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Financial Analyst

Location:
Hershey, PA
Posted:
March 28, 2023

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Resume:

George Holt

Hershey, PA ***** **************@*****.***

412-***-****

Work Experience

Financial Analyst

TVC/Wesco-Annville, PA

Aug 2020 to Present

Remote / 1 Day office

Prepares financial forecasts, analyses, reconciliations, and reports for assigned business unit management team.

Supports development of unit’s annual budget, tracks and analyzes variances throughout the year.

Contract Management including price changes on purchase orders and monitors progress toward objectives.

Provides analyses and recommendations based on financial data and other pertinent information.

Identifies issues and suggests courses of action, makes recommendations for improving operations, and resource allocation.

Supports and directs implementation of operational improvements.

Ensures compliance with policies and procedures.

GAAP, financial statements, internal controls, and SOX.

Strong overall business skills and common-sense approach to issues.

Strong communication and presentation.

Strong teamwork, collaboration, and communication skills.

Proficiency with Microsoft Office.

Assistant Manager

Wendy’s-Middletown, PA

May 2019 to Aug 2020

Communicating between customers and employees over the call.

Multi-tasking between phones and customers, putting in orders for food truck and for anything that may be wrong or needs fixed.

Assist in the preparation of regularly scheduled reports and correcting data while paying attention to detail.

Update and maintain office policies and procedures.

Prepared and executed biweekly payroll check requests to upper management.

Proven experience as an administrative assistant or office administrator.

Experience and knowledge of office management systems and procedures.

Managed daily reports of transactions by using Microsoft word and Excel.

Daily usage of office equipment, like printers and fax machines.

Inventoried all merchandise within the store to ensure everything was accounted for.

Explain all details of payment method to the customers and employees.

Addressed concerned, upset, angry guests researched and rapidly solved.

Consistently praised by management for the quality and timeliness of reports, attention to detail, exemplary customer service delivery and team-player attitude.

Managed database and generated financial reports to ensure incoming shipments are correct.

Assisted with employee development by providing training, performance appraisals, and promoting teamwork.

Responsible for updating databases and inputting new information about orders.

Familiarity with data entry procedures and office equipment such as computers, scanners, fax machine, telephone systems and copiers to ensure inventory is up to date.

Working without constant supervision and use strong organizational skills.

Excellent written oral and interpersonal communication skills.

Extensive knowledge of inventory control system when ordering merchandise.

Keeping written and electric files of all incoming shipments.

Implemented developed and maintained inventory control policies and procedures by making sure all foods items are up to date and not expired.

Utilized computer programs to carefully track inventory on hand and inventory needs in all areas.

COO

Outside The Box Marketing INC.

Hershey, PA

August 2012 to May 2019

Consulting, Business Plans, Merchant Services, Accounting,GAAP, Payroll.

Managed payroll processing for company and company clients.

Handled company health insurance plan renewals, analyzed comparative benefits, and performed health insurance record maintenance.

Designs, implements and maintain polices and procedures with strong internal controls compliant with general accepted auditing standards.

Handled A/P, A/R, and invoicing for clients. Ensured client satisfaction by consulting directly with clients to resolve issues.

Performed preparation of company and client’s payroll and financial statements.

Implements best practices and technology enhancements within all areas of operation and service delivery.

I Embed a strong focus on Service excellence, accurate and timely deliverable and continuous improvements with all services.

Office Administration / HR

Service Master - Harrisburg, PA

September 2010 to August 2012

I worked in all aspects of the office from sales to management.

Engaged with customers to effectively build rapport and lasting

relationships.

Solved customer challenges by offering relevant products and services.

Making Fire Calls.

Door to Door Commercial Sales,

Sales Calls with Insurance Agents, Phones Typing, Billing Account Payable and Receivable.

Office Administration / HR

ServPro-Mechanicsburg - PA

April 2009 to September 2010

Phones, Filing, Appointment setter, Typing, Billing Account Payable and Receivable, Learned Servpro estimating Water and Fire Database.

Administrative skills including setting up new user accounts, creating new profiles and creating custom accounts for temporary employees, contractors and board member.

Experienced in customer service and technical support via telephone, on-site or remote services

and comfortable working independently or as part of a team.

Maintains extensive knowledge of the information systems and information assurance requirements necessary to support those systems / mission.

Exceptional attention to detail, great customer service and oral communication skills, excellent problem-solving capabilities.

Database / Information Analyst

Department of Homeland Security FEMA August 2006 to February 2007

Database creation for GIS and Planning Section. Created

Switchboard and forms for a more user-friendly GIS Request Form and Reports.

Created Database and Shortcut for Tele registration pull of EMMOR, 1 Min & 47 Seconds Instead of old procedure which takes 6 minutes.

Created Database and Shortcut for Tele registration pull of EMMOR, 1 Min & 47 Seconds Instead of old procedure which takes 6 minutes. Worked out bugs in The DIM Planning Database which took 3 months to build and is now Functional.

Currently being trained in ArcGIS mapping software used in Creating Geographical maps /

ESRI. MS Access, Visio, Excel, Word, PowerPoint. (Security Clearance)

(Deployed to work when Local and National Disasters Occur)

Counter CSR

Hertz Airport-Middletown - PA

March 2006 to August 2006

Top sales representative, for the last 5 Months. Strong customer and product selling skills.

I have won 3 monthly area product selling contests. Goal oriented self-motivation and number driven.

Cash Office /AP & AR

Gabriel Brothers

Harrisburg, PA

June 2004 to March 2006

Directs and coordinates activities in Cash Office. Responsible include invoicing, cash, bank deposits posting, credit card processing, credits memos, balancing the G/L and account reconciliations.

Excel spreadsheets monthly reporting. Coordinates credit activities with sales, contract management, and operations.

Prepares monthly and quarterly sales reports. Reviews, codes and enters expense reports and invoices into applicable financial systems.

I Prepare balance sheet account reconciliation, monthly journal entry preparation and maintain and reconcile deposits accounts.

IT Audit

EARTHLINK.

Harrisburg, PA

June 2001 to March 2004

Responsible for assessing the adequacy of internal controls, risk management, technology and regulatory compliance.

Lead projects that evaluate risks and test internal controls processes, providing assurance to management that controls are working effectively or influencing management to take corrective action.

Responsible for project management, supervising and coaching staff, creating and reviewing work papers, writing and editing audit reports, interacting with Manager for Electronic Avenue.

Electronics Manager

MONTGOMERY WARDS

Harrisburg, PA

July 1999 to May 2001

•Lead weekly department sales meetings, set sales goals. Ordered customer fulfillment merchandise, new product training,

•Scheduling. Sales in Big Ticket and new technology items. I also cover small Electronics, PDA, Mp3 Players, Cell phones Sales and new account Activations for Sprint, Verizon,

Education

BA in Business/Accounting

UNIVERSITY of PITTSBURGH



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