Customer Service Financial Analyst

Nyree Gross

Education:

Bachelor of Science in Business: Computer Information Systems

Indiana University – Bloomington, IN

Skills:

Ability to work under pressure in a fast-paced work environment

Exceptional time management and organizational skills

Excellent written, verbal, and listening communication skills

Analytical and keen attention to detail

Excellent conflict resolution skills

Financial Management

Financial statements

Account reconciliation

Accounts receivable/payable

Customer service/relationship

MS Office (Excel, Word, & PowerPoint)

Windows

Outlook

Work Experience:

Financial Analyst (Ended due to COVID-19)

TVMBC - Indianapolis, IN December 2015 – March 2020

Built and maintained databases for forecasting future financial performance

Reviewed financial reports and streamlined operations to increase productivity and company profit

Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs

Led monthly meetings with directors to analyze spending and provide financial recommendation

Reviewed weekly and monthly budget performance reports, ensuring all departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies

Interacted with contractors, subcontractors, and suppliers to guide cost analysis process by establishing and enforcing policies and procedures

Presented "what if" scenarios for budget assumptions and forecasting strategies

Reviewed financial reports and streamlined operations to increase productivity and company profits

Handled internal and external inquiries and complaints submitted by accounts payable clerk, finance director and other department heads, providing outstanding customer service when resolving issues

Administered accounts payable, conducted general ledger and bank reconciliations and prepared monthly sales and used tax returns

Senior Financial Consultant/Associate Director

Moody's Analytics Inc. - New York, NY January 1998 – January 2018

Performed credit reviews on corporations to assess financial conditions. Offered insight to upper management regarding credit decisions

Analyzed customer data, including financial statements, to determine the level of risk involved for extending credit

Completed training in topics such as credit management to maintain up to date knowledge

Utilized strong communication and interpersonal skills to obtain the necessary financial information from customers

Analyzed and researched reporting issues to improve accounting operations procedures. Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations

Researched topics and completed due diligence to resolve issues in timely manner

Compiled financial reports pertaining to cash receipts, expenditures and profit and loss

Lawson Consultant

The Summit Group Inc - Mishawaka, IN June 1996 – January 1998

Analyzed and researched reporting issues to improve accounting operations procedures Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations

Directed multiple client accounting system conversions into web-enabled Oracle financial platform

Modified a comprehensive financial reporting package to reflect growing organizational complexity

Established procedures for custody and control of assets, records, loan collateral and securities to ensure safekeeping

Collected and arranged information and entered details into computer database.

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