Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
25
25
years of professional experience
Work History
Financial Analyst
Hamilton Family Health Team
10.2013 - 05.2024
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
Implemented effective internal controls to mitigate risks associated with financial misstatements or fraud incidents.
Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
Strengthened relationships with external partners through timely communication and collaboration.
Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
Increased stakeholder satisfaction by delivering timely, accurate financial information tailored to their specific needs.
Senior Staff Accountant
Centre for Effective Practice
01.2008 - 09.2018
Reduced discrepancies in account balances by thoroughly reviewing and reconciling general ledger accounts on a monthly basis.
Developed customized financial reports tailored to specific stakeholder needs, enabling efficient decision-making processes at all levels of the organization.
Reviewed documents and accounts for discrepancies and resolved variances.
Continuously improved accounting skills through regular professional development opportunities, staying up-to-date with industry trends and best practices.
Gathered, analyzed and reported financial information.
Assisted with annual budget preparation, ensuring accurate projections for revenue and expenses based on historical data analysis.
Conducted thorough variance analyses to identify discrepancies between budgeted and actual expenses, providing actionable insights for cost-saving initiatives.
Facilitated accurate financial forecasting by analyzing current trends and providing insightful recommendations to executive management.
Updated general ledger with latest entries.
Simplified tax filing processes by maintaining organized financial records and collaborating effectively with external auditors during year-end reviews.
Increased cash flow management efficiency through timely invoicing, collections, and payment processing.
Prepared monthly journal entries and reconciliations.
Education
Associate of Arts - Accounting
Rollins College
Winter Park, FL
06.1989
Skills
Microsoft Excel
Financial and operational reporting
Financial Management
Financial statement analysis
Variance Analysis
Research and Data Analysis
Excellent attention to detail
Advanced computer skills
Data Analysis
Superior time management
Financial software
Auditing procedures
Languages
English
Native or Bilingual
French
Elementary
German
Limited Working
Travel, Gardening, Reading
I've traveled all over the US and Europe, enjoy gardening, and am an avid reader.
Timeline
Financial Analyst
Hamilton Family Health Team
10.2013 - 05.2024
Senior Staff Accountant
Centre for Effective Practice
01.2008 - 09.2018
Associate of Arts - Accounting
Rollins College
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