Desired Job Title
Senior Financial AnalystSenior Staff AccountantStaff AccountantAssistant ControllerWork Type
Full TimeLocation Preference
RemoteOn-SiteHybridLocation: Cincinnati, USA
Open to relocation: No
Ann Utrata
Cincinnati
Work Preference
Summary
Senior Financial Analyst with over 15 years of experience in corporate finance. Delivers comprehensive accounting and financial support, enhancing internal controls and process efficiency. Expertise includes financial modeling, forecasting, cash flow analysis, variance analysis, and month-end closing. Demonstrates strong analytical skills to drive informed decision-making.
Overview
25
25
years of professional experience
Work History
Senior Financial Analyst
Bon Secours Mercy Health
Cincinnati
10.2022 - Current
- Support financial reporting manager and director in providing management accurate and timely information needed to understand and manage the financial records.
- Assist with the preparation of monthly financial reports.
- Perform monthly financial statement close tasks.
- Perform month-end close journal entry.
- Assist financial reporting manager in preparation of ad hoc analyses.
- Update Power BI dashboard for daily statistical reporting.
- Assisted with special projects.
Senior Staff Accountant
Parallon l American Shared Service Center – HCA Healthcare
08.2014 - 10.2022
- Prepared detailed monthly budget variance report to inform management decisions.
- Prepare monthly reconciliation for all Balance Sheet accounts.
- Prepared monthly journal entries, analyzed and reconciled highly complex patient accounts.
- Responded to information requests from Corporate, Internal Audit, and Hospital management to support compliance and transparency.
- Ensured consistent achievement of all processing and reporting deadlines to maintain operational efficiency.
Staff Accountant
Lerners Sampson & Rothfuss, LPA.
Cincinnati
06.2008 - 08.2014
- Analyzed intercompany balances, AP accruals, and expenses to maintain financial accuracy.
- Reconciled cash accounts, ensuring accurate documentation for all balances.
- Ensure that all processing and reporting deadlines are consistently achieved.
- Provided timely information for internal and external audits, facilitating compliance.
Financial Control Reconciler III
Fifth Third Bank
Cincinnati
05.2005 - 06.2008
- Responsible for daily balance and researching an outages for Bankcard Accounting concerning all the complex accounts; settlement, payment, chargeback etc.
- Printed financial reports and made corresponding journal entries to maintain accurate records.
- Managed daily movement of credit card funds to the appropriate accounts.
Financial Assistant
PricewaterhouseCoopers ABAS Ltd.
Bangkok
05.2001 - 10.2003
- Executed account payable duties, classifying and coding invoices for automated payments and preparing manual checks to ensure timely processing.
- Reviewed and processed expense reports according to company procedures to maintain financial accuracy.
- Prepared wire transfers for international payment.
- Assisted Accounting Manager with month-end closing activities to facilitate accurate financial reporting.
Education
BBA - Accounting
Srinakarinwirot University
Bangkok03-2001
Skills
- Financial reporting
- Ad hoc reporting
- Budget forecasting
- Cash flow management
- Account reconciliation
- ERP systems, Oracle, Power BI
- Microsoft Excel proficiency
- Analytical skills
Timeline
Senior Financial Analyst
Bon Secours Mercy Health
10.2022 - Current
Senior Staff Accountant
Parallon l American Shared Service Center – HCA Healthcare
08.2014 - 10.2022
Staff Accountant
Lerners Sampson & Rothfuss, LPA.
06.2008 - 08.2014
Financial Control Reconciler III
Fifth Third Bank
05.2005 - 06.2008
Financial Assistant
PricewaterhouseCoopers ABAS Ltd.
05.2001 - 10.2003
BBA - Accounting
Srinakarinwirot University