Description :

1. Developed comprehensive financial reports and variance analyses using advanced Excel techniques, enhancing decision-making.
2. Advised management on fiscal responsibilities and budget allocations, ensuring compliance with financial regulations.
3. Utilized budgetary guidelines to assist managers in formulating and executing effective budget plans.
4. Provided strategic support in addressing budgetary discrepancies, facilitating fund realignment to meet organizational goals.
5. Transformed financial data into actionable reports for various departments, segmented by month, quarter, and fiscal year.
6. Conducted regular reviews of financial reports, aiding managers in tracking income and expenses year-to-date.
7. Reviewed and reconciled co-packer monthly activities, ensuring accurate financial reporting and classification.

Experience

7-10 Years

Level

Senior

Education

MBA

Description :

1. Led financial analysis and reporting for multiple departments, enhancing decision-making processes.
2. Developed and maintained financial models to support strategic planning and forecasting.
3. Collaborated with cross-functional teams to analyze financial performance and identify growth opportunities.
4. Managed the preparation of monthly financial statements and variance reports for senior management.
5. Conducted in-depth analysis of budget vs. actual performance, providing actionable insights.
6. Streamlined financial processes, resulting in a 25% reduction in month-end closing time.
7. Trained and mentored junior analysts, fostering a culture of continuous improvement.

Experience

7-10 Years

Level

Senior

Education

GED

Description :

1. Led the development of financial models to support strategic decision-making and investment analysis.
2. Assisted in the preparation of annual budgets and forecasts, ensuring alignment with organizational goals.
3. Conducted variance analysis to identify discrepancies and recommend corrective actions.
4. Collaborated with cross-functional teams to enhance financial reporting processes and improve accuracy.
5. Presented financial insights and recommendations to senior management for informed decision-making.
6. Monitored compliance with financial regulations and internal controls to mitigate risks.
7. Streamlined reporting processes, reducing the time taken to generate monthly financial reports by 25%.

Experience

10+ Years

Level

Consultant

Education

MBA

Description :

1. Managed the financial analysis of international accounts, achieving a 95% collection rate monthly.
2. Conducted thorough research on chargebacks and deductions, collaborating with internal and external stakeholders.
3. Streamlined deduction processes, reducing documentation from multiple pages to a concise summary.
4. Oversaw 250+ credit card accounts, resolving declined transactions and chargebacks efficiently.
5. Maintained a 100% collection rate since the program's inception in 2009.
6. Collaborated with teams on invoice adjustments and coordinated payment processes with external clients.
7. Facilitated monthly account reviews to address issues and enhance client relationships.

Experience

10+ Years

Level

Consultant

Education

CMA

Description :

1. Conducted comprehensive financial analysis to support strategic decision-making and operational efficiency.
2. Managed the annual budgeting process, ensuring alignment with organizational goals and financial targets.
3. Developed and maintained financial models to forecast revenue and expenses, enhancing financial planning.
4. Collaborated with cross-functional teams to identify cost-saving opportunities and improve financial performance.
5. Prepared detailed financial reports and presentations for senior management, highlighting key insights and trends.
6. Ensured compliance with financial regulations and internal controls, conducting regular audits and reviews.
7. Utilized advanced Excel functions to analyze large datasets, providing actionable insights for business growth.

Experience

10+ Years

Level

Consultant

Education

BA

Description :

1. Reported directly to the VP of Finance, providing comprehensive financial analysis for strategic decision-making.
2. Developed Pro-forma financial statements to guide management in critical business decisions.
3. Collaborated with the VP of Finance to create and revise the Annual Operating Plan (AOP) quarterly.
4. Facilitated monthly financial close by providing accurate accruals for trade, marketing, and logistics.
5. Worked closely with Sales and Marketing teams to estimate trade accruals and assess actual sales performance.
6. Reviewed credit memos against accruals, advising on necessary adjustments to maintain accuracy.
7. Analyzed monthly and quarterly profit and loss statements, identifying key variance drivers for financial reporting.

Experience

7-10 Years

Level

Senior

Education

BA

Description :

1. Provided comprehensive financial analysis and strategic recommendations to support business objectives.
2. Created and maintained detailed financial models to forecast revenue and expenses accurately.
3. Utilized DOD Financial Management Regulations to ensure compliance and support mission objectives.
4. Conducted thorough budget reviews and variance analyses to identify trends and areas for improvement.
5. Developed and implemented a financial reporting system that enhanced data accessibility and decision-making.
6. Assisted in the preparation of monthly and quarterly financial reports for senior management.
7. Collaborated with cross-functional teams to provide financial insights for strategic initiatives.

Experience

10+ Years

Level

Consultant

Education

BS

Description :

1. Conducted comprehensive financial analysis to support budgeting and forecasting processes, ensuring alignment with organizational goals.
2. Reviewed and analyzed budget details and progress reports, providing insights on personnel allocation and overall expenses.
3. Prepared and submitted detailed budgets to financial managers, ensuring compliance with financial regulations.
4. Managed reconciliation of expenditures, journal entries, and reimbursements to maintain accurate financial records.
5. Reviewed and approved contracts and financial records, collaborating with project teams to ensure financial integrity.
6. Negotiated budgets for clinical trials, ensuring profitability and compliance with financial standards.
7. Developed and implemented financial reporting systems, enhancing forecasting accuracy and departmental efficiency.

Experience

2-5 Years

Level

Entry Level

Education

MED

Description :

1. Managed accounting functions for various entities, ensuring accuracy in general ledger and cash management.
2. Prepared and analyzed monthly financial statements for multiple consolidating entities.
3. Developed strong relationships with internal stakeholders to enhance financial reporting processes.
4. Supported external audits by providing necessary documentation and resolving inquiries.
5. Conducted revenue and accounts receivable calculations, collaborating with external billing companies for accuracy.
6. Oversaw capital process management, including invoice verification and fixed asset maintenance.
7. Facilitated the transition to a new general ledger system, enhancing reporting capabilities.

Experience

10+ Years

Level

Consultant

Education

BS

Description :

1. Monitored intercompany transactions and balances, ensuring accuracy in financial reporting.
2. Prepared comprehensive reports for upper management to highlight financial performance and trends.
3. Conducted account reconciliations for cash, payroll, and inventory, enhancing financial integrity.
4. Processed month-end journal entries for accruals and corrections, ensuring timely financial close.
5. Trained finance personnel on updated reporting templates, improving efficiency and accuracy.
6. Facilitated audits by providing updated trial balances and income statements, ensuring compliance.
7. Implemented a dashboard to track month-end processes, improving submission accuracy and timeliness.

Experience

10+ Years

Level

Management

Education

BS

Description :

1. Supported all phases of budget planning and execution for various program groups.
2. Compiled and analyzed historical data to formulate and justify fiscal budgets.
3. Generated ad-hoc reports for budget inquiries, clarifying program direction and financial needs.
4. Prepared funding documents to amend contracts and service agreements for program projects.
5. Utilized financial systems like BASIS and COGNOS to extract and analyze financial data.
6. Developed pivot tables in Excel to create tailored cost reports for management review.
7. Contributed to the development and testing of new financial systems to meet departmental requirements.

Experience

0-2 Years

Level

Entry Level

Education

B.S. Finance

Description :

1. Utilized advanced financial analysis techniques to assess client portfolios and recommend tailored financial strategies.
2. Enhanced client engagement through effective communication, resulting in improved service retention.
3. Managed comprehensive financial research to inform decision-making for high-net-worth clients.
4. Maintained accurate documentation for business accounts to ensure compliance and operational efficiency.
5. Implemented cross-selling strategies for financial products, increasing revenue streams.
6. Designed and executed localized marketing initiatives to promote financial services within the community.
7. Conducted informative workshops to educate clients on financial planning and investment strategies.

Experience

10+ Years

Level

Management

Education

B.S. Finance

Description :

1. Oversaw daily financial operations, focusing on sales, business development, and client credit analysis.
2. Managed a diverse team of financial professionals to enhance service delivery and operational efficiency.
3. Protected organizational interests while maximizing ROI through strategic client engagement.
4. Conducted thorough analyses of financial statements to evaluate creditworthiness of prospective clients.
5. Generated over $400,000 in revenue within three years by targeting key professional sectors and leveraging referrals.
6. Collaborated with legal counsel to draft and negotiate client contracts effectively.
7. Maintained strategic relationships with multimillion-dollar accounts, ensuring high levels of client satisfaction.

Experience

2-5 Years

Level

Executive

Education

B.S. Finance

Description :

1. Promoted and sold a complete line of retail bank products, enhancing customer engagement and satisfaction.
2. Expanded new accounts and banking relationships, contributing to a significant increase in client base.
3. Provided exceptional customer service, addressing client needs and resolving issues promptly.
4. Increased awareness of online banking services, leading to a 30% rise in digital engagement.
5. Managed a diverse portfolio of national and international clients, growing assets from zero to $3M.
6. Facilitated departmental meetings and sales coaching sessions to improve team performance.
7. Maintained high performance standards through meticulous attention to detail and proactive follow-up.

Experience

5-7 Years

Level

Junior

Education

BSc Finance

Description :

1. Consistently recognized as a top performer for exceeding financial targets.
2. Played a key role in achieving a 123% success rate for new client onboarding.
3. Conducted on-site financial education seminars to improve client financial literacy.
4. Established strong client relationships through tailored financial needs assessments.
5. Managed a diverse portfolio of high-net-worth clients, ensuring personalized service.
6. Executed strategic sales plans to acquire and retain clients effectively.
7. Led financial analysis projects, providing insights that informed business strategy.

Experience

2-5 Years

Level

Executive

Education

B.S. Finance