a high level of understanding of Dentex products

NuCo2 Company, Stuart, Florida (2010-2013)

Credit Analyst

Manage accounts trial balance for multiple line of business.

Manage, research and review clients accounts for opportunity to increase cash flow.

Research on disputes and make the necessary adjustments.

Mentored employees on how to communicate with customers while reviewing their accounts.

Reviewed aging report and identify accounts that needed special attention.

Participate in recurring financial review meetings.

Participate in daily coaching on how to identify accounts that need special attention

Expand understanding and use of our system in general.

Expand understanding of the Lawson software.

Maintain a high level of understanding of the company’s process.

Robert Half International- Accounting Agency (Ameripath) Palm Beach FL (2006 – 2009)

Finance/Expense Analyst

Effectively review and process doctors, histology and other medical personnel consolidated expense reports.

Review Contracts to ensure vendors are billed per their contract.

Seek information from other departments to combine financial data for accurate reporting.

Work with the controller to help with month-end closing.

Review accounting entries to ensure accurate GL posting.

Run Financial reports in a timely manner to ensure updated information are being review to accurate reporting.

Investigate disputes and follow up with the appropriate departments to provide necessary information to review and resolve the dispute.

Participate in the hiring process

EDUCATION/SKILLS/SERVICE

MBA Finance (2022) – Lynn University, Boca Raton, FL

B.B, A, Business Economics (2009) – Florida Atlantic University, Boca Raton, FL

ACE Certification (2017)

Proficient in CRM, Data Point, Microsoft Word, Excel, Outlook, and PowerPoint

VLOOKUP and Pivot tables data Analysis Knowledge

Top Line or Revenue Forecasting Program Knowledge

Experience with Jira

Experience with Salesforce & K2 Workflows

Experience with Multiple Financial Systems

Data Analysis

RB

Rassiatu

Barrie

RASSIATU BARRIE

adv43y@r.postjobfree.com * 561-***-****



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