Systems Analyst Senior Financial

Susan Xu

Residence: Holmdel, NJ ***** Mobile: 732-***-**** Email: ***********@*****.***

Linkedin profile: https://www.linkedin.com/in/susan-xu-161a91319/

SUMMARY

15+ years of experience in corporate finance with expertise in financial analysis, reporting, planning, month end closing, system administration, tax filing, and internal audit.

Proficient in Cognos TM1, Oracle Hyperion Financial Management (HFM), PeopleSoft, Access, Outlook, PowerPoint, Word, Excel (Filter, vlookup, Pivot tables, Macro, VBA, Smartview), SQL

Strong analytical and problem-solving skills, excellent time management and organizational skills, ability to work effectively in a team.

EXPERIENCE

Porter Novelli (part of Omnicom Group, Fortune 500) New York City/Jersey City

Senior Financial Systems Analyst 06/2006 – 08/2024

Managed planning and forecasting applications in Cognos, assisted with annual budgeting and monthly forecasting around revenue, expense and staffing.

Created reports and dashboards to analyze actual versus forecast and prior period results, automated the distribution of financial reports (Income Statement, Revenue, Employee Utilization and Client Profitability) to senior management.

Developed financial models, KPI reports and other ad hoc reports to support requests from operational teams and leadership decision making.

Managed historical client information and revenue data, analyzed revenue trend by region, industry, and client status. Provided monthly revenue analysis reports to the CFO.

Consolidated and reviewed financial statements and forecasts, ensuring accuracy and consistency of financial data across multiple systems.

Submitted financial reports (Income Statement, Balance Sheet, Working Capital, Cash Collection) to the parent company through Oracle Hyperion Financial Management (HFM), using Excel SmartView.

Participated in month end closing process, prepared journal entries and account reconciliation, reviewed gross revenue and cost of goods sold data to correct any inaccuracies.

Reviewed corporate credit card transactions and vendor invoices to ensure compliance with both internal and external regulations, prepared purchase orders for payment processing.

Consistently identified and implemented process improvements to enhance the efficiency and accuracy of financial reporting and analysis.

Prepared and filed sales/use tax and business taxes across various states and cities.

Conducted quarterly Sarbanes-Oxley testing, identified and evaluated potential risks, developed effective internal control to mitigate risks and ensure compliance with regulatory requirements.

EDUCATION

University of Tennessee, Knoxville, TN

Master in Management Science, Concentration: Finance

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