Finance

Rate, USD
$35 / hour
Work schedule
Full Time,
Language skills
English
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About me

I’ve been in the finance world now for eight years. I am able to analyze financial statements and conduct ratio analysis. Proficient in Excel, including financial modeling, data analysis, and using advanced functions and formulas. I have been working with SAP for my whole time with Leo Burnett. With all of our clients, I would help create and maintain the budgets on multiple jobs. With Leo Burnett, I was managing 50 clients, so I am able to multi-task very well and use my time management skills to work efficiently and effectively. This also helped me to improve my team work and collaboration skills working with multiple teams and resolve any issues we ran into.


Professional area



Education

07/2007 - 04/2011 Bachelor's Degree in Psychology @ University of Michigan

Experience

03/2020 - 07/2023 Job Specialist @ Leo Burnett

Manage job and estimate creation for client base to ensure precise contractual compliance
• Liaise with Account and Production Teams on client specific financial issues  
• Utilize MS Excel and SAP system to produce and analyze billing reports such as Monthly
Invoice reports. Monthly Variance Reports, and Trending Reports for client base
• Develop strong understanding of client contracts and how they affect client billing between
internal teams
• Liaise with the GDW Reporting team in order to provide the Agency with any specialized
client reports
• Review of the job and all internal entries prior to Job Closure in the system and
assist/troubleshoot any errors
• Assist with any client specific accrual or budget reporting

07/2015 - 03/2020 Purchasing Analyst @ Leo Burnett

Review all invoices to ensure costs are accurate according to purchase order and codes
invoice by G/L department code
• Develop, submit & monitor budgets for branches and departments
• Review and confirm that invoices were correctly audited and approve payment
• Balance monthly variances and budget discrepancies, making journal entry adjustments as
required

04/2015 - 07/2015 Customer Solutions Representative @ Home Partners Of America

Cultivated and maintained trusting business relationships using companyʹs innovative
solutions
• Presented existing and prospective customers with valuable information to aid decision‐making

09/2013 - 01/2015 Licensed Benefits Advisor @ GoHealth

Explained features, advantages, and disadvantages of various policies to promote sale of
insurance plans
• Customized insurance programs to suit individual customers


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