Financial Analyst Resume
Posted on: 2014-06-11
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Resume:
EXPERIENCE
/ – Present Lee Memorial Library, Allendale NJ
Part Time Financial Analyst/Bookkeeper
- Prepare annual budgets
- Continuously prepare projected spending through the end of the year/quarter
- Review and approve payroll timesheets in Balance Point.
- Transitioned finances from Quicken to QuickBooks
- Review, pay and record bills in Quicken/QuickBooks.
- Reconcile bank statements.
- Manage capital spending and provide an available balance report to the board.
- Created various financial reports and analysis such as restricted donations, utility spending , etc.
- Work with external auditors in providing various financial information/documents.
- Submit recommendations to provide more streamline and efficient financial reporting and better controls.
/ - Present SD Bookkeeping Services, L.L.C.
Entrepreneur
- Managed travel expenditures
- Prepare expenditure reports for reimbursement
- Reconcile rent receipts/Bank Statements
- Established efficient procedures in tracking rent receipts from various properties
/ – / Bergen Community College
Adjunct Professor
- Taught Managerial Accounting
/ - / Ferraioli, Wielkotz, Cerullo & Cuva, P.A., Pompton Lakes, NJ
Auditor
- Audited revenue and expenditure transactions for various schools and municipalities in New Jersey.
/ -/ Passaic County Technical Institute, Wayne, NJ
Account Manager
- Managed the accounting, accounts payable, and payroll staff to ensure the accounting and financial systems of the district are in compliance with GAAP and GASB.
- Communicated current accounting policies and procedures regularly to my staff.
- Managed a system of financial records, controls, and accounting procedures in accordance with generally accepted accounting principles and applicable governmental regulations.
- Reviewed and approved all monthly closing entries, accruals, bank reconciliations, and financial reports.
- Managed the spending and accounting of various grants.
- Prepared internal and external financial reports for the Board of Education and various funding agencies.
- Monitored cash flow and forecasted cash requirements.
- Met with program directors on a monthly basis to monitor budgets and expenditures.
- Recommended and implemented systems to improve the effectiveness and efficiency of the financial systems.
- Worked with external auditors on the annual audit and in addressing audit recommendations.
- Developed annual budgets of approx. $ million.
- Redesigned the Accountants’ responsibilities to develop a team environment.
- Implemented GASB by establishing procedures and controls for capturing fixed assets and recording depreciation.
- Transferred over $. million dollars from one banking institution to the school’s new banking institution without disrupting operations.
/-/ American Home Products Corp., Madison, NJ
Operations Analyst
- Revised the financial information contained in the footnotes of the MD&A section of the annual report to reflect the sale of a segment.
- Created a manual to assist future Analysts in completing the governmental reports and analysis.
- Prepared various governmental reports, including, but not limited to, BE (A), ACE-, MA-(EC), CQ-.
- Reviewed governmental reports prepared by the divisions prior to submitting the reports to the government.
/-/ PricewaterhouseCoopers LLP, Florham Park, NJ
Auditor, Associate
- Conducted detail testing of financial statements to ensure compliance of GAAP.
- Thoroughly tested and documented internal controls covering all areas of the financial cycle.
- Assisted the Supervisor in assigning the various audit areas to the team and ensuring timely completion of the audit.
- Provided detailed recommendations to improve operating efficiency and strengthen internal controls.
- Provided upward feedback for performing a more streamlined audit.
- Assumed responsibility for the tying-out of the Annual Report/-K.
- Participated in the tax rotation and prepared personal tax returns.
/-/ Merck & Co., Inc., Whitehouse Sta., NJ
Senior Financial Administrator
- Proposed and initiated a new financial policy resulting in an approx. annual savings of $, for the Marketing and Medical Communications department.
- Trained the department on various financial procedures, such as Value Added Tax (VAT).
- Performed monthly reconciliations on budgets exceeding a million dollars.
- Assisted in the month-end close by processing accruals, journal entries to charge back the subsidiaries, and the redepositing of checks.
- Created databases for the tracking of various budgetary transfers.
- Performed an analysis comparing the actual promotion jobs to profit plan.
- Maintained the department account numbers and journal numbers through JD Edwards.
- Performed a workload analysis of the Media Development group.
- Worked with the Systems Development Team in developing various financial systems.
- Tested and suggested enhancements to financial systems to ensure the implementation of adequate controls.
- Provided the financial support and budgetary controls to assist Marketing and Medical Communications in meeting its spending targets.
/-/ Merck & Co., Inc., Whitehouse Sta., NJ
Financial Administrator
- Analyzed, reconciled, and reviewed the monthly budget and expenditure reports.
- Prepared monthly journal entries to charge back the countries.
- Managed the Financial Administrators in developing a financial policies and procedures manual outlining the functions administered by the financial control group.
- Performed a financial audit on random selected files.
- Determined required access to the various systems and granted that access to users.
HONORS Merck’s Award for Excellence
Honors Society
CERTIFICATION CPA
EDUCATION Rutgers, Graduate School of Management Newark, NJ
MBA with Accounting concentration October ,
GPA: .
Rutgers University, School of Business New Brunswick, NJ
BS, Accounting May
SKILLS Language
Computer
- Excel, AS , SAP Purchasing System, JD Edwards, Quicken, Balance Point, QuickBooks
ACTIVITIES West Side Preschool and Our Lady of Perpetual Help Preschool (-) – Class Mom
West Side Preschool Advisory Board (-)– Fundraising and Hospitality Committee
North Haledon Public Library Advisory Board
Douglass College Gov’t Assoc. Finance Committee – Finance Chair
Gamma Phi Beta Sorority – Treasurer and Fund Raiser
PricewaterhouseCoopers - Mentor