Financial Analyst Services
Resume:
JOSEPH D’ANDREA
Email ******@***.***
Professional Summary
Highly motivated and focused, results oriented financial professional with twenty years of financial experience.
Articulate problem solver with excellent analytical and communication skills.
Detail-oriented and efficient in meeting deadlines with the ability to multi-task effectively.
Areas of Expertise:
Capital Planning and Reporting
General Accounting Administration
Budgeting and Financial Forecasting
Accounting Information System
Financial Statements and Analysis
Cash and Asset Management
Payroll
Professional Experience
Holy Family Institute, Pittsburgh, PA (May 2023-May2025)
Sr. Financial Analyst
Responsible for analytics in budgeting process across all offices and programs within
The departments.
. Work to establish the goals and objectives of the budgeting process.
Financial services accounting. Handling deposits into checking and savings accounts.
Worked within current financial systems to enhance our reporting, budgeting, and forecasting capabilities.
Responsible for balance sheet reconciliations.
Cash receipt application.
Responsible for balance sheet reconciliations.
Cash receipt application.
Payroll
Donnelly- Boland, Pittsburgh, PA (August 2022-January 2023)
SR. Financial Analyst
Responsible for analytics in budgeting process across all offices and programs within
The departments of Human Services of Allegheny County (DHS).
Work to establish the goals and objectives of the budgeting process.
Maintain the organization budgets and related tasks.
Maxime system integration including developing a long-term strategy using automation,
Maintain policies to the budget creations and review process,
Alcoa, Pittsburgh, PA (February 2022 to July 2022)
Financial Analyst
Supported various US locations and acted as a liaison with key customers and corporate departments.
Financial services accounting. Handling deposits into checking and savings accounts.
Preformed general ledger activities ranging from account reconciliations, journal entries and other routine and other recurring activities to complex business transactions, including acquisition and divestiture accounting.
Assisted in financial review and forecasting while providing accounting guidance to locations business teams.
Payroll.
Service Link, Pittsburgh, PA (March 2021-September 2021)-
Closer
Closed all Mortgage for the company. Bundle package to send to Agents.
Answered all incoming calls of customers with their questions about their loans.
Worked with and assisted closer with scheduling.
Assisted with CD prep and revision.
Assisted customer concerns about funding.
Crown Castle, Canonsburg, PA (January 2020 to July 2020)
Financial Analyst
Worked within current financial systems to enhance our reporting, budgeting, and forecasting capabilities.
Streamlined processes for reporting, budgeting, and forecasting.
Increasing level of automation where possible.
Expanded the use of current tools to create visual reporting packages.
Developed training for new system users.
Identified areas to improve the effectiveness and efficiency financial reporting and budgeting and sales commissions systems.
Worked with other business units to develop reporting, budgeting, and forecasting solutions that meet their diverse needs.
ELG Metals Inc., Pittsburgh, PA (August 2018 to April 2019)
Senior Accountant
Responsible for balance sheet reconciliations.
Cash receipt application.
Processed monthly journal entries and cash management entries.
Financial statement analysis and statement variances.
Booked accruals and entered fixed assets.
Ensued timely reporting of all monthly financial information.
Recorded non-recuring revenue when we had enough metal to fill a barge.
All reports were don on excel. Ran pivot tables to summarize data.
Responsible for balance sheet reconciliations.
Payroll both US and Canada.
West Penn Allegheny Health Systems, Pittsburgh, PA (November 2004 to April 2018)
Senior Financial Analyst
Responsible for managed care contracts updates and renewals.
Prepared Financial Statements.
Responsible for the Hospital revenue cycle. Made general ledger entries for closings.
Responsible for preforming Business plans for physicians’ acquisition.
Preformed business plans and physicians’ incentive plans.
Also assisted in the yearly budget and prepare financial reports at quarter, month-end, and year-end.
Preformed cost accounting, operational cost, and productivity analysis.
Very knowledge is Accounting GAAP procedures, Understanding of SOX regulations,
Balanced account, preformed month-end, quarter-end, and year-closing activities.
Prepared financial statements and provided analytical reports.
Preformed internal audits within different departments.
Preformed cost accounting calculation throughout WPAHS system.
Recorded non-recuring revenue when flue short were given.
Consolidated financial information from departments for reporting purposes.
Wexford Health Sources, Pittsburgh, PA (February 2004 to October 2004)
Financial Analyst
Responsible for reviewing all accounting entries for Wexford Health.
Made journal entries.
Month end close
UPMC-UPP Ophthalmology, Pittsburgh, PA (April 2001 to January 2004)
Financial Analyst IV
Responsible for all accounting functions for UPP-Ophthalmology which includes performances of recording all accounting activity to the accounting system.
Balancing accounts, month-end closing process, preparation of financial statements, and providing analytical reports.
Responsible for Accounts Payable operations, procedure development, and special projects as requested.
Assisted in the yearly budget and prepare financial reports at quarter and year-end.
Developed Incentive Plans.
Worked with Government grants.
Sublimed information to get the doctors grants.
Responsible for a $6,000,000budget for the Department.
Saved the Department$1,000,000 due to Account Payable.
UPMC-BioTronics, Pittsburgh, PA (September 1998 to April 2001)
Accountant IV
Responsible for all accounting functions for BioTronics which includes performances of recording all accounting activity to the accounting system.
Balancing accounts, month-end closing process, preparation of financial statements, and providing analytical reports.
Also assisted in the yearly budget and prepare financial reports at quarter and year-end.
Converted Department from Dunn and Bradstreet GL system to PeopleSoft GL system.
Responsible for a$24,000,000 Budget throughout UPMC.
Established Accounts Receivable Report and reduced A/R by $75,000.
Saved the Department$100,000 in taxes.
Mellon Bank, Pittsburgh, PA (April 1991 to August 1998)
Financial Analyst
Responsible for all accounting functions for the Finance Department which included performances of recording all accounting activity to the accounting system, balancing accounts, month-end closing process, preparation of financial statements, and providing analytical reports.
Responsible for cash control, Accounts Payable operations, procedure development, and special projects as requested.
Prepared financial reports at quarter and year-end.
Developed a policy and procedure manual for the Department.
Responsible for $2,000,000in transactions daily.
Developed a cash flow analysis.
Saved the Department $5,000.
Benefits Accountant
Assisted with operational activities associated with the Corporation’s Benefits Trust Funds and benefit premiums.
Prepared reconciliation and payments.
Assisted in processing documents to record associate’s benefits enrollments.
Assisted in preparing deductions for the Payroll System to ensure accurate salary redirection.
Developed Corporation’s Benefits Trust Funds.
Payroll Specialist
Responsible for setting up newly hired employees and updated various records of existing employees.
Calculated final pay for terminated employees.
Responsible for wage attachments involving all aspects from proper interpretation to timely disbursement of funds to various institution.
Technical Summary
Advanced MS Excel (Pivot tables and V-Lookup), MS Word, Advanced MS Access (Quarries and importing), MS PowerPoint, PeopleSoft and Dunn and Bradstreet Financial systems, Hyperion, Trendstar, Customized A/P and Peachtree software, Tableau, Quick Books and Oracle.
Education
Bachelor of Science
Majors: Accounting and Computers
Minor: Marketing
Robert Morris College, Pittsburgh, PA
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