Financial Reporting Power Bi

William Clottey

Riverside, CA. ***** 331-***-**** **************@*****.***

SKILLS

Accounting (GAAP, IFRS), Audit, Tax, Financial Reporting and Analysis, Cost Accounting, Project Accounting, Revenue Recognition, Budgeting & Forecasting, Variance Analysis, Treasury, Finance, Financial Modeling, Data Analysis, Research Analysis

Leadership, Problem-Solving, Detail-Oriented, Decision Making

Advanced Excel, Power BI, Tableau, SQL, SAP, NetSuite

EDUCATION

MBA, Accounting & Finance

University of California, Riverside (UCR).

Sep 2023 - June 2025

Bachelor of Science, Accounting

Methodist University College, Ghana (MUCG).

Aug 2011 - June 2015

COURSES & CERTIFICATIONS

Certified Accountancy Program

Institute of Chartered Accountants Ghana (ICAG).

Jan 2017 - May 2018

Data Analytics and Visualization

Accenture, Forage

July 2023

PROFILE

An accounting professional with over 3 years of experience in accounting and finance. Expertise in financial planning and analysis, audit, and regulatory compliance. Strong analytical, interpersonal, and communication skills and an expert in creating financial strategies to drive financial performance.

WORK EXPERIENCE

Accounting Analyst

Hylander Student Investment Fund, UCR Sep 2023 – Dec 2024

Co-managed a fund worth $240,000 of assets under management (AUM), achieving an 11.7% return in FY 2023.

Prepared annual GAAP financial statements by compiling investment schedules, exhibits, and footnotes, ensuring accurate reporting.

Led the consumer staples sector of the fund, formulating investment theses and developing financial models to forecast cash flow trends for portfolio companies, contributing to a 7% return for the fund in FY 2023.

Aviation Mate- US NAVY June 2020 - June 2023

Managed day-to-day operations on the deck of an aircraft carrier, overseeing the launch and recovery of aircraft, ensuring stringent adherence to safety protocols.

Implemented rigorous safety checks and training sessions that reduced accidents by 30% and improved overall safety ratings.

Accountant

QLAC Financial Trust Ltd, Accra-Ghana Feb 2015 – Dec 2018

Conducted financial analysis on three pension funds totaling $20 million by performing return projections and detailed risk assessments, leading to a 5% increase in return.

Prepared weekly and monthly cash flow forecasts, documented all inflows and outflows and projected available cash for investment, resulting in more efficient allocation of surplus funds.

Participated in financial audits focused on control testing, ensuring accuracy in internal processes and adherence to regulatory guidelines.

Junior Accountant

Ghana Interbank Payment and Settlement Systems, Accra June 2014 - Aug 2014

Posted journal entries, conducted month-end financial close, and assisted in preparing quarterly financial reports to facilitate management decision-making.

Optimized accounts payable and receivable functions, including invoice processing, verification, and reconciliation, resulting in improved cash flow by 25%.

Collaborated with cross-functional teams on various projects to implement cost control measures, utilizing variance analysis, leading to a 12% cost savings.

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