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Financial / Business Analyst

Bellevue, Nebraska, 68005, United States
March 01, 2011

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Results-oriented Professional with experience in both financial and information systems management who thrives on change and knows how to capitalize on it, strong analytical and communication skills with proven ability to explain technical concepts and interact effectively with both internal and external customers as means for accomplishing business objectives


MBA with emphasis in Finance &CIS, Bellevue University, Bellevue, NE, In-progress

BS in Finance, Northwest Missouri State University, Maryville, MO, 1999


Accounting & Financial Management

• Managed and reconciled accounting records for five separate entities

• Compiled and analyzed monthly and yearly financial statements

• Prepared quarterly multi-state retail sales tax reports and ad hoc financial reports

• Developed and implemented new audit and budgeting processes

• Examined records and prepared income tax returns for individuals and small businesses

• Researched and analyzed SOX audit compliance claims

• Performed, evaluated, and enhanced financial models used to measure business performance

• Communicated accounting deadlines throughout organization.

Information Systems Analysis & Resolution

• Performed daily audits of system data and compiled reports for management

• Prepared various statistical analysis on ad hoc basis

• Served as Data Warehouse Administrator

• Installed software, resolved problems and documented troubleshooting cases

• Developed, analyzed and compiled data tables & queries using MS Access and SQL


Project Manager, Self-Employed- Freelancing, Omaha, NE, Oct 2001 – Present

Tax Associate, Jackson Hewitt Tax Service, Part-Time, Bellevue, NE, Mar 2004 – April 2010

Sr. Data Analyst, Business Intelligence, Oriental Trading, Omaha, NE, June 2008 – Apr 2009

Analyst, Compliance/Internal Audit, Internal Audit Bureau, Omaha, NE, Nov 2004 – Apr 2008

Accountant, Physician Clinics/NE Methodist Health System, Omaha, NE, June – Sept 2001

Accountant, Xenon Schools of KS & CO/Peels Services, Omaha, NE, Oct 1999 – June 2001


MS Office (Word, Excel, PowerPoint, Outlook, Access), Basic Knowledge of SQL

SOX, Formulas, Pivot Tables, Macros, Complete Data Analysis

Various Financial Software Applications (i.e. SAP R2/R3) & Online Database Systems

Achieved Exceeds Expectations on Job Performances throughout Career

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