Finance Analyst Virtual Assistant

RENITA NEWBERRY

Pearland, TX 832-***-**** *********@*****.***

Capital Finance Analyst

Dynamic, resourceful Capital Finance Analyst with 20+-year portfolio of success delivering wide range of accounting, finance, reporting, and analysis functions primarily for Oil & Gas industry organizations. Seeking new, challenging Finance Analyst role.

-Expertise in cultivating strong working relationships with both clients and colleagues and ensuring there are systems and resources in place to efficiently deal with client queries in < 24 hours.

-Finely honed organizational, communication, critical thinking, interpersonal, analytical, technical, and problem-solving skills.

-Well-versed in providing capital projects consulting services to help clients maximize returns on capital investments.

-Proven ability to communicate and collaborate effectively with internal & external stakeholders at all levels.

-Adept at prioritizing, multi-tasking, and managing projects in fast-paced work environments.

-Equal ability to perform autonomously, as a team leader, and as a supportive team player.

-Technically skilled in: MS Word, Excel, PowerPoint, Business Warehouse, SAP, EcoSys.

ACADEMIC BACKGROUND

Bachelor of Science - Texas A&M, College Station, TX

CORE COMPETENCIES

Capital Finance Analysis Capital Asset Depreciation Financial Statements Month-End Close

Balance Sheets Journal Entries Account Reconciliations F/X Adjustments

Tax Preparation Forecasting Budgeting Audit Preparation

Ad-Hoc Reporting Client Relations Issue Resolution

PROFESSIONAL EXPERIENCE

Accounting Analyst, SITUSAMC, Remote, TX, 2022-2024

Insured accuracy with top banks, private equity firms, asset managers, residential originators and servicers.

-Responsible for reconciling and reviewing various reports including monthly portfolio statistics, remittance reconciliations, and quarterly asset reports to ensure high standards were achieved in terms of accuracy and completeness.

-Assist Asset Managers with quarterly reports, incusing inputting financials, updated market information.

-Reviewed rent rolls, including noting upcoming lease terminations, renewals, and any free rent periods for tenants.

Capital Reporting Analyst, MOTIVA ENTERPRISES, Houston, TX, 2013-2019

Reported directly to Capital Reporting Manager at this American company that operates as distributor of Shell and 76 branded gasolines within its operating territory. Tasked with overseeing month-end duties, including accurate and timely completion of journal entries, account reconciliations, calculations of capital asset depreciation, F/X adjustments, and corporate tax accruals.

-Met with senior management team to discuss individual department budgets and succeeded in reducing overall business expenditure by 15%, which saved company $28,000 per year.

-Created new complex spreadsheets that reduced production of monthly management accounts from 5 days to 2.

-Developed and prepared multi-year business plans as assigned, and assisted in developing forecasts and budgets.

-Ensured statutory obligations such as audit, tax, and government filings were completed by deadline.

-Developed forecasting tool that analyzed capital variances vs. plan and tracked budget allocations; tool streamlined responses from 18 project engineers.

-Built lasting relationships with clients and ensured there were resources in place to deal with queries in < 24 hours.

-Worked closely with management to create SOX controls needed to reduce monthly reporting errors.

Internal Controls Coordinator, SHELL OIL COMPANY, Houston, TX, 1999-2013

Delivered robust accounting support to the Business Assurance Manager at this world-leading oil & gas producer.

-Prepared monthly financial statements, including balance sheet, income statement, cash flow, and departmental statements.

-Compiled financial statements to send to accounting firms for use in corporate tax preparation.

-Ensured error-free, on-time completion of month-end and year-end closings.

Program Specialist, DEPARTMENT OF HUMAN SERVICES, Houston, TX 1994-1999

Managed case load of 30 clients and ensured they were provided with all human services benefits for which they qualified.

-Applied state and federal guidelines to determine low-income clients’ eligibility for Medicaid, food stamps, and other temporary financial assistance for needy families.

Contact this candidate