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Financial Analyst

Location:
Spring, TX, 77388
Posted:
August 19, 2023

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Resume:

Krystle A. Boyd

ady2eg@r.postjobfree.com

404-***-****

Spring, Texas 77373

SUMMARY & SKILLS

A professional and enthusiastic individual seeking to obtain a position as a Financial Analyst to assist in creating PowerPoint presentations for meetings, develop and analyze market trends, and to assist in cashflow management. Demonstrated ability to provide useful financial reporting and other deliverables to internal/external stakeholders of the organization. Also perform other duties as required. Professional and educational experience includes:

Master of Science in Accounting (MSA)

Excellent Communication

Cash Flow

Strong Analytical Skills

Financial Analysis

Accounting Information Systems

Profit and Loss

Microsoft Excel

PROFESSIONAL EXPERIENCE

Three PDS – Marsh McLennan, Spring, TX September 2022 – Present

Operations Analyst – Project Manager (Contract)

Assess and evaluate agreements from new and existing vendors for compliance purposes.

Manage a software budget of $40M by analyzing, evaluating, and monitoring the spending of the portfolio of projects while ensuring contractual obligations are met.

Regularly review project data and related activities in the project system to ensure the Corporate Information Solutions (CIS) portfolio of projects adheres to established standards.

Review project accounting actual and full year forecasted cost, including working with CIS Programs to identify cost variance drivers.

Review actual/forecasted project capitalization results to budgeted amounts, including discussions with project managers to understand variance drivers.

Assist in the annual budget planning process by working with program managers to evaluate their departmental budget.

Perform monthly reconciliations in reference to accounts receivable and payable invoices to determine if all payments are accounted for also resolve any discrepancies discovered.

Works directly with partners to identify, create, and participate in the implementation of business process improvements.

Research and resolve procurement related issues regarding software and contingent workforce contracts.

Demonstrate alliance and integration of CIS operational strategies and goals of programs while providing support that aligns with MMC priorities, strategies, and values.

Maintain the software maintenance contracts inventory, including updating the forecast, coordinating purchases with MMC’s procurement team, investigating forecast variance to budget, creating purchase requisitions, and investigating any procurement issues.

Collaborate with Finance partners to maintain financial data for senior leadership review and resolve discrepancies.

Habitat for Humanity of Greater Memphis, Memphis, TN July 2018 – September 2022

Budget and Financial Analyst

Managed project and program data for reimbursement, provide financial reporting, and analyze historical financial data to provide to executive directors for decision-making purposes in relation to the organization’s financial planning.

Partnered with internal stakeholders to develop, monitor, and manage budgets associated with various federal and non-federal programs.

Provided financial administration to various other multi-million dollar grants and manage a grant awarded in the amount of $13,000,000 by analyzing, evaluating, and monitoring the spending of all affiliates in relation to their budget as well as contractual obligations.

Created unique and moderately complex financial reports for senior leadership; make financial projections and recommendations using project data and applicable guidelines also inform program managers of the status and availability of funds.

Conducted a strategic financial analysis by utilizing project management data to assist in determining the budget remaining, actual costs, and any variances from what was projected or forecasted for risk assessment.

Prepared reimbursement invoices for submission, ensure invoiced amounts are accurate, and within the budget. Also, to investigate and resolve any discrepancies in billing or project accounting issues.

Functioned as a lead in the conducting of our federal single audit by evaluating internal controls and submitting necessary documents to the Tennessee Comptroller of the Treasury also to provide requested documentation to audit staff.

Acted as a liaison between Habitat affiliates, construction department, program managers, and finance department to ensure all requests for reimbursements are complete, within scope and budget.

Performed monthly reconciliations in reference to accounts receivable and payable invoices to determine if all payments are accounted for also resolve any discrepancies discovered.

Worked with executives to redevelop budgets that support funding requirements, program changes, and industry trends.

Served as a resource on matters related to budgets and partner with department leadership to resolve and communicate budgetary issues.

Complete other related duties or responsibilities as needed.

Mott MacDonald Engineering Consultant Firm, The Woodlands, TX June 2013 – April 2018

Project Administration – Project Controls

Performed internal audits, maintained filing and record systems to ensure adherence to compliance requirements also completed basic bookkeeping tasks such as journal entries.

Reviewed month-end reports for the accounts receivable and billing revenue transactions that were posted to the general ledger for the accounting period.

Input project management data retrieved from field daily reports into the project information system by utilizing codes associated with the project to process timesheets and expenses reports for field staff payroll.

Prepared accounts receivable invoices to be billed while ensuring coding and transaction amounts are accurate also investigated and resolves any discrepancies in billing or project accounting issues.

Performed a financial analysis using project management data to assist in determining the budget remaining, actual costs, and any variances from what was projected or forecasted for risk assessment.

Completed other related duties or responsibilities as needed.

Jackson Hewitt Tax Service, Houston, TX/Forrest City, AR January 2004 – May 2013

Tax Staff

Reviewed various financial statements and utilized knowledge of accounting principles and practices for tax reporting purposes.

Followed federal, state, and local laws to ensure that certain rules and regulations were abided by in tax services provided to the client.

Conducted interviews with clients to prepare individual and business tax returns accurately and in a timely manner.

Researched and analyzed technical issues for tax planning, advising, and compliance.

Completed other tax-related duties or responsibilities as required.

EDUCATION

Prairie View A&M University, Prairie View, TX December 2016

Master of Science in Accounting (MSA)

American InterContinental University, Houston, TX March 2015 Bachelor of Science in Business Administration (BA)

East Arkansas Community College, Forrest City, AR May 2005 Associate of Arts in General Studies (AA)

CERTIFICATIONS & LICENSES

Certified Public Accountant (CPA) – Exam Candidate

Enrolled Agent – Inactive Status

COMMUNITY ACTIVITIES & ACHIEVEMENTS

Former member of the Toastmasters International Organization

REFERENCES AVAILABLE UPON REQUEST



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