Financial Analyst

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
English
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About me

Growth-minded, detail-oriented analyst with a proven track record in coordinating impactful finance projects, testing and updating accounting processes, and advising strategic planning initiatives through effective reporting and data analysis. Critical thinker and creative problem solver with reliable experience in performing accounting and ledger reconciliations, collaborating with cross-functional stakeholders, and solving complex problems. Constantly motivated to provide value to internal and external stakeholders, train and develop future leaders, and impact meaningful organizational change.


Professional area



Education

2008-2013 Bachelor @ Ohio State University

Experience

Dec 2021 - Current Analyst @ Lincoln Financial Group

• Oversee annual quarterly project releases by testing/updating processes, improving procedures, and developing general ledger mappings between old source systems and new systems.
• Lead functional development/testing of system processes and implementation for new business processes related to PeopleSoft and Aptitude Accounting Hub.
• Utilize analytical skills to perform several reconciliations, validation, and data integrity activities between subsystems.
• Designed formal annuity quarterly processes, including how-to instructions, screenshots, and helpful documentation.
• Facilitate bi-annual SOX audits by collaborating with external auditors and updating SOX controls based on business need.
• Operate as a subject matter expert by advising all levels of stakeholders (analysts, VPs, managers) on Aptitude Accounting Hub, general ledger system upgrades, and module/feature implementations.
• Collaborated with cross-functional stakeholders to optimize life insurance policy submissions within Aptitude Accounting Hub/PeopleSoft, perform root cause analysis, ensure accuracy with all subsystems, and eliminate the need for manual general ledger entries.• Oversee annual quarterly project releases by testing/updating processes, improving procedures, and developing general ledger mappings between old source systems and new systems. • Lead functional development/testing of system processes and implementation for new business processes related to PeopleSoft and Aptitude Accounting Hub. • Utilize analytical skills to perform several reconciliations, validation, and data integrity activities between subsystems. • Designed formal annuity quarterly processes, including how-to instructions, screenshots, and helpful documentation. • Facilitate bi-annual SOX audits by collaborating with external auditors and updating SOX controls based on business need. • Operate as a subject matter expert by advising all levels of stakeholders (analysts, VPs, managers) on Aptitude Accounting Hub, general ledger system upgrades, and module/feature implementations. • Collaborated with cross-functional stakeholders to optimize life insurance policy submissions within Aptitude Accounting Hub/PeopleSoft, perform root cause analysis, ensure accuracy with all subsystems, and eliminate the need for manual general ledger entries.

12-2018 - 12-2021 Specialist @ Lincoln Financial Group

• Onboarded, maintained, and integrated a new asset manager with thousands of securities and asset classes.
• Influenced several organizational improvements by modernizing policies and procedures, coaching/mentoring 4 new hires, leading cross-departmental trainings, and converting a department to 100% paperless documentation.
• Established sustainable procedures, documentation, and resourceful slide decks, resulting in better communication with internal/external stakeholders.
• Administered daily trade settlement and trade reconciliation.

02-2016 - 12-2018 Senior Financial Analyst @ Huntington National Bank

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