Financial Analyst Accounts Payable Staff Accountant
Resume:
Robert B. Lutz
Rockland, MA *****
******@*****.***
SUMMARY
Detail-oriented accountant with over 10 years of financial experience, skilled in managing a diverse range of accounting functions with accuracy, efficiency, and sound judgment. Adept at organizing and prioritizing requirements to maintain tight deadlines and financial controls. Demonstrated ability to deliver superior performance in autonomous or team-focused environments. Proficient in utilizing advanced accounting software and tools to enhance operational efficiency and accuracy. Proven record in collaborating with cross-functional teams to drive financial strategies and improve overall business performance.
SKILLS
ERP Systems
Process Improvement
Account Reconciliation
Financial Reporting
Data Analysis
Problem-Solving
EXPERIENCE
Accounts Payable Specialist, Starry Internet (KBW Staffing) November 2023 - December 2024
Processed AP invoices daily in NetSuite to meet payment due dates.
Researched and reconciled vendor balances to statements
Prepared accruals for the monthly AP close process
Scanned AP mail weekly for electronic processing and managed the AP data.
Accountant, MarketOne International (Beacon Hill Staffing) October 2022 - April 2023
Analyzed payroll/benefits spreadsheets, and prepared, and posted journal entries in NetSuite bi-monthly.
Successfully managed a significant backlog of vendor invoices.
Created an Excel tracking system to manage the status of invoice processing.
Established new vendors in the NetSuite system.
Accountant, AMG Affiliated Managers Group Inc. (Kforce Staffing) May 2022 - July 2022
Analyzed monthly and quarterly broker-dealer invoices for accuracy using Excel spreadsheets - recalculated invoiced fees and verified invoiced AUM versus transfer agent records.
Obtained necessary invoice approvals and tracked invoice status.
Uploaded invoices from Excel to SAP and created payment proposals to pay invoices.
Prepared broker-dealer accrual and prepaid expense journal entries in SAP for monthly financial closing
Senior Accountant, GCP Applied Technologies (Robert Half Staffing) October 2021 - April 2022
Prepared financial journal entries in SAP to support the monthly/quarterly financial close.
Provided written notifications to multiple vendors for professional fee accruals.
Created goods receipts in SAP weekly for payment of insurance invoices.
Prepared financial new lease templates for the Lease Accelerator system to support month-end close.
Accountant, Transformative HC/Fallon Ambulance (Robert Half Staffing) May 2021 - June 2021
Exported payroll timesheet reports to Excel and used pivot tables to create management reports of billable hours.
Collaborated with supervisors at COVID testing and immunization sites for data verification.
Uploaded credit card receipts to the AMEX expense system, coded charges to General Ledger expense accounts
Participated in a team that met the required state deadline for data submission.
Financial Analyst, BT Americas April 2016 - September 2020
Managed the Treasury closing process for Cash Account/Fixed Asset and Accounts Receivable Reconciliations
Prepared various Journal Entries, including required analysis and back-up necessary for support.
Maintained several accounts and preparations of balance sheet reconciliations per standard accounting practice, with timely resolution of any outstanding reconciling items.
Reported monthly Accounts Receivable and Fixed Assets reports for Conferencing US
Managed the Fixed Asset Verification three-year rolling process for BT Conferencing US
Financial Analyst, BT Americas (Robert Half Staffing) October 2015 - March 2016
Utilized Great Plains to export financial data to Excel spreadsheets for monthly closing.
Prepared billing reports using Engage and Onward reporting tools and provided data to colleagues.
Prepared general account reconciliations for assets and liabilities – General Ledger vs. sub-ledger.
Assisted in the Government USF Tax quarterly filing and presented the results to a Corporate Officer for approval.
Registered Fixed Asset and successfully streamlined Fixed Asset registration process.
Financial Analyst, Comcast Corporation March 2011 - August 2015
Utilized Excel to prepare a monthly variance analysis report of business results for Senior Management
Analyzed billing, reporting, and rates for the Northeast Region Leased Access programming business.
Downloaded and analyzed revenue, Accounts Receivable, and sales tax reports from QuickBooks to Excel
Reconciled general ledger accounts to budget/forecast and maintained financial databases.
Researched and resolved financial issues identified by the Leased Access Team
Identified/implemented external QuickBooks training for the department, improving staff proficiency.
Cost Accountant, Braintree Laboratories July 2008 - September 2010
Prepared standard costs for inventory and reconciled monthly inventory.
Utilized Great Plains to perform fixed asset accounting and prepared depreciation schedules.
Selected as a member of a cross-functional team for planning the implementation of a new Great Plains system.
Analyzed and reconciled financial data across cost centers to create an annual standard cost book.
Senior Financial Analyst, CCA (Collection Corporation of America) June 2007 - June 2008
Prepared key metrics for senior management and prepared financial results for the Board of Directors meetings
Performed financial planning and analysis, monthly reconciliation, quarterly results, forecasts, and annual budget.
EDUCATION
Bridgewater State College at Bridgewater, MA
Bachelor of Science in Business Management/Accounting
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