SHANE PERSAUD

*** ****** ****

Winter Springs, Fl. 32708

407-***-****

adx04q@r.postjobfree.com

Objective

My career objective is to employ my knowledge and experience with the intention of securing a professional career with the opportunity for challenges and career advancement. My focus is to gain knowledge of new skills and expertise to help grow the company.

StellarMLS –

Financial Analyst (May 10

th

2021– Present)

• Assist Director of Finance & CFO in preparation of tools and reports needed for the business.

• Budget preparation /Development – template creation/ maintenance / budget tool as well as automation of files.

• Perform financial forecasting, reporting, and operational metrics tracking.

• Analytical support of issues that needs reasons & solutions.

• Analyze financial data and create financial models for decision support.

• Report on financial performance and prepare for regular leadership reviews.

• Development of KPI’s as well as assisting other departments.

• Work with AP / AR for accurate books.

• Provides to management analysis of trends and forecasts.

• Record monthly investment changes, prepare monthly reconciliations, and journal entries for the company’s investments to properly reflect its’ financial position.

• Assist in the development of strategic plans, annual budgets for both OPEX and CAPEX, Quarterly Operating and Cash Flow Forecasts.

• Responsible for the aggregation of departmental budget submissions as well as leading in preparation of budget file as well as it presentation.

• Develop presentations for Finance Committee, IOBI Building Advisory Group (BAG) and Board of Directors, and any other presentations as required.

• Perform lease analysis to determine if variable rents are properly reflected in lease updates {and tenant feasibility analysis.}

• Perform decision support and ad-hoc analysis as needed by senior management.

• Support financial statement reporting tools as needed.

• Investments monitoring/ recording

• Book Journal entries

• Streamlining existing processes as well as automation

• Process improvement

• Weekly/Monthly & Year end analysis financial reports for Management & Board of Directors

• Ad Hoc projects. (Building / Car park build out, Economic think tank)

• Creating reports for Accounting & Finance Department. Page 2

Charter School USA;

Financial Analyst I- (August 10th – April 30

th

2021)

• Plans and carries out budget procedures for multiple business units including monthly monitoring of department expenditures and revenues.

• Communicating monitoring status to management; assisting business units and departments in the preparation of business unit and department budgets.

• Reviewing and making recommendations on business unit and department budget proposals; assisting in the development of multi-year forecast estimates for business unit and department expenditures and revenues; reviewing business unit and department performance measures.

• Develops and maintains budget-monitoring models and coordinates production of the formal monitoring report (i.e., dashboard reporting).

• Assists department(s) in preparing proposals, provides input for forecasts and budgets and supporting information; explains policies and procedures; and provide recommendations.

• Assists with special studies that require data compilation; analyzes and interprets information in oral and written presentations.

• Monitors and stays abreast of current and proposed legislation as it relates to the industry.

• Analyzes and performs research on current and past financial data performance and prepares reports and projections based on analysis. Identifies trends in financial performance and provide recommendations.

• All budgeting was doing via Adaptive planning & Net Suites One Stop Cooling, –

Junior Financial Analyst / Cash Application specialist (Interim)) – (May 18th – July 28th (Internship Ended)

• Perform data entry, verification, and back-up; and maintain the database

• Prepare financial reports

• Manage and coordinate the key financial measurements (revenue, gross profit, expense, and profit and cash)

• Inventory systems & Controls, creation as well as implementation.

• Recording and maintaining accurate and complete financial records

• Complete special projects as needed and other duties assigned

• Manually review all remittances from customers.

• Process and accurately apply all incoming payments for all business units to customer accounts from various sources, including checks, credit cards, daily cash, electronic lockbox, and wire transfers

• Identify and communicate discrepancies in payments; escalate issues

• Identify billing issues with invoices; determine root cause and assist with the resolution

• Monitor reports

Page 3

TAYLOR FARMS FLORIDA, INC. –

Finance & Operations Analyst (October 2017- April 22nd 2020)

• Trend Financial Statements& Flash Reporting to show company’s performance.

• Expenses reports by managers and their department

• KPIs for the company E.g. Department, Warehouse and Labor performance against goals.

• Inventory Analysis -Inventory Variance, Product Analysis (What inventory to use first), Expiration reports, Count Analysis, Inventory Journal preparation & posting.

• Product Yield report & analysis

• Analysis of sales and their different segments. Example, Retail, Food Service & Deli.

• Variance analysis reports (Budget vs Actual, YTD Current vs YTD Prior, Current Month vs Prior year month)

• Sales forecasting.

• Accounts payables reconciliations, intercompany analysis & reporting.

• Consolidation Segment Financial reporting reports for corporate office.

• Assist in the review and analysis of financial reporting, budget preparation and assist in financial audits.

• Work with auditors with requests and documentations.

• Special Projects assigned by the President.

Inventory Analyst

• Inventory management, building of excel tools to assist and manage inventory.

• Supervise Stock counts and assist

• Variance Analysis reports

• Managing products expiry dates to prevent disposals

• Analyze over and shortages of inventory and conduct audits

• Creating inventory re-order system

• Preparing & Posing inventory journals.

• Aid in the development and improvement of policies pertaining to Inventory Consulting Projects - IMC/Margarita Ville/ Lee Hecht Harrison 05/2017 – 102017 Staff Accountant/Billing Specialist

Account Reconciliations Posting of invoices

Insurance Claims Check payments & distributions

Analysis of Expenses Assist in Budget preparation

Assist in AR and Billing (500 plus) AR issue log / Liaising with customers Assist with Income & Balance sheet preparations Uploads of invoices into portals Audit Financials

Power Grid Engineering, LLC, Lake Mary, Florida 06/2015 – 04/2017 Junior Financial Analyst – Report to CFO / Financial Manager Page 4

• Consolidating monthly income statements for multiple business lines, trend financial statements monthly, monitor borrowing base report on a monthly basis for the bank, KPI reports for management and special projects assigned and investigate variances or discrepancies found.

• Building reporting tools for analysis of data.

• Build project management tools for continuous monitoring of their Actual cost vs Budgeted.

• Receive payments, record deposits, process check payments and process payments by clients with credit card or ACH authorizations as well as Bank reconciliations Accounts Receivable Coordinator Controller / Business Analyst Manager

• Invoicing (creation and distribution 200 plus) to clients, reconciling projects to ensure invoicing applicability, monitoring projects status, inclusive of eligible billable charges, budgets and NTE rules.

• Receive payments, record deposits, process check payments and process payments by clients with credit card or ACH authorizations as well as Bank reconciliations Accounts Payable Coordinator Controller / Senior Accountant

• Coding, entering, and invoice approval from responsible parties, vendor reconciliation, create checks runs and distribution to vendors, processing credit card payments and assist with corporate credit card reconciliation. Building & managing payment schedule by vendor DirecTV Limited, Trinidad & Tobago 06/2013 – 04/2015 Assistant Accountant – Treasury Operations CFO / Financial Accountant

• properly allocate funds to pay parent company, cash flow preparation, forecast and cash management, manage intercompany billings through the Barbados, Curacao, and Trinidad locations

• Foreign & Local payables, processing vendor invoices, check runs and distributions. Vendor reconciliation, monitoring, recording expenses. Liaising with customers and address queries

• Fixed asset management, assisting financial accountant in tax queries, process journal entries and capture accruals to effectively and successfully prepare and execute monthly close.

• Receive payments, record deposits, process check payments and process payments by clients with credit card or ACH authorizations as well as Bank reconciliations and workmen compensation reporting. National Energy Corporation- Financial Accountant 06/2012 – 05/2013 Assistant Accountant

• Account Payables responsibilities include processing invoices for payments via check runs or ACH payments. Vendor and GL and intercompany accounts reconciliation, cash receipts, debit and credit notes processing. Processing of journal entries as well as assist with month end close.

• Accounts receivable responsibilities include billing of clients, AR ageing reports and analysis, cash collection as well as customer statements.

• Financial reporting duties include processing of VAT, putting together financials, assets disposals and depreciation as well as assisting financial accountant with any other duties or projects. Education

· Capella University, Orlando, Florida

Bachelor of Science in Business – Specialization Accounting & Finance Page 5

·

· Students Accountancy Center, Trinidad & Tobago (2009-2015) Association of Chartered Certified Accountants (ACCA) – UK Professional Certification

· Level I – Accountant in Business

· Level II – Management Accounting

· (Level I & II equivalent to Accounting Degree)

· Level III – Financial Accounting (To be completed)

· Hillview College, Trinidad & Tobago (2004-2006)

Caribbean Advanced Proficiency Examination (CAPE)

· Hillview College, Trinidad & Tobago (1999-2004)

Caribbean Examination Council (CXC)

Skills & Abilities

ERP Systems -Deltek, Excel, Arriba, JD Edwards, Oracle, SAP, Cognos, Microsoft dynamics, Axapta, Great plains, Net suites & Adaptive Planning, Stax Pay & Billing.

· Strong communication skills

· Strong leadership skills

· Hard working and dedicated

· Committed to complete any task at hand

· Proficient in Microsoft Office, Excel, PowerPoint & word

· Proficient in Power BI

· Highly ethical and honest

· Adaptable to changing environments

· Fast learner

Contact this candidate