Financial Analyst Accounting
Resume:
Lisa Moore
PROFILE
I am a Financial Analyst with a
background in accounting and a
passion for numbers; adept at
reconciling numbers, running reports,
and compiling large data into
understandable reports with drilldown
analytics. Good with process
improvement, driving initiatives, and
team building.
CONTACT
PHONE:
EMAIL:
***************@*****.***
HOBBIES
Avid baker
Painting
Learning German, Japanese, French,
and Sign Language
SYSTEM SKILLS
Proficient in Microsoft Office suite, Oracle,
SharePoint, Ariba, CSG, CSG Vantage Plus,
Hyperion, Novar, Blackline, Silvon,
CORP400, DEV400, Trackmax-SQL, Image
Silo, Yardi, Sage, Great Plains, Tableau, and
Cirrus, pivot tables, VLOOKUP’s,
complicated formulas.
LISA MOORE
Financial Analyst/Accountant
ACCOMPLISHMENTS
Process Improvement
• Built end of month (EOM) Queries in Hyperion to provide more detailed and accurate information
• Updated and helped rebuild SharePoint database to remove glitches and make more user-friendly
• Updated reconciliation reports to reflect reconciled date instead of accounting date to include all invoices for a period
• Spearheaded creation of nine individual SharePoint sites allowing for one succinct location for current and historical information
• Devised and began implementation of expense report process allowing access to view reimbursement details without having to manually pull or contact individual
• Implemented new report posting process choosing to create Secure File Transfer Protocol (SFTP) sites allowing Private Cable Operators
(PCOs) to receive sensitive information quickly and at their leisure Initiatives
• Created a departmental P&L from scratch
• Created an Accounting team including a Delinquency Collections team in 2 separate departments
• In-depth General Ledger (G/L) expense research, auditing, tracking, and analysis resulting in $1M savings
• Created Financial Tracker that allowed drilldown analytics into business lines comparative to budget and forecast
• Created customized reporting for management, including macros, for someone who did not know how to use Excel
Team Building
• Participated on the on-boarding team to provide more efficient new hire process including general profiles for necessary software and wireless devices
• Participated on the Morale Committee to help organize team building activities and morale boosting activities
• Participated on the budget team in creation of a $350M departmental budget
• Organized all staff meetings, stakeholder meetings, and events while Business Manager, and spent personal funds on birthday cards for employee birthday cards as not company supported for morale Lisa Moore
PROFILE
I am a Financial Analyst with a
background in accounting and a
passion for numbers; adept at
reconciling numbers, running reports,
and compiling large data into
understandable reports with drilldown
analytics. Good with process
improvement, driving initiatives, and
team building.
CONTACT
PHONE:
EMAIL:
***************@*****.***
HOBBIES
Avid baker
Painting
Learning German, Japanese, French,
and Sign Language
SYSTEM SKILLS
Proficient in Microsoft Office suite, Oracle,
SharePoint, Ariba, CSG, CSG Vantage Plus,
Hyperion, Novar, Blackline, Silvon,
CORP400, DEV400, Trackmax-SQL, Image
Silo, Yardi, Sage, Great Plains, Tableau, and
Cirrus, pivot tables, VLOOKUP’s,
complicated formulas.
EDUCATION
AA Degree
Dec 2015 Arapahoe Community College
4.0 GPA. Major Accounting, minor Finance
PROFESSIONAL EXCELLENCE SUMMARY:
Arrow Electronics Financial Collections Analyst
3/10/2019–5/15/2025
Handled B2B collections of multi-million-dollar accounts totaling $24M monthly; increased current percentage from 84% to 98% over career; Created custom template for aging to pull in information from multiple sources into one spreadsheet for ease of collections
Brakes Plus Accounts Payable/Assistant Controller
11/1/2018–11/9/2018
After 6 weeks to be promoted to manager, after 4 months to be promoted to assistant controller; Handled accounts payable, including all expenses, inventory, and new construction invoices; Worked on process improvement; Handled close procedures; Reconciled accounts
Spectrum/Charter Senior Financial Analyst (contractor) 4/9/2018–7/19/2018
Created Financial Tracker for department by Business Line to project detail using pivot tables, VLOOKUPs, and nested formulas; Reconciled invoices in SharePoint database; Updated and maintained current SharePoint database; Pinpointed and created resolutions to database issues within SharePoint; Created new SharePoint database to house data that is more user-friendly and removes previous glitches/errors
RISE Program Business Manager
1/19/2016–10/5/2017
Handled all operational aspects of the program, including accounts payable, invoicing, supply ordering, payroll, budget, and human resources; Provided all reporting for program to company, State of Colorado, and ACSO using pivot tables, VLOOKUPs, and nested formulas; Managed patient charts, including printing, compiling, storing, and breaking down following HIPAA regulation Empower Retirement Business Analyst (contractor)
6/25/2015–10/20/2015
Created leads for Retirement Education Solutions team; Managed inbox, researching and responding to inquiries; Assisted with process documentation project and other miscellaneous projects Vistar/Performance Food Group Financial Analyst
9/9/2013–4/7/2015
Created journal entries as requested/needed; Assisted in creation of scan inbox for all checks not applied in earned income access database; Processed monthly national deviations and quarterly supplier funded rebates; Reconciled large general ledger accounts, using pivot tables, VLOOKUP’s and nested formulas; Managed pricing variance adjustment process for both Roma and Vistar; Assisted with development and monthly update of marketing tracking spreadsheet to show open general ledger balances; Assisted with Roma audits of programs and accruals, including analyzing larger vendor accounts comparing accruals to contracts and payments; Initiated collection process on open invoices; Assisted in project of moving rebate and royalty account reconciliations into Access database Lisa Moore
CH2M Hill Financial Analyst 4
6/3/2013–7/19/2013
Weekly reporting of business development costs, project investment, labor costs, and client ratio per person by each business line; Creation of trend reporting for specific business lines; Analysis of validity of weekly versus monthly reporting; Creation of dashboard for Asia Pacific region by country by business line, using pivot tables, VLOOKUP’s, and nested formulas; Creation of department master employee list segregated by business line; Assisted with monthly close reporting, Q2 forecast, SAP forecast entry, template creation for forecasting; Departmental representative for Oracle R12 integration as well as Hyperion implementation. Republic National Distributing Company Accounts Receivable Accounting Clerk
10/2012–5/2013
Daily check postings, account reconciliations, collections, credit memo creation, credit terms applications, invoicing, researched, when necessary, customer service phone relations
Dish Network 12/2004–11/2011
Financial Analyst
7/2009–11/2011
End of month reporting, built Profit/Loss (P&L) from scratch and assembled monthly, ad hoc reporting, built queries in Hyperion, expense auditing, reporting provided to upper management weekly/monthly/as requested basis, variance explanation, inventory management, equipment forecasting, departmental liaison, assist with budget, built a Collections team, revamped Collection’s process, assisted with fraud investigations and account audits Accountant
3/2006–7/2009
End of month reporting, Profit/Loss (P&L), Accounts Receivable, Accounts Payable, Purchase Orders, Invoicing, Credit and Collections, releases, expense auditing, reporting to upper management daily/weekly/monthly/as requested basis, account reconciliations, timecards, built an accounting team, built a Collections team, departmental liaison
Accounts Receivable Accounting Clerk
12/2004–3/2006
Daily cash/check applications, invoicing, Wire research, Credit memos, Out of Business, Purchase Orders, Credit and Collections, releases, End of month reporting, deposits, refunds, created a credit card processing form, was promoted after 4 months
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