Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

ANNA MELBERG

Glendale Heights,IL

Summary

Driven Accountant and Financial Analyst with a proven track record. Quick learner and strong leader with experience in forecasting, budgeting, and presenting. CPA certified, license application submitted and pending review with IDFPR.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst

Industrial Technologies Group
Warrenville, IL
04.2025 - Current
  • Developed and maintained monthly reporting packages for each business unit in PBI
  • Prepared budgets and forecasts
  • Prepared commentary and visuals for month end executive presentations
  • Point person for my platform in the implementation of new data consolidation and reporting software

Financial Analyst

Industrial Technologies Group
Warrenville, IL
01.2024 - 04.2025
  • Coordinated month and year end closes for 14 business units
  • Assisted FP&A manager with PBI tasks, developing reports on Standard COGS and On Time Delivery

Senior Staff Accountant

Davies Molding, LLC
08.2023 - 01.2024
  • Prepared AP accrual file, reviewed payment run process, and verified invoices prior to approval.
  • Assisted Assistant Controller in compiling budget reports and financial analyses.
  • Worked on a variety of analytical projects, requiring significant utilization of Excel knowledge.
  • Created workbook to model depreciation for budgeting support and ongoing financial analysis.
  • Investigated material variances during Davies' annual inventory count.
  • Lead and participated in efforts for continuous improvement in plant processes.

Staff Accountant

Davies Molding, LLC
08.2021 - 08.2023
  • Managed AR functions including collections, customer conflict resolution, credit research and creation, and aging reporting to ensure timely cash flow.
  • Posted month-end close journal entries and prepared balance sheet reconciliations, enhancing accuracy of financial reporting.
  • Acted as subject matter expert in AP processes, streamlining expense reports, month-end accruals, and payment runs.
  • Developed Power Automate program to send statements automatically each month.

Accounts Receivable Senior

Coffman Truck Sales, Inc
08.2020 - 08.2021
  • Managed entire AR department with daily processing of sales by check, credit card, and cash.
  • Reviewed multiple schedules, posted and capped multiple batches daily, and trained new employees.
  • Monitored aging reports and made collection calls as needed.

Education

Certificate in Advanced Accounting -

College of DuPage
12.2022

Bachelor of Arts - Russian, Eastern European, and Eurasian Studies

Miami University
05.2018

Skills

  • Conversational in Russian
  • Experienced in Excel
  • Experienced in multiple ERPs such as D365, OneStream, AS400, CDK, Great Plains

Certification

Certified Public Accountant Candidate (Certification Only - License Pending)

Timeline

Senior Financial Analyst

Industrial Technologies Group
04.2025 - Current

Financial Analyst

Industrial Technologies Group
01.2024 - 04.2025

Senior Staff Accountant

Davies Molding, LLC
08.2023 - 01.2024

Staff Accountant

Davies Molding, LLC
08.2021 - 08.2023

Accounts Receivable Senior

Coffman Truck Sales, Inc
08.2020 - 08.2021

Certificate in Advanced Accounting -

College of DuPage

Bachelor of Arts - Russian, Eastern European, and Eurasian Studies

Miami University
ANNA MELBERG