Description

May 2007-Present            GRAHAM HEALTHCARE GROUP, Mars, Pennsylvania

Senior Financial Analyst

Develop, maintain and finalize the annual operating budgets for 17 wholly owned and 5 joint    venture entities, lead the completion of forecasting initiatives including 3-year and 5-year projections, create data models and graphs utilizing key operating statistics and performance indicators, design reports and dashboards using a variety of data-mining and presentation tools, implemented Adaptive Insights budget and forecast software; sole administrator

Financial Analyst

Prepared annual budgets for the Support Services Division and work closely with the Vice          Presidents of Information Technology, Finance and Accounting, Human Resources, Legal,    Marketing and Revenue Cycle while mining large amounts of data, analyzed actual vs. budget results and ensured compliance with established operating targets, implemented Prophix budget and forecast software; sole administrator

Budget/Fiscal Analyst

Worked closely with various levels of management on issues regarding budget development, reporting, and ad hoc requests, worked with the CFO to prepare monthly and annual budget presentations, implemented Budget Maestro budget and forecast software; sole administrator

Accounting Coordinator (Part-Time)

Imported budgets into Quickbooks and investigated monthly actual vs. budget variances, prepared and ensured accuracy of general ledger entries and assisted with annual audit

Aug 1996 – Dec 2005          MARCONI, Warrendale, Pennsylvania

Senior Financial Analyst

Coordinated and prepared monthly forecasts and quarterly budgets for the R&D division with    a $62 million annual budget, entered all GL entries for the R&D division; and prepared monthly variance analysis between forecasted and actual financial results for upper management review

Senior Sales Compensation Analyst

Calculated commissions and bonuses for 200 employees including Support Personnel, Sales Reps, Systems Engineers, Regional Directors, and Vice Presidents, organized and executed special incentive programs for sales force compensation

Senior Accountant

Developed tax commission entries between all foreign entities, reconciled worldwide intercompany accounts, consolidated the general ledger month end for all entities worldwide in the Oracle ERP system

Staff Accountant

Calculated monthly worldwide sales commissions for 440 employees, prepared forecasts of commission and bonus expense for future periods, communicated with the worldwide sales force to resolve issues and discrepancies

July 1995 – July 1996          ADVEST, INC., Pittsburgh, Pennsylvania

Sales Assistant

Assisted 5 Account Executives, including the Regional Branch Manager at a full-service broker/dealer, verified and Executed client instructions including dividend reinvesting, new account information and check requests, created numerous reports with summarized account information for client investment needs

 

Skills

  • ADP Reporting
  • Analysis And Reporting
  • Budget Maestro
  • Desire To Produce Accurate
  • Exceptional skill in data collection
  • Graphing
  • High-quality Work; Attentive To Details
  • Highly Proficient In Microsoft Excel (pivot Tables
  • Highly Proficient In Multiple Budgeting Software Applications; Adaptive Insights
  • Intacct Reporting
  • Manage Time And Multi-task While Working In A Remote Environment
  • PowerPoint
  • Proficient in Word
  • Prophix
  • Quickbooks
  • Strong Organizational Skills And Ability To Set Priorities
  • Ultipro Reporting
  • Vlookups Etc.)

Education

Robert Morris University

1991-1995 Earned Bachelor of Science Degree in Business Administration with a minor in Quantitative Business Analysis

Graduated Cum Laude