Service Representative Financial Analyst

KIMBERLY PETTUS

502-***-**** ********@*****.*** www.linkedin.com/in/kimberly-pettus

Proficient Microsoft office suite

Finance process expert

Forecasting

excel

Innovative

GAAP proficiency

multi-tasking ability

Operating Budgets

Plan to Actual Variance Analysis

Analysis Highlights

Assessed and provided reporting on financial feasibility of expenditures against $85 million capital and R & D budget, ensuring that no more than 2% of budget utilization was approved without acceptable ROI’s.

Led process improvement initiative which influences, developed and standardized the submission of capital projects between varying product lines; evaluated profitability.

Led Business Case Analysis Standardization and finance team charged with training, development, and implementation of the SAP system finance module.

Business instruction to over 500 students in Cost Accounting principles, corporate finance, Cash flow analysis, data analysis to assess financial performance and drive profitability.

Professional Experience

Owner/operator

Remind MS llc podcast 11/2021 to 12/2022

Moderates biweekly podcast about multiple sclerosis talking with guest about various things that assist with life living with Multiple sclerosis. Utilizing listening and speaking skills as experts highlight resources available and translating what the experts say to the audience. Listen with empathy and address the listener’s pain points. Utilize voice to convey emotion. Time management skills and flexibility. Organization and task delegation to grow audience. Develop interview questions.

Customer Service Representative

Humana November 2018 to 11/2021

The Enrollment Representative 3 on demand team. rotates based on need and time of year, which has included disenrollment, Medicaid claims, ae pends, reviews report and adjusts, additions, and deletions based on enrollment rules and Medicare and Medicaid guidelines.

Excellent verbal and written communication skills

insurance industry experience with Enrollment/Disenrollment on Medicare plans

SENIOR FINANCIAL ANALYST, INTERNATIONAL OPERATIONS, 1997-2000

Lucent Technologies

Coordinated international relationships with plant management team and served as process expert for CFO.

Promoted 2 times in a two-year period from accounting specialist to Senior Financial Analyst

Provided finance and budget planning support to Division Vice President and CFO

Generated financial reports, financial analysis providing performance for five international joint ventures and subsidiaries.

Monthly financial statements and business analysis to be presented to organizational leadership.

Team lead in the development, documentation, training, and accountability of the processes for return goods.

ADJUNCT FINANCE & ACCOUNTING INSTRUCTOR 2012-2018

Liberty University Online

Instruction to inspire 150 students in Cost Accounting principles, Corporate Finance, Cash flow analysis, analyzing data, and cost to assess financial performance and drive profitability.

Education & Certifications

CREIGHTON UNIVERSITY, Omaha, NE

M.B.A. in Business Management

THE OHIO STATE UNIVERSITY, Columbus, OH

B.S. in Business Administration in Accounting & Finance

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