Sr. Financial Analyst Resume
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OBJECTIVE: Senior Position: Financial Accounting, Reporting, Planning and Analysis
SYNOPSIS:
· Over years accounting experience in various sole contributor and management roles.
· Extensive experience in financial analysis including reporting, planning, forecasting and budgeting.
· Strong financial modeling and data analysis skills coupled with report development and writing.
· years experience in Fortune companies and the financial services industry.
· years experience with complex ERP software systems including Peoplesoft, SAP, Oracle and Lawson.
· Expert skills in Excel and relational databases.
· Effective written oral and written communication skills.
EXPERIENCE:
– Present Freddie Mac, McLean, VA: Senior Financial Analyst
Prepared quarterly credit loss reporting for the federal regulator, Federal Housing Enterprise Oversight (OFHEO). Analyzed complex database populations. Supported system upgrades and conversions. Responded to internal and external audit requests. Performed monthly accounting tasks for the Non-performing Loan division including journal entry preparation and general ledger account reconciliations.
- Resources Global Professionals, Mid-Atlantic Region: Consultant
A public, project-based professional services firm; formally, the consulting division of Deloitte & Touché.
· National Public Radio:
Provided consultation to employees of a not-for-profit organization regarding various pension plan adjustments identified during a multi-year audit. Project required gaining a thorough understanding of audit results and the impact of the adjustments as well as the ability to effectively communicate to all levels of employees.
· Sallie Mae:
o Monthly trust accounting statement and journal entry preparation for student loan portfolios.
o System testing, customization and implementation of the new loan accounting system.
o Reconciliation of rd-party BS accounts, unallocated cash & origination clearing, by researching cash process flows.
· AOL:
o Implementation of the new SAP general ledger system.
o Monthly JE preparation and account reconciliation for all advertising revenue IS and BS accounts including: AR, deferred and accrued advertising revenue and inter-company receivables from the parent company and related subsidiaries.
o Monthly revenue variance reporting for senior management.
o Quarterly and year-end audit schedules.
o Special project - reporting advertising revenue to the Department of Justice.
o Special project - analyzing the accounts receivable adequacy reserve.
· Vastera, JP Morgan Chase: An import / export company.
o Prepared bank and balance sheet reconciliations for domestic and foreign subsidiaries.
· Sprint / Nextel:
o Balance sheet reconciliations. Database analysis of process and reporting issues for a non-automated $ million dollar perpetual inventory.
- Consultant, Washington, DC
· Fannie Mae: Underwriting and securitizing mortgaged-backed securities for disclosure and trade in the secondary markets. Counseled with the nation’s largest lenders to provide mortgage pools in conformity with the master contracts thereby maximizing liquidity and profitability in the primary markets.
· Henry M. Jackson (Military Medical) Foundation: Performed accounting analysis to restate and correct current and prior year deferred revenue accounts as identified in the annual audit opinion by Ernst & Young.
· National Association of Security Dealers (NASD): Provided accounting, financial analysis, and reporting for the parent company of the AMEX and NASDAQ stock exchanges. Various projects supported the year-end audit process including preparation of footnotes for the annual stockholders’ report.
· Volvo: Prepared financial analysis and reporting for a newly acquired manufacturing concern. Drafted financial reporting procedural manual.
· Internal Revenue Service: Analyzed business requirements, in accordance with GAO standards, for the IRS’ internal audit section in preparation for a system conversion by IBM under the Congressional Modernization Act.
- McDermott, Will & Emery, Washington, DC: Sr.Mgr, Financial Services
· Managed staff of in the accounting and billing departments for the Washington office of MWE, the world’s th largest law firm.
· Provided financial services for employees including attorneys.
· Prepared and analyzed an annual $ million budget.
· Created the monthly financial reporting package for presentation to the firm’s Finance and D.C. Operating Committees.
· Implemented an enterprise-wide system conversion, trained staff, and identified and resolved conversion issues.
· Handled special projects such as establishing all the essential accounting functions for entities forming strategic alliances with McDermott; particularly The Cohen Group, founded by the former Secretary of Defense, William Cohen.
TMA Resources, McLean, VA: Sr.Financial Analyst
· Assumed corporate financial and administrative responsibilities for a nationally recognized software development and consulting firm in the member centric private sector.
· Developed Project Administration internal audit procedures, prepared revenue analysis for investment bankers, formulated corporate policies and procedures, drafted all correspondence to clients and attorneys, created requirements criteria for selecting and implementing an enterprise-wide accounting suite, and partnered with senior management to prepare a strategic plan to establish corporate support functions.
Wells Fargo Mortgage Bank, Frederick, MD: Senior Financial Analyst
· Developed standard monthly reporting for senior management enabling them to identify emerging financial trends.
· Partnered with senior management to provide financial analysis of key operating measures permitting them to make significant operating decisions.
· Performed expense variance analysis that resulted in re-engineering processes and establishing cost controls.
· Preparation of the annual operating expense forecast for a $ million servicing division.
· Design, preparation and analysis of the quarterly industry survey.
· Expeditiously handled numerous ad-hoc management requests for concise and accurate financial analyses for re-engineering and due diligence projects.
· Streamlined accounting procedures and put controls in place to ensure the integrity of financial reporting.
· Researched problems and provided recommendations to management.
· Initiated projects to enhance the financial reporting process.
· Developed process flows and written procedures for staff and management.
· Trained business line analysts and management to understand the monthly profit and loss statements.
Consultant, Minneapolis, MN: Financial Analysis & Accounting
· Provided accounting and technical support to Fortune companies and large corporations in conjunction with national public accounting firms in preparation for annual audits and tax filings.
Toptech, Inc., Minneapolis, MN: Controller
· Responsibility for the financial and legal aspects of an electronics and computer-retail chain, formally a franchise of the Dayton Hudson Corporation.
Schleiss, Hage, Gish & Co., Minneapolis, MN: Accounting Manager
· Responsibility for the timely and accurate preparation of all financial statements, annual closings, and tax filings for a public accounting firm with clients in retail, manufacturing, and service industries.
MDRHA, Minneapolis, MN: Accounting Manager
· Provided financial services for retail clients of a nationally federated trade association.
Claregate College, London, England: Financial Administrator
· Managed the financial resources for a private college.
EDUCATION: B. A. Double major in Economics and Business Administration from the Colleges of St. Thomas and St. Catherine, St. Paul, Minnesota. Major GPA’s . / .. Graduated with honors.
APPLICATIONS: Microsoft Office (Excel, Word), Lawson, Oracle, Peoplesoft, SAP, CMSOpen, Hyperion
