Andrea Poindexter
Lewisburg,TN
Summary
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
15
15
years of professional experience
Work History
Financial Analyst
Caterpillar Financial
02.2020 - Current
- Responsible for customer account buyouts
- Ensuring accurate input of accounting data
- Researching and reconciling funds received for early termination of contracts
- Ensuring accurate input of accounting data
- Weekly and monthly reporting and researching errors of applied funds
- Usage of Oracle, Capital Stream, Salesforce, Excel, and other systems
- SME, Reporting team, project lead.
- Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Reduced risk exposure by conducting comprehensive credit analyses and recommending appropriate actions.
- Collaborated with cross-functional teams to optimize customers experiences, resulting in improved resource allocation.
Lease & Division Order Analyst
Gulfport Energy
09.2017 - 02.2020
- Creating, analyzing, interpreting, and maintaining lease and contract documents including JOA’s, Amendments, Assignments Easements, and other legal conveyance documents
- Calculating, tracking, and maintaining royalty interest, overriding interests, and working interests (net and gross)
- Tracking and processing monthly payments, obligations, buyouts, and expirations
- Communicating with lessors and other departments
- Creating and running reports and macros in various systems including Excel and SAP.
- Increased efficiency in the processing of division orders by implementing an organized workflow and prioritizing tasks.
- Reduced errors in title interpretations by conducting thorough research and maintaining accurate records.
- Enhanced communication between departments, ensuring timely updates on lease ownership changes and revenue disbursements.
- Collaborated with land administration teams to resolve discrepancies and maintain accuracy in the division order system.
- Ensured compliance with state regulations and industry standards for all division order activities.
Lease Analyst
Chesapeake Energy
07.2014 - 09.2017
- Provisioning contracts of all types
- Analyzing legal documents and inputting information into database
- Calculating, tracking, and maintaining royalty interest, overriding interests, and working interests (net and gross)
- Working with counties Recorder of Deeds through-out the US for proper processing and recording of company legal documents.
- Enhanced lease management efficiency by implementing a streamlined database and tracking system.
- Reduced operational costs for the company by renegotiating lease agreements with property owners.
- Increased accuracy in lease documentation by thoroughly reviewing and analyzing contracts for discrepancies.
- Ensured timely payments to landlords, maintaining strong professional relationships with key stakeholders.
- Improved communication between departments by developing a centralized lease information repository.
- Optimized leasing processes through the implementation of new software tools and automation strategies.
Operations Specialist
United States Navy
08.2008 - 06.2010
- Prior to being medically discharged, I was trained in a Class A Technical school
- My priorities were understanding, reading and maintain charts and plotting courses, radar operations, detection, tracking and interpretation, coding, and analyzing data.
Education
Bachelor of Arts - Organizational Leadership
University of Oklahoma
05.2025
Associate of Science - Intercultural, Multicultural, And Diversity Studies
Oklahoma City Community College
07.2018
Skills
- Excel training to mastery level
- Adaptability
- Accounting Assistance
- Proficiency in Office Suite
- Process evaluation and implementation experience
- Strong oral and written communicatin abilities
- Strong mathematical skills
- Intense organization
- Auditing
- Funds Distribution
- Financial Modeling
- Project Management
- Due Diligence
- Data Analysis
Timeline
Financial Analyst
Caterpillar Financial
02.2020 - Current
Lease & Division Order Analyst
Gulfport Energy
09.2017 - 02.2020
Lease Analyst
Chesapeake Energy
07.2014 - 09.2017
Operations Specialist
United States Navy
08.2008 - 06.2010
Bachelor of Arts - Organizational Leadership
University of Oklahoma
Associate of Science - Intercultural, Multicultural, And Diversity Studies
Oklahoma City Community College
Similar Profiles
Marisa CokeMarisa Coke
Customer Service Representative at Caterpillar FinancialCustomer Service Representative at Caterpillar Financial
Luisa ArteagaLuisa Arteaga
Customer Accounts Specialist ll at Caterpillar FinancialCustomer Accounts Specialist ll at Caterpillar Financial
Ranjith Menon TRanjith Menon T
Accountant II at Caterpillar Financial Services India Private LimitedAccountant II at Caterpillar Financial Services India Private Limited
Yazmin AllenYazmin Allen
Senior Prior Authorization Specialist at Royal Health SolutionsSenior Prior Authorization Specialist at Royal Health Solutions
Colton LunaColton Luna
Construction Project Coordinator at United CommunicationsConstruction Project Coordinator at United Communications