Financial Planning Business Operations

LIJO JAMES

678-***-**** ***********@*****.***

Snellville, Georgia www.linkedin.com/in/jameslijo

PROFESSIONAL SUMMARY

Detail-oriented and analytical finance professional with 7+ years of experience in financial planning, contract analysis, and pricing strategies. Adept at supporting sales and business operations through data-driven insights, contract negotiation, and compliance management. Strong expertise in financial modeling, variance analysis, and ERP systems, with a track record of optimizing revenue and minimizing risk.

EDUCATION

Master of Business Administration in Accounting and Finance

Florida Institute of Technology, Melbourne, Florida

Master of Commerce

Madurai Kamaraj University, Tamil Nadu, India

Bachelor of Commerce

Kerala University, Kerala, India

PROFESSIONAL EXPERIENCE

Audit Analyst

Bank of America, College Park, GA

November 2023 – Present

Conduct pricing and financial analysis to support business strategies.

Perform month-end close activities, variance analysis, and financial modeling.

Develop financial planning tools to streamline consolidation and reporting.

Partner with cross-functional teams to provide contract and pricing recommendations.

Accountant

Orakor Consultants Pvt. Limited, Angamaly, India

June 2021 – June 2023

Managed contract creation, pricing analysis, and financial reporting.

Led financial planning initiatives, ensuring compliance with corporate policies.

Developed reports and dashboards for senior management using Excel and SAP.

Accounts Officer

Al-Saqurian Tyres, Shuwaik, Kuwait

October 2018 – March 2021

Analyzed and reviewed financial contracts, ensuring alignment with business objectives.

Oversaw pricing strategies, budgeting, and forecasting to optimize revenue.

Collaborated with stakeholders on contract approvals and risk mitigation strategies.

Accounts Officer

Lamda & Wedding Factory, Cochin, India

2017 – 2018

Managed financial statement preparation, compliance, and contract administration.

Monitored financial obligations and ensured accurate contract execution.

Accounts Officer & Business Development Executive

Dhanbiz Health Care, Cochin, India

2016 – 2017

Conducted pricing analysis and managed contract negotiations.

Handled tax filings, ledger accounts, and financial reconciliations.

Junior Accountant & Tax Consultant Intern

Ajith Sreenivas & Associates, Chartered Accountant, Cochin, India

2014 – 2016

Assisted in contract and tax analysis, ensuring compliance with regulations.

Conducted financial audits and supported financial planning.

TECHNICAL SKILLS

Contract and Pricing Analysis

Financial Planning & Analysis (FP&A)

ERP Systems: SAP FI/CO, Oracle ERP, QuickBooks, Tally ERP

Data Analysis & Advanced MS Excel

Compliance & Risk Mitigation

Reporting & Dashboard Development

CERTIFICATIONS & TRAINING

SAP FI/CO Certification

PROFESSIONAL ATTRIBUTES

Strong analytical, problem-solving, and negotiation skills.

Excellent communication and cross-functional collaboration abilities.

Ability to work under tight deadlines and manage competing priorities.

Experience working with geographically dispersed teams.

Contact this candidate