Financial Analyst Accountant
Resume:
Eleanor Neyman
Tarzana, CA 91356
(323) 236 – 6260
*******.******@*****.***
Objective:
To obtain a position as a Sr Financial Analyst or Sr. Accountant that will provide opportunities for professional growth and development. Summary of Qualifications:
● Twenty years of accounting experience in Health, Property Management, Financial, Manufacturing, Retail/Wholesale, Distribution, Employment Agencies.
● Strong leadership abilities; Management and Training of accounting personnel at all levels
● Customizing and Restructuring Accounting systems, Creating dashboards, and Creating metrics models, ad-hoc reports
● Strong knowledge of Financial Statements, Budgeting, Audits, Incurred Cost Submissions, AP, AR, GL, Payroll, etc.
● Expertise in use of SAP, QNXT, Microsoft Dynamics Great Plains, Microsoft Dynamics Solomon, QuickBooks, Microsoft Word, Excel, Access, SQL, People Soft, Hyperion, AS 400, In$ight, ERP, New Solution, and Megasys.
● Problem solving and strong analytical skills.
Employment:
12/2021-01/2023 Hospital Analyst Medpoint Management, Sherman Oaks, CA
● Developed systems to assure the timeliness if risk pool reconciliations.
● Performs historical studies to forecast future costs.
● Developed subcapitation and risk pool models.
● Performed balance sheets, bank reconciliations with outstanding /stale /void checks.
● Developed models to evaluate provider contract proposals.
● Identified trends in claims expenses and recommends methods for reduction.
● Coordinated requests for analysis from internal and external clients including assignment, mentoring and establishing timelines.
● Performed research on industry performance measures for evaluation of client performance.
● Developed and maintained systems that allow for ease of data retrieval and manipulation from a variety of sources including claims payment, utilization management, health plan risk pools, subcontractor capitation, internal charges, subcontractor risk pools and others.
● Assured accuracy and timeliness of subcapitation payments.
● Dispersed reports to Hospital Client and MSO Financial Analyst
● Prepared and submit any additional requested reports to Hospital Clients
● Prepared EOM financial and board packages
● Prepared ad-hoc financial analysis as requested by the Controller, CFO and/or the client
● Prepared other financial packages and ad-hoc reports as need for Operations Meeting 8/2018- 12/2021 Sr. Financial Analyst LA Care Health Plan, Los Angeles, CA
● Provided reconciliations of multiple Share Risk streams.
● Ensured disenrollment policy and procedures are practiced and monitored for accuracy.
● Validated database data to reflect DOFR contracts change in month end Journal entries.
● Provided accurate regulatory requirements interpretation.
● Prepared month end reporting management tools accurately and analyzing in a timely manner.
● Prepared Journal Entries and performed related General Ledger analysis and reconciliation.
● Prepared audit schedules.Prepared and participated in the completion of all assigned special projects.
● Prepared Claim Expenses reconciliation to GL (compare Aging,QNXT, and Accounting Records)
● Developed, maintained variance analyses,and trend reports. 10/2016- 8/2018 Sr. Accountant Auto Credit Corporation/Top Finance Company, West Hills, CA
● Performed monthly accrual and variance analysis, maintain and reconcile fixed assets.
● Developed, and presented financial statements that include accurate, relevant, and timely information.
● Worked with clients, vendors and project managers to ensure timeliness of financial commitments.
● Monitored and prepared multiple bank accounts’ reconciliations monthly.
● Reconcile GL Accounts, resolved accounting errors and discrepancies, preparing ad hoc reports.
● Created and maintained various accounting schedules.
● Managed Account Payable, Account Receivable, Journal Entries and reports in accordance with appropriate GAAP and regulatory requirements.
● Developed models, metrics, and day to day analysis reports.
● Assisted with budget vs. actual preparation and expense analysis. 10/2015- 10/2016 Sr. Accountant/ Financial Analyst ) University Credit Union Bank/(WorkWay/Protocol) Los Angeles, CA
● Provided day-to-day Analysis, accounts reconciliation, variance analysis, research and resolution of varied problems
● Ensured accurate internal and external recording and reporting of financial transactions
● Assisted with budget preparations and financial analyses.
● Ensured accurate internal and external recording and reporting of financial transactions
● Researched and resolved accounting errors and discrepancies.
● Prepared periodic reports, review and reconcile data, and participates in the development of specialized financial data.
● Overseen and prepare entries, adjustments to Credit Union records, files, and statements.
● Assisted with financial and variance analysis
● Prepared journal entries and balances
● Assisted with budget preparations and financial analyses.
● Monitored costs and expenses.
7/2011- 10/2015 Sr. Accountant/ Financial Analyst GovAcs, LLC HQ Washington DC
● Overseen and reconcile general ledger accounts, resolve discrepancies, and prepare financial statements
● Managed accounts payable, accounts receivable and general accounting transactions, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements.
● Monitored and reconciling, fixed assets, and inventory. Prepared and file payroll-related government reports, such as payroll taxes and quarterly labor reports
● Performed monthly accrual and variance analysis, maintain fixed asset
● Provided the day-to-day analysis, research and resolution of varied problems. Functions include administering defined procedures, analysis and report generation, and exception processing Hands-on reconciliation of bank accounts using advanced-level MS Excel skills (Pivot Tables, V-Lookups, Macros & Formulas, etc.), and timely response to ad-hoc reporting requests.
● Created Metrics to evaluate financial and operational performance, conducting thorough research and analysis of variances to ensure data accuracy.
● Performed month-end and quarter-end closing activities, account reconciliations and accruals. Creating and maintaining statistical reports, actual vs. plan (forecast) information, monitoring timelines to meet strict deadlines in reporting regulations.
● Created and maintained reports with SAP; providing important information to business users by partnering with IT to develop or modify views and validate accuracy of data in the database. Providing relevant analysis and research for the company’s financial reports including balance sheets, profit and loss statements and consolidated financial statements, cleaning and scrubbing databases.
● Developed, prepared, and presented financial statements that include accurate, reliable, relevant, and timely information. 03/2007- 07/2011 Financial Analyst, Bank of America, Westlake Village, CA (Corporate Accounting )
● Performed various account reconciliations and work to resolve any discrepancies, variance analysis, ad hoc reports.
● Assisted internal and external clients in compiling, managed and trained accounting personnel.
● Recommended solutions to clients and staff ensuring that corrections or changes are implemented properly.
● Hands-on reconciliation of GL Accounts using advanced-level MS Excel skills (Pivot Tables, V-Lookups, Macros & Formulas, etc.) related to mortgage receipts
● Created Metrics to evaluate financial and operational performance.
● Prepared daily and monthly reports using SQL queries. Responsible for month end close and accompanying journal entries.
● Compiled and analyzed financial information to record transactions; review and verify accuracy of accounting data; perform post close analysis.
● Developed and implemented accounting policies and procedures.
● Provided requested financial data to Reconciled moderately complex accounts including intercompany borrowing, and provide written analysis of key variables.
● Made recommendations on decisions that have a direct impact on the accounting and control of the work group and department, cleaning and scrubbing databases.
● Provided requested financial data to internal and external customers and identified relevant analysis and research.
● Analyzed the company’s financial reports, reconciled moderately complex accounts including intercompany borrowing, and provided written analysis of key variables.
● Made recommendations on decisions that have a direct impact on the accounting and control of the work group and department.
● Acted as a liaison between secondary marketing and the real estate divisions: WLD, CMD, CLD, and FSL. Education:
● Structured Query Language (SQL), Avancee Corporation, Canoga Park
● Associate Degree in Accounting Santa Monica College, Santa Monica, CA
● BS in Mathematics, Donetsk National University (DonNU), Donetsk, Ukraine.
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