Security Clearance Financial Planning

LIA SPEIGHT

P.O. Box *** Marietta, Georgia *****

Phone: 678-***-**** Email: **********@*****.***

PROFESSIONAL SUMMARY

Highly motivated Advanced Financial Professional with over 20 years of experience across multiple financial domains, including Budget Formulation, Credit Analysis, Accounting Management, Government Contracts, and Training. Skilled in Financial Analysis, Cost Reviews, Resource Planning, and execution. Adept at managing multiple tasks and meeting deadlines in fast-paced environments with minimal supervision. Proficient in Microsoft Word, Excel, and Access, with excellent communication and interpersonal skills.

QUALIFICATIONS

Expertise in budget formulation, financial planning, and resource allocation.

Proficient in analyzing financial statements, forecasting, and evaluating creditworthiness.

Experienced in managing fiscal year closeout activities and conducting special studies for leadership.

Knowledgeable in SAP, QuickBooks, Oracle, Salesforce, and PeopleSoft.

Security Clearance last obtained in 2017.

EDUCATION

Master of Education – Alcorn State University, Lorman, MS May 2005

Bachelor of Recreation – Alcorn State University, Lorman, MS May 1998

PROFESSIONAL EXPERIENCE

Credit Analyst / Finance

Intersect Group / Tire Hub, Dunwoody, GA – October 2023 – Present

Analyzed 60+ financial statements weekly to determine creditworthiness.

Managed a portfolio of 3,800+ accounts valued at $6.5 million.

Increased revenue by $2 million by identifying and approving credit limit increases.

Reduced overdue accounts by 21% through problem resolution strategies.

Account Analyst Fleet Accounts / Finance

Icahn Automotive / Pep Boys, Kennesaw, GA – May 2017 – October 2023

Determined credit limits for new customers and managed $6.5 million in accounts.

Resolved invoicing, pricing errors, and billing disputes.

Provided training on operational procedures and account management systems.

Accounting Manager / Lead

Stericycle, Marietta, GA – September 2014 – May 2017

Supervised daily accounting tasks, including financial reporting and reconciliations.

Resolved billing discrepancies and prepared GL entries in the SAP system.

Implemented process improvements for billing and account management.

Training Manager / Benefit Specialist

Financial Asset Management, Tucker, GA – July 2013 – September 2014

Managed training programs and advised on employment matters.

Processed unemployment, disability, and workers' compensation claims.

Developed training materials and tools tailored to client needs.

Training Supervisor / Recruiter

NCO Financial Systems, Norcross, GA – October 2005 – July 2013

Delivered virtual and in-person training sessions using advanced digital platforms.

Created and managed department budgets and training strategies.

Consulted with clients and ensured compliance with policies and procedures.

SKILLS

Technical Proficiency

Microsoft Office Suite:

oWord: Created professional reports, formatted financial documents, and developed training manuals.

oExcel: Advanced use of pivot tables, VLOOKUP, and conditional formatting to analyze financial data and create dynamic dashboards.

oPowerPoint: Designed visually engaging presentations for leadership meetings and training sessions.

oAccess: Developed and maintained databases for tracking account information and financial transactions.

oOutlook: Managed scheduling, correspondence, and document sharing efficiently for cross-functional teams.

Systems Applications and Products (SAP):

oProcessed transactions, generated financial statements, and monitored compliance with organizational policies.

Salesforce:

oUsed customer relationship management tools to track and resolve account-related queries while improving client engagement.

PeopleSoft:

oManaged human resources (HR) data, payroll processing, and financial transactions for organizational efficiency.

Human Resources Information System (HRIS):

oStreamlined HR processes by automating employee data management, benefits administration, and compliance reporting.

References Available Upon Request

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