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.
Manage job and estimate creation for client base to ensure precise contractual compliance
β’ Liaise with Account and Production Teams on client specific financial issuesΒ Β
β’ 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
β’ Develop strong understanding of client contracts and how they affect client billing between
internal teams
β’ Liaise with the GDW Reporting team in order to provide the Agency with any specialized
client reports
β’ Review of the job and all internal entries prior to Job Closure in the system and
assist/troubleshoot any errors
β’ Assist with any client specific accrual or budget reporting
Review all invoices to ensure costs are accurate according to purchase order and codes
invoice by G/L department code
β’ Develop, submit & monitor budgets for branches and departments
β’ Review and confirm that invoices were correctly audited and approve payment
β’ Balance monthly variances and budget discrepancies, making journal entry adjustments as
required
Cultivated and maintained trusting business relationships using companyΚΉs innovative
solutions
β’ Presented existing and prospective customers with valuable information to aid decisionβmaking
Explained features, advantages, and disadvantages of various policies to promote sale of
insurance plans
β’ Customized insurance programs to suit individual customers
A strategic budget analyst with years of experience focused on creating, evaluating, implementing, and managing multimillion dollar budgets. Ability to align stakeholders to ensure that budgets meet parameters.
With over 11 years of experience in the financial services industry, I am a driven and motivated branch manager who leads by example and inspires others to achieve their goals. I have a proven track record of delivering exceptional customer service, increasing branch profitability, and managing compliance and operations functions.
I am detail oriented with several years of customer service and financial experience. I am also a team player with strong technical skills and experience in training new team members.
Anti-Money Laundering Analyst actively looking for a new opportunity. My previous role as a Business Analyst in the Financial Intelligence Unit at American Express has provided me with experience working Due Diligence Investigations, writing SARs for fraudulent activity, and understanding the risk appetite of the bank.
I have 8 years experience in the administrative field. I worked in the finance, education, engineering and construction departments.
