Detail-oriented financial analyst with a background leveraging hands on experience in budgeting, accounting, forecasting and data analytics.
Overview
9
9
years of professional experience
Work History
Finance Analyst
Lendlease (US) Construction
08.2019 - Current
Assist in delivering a consolidated 5-year business plan for the Americas Construction business in conjunction with Finance Managers and Business Partners
Conduct financial analysis on business opportunities and long term forecasts for the Americas Construction business; containing over 250 active projects that generate over $1.3b in annual revenue
Responsible for managing the forecast of a $7m central overhead budget
Analyze revenue and GPM performance, pipeline, new work secured, risk/opportunities and their alignment with business targets
Consolidate and report large amounts of data across multiple business units through Excel, Power BI, Tableau, IBM Cognos, Oracle etc.
Prepare monthly, quarterly and yearly financial reports while providing support to investigate any material exceptions to forecast and plan against actuals including commentary
Drive continuous improvement initiatives in relation to the financial analysis, financial accounting and reporting processes in various systems
Establish and maintain effective working relationships with financial services and various business unit leadership
Junior Project Accountant
Lendlease (US) Construction
07.2018 - 07.2019
Facilitated subcontractor contract execution and modifications, validated payment applications and monthly billings, and processed costs in job cost accounting system while maintaining strong and effective customer relationships
Reconciled incurred project expenditures and processed the transfer of expenses into and out of project-related accounts, and analyzed all project expenses not billed to customers
Provided support in project profitability and variance reporting and identified any project variances between budget, forecast, and actuals
Interfaced with all general and corporate accounting activities including Accounts Payable, Accounts Receivable, Payroll and Financial Reporting as required
Junior Project Accountant
Lendlease (US) Construction
06.2017 - 07.2018
Provided consultation on project reporting systems issues, ran ad hoc reports, and customized support to business units by soliciting information on specific accounting needs
Responsible for the coordination and administration of project accounting and reporting systems; involved in all new system development activities, e.g., Oracle, IBM Cognos TM1, IBM Cognos Analytics
Reconciled and monitored the overlaying project accounting and reporting systems to ensure integrity and validity of financial information
Supported and managed monthly closure of project sub-ledgers in close coordination with project management and finance
Performed entity PL to GL monthly reconciliation, processed correcting journals, presented issues and resolutions to PAR and FAR managers
Drove continuous improvement initiatives in project accounting and reporting systems through change requests followed by UAT testing prior to deployment
Coordinated the training of new hires to ensure a proper transition into the team’s department.
Accounting Intern
Prager Metis CPAs
02.2017 - 05.2017
Assisted in the preparation of various financial reporting and analysis
Utilized and developed a basic understanding of various tax, auditing, and accounting programs/software such as Engagement and QuickBooks
Prepared personal, corporate, partnership, and S-Corp returns
Worked with Auditing, Tax and Accounting teams
Tax Analyst Intern
Novartis
05.2016 - 08.2016
Ensured federal income tax compliance and provision and respective book to tax difference work papers
State income tax apportionment and state income tax compliance, federal and state income tax research
Worked with software applications such as Thomson Reuters OneSource Income Tax, OneSource Tax Provision and Checkpoint
Tax Analyst Intern
Wyndham Worldwide Corp
06.2015 - 08.2015
Prepared federal tax returns including state and local income/franchise tax returns for subsidiaries and various combined/consolidated tax filings
Prepared income tax work papers to support the Tax Group with federal return compliance
Analyzed and tested accuracy of work completed, and information presented
Communicated with team leader for timely and cost-effective completion of projects
Education
MBA - Management
Fairleigh Dickinson University
Madison, NJ
05.2019
Bachelor of Science - Accounting
Fairleigh Dickinson University
Madison, NJ
05.2017
Skills
Financial Reporting
Analytical Analyses
Adaptability to new software
Microsoft Excel
Leadership Experience
Phi Zeta Kappa Honor Society – Membership in the University’s junior honor society
Zeta Tau Alpha – Vice President II (New Member Coordinator) - worked directly with new members to complete our membership program
Love Your Melon Brand Ambassador – Promoted apparel across America, for every hat sold one is given to a child battling cancer
Languages
Spanish
Timeline
Finance Analyst
Lendlease (US) Construction
08.2019 - Current
Junior Project Accountant
Lendlease (US) Construction
07.2018 - 07.2019
Junior Project Accountant
Lendlease (US) Construction
06.2017 - 07.2018
Accounting Intern
Prager Metis CPAs
02.2017 - 05.2017
Tax Analyst Intern
Novartis
05.2016 - 08.2016
Tax Analyst Intern
Wyndham Worldwide Corp
06.2015 - 08.2015
MBA - Management
Fairleigh Dickinson University
Bachelor of Science - Accounting
Fairleigh Dickinson University
Similar Profiles
Robert SmithRobert Smith
Chief Estimator at Lendlease (US) ConstructionChief Estimator at Lendlease (US) Construction