Acxounting & Fianacial Analyst
Resume:
Sensitivity: Public
Kristopher Healey
**** ***** *** **, ***** Pleasant, SC 29466
***********@*****.***
SUMMARY OF QUALIFICATIONS:
Motivated, results oriented professional that is focused on task completion. Takes pride in strict attention to detail and ability to effectively plan and prioritize work assignments. Flexible enough to adjust to daily schedule challenges and peak demands. Always a team player and works just as well independently. CORE COMPETENCIES & TECHNICAL PROFICIENCIES:
I have 25+ years of experience with MS Office Suite and advanced Excel skills. Additional strengths are:
● Budget preparation ● Organizational skills ● Cost Analysis
● Financial analysis ● Database Query & Analytics ● Strong customer relationships
● SAP Business Warehouse ● Financial Modeling ● Forecasting
● Oracle DB /BI ● Salesforce ● Workday
EDUCATION
Bachelor of Science, Accounting, October 1999 - Rutgers University School of Management, Newark, NJ Associate in Science, Accounting, June 1997 - Essex County College, Newark, NJ PROFESSIONAL EXPERIENCE
May 2023 – Present
Blackbaud, Inc. (Contracted through Robert Half), Charleston, SC Tax Analyst – Global Tax Department
I was contracted to assist Blackbaud’s tax department with the compliance of a recently acquired subsidiary. I’ve been tasked with registering the subsidiary for business & tax purposes in numerous jurisdictions. This includes review of jurisdiction regulations as it may apply to taxability of company products and services. Preparation of sales reports for Voluntary Disclosure Agreements (VDA) in multiple jurisdictions. Additionally, I am responsible for the preparation and filing of Business License, Personal Property Tax & Gross Receipts Tax returns. Additional responsibilities include:
• Monitoring and maintenance of Vertex Certificate Center & O-Series
• Research of sales & use tax exemption laws in all US & international sales jurisdictions
• Preparation for multiple state tax audits
• Creation of vendor accounts and vendor invoices in Workday
• Research customer invoices and tax credit requests
• Creation & maintenance of multiple workbooks using MS Access
• Work Cross functionally with accounting & sales departments to develop solutions for internal and external queries
11/2022 - Present
Mortgage Loan Officer
Family First Funding/Crown Home Mortgage – Mount Pleasant, SC
• Collect & analyze clients’ financial information to assess eligibility for home loan
• Ensure applications are completed accurately and all supporting documents are provided by the clients
• Meet with clients to discuss mortgage options for which they may qualify, and ensure they have a full understanding of the potential benefits and risks of each product
• Work diligently to find solutions for clients with unfavorable financial situations
• Communicate effectively with all customers, realtors, processors, underwriting & title company Kristopher Healey ***********@*****.*** 973-***-**** Page 2 Sensitivity: Public
October 2012 – October 2022
Merck Animal Health, Madison, NJ
Senior Business Analyst – US Sales Operations
Manage all phases of the rebate program process from program development to administrative close of program. Act as primary contact with marketing managers, account managers, finance team, third party vendors and external customers. I worked with the marketing team on program creation and to provide potential financial impact of such programs. Sales Reporting / Analytics:
Working with large data sets downloaded from multiple query sources such as Oracle DB/BI, SAP Business Warehouse & Spotfire, I was responsible for the following as well as any ad-hoc projects that arose.
• Developed & maintained streamlined program analysis tools
• Monitor and report program performance and recommend improvements to better meet business objectives
• Evaluate and interpret customer and distributor contracts
• Analyze promotional program and forecast results including ROI and present results to senior management,
• Perform financial analysis and articulate program performance metrics to the managers of US Sales Operations, business unit executives, marketing managers, finance and any other key stakeholders
• Provide analysis of current customer performance to RM’s in to push sales to customers that are close to, but in danger of not achieving commitment goals
SAP Rebate Processing:
* Perform financial modeling to determine accrual and agreement setup in SAP
* Rebate settlement responsibilities including Vendor & Customer Management payment issuance
* Maintain communication with rebate recipients and regional managers
* Resolution of rebate recipient issues and concerns on a timely basis
* Adjust accrual levels as needed based on analysis of key accounts and program performance
* Maintain systems and logs to track the status of rebate processing and payments for review by management and finance July 2006 - April 2012
Spectraserv, Inc., Kearny, New Jersey
Controller/ Assistant Treasurer
As the Controller of this mid-sized, service-oriented corporation, I supervised a staff of four as they completed all functions of accounting department including payables, receivables and payroll administration. My primary function was to take on the majority of the duties of the Treasurer. This included monthly closings, preparation & analysis of financial statements and ensuring all accounting was performed according to GAAP. I maintained the daily cash flow report. I calculated & prepared contract bid estimates and handled government contracts. I also spent time working with the project managers assisting in project cost management and milestone billing. Accounting Manager
January 2002 - June 2006
Key Handling Systems, Inc., Moonachie, NJ
As the accounting manager, it was my responsibility to oversee all functions and personnel of accounting & finance department. I also performed quarterly closings. I supervised a team of three through the daily accounting routine. Additionally, I performed necessary journal entries, prepared for audits and handled all project cost accounting and analysis. I reviewed employee expense reporting for legitimacy & accuracy, and ensured they were within the project budget and guidelines.
Military
January 1994 - April 2002
United States Marine Corps
USMC Active Duty, Jan 2002 – Mar 2002, Honorable Discharge, Grade E-5, 0311-Infantry USMC Selective Reserve Duty, Jan 1994 – Dec 2001 Grade E-5, 0311-Infantry
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