Senior Financial Analyst
Resume:
ALEXIS THOMAS
Forest Hills, NY 11375 ************@*****.***
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OVERVIEW:
Financial professional with seven years of experience in planning, forecasting, reconciliations, financial analysis and management level reporting for a top tier insurance company. Results and team oriented MBA in Business Administration, B.S. in Finance and MIS, with excellent analytical and communication skills. Proven track record of driving efficiencies, delivering results, and documenting procedures. Ability to quickly adapt and multi-task to meet evolving business requirements in a fast-paced environment.
PROFESSIONAL EXPERIENCE:
METLIFE INSURANCE CO., Long Island City, NY 2002 – Present
Senior Financial Analyst, Technology and Operations Finance 2007 - Present
Manage $650M in capitalized expenses for developed / enhanced software in accordance with SOP 98-1; Responsible for annual Planning and monthly forecasting processes of capitalized and amortized software assets; Responsible for monthly close process and facilitating quarterly audit reviews (SOX, internal & external audit groups).
• Manage tactical / strategic plans to re-engineer capitalization process and incorporate multiple lines of business’ effort in the capitalization process (planning, forecast, variance reporting); automate capitalization accounting for developing projects; automate process for transferring WIP to Asset Management.
• Manage the creation, analysis, and distribution of monthly management reports
• Conduct entity level run-rate / modeling analyses for capitalization monthly
• Certify balance sheet balances quarterly (GAAP and STAT); monthly sub-ledger to GL reconciliation; monthly expense and balance sheet reconciliations
• Serve as the Organizations primary capitalization / amortization contact during the annual Planning process
Supervising Accountant, Financial Operations (Tampa, FL) 2004 –2007
Responsible for managing the reconciliation process of the Organizations cash accounts; Responsible for migrating cash accounts for newly acquired entities
• Managed $11.5B Travelers acquisition and Copeland integration teams for Cash Reconciliation
• Responsible for mapping 250 Travelers cash accounts to the GL
• Developed on-boarding process and training map for Human Resources and Senior Management. Process was leveraged by Corporate Learning & Development
• Approved and assigned ledger account numbers for new cash accounts
• Managed and approved account reconciliations for 71% (585) of MetLife’s cash subsidiary accounts
• Managed a staff of 7 Accounting Analysts; Conducted monthly one-on-one sessions to coach and mentor staff
• Administered annual performance reviews for 7 Accounting Analysts
Account Analyst, Financial Operations (Tampa, FL) 2002 – 2004
Responsible for reconciling subsidiary cash accounts to the general ledger; Team lead and acting supervisor for Remittance Service Center
• Managed Research & Resolution Team – organized to resolve aged cash discrepancies, otherwise subject to write-off. Resolved over $2M in discrepancies.
• Reported and Communicated large discrepancies to Management and various impacted Lines of Businesses
• Produced accurate monthly reconciliations on a timely basis
University of Alabama at Birmingham, Birmingham, AL 2001 – 2002
Finance Chair Undergraduate Student Government Association (USGA)
Responsible for managing the annual budgeting process for USGA
• Managed 7% ($70k) of student service fees used to support on campus programs to increase student involvement
• Planned, coordinated, and conducted semi-annual budget hearings to validate and approve funding requisitions
• Ensured adherence to funding guidelines set forth by the University in the expenditure of USGA funds
• Evaluated USGA co-sponsored events to ensure program effectiveness and the fulfillment of allocation requirements
EDUCATION:
Saint Leo University, St. Leo, FL, 2006 – 2007, GPA: 3.5 / 4.0
Masters of Business Administration degree with major in Business Administration
University of Alabama at Birmingham, Birmingham, AL, 1997 – 2002
Bachelor of Science degree with a major in Finance and Management of Information Systems (MIS)
SOFTWARE SKILLS:
Proficient in various PeopleSoft modules (General Ledger, Query, Time Reporting, and Project Costing), Reconciliation Tool ReconPlus, Cognos, Microsoft Office Suite (Word, Powerpoint, Excel, Access), and Lotus Notes
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