Brogan Tolly
Muscatine,IA
Summary
Detail-oriented and highly skilled accounting professional with extensive experience in applying accounting principles to analyze financial data, prepare accurate financial reports, and ensure compliance with accounting standards.
Overview
2
2
years of professional experience
Work History
Finance Analyst
HNI Corporation
06.2024 - Current
- Applied principles of accounting to analyze and interpret financial information, ensuring the preparation of accurate and compliant financial reports (e.g., balance sheets, income statements, cash flow statements).
- Created and posted 40+ journal entries for daily transactions, ensuring proper classification and accurate general ledger entries, adhering to established accounting standards and policies.
- Conducted account reconciliations to verify the accuracy of financial data, identifying discrepancies, and performing necessary adjustments to ensure financial integrity.
- Supported Request for Proposal (RFP) preparation, drafting detailed documents outlining financial scope, budget, and evaluation criteria for vendor selection.
- Provided fixed asset accounting support, managing asset records, tracking depreciation, disposals, and ensuring compliance with internal policies and relevant accounting standards.
- Assisted in financial audit support, providing auditors with necessary documentation, schedules, and reconciliations, while responding to inquiries to ensure smooth audit processes and accurate financial reporting.
Finance Intern FP&A
OSF Healthcare
01.2023 - 11.2023
- Created spreadsheets and slide decks using Microsoft Office to support finance team meetings, ensuring data was presented clearly and concisely for internal discussions and decision-making.
- Leveraged data analytics skills to develop actionable charts and graphs, transforming complex financial data into visually accessible insights for financial reports.
- Calculated key business statistics, including internal rate of return (IRR), using advanced Microsoft Excel formulas to evaluate capital investment projects and support decision-making.
- Researched capital projects across various regions, analyzing and determining rankings for each project based on financial performance, strategic alignment, and other relevant criteria.
- Developed PowerPoint presentations summarizing 30+ capital projects, including their financial benefits and impact on the hospital, to effectively communicate key information to stakeholders.
- Presented capital data in a well-organized format during board meetings, ensuring clarity and understanding for senior leadership and board members, facilitating informed decision-making.
Education
Bachelor of Science - Corporate Finance
Bradley University
Peoria, IL05.2024
Portfolio Theory and Management - undefined
Bradley University
Peoria, IL12.2023
Skills
- Accounting Software (Oracle)
- Financial Modeling & Forecasting Tools (RStudio)
- Microsoft Office Suite
- Attention to Detail
- Task Management
- Regulatory reporting
- Accounting principles
- Account reconciliation
Coursework
- Financial Analysis, Fall Semester 2023, Bradley University, Peoria, IL, Examined a chosen company's financial statements to interpret its data for management, stockholders, and creditors., Compose Excel spreadsheets to compare with its competitors., Gathered collected data to explain the findings and prepared a well documented report highlighting my findings and providing data to support.
- Portfolio Theory and Management, Fall Semester 2023, Bradley University, Peoria, IL, Compile a list of stocks and goals to conduct our portfolio analysis., Develop different portfolios using different pricing theories to try and obtain our final goal., Incorporate our portfolios into a documented report explaining which portfolio would best suit our goals and using our data to support our claim.
- Business Forecasting, Fall Semester 2023, Bradley University, Peoria, IL, Introduced to topics such as regression analysis and time series analysis., Established these topics into Rstudio and used the forecasted data to interpret what was done., Devise a problem with data provided to forecast and utilize the topics learned in class to recommend a solution.
Timeline
Finance Analyst
HNI Corporation
06.2024 - Current
Finance Intern FP&A
OSF Healthcare
01.2023 - 11.2023
Portfolio Theory and Management - undefined
Bradley University
Bachelor of Science - Corporate Finance
Bradley University
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