Shannon Phelps
Wilmington,NC
Summary
Analytical Accountant possessing in-depth knowledge of cost control, budgeting and financial accounting. Proficient in multiple accounting software. Detail-oriented and precise professional offering five years of experience leading and coordinating various financial activities. Dedicated accounting professional with history of meeting company goals utilizing consistent and organized accounting practices. Skilled in working under pressure and adapting to new situations to best enhance the organizational brand. Prodigious [Job Title] accomplished at processing large-scale stores of disorganized data into harmonious and accessible Business Intelligence tools. Deft at providing easily understood dashboards and tools. Noted creator of media accessible to anyone from senior executives to customer service personnel.
Overview
6
6
years of professional experience
Work History
IT Business Analyst
NCino
11.2022 - Current
- Enhanced company-wide decision-making by developing comprehensive reports on key performance indicators
- Streamlined project management with effective communication and collaboration across cross-functional teams
- Collaborated with cross-functional teams to develop comprehensive project plans, ensuring timely delivery of key milestones
- Assisted in the development of operational policies and procedures that aligned with organizational goals and objectives
- Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards
- Identified inefficiencies in current systems, recommending adjustments that resulted in increased productivity levels
- Enhanced data-driven decision-making by developing and implementing BI solutions for various business departments
- Streamlined reporting processes by creating automated dashboards, resulting in improved efficiency and accuracy
- Collaborated with cross-functional teams to identify opportunities for process improvements, driving increased operational effectiveness
- Optimized data collection methods by identifying gaps in existing databases and recommending corrective actions, improving overall data quality
- Provided crucial input during system migration projects, ensuring seamless integration of new BI tools into existing infrastructure without compromising data integrity or functionality
- Delivered customized training sessions to end-users on BI tool usage, enhancing adoption rates across the organization
- Reduced report turnaround times by automating manual procedures through the implementation of efficient ETL workflows
- Managed complex BI projects from inception to completion, consistently delivering high-quality results within budgetary constraints and strict timelines
- Implemented effective change management strategies during technology transitions, minimizing disruptions to regular operations while maximizing user satisfaction levels
- Bridged communication gaps between technical and non-technical stakeholders by translating complex data concepts into easily understood terms, fostering a shared understanding of project goals and objectives
- Evaluated vendor offerings for BI solutions, conducting thorough assessments of product functionality, scalability, and cost-effectiveness to make informed recommendations for purchase decisions
- Drafted strategic business intelligence roadmap, complete with data governance policies and tactical information safeguards
- Collaborated with stakeholders to identify business needs and data sources
- Optimized data access and storage to improve performance of analytics systems
- Developed and implemented data governance policies and procedures.
Project Accountant
NCino
11.2021 - Current
- Monitored project costs, developed job cost forecasts, managed cash flow and approved invoices for payment
- Read, escalated and reported invoices for projects of varying size and complexity
- Eliminated discrepancies by carefully reviewing budgets to prevent overspending and adhere to financial objectives
- Approved project write-offs for items not available for billing to or collection from customers
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks
- Reviewed financial reports and streamlined operations to increase productivity and company profits
- Developed forecasting tools to analyze revenue variances
- Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
Sr. Accountant
Thinc Strategy
11.2020 - 06.2021
- Created budgets and forecasts for management group to meet regular accounting deadlines
- Prepared documents, reports and presentations for executives and board members using advanced software proficiencies
- Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement
- Used accounting software to issue tax returns and prepare consolidated reports
- Provided journal entries and performed accounting on accrual basis
- Trained new employees on accounting principles and company procedures
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols
- Established QuickBooks accounting system to reflect accurate financial records
- Verified accurate recordkeeping processes, reducing financial inconsistencies
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts
- Organized and carried out proactive month-end, quarterly and year-end processes.
Financial Operations Manager
Tribute Companies
04.2018 - 11.2020
- Improved operational efficiency and cultivated cost reduction while increasing productivity
- Monitored organization's performance against industry competitors
- Managed and trained a team of six accountants and analysts on financial reporting, budget creation, and expense tracking
- Identified budget variances and recommended corrective actions to ownership and upper management
- Assisted in increasing NOI to exceed budget by a positive variance of $1,4563,22
- Developed spreadsheet models for diverse projects and analysis including inventory tracking, and market surveys
- Determined pricing models for twenty-five multifamily communities based on market trends
- Created and implemented policies, procedures, and systems across the company's portfolio
- Provided Market Rent increase recommendations through analysis of market trends allowing for $808,000 positive variance year over year.
Education
No Degree - Domo Certification V2.0
Domo Certification
02.2024
Master of Science - Business Analytics
University of North Carolina Wilmington
Wilmington, NC05.2022
Bachelor of Science - Business Administration, Accountancy
Cameron School of Business
Wilmington, NC05.2018
Skills
- Relationship and Team Building
- Financial Management
- Profit and Loss Management
- Budget Planning
- Excel proficiency
- Account Reconciliation
- Intuit QuickBooks
- Programming Languages: Java, C#, Net, Python
Timeline
IT Business Analyst
NCino
11.2022 - Current
Project Accountant
NCino
11.2021 - Current
Sr. Accountant
Thinc Strategy
11.2020 - 06.2021
Financial Operations Manager
Tribute Companies
04.2018 - 11.2020
No Degree - Domo Certification V2.0
Domo Certification
Master of Science - Business Analytics
University of North Carolina Wilmington
Bachelor of Science - Business Administration, Accountancy
Cameron School of Business
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