- Music
- Creative Writing
- Toastmaster's
Bella Allan-Limerick
Margate,USA
Summary
Financial professional with comprehensive experience in financial data analysis and strategic forecasting. Known for strong collaborative efforts and delivering consistent results in dynamic environments. Skilled in financial modeling, data interpretation, and strategic planning, with proactive approach to adapting to changing business needs.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Analyst
City of Miramar
01.2024
- Analyzes financial data and provides forecasting report
- Maintain financial records and ensures that transactions are properly recorded
- Analyzes current and past financial data and performance.
- Provides financial models and forecasting; prepares reports and projections based on analysis.
- Identifies trends in financial performance and provides recommendations for improvement.
- Ensures the accuracy of entries to ledger accounts and reconciles subsidiary ledger accounts to the general ledger.
- Develops and supervises the installation of accounting procedures: studies accounting problems and recommendations revisions in forms, account classifications and statements.
- Supports month-end and year-end close processes.
- Prepares bank reconciliations; prepares and analyzes journal entries.
- Plays a vital part in the city’s financial management which includes all account reconciliations and reporting to necessary parties.
Accountant
City of North Lauderdale
01.2022 - 01.2024
- Process journal entries to record all Utility billing and General Fund revenues
- Records and maintains accounts receivables & ACH rejects/dishonored payments schedule
- Performs analysis and reconciliation of accounts payable and utility billing checks
- Reconcile all bank statements, financial ledgers and records and prepares financial statements
- Analyze financial transactions and prepares financial data, schedules, and reports in order to control and account for City funds
- Researches and resolves discrepancies and ensures maintenance of proper audit trails and verification of all processed work
- Review and audit accounts payable, cash receipts, payroll, purchase card transactions and other accounting records prior to posting; for proper account classification
- Prepares and reviews a variety of monthly, periodic, and annual financial, accounting and statistical reports
- Review and record lease agreements for lessee/lessor and amortization schedules
- Participates in fiscal year end and audit activities
Accounting Assistant
City of Coral Springs
01.2021 - 01.2022
- Monitored & tracked class expenditures, budget line-items, preparing projections and other relative reporting for the current and upcoming fiscal year, as well as monitored special projects and capital expenditure accounts.
- Compiled financial data in support of the academy budget, including but not limited to, tracking, monitoring, and analyzing ledgers and budget line items. Assisted in providing projections for the next fiscal year budget through generation/analysis of reports, tracking and posting of budget transfers, & assisted with aligning finances to the department's established strategic plan.
- Managed accounts payable, Accounts receivable, purchase orders financial records & payment transactions
- Processed check requests, change orders, purchase requisitions, closing of purchase orders, and balanced procurement cards.
- Researched and prepared revenue & expenditure reports for review.
- Provided updates for quarterly reporting of academy goals/objectives and assisted in providing information for analysis and reconciliation of the departmental budget.
- Processed bi-weekly payroll for instructors and administrative staff & assist with cyclical financial reporting to meet accreditation standards.
Account Clerk
City of North Miami Beach
01.2020 - 01.2021
- Analyzed, & processed vendor invoices for payment
- Researched and reconciled vendor billing and payment issues
- Maintained accurate record of all vendors, as well as modifications to vendors accounts
- Reviewed contracts and execute requisitions, purchase orders, budget transfers and change orders
- Tracked and update vendor payments for Capital Improvement Plan (CIP) projects, Utility Control Systems, Water Distribution & Wastewater Collections
- Processed payroll time entry; prepare financial reports and conduct special projects
- Assisted with the preparation of department annual budget
Accounting Clerk
City of Bal Harbour (Bal Harbour Village)
01.2019 - 01.2020
- Processed check runs, wire transfers & reconciled all cash receipts
- Processed journal entries to record all general fund and utility billing revenues
- Reviewed & processed accounts receivable to be applied to the appropriate fund
- Audited & updated customer utility billing/vendor records
- Prepared police/city employee payroll and related reports on retirement and deferred compensation plans
- Processed online/ACH payments & prepared and scanned checks for daily online deposits
- Maintained financial management system accounting records & prepared monthly financial reports
- Pre-audited fiscal documents for completeness, accuracy & compliance with defined departmental accounting procedures
- Classified receipts & expenditures according to standard accounting & GAAP principles
- Compiled figures for preparation of preliminary budget and assisted with the annual budget
Fraud Investigator/Analyst
Priority ONE Credit Union
01.2017 - 01.2019
- Analyzed multiple daily reports to identify errors and fraudulent activities
- Collected, analyzed and interpreted financial documentation
- Reviewed new accounts and verified information against multiple systems for compliance
- Maintained Merchant Breach Log and performed financial investigations
- Provided recommendations for account closures after complex examination
- Responsible for the review of return checks and took appropriate action to mitigate losses
Accountant
The Law Offices of Jonel Lemy P.A.
01.2015 - 01.2016
- Performed bank reconciliations & prepared financial statements
- Reviewed contracts & provided financial forecasting
- Prepare and attest to accuracy of all financials
- Prepared correspondence to actively follow-up on receivables
Head/Senior Teller
Eastern Caribbean Amalgamated Bank
01.2010 - 01.2013
- Updated weekly branch statistics and maintained financial records
- Prepared monthly financial reports
- Maintained appropriate cash limits for branch
- Maintained custody of vault, passwords & combinations
- Managed projects to meet deadlines
- Balanced accounts & prepared routine reports
- Trained junior staff
Education
Bachelor of Science Degree - Management & Supervision
Broward College
05-2020
Associate In Arts Degree - Accounting
Broward College
05-2018
Skills
- Utilized governmental accounting procedures
- Advanced financial analysis/research techniques
- Ability to create/edit and review reports
- Office Management and dispute resolution techniques
- Knowledge & understanding of requisitioning & inventory
- Superior customer service with the ability to communicate clearly and concisely
- Software experience includes Impresa, Tyler Munis, SmartGov, Energov/Tyler Cashering, Springbrook, Invoice Cloud, Opus, PayTrac & Lease Query
- Complex problem-solving with an ability to plan, organize and prioritize work
- Independent Judgment and decision-making / critical thinking
- Ability to carry out complex verbal and written instructions
- Ability to maintain effective working relationships
Certification
- Accounting Technology Specialist (T.C.)
- Business Management (T.C.)
- Business Operations (T.C.)
- Business Specialist (T.C)
Interests
Timeline
Financial Analyst
City of Miramar
01.2024
Accountant
City of North Lauderdale
01.2022 - 01.2024
Accounting Assistant
City of Coral Springs
01.2021 - 01.2022
Account Clerk
City of North Miami Beach
01.2020 - 01.2021
Accounting Clerk
City of Bal Harbour (Bal Harbour Village)
01.2019 - 01.2020
Fraud Investigator/Analyst
Priority ONE Credit Union
01.2017 - 01.2019
Accountant
The Law Offices of Jonel Lemy P.A.
01.2015 - 01.2016
Head/Senior Teller
Eastern Caribbean Amalgamated Bank
01.2010 - 01.2013
Bachelor of Science Degree - Management & Supervision
Broward College
Associate In Arts Degree - Accounting
Broward College
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