Financial Analyst Reporting

MANUEL VIDAL

**** ******* ****** **********@***.*** Cell 917-***-****

Brooklyn, NY 11214 Home 347-***-****

FINANCIAL ANALYST

Healthcare, Retail, Insurance, Non-Profit

Strong Financial Analyst specializing in budgetary function for $100 Million Organizations. A seasoned individual with experience in various industries. Can manage a budget process, revise financial models, budget distribution, review and instruction. Also proficient in financial presentation. Able to work with general ledger closings, expense and revenue reviews against budget. Core Competencies

Budget Development and Management / Review and Meeting with Department Heads/ Financial Reporting/ P&L Analysis / Variance Explanation/ Interactive and Documented Instruction Skills: MS Office – Expertise with Excel Spreadsheets (Functions & Formulas), Word, PowerPoint, Access. Experienced in Blackbaud Financial Edge, Fund E-Z, Lawson, PeopleSoft (with Hyperion), Oracle

(with Oracle Financial Analyzer). Also worked with Google Documents. PROFESSIONAL EXPERIENCE

Macy’s Herald Square, New York, NY – Merchandise Support Associate 2015 - 2016 Current team member in America’s Department Store

Concentration in the Outerwear Department for both men and women. Opened department floor with correct sales signage and verification of price based on sales discount and extra benefit.

Handled merchandise in order of sales importance to the store floor. Replenished missing areas based on successful sales activity and better promotion of existing floor items. Arranged the floor so that merchandise is presented in a pleasant matter attractive to customers.

Supported in the successful sale of merchandise using with good service in accordance with Macy's customer relation policies. Resolved potential customer problems with proper team coordination and sales motivated interaction.

Returned end of season to vendors and processed damaged merchandise.

Participated in the annual inventory process for the outerwear department. United States Postal Service, New York, NY – Casual Mail Handler 2014 - 2015 Worked at the main processing and distribution center for the city of New York Participated in the Postal Services largest campaign to receive, process, and transport parcels and packages. Worked with various team members under the guidance of various processing managers in the correct and safe procedures of mail interpretation, sorting and handling.

NYU Bobst Library System, New York, NY – Budget Administrator 2014 Assisted in the quarterly review of the System’s 11 Branch operating budget.

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The Fortune Society, New York, NY – Contract Analyst 2013 - 2014 A non-profit organization whose mission is to support successful reentry from prison and promote alternatives to incarceration.

Filed vouchers for three contracts with the potential for $125,000 of revenue. Center for Employment Opportunities, New York, NY – Budget Analyst 2012 - 2013 An Innovative Non-Profit Organization that helps people coming home from prison re-enter the workforce.

Made re-projections of the annual budget after original approved version. Recalculated salaries and fringe, corrected other non-salary expenses through review and meeting with department heads. Also reviewed revenue grant projections for confirmation of bottom line.

Projected ongoing spending for expenses related to individual grants. Modified Grant Budgets based on to-date spending trends.

Completed periodic grant cost reports which supports apportioned payments for the organization.

Monitored cash flow from receipts of various grants and contributions.

Oversaw billing process for organization's work crews at various sites. MANUEL VIDAL

Brooklyn Public Library, Brooklyn, NY – Budget Analyst 2008 - 2012 Fifth largest public library system in the United States.

Prepared the yearly Budget Templates for approximately forty internal departments of the Central Library. Updated models of the overall plan. Compiled and reviewed budget allocations before upload into the Lawson Budget Module.

Analyzed monthly expenses distributed to departments through monthly variance reports, reviewed actual expenses to budget to determine potential problems. Prepared on a quarterly basis budget versus actual reports involving personal salaries and other expense usage and headcount comparisons by department.

Met on a quarterly basis with budget managers concerning their quarterly spending status and assisted with maximizing the use of their budget. Instructed department heads on the usage of the Lawson system in relation to the ability to review their monthly spending.

Coordinated testing and implementation of general ledger system coding restrictions to ensure proper journal entries. Fireman’s Fund Insurance Company, New York, NY – Senior Financial Analyst 2001 - 2007 One of the leading Marine Insurance Companies in the United States.

Maintained the Fireman's Fund McGee general ledger system, including recording of entries and account analysis.

Prepared the yearly profit center budgets for premium and related expenses. Established a timely process of compilation and analysis of actual expenses as compared to budget.

Controlled expense coding and researched related issues for Fireman's Fund McGee.

Other duties as needed included monitoring cash flow and account balances; reconciled cash transfers and accounts. Lechters Incorporated, Harrison, NJ – Senior Stores Analyst 1998 - 2001 Member of a dynamic finance team for a 520 Store Kitchen and Housewares Chain.

Manipulated large sources of data through Access, Excel, to create summary and periodic reports for distribution to store management. Used Oracle Financial Analyzer to evaluate sales, payroll and other expense trends for forecasting, budgeting and other purposes.

Prepared annual expense budgets and sales plans for stores. Worked individually and as a team member with the department to compile information from stores and service office. Reviewed expense accounts on a line by line basis to complete store budgets.

Implemented Expense Controls through the distribution of various reports such as telephone and other controllable accounts (power, light, and other utility expenses).

Interacted with regional vice presidents and district managers to resolve store expense problems. Researched expense variances by working with service office personnel, reviewing expense records and using Oracle software to trace individual account entries.

Implemented yearly program to calculate bonus eligibility for each store of the company. Evaluated income statements to confirm bonus calculation. Interacted with service office personnel to review recipient information and to coordinate payment.

Staten Island University Hospital, Staten Island, NY - Business Analyst 1996 - 1998 Planned, coordinated and implemented financial activities for the Strategic Services Department of a major hospital; assisted in the development of Medicare reimbursement strategies.

Utilized Excel and Lotus 1-2-3 to prepare monthly worksheets and annual cost reports.

Interacted with department supervisors to consolidate financial information; investigated and resolved problems in a timely and professional manner.

Trained new personnel in daily operations, department procedures and company policies.

Implemented a computerized database to record and categorize plant accounts resulting in a significant increase in productivity and efficiency.

Saint Peter’s Medical Center, New Brunswick, NJ - Financial Analyst 1988 - 1996 Coordinated financial activities for the Budget and Reimbursement Area of a fast-paced Finance Department. MANUEL VIDAL

Prepared cost reports to determine rates on patient diagnosis procedures.

Supervised support personnel to ensure departmental activities were achieved; delegated, prioritized and reviewed daily assignments.

Formulated department budgets; analyzed results to identify variances and implement corrective action; prepared detailed reports for Chief Financial Officer.

Assisted in the migration to a new computer platform; analyzed business needs to determine equipment and system requirements.

Fiduciary Trust International, Jersey City, NJ - Junior Tax Accountant 1985 - 1988

Performed financial planning activities for the Fiduciary Special Services Department of a New York based investment bank.

Prepared individual tax returns for bank’s clients; utilized computerized database to formulate tax projections.

Represented clients during tax audits; interacted with government officials to resolve inquiries. EDUCATION

Saint Peters College, Jersey City, NJ

Bachelor of Science in Accounting, Minor Economics

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