Rachel Joshua
Finance Analyst
New York,NY
Summary
Accomplished MBA Leader with a 4+ year track record of excellence in delivering exemplary forecasting and financial analysis. Recognized by a boutique law firm for developing innovative and cost cutting financial processes and procedures. Excels at creating data-driven reports that analyze new capital investments and business acquisitions through valuation modeling. Provides timely and relevant financial insight that has supported the growth and compliance efforts of multiple organizations. Interacted with European and Deustche Bank CEO’s at a global banking forum event.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
Work History
Finance Analyst
Lights Law Firm
01.2018 - Current
- Delivering strategic financial analysis for a mid-sized law firm
- Developed and presented financial presentations documenting financial status and providing company projections - Managed the firms expenses distribution by finalizing income statements for the past two years - Delivers accurate monthly reports that detail actual vs forecasted results, prior year benchmarks, assessments of risk, and potential revenue growth opportunities
- Assisted Accounts Manager with Financial Budget estimates for all ongoing and new projects
- Managed the entire office’s balance sheet, P&L accounts and cash flow statements analysis
Finance Specialist
Universal Links
03.2016 - 11.2017
- Thoroughly examined, analyzed, and adjusted financial statements in compliance with SOX/GAAP
- Identified and recommended critical performance modifications to remain in alignment with projected long term goals
- Carefully scrutinizes over $200K in financial transactions and A/R
- Diligently researches discrepancies, variances and opportunities for improvement, immediately conferencing globally with controllers to verify data
- Rapidly identifies and researches disruptive forecasting trends in the domestic and international markets delivering relevant insight into financial directives, metrics and KPI’s
- Spearheaded the implementation of auditing processes for another multi-million dollar sister firm Sun Soft Inc
- Master at managing multiple dashboards delivering monthly reports detailing cost saving analysis
Finance and Sales Representative
T-Mobile
01.2016 - 03.2016
- Led financial efforts processing all payments and managing inventory analysis
- Handled over 30-50 calls per day
- Developed customer relationships for future sales
- Expert at creating templates and processes for reporting and consistently researched best practices for communicating and extracting pertinent revenue data.
Education
MBA - Finance
Metropolitan College of New York
01.2017 - 12.2018
Bachelors of Commerce - undefined
Mount Carmel College
06.2011 - 03.2014
Skills
Financial and operational reporting
Strategic financial planning
Financial statements expertise
Administrative support
Excellent attention to detail
Customer Relationship Management
Timeline
Finance Analyst
Lights Law Firm
01.2018 - Current
MBA - Finance
Metropolitan College of New York
01.2017 - 12.2018
Finance Specialist
Universal Links
03.2016 - 11.2017
Finance and Sales Representative
T-Mobile
01.2016 - 03.2016
Bachelors of Commerce - undefined
Mount Carmel College
06.2011 - 03.2014