CASSEANNA LUSK
Houston,TX
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
8
8
years of professional experience
Work History
Sr.Financial Analyst
Robert Half Finance & Accounting
01.2024 - Current
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
- Reviewed statistical information to determine financial trends for use in investment planning.
- Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
- Facilitated accurate expense tracking through diligent maintenance of general ledger accounts and reconciliations.
- Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
- Improved budget forecasting through meticulous monitoring of expenses and revenue streams.
- Increased financial accuracy by conducting in-depth analyses of financial data and trends.
- Contributed to long-term growth strategies through regular assessments of company''s product portfolio performance against market benchmarks.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Accountant
Robert Half Finance & Accounting
02.2023 - 01.2024
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Maintained integrity of general ledger and chart of accounts.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
- Maintained compliance with federal, state, and local tax laws by staying informed about changes and filing all required forms accurately and promptly.
- Provided journal entries and performed accounting on accrual basis.
- Collected and reported monthly expense variances and explanations.
Senior A/P Analyst
Robert Half Finance & Accounting
11.2022 - 02.2023
- Identified opportunities for process improvements within the AR department, leading initiatives that increased efficiency without sacrificing quality or compliance standards.
- Reduced account delinquency rates through proactive customer communication and timely follow-ups on outstanding balances.
- Prepared detailed aging reports for management review on a regular basis, highlighting potential risks in the AR portfolio.
- Streamlined the month-end closing process, ensuring timeliness and accuracy of financial statements.
- Participated in annual audits as needed, providing necessary documentation in a timely manner.
- Reconciled complex account discrepancies through thorough research and collaboration with internal departments, ultimately resolving issues efficiently.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Entered figures using 10-key calculator to compute data quickly.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Tracked financial progress by creating quarterly and yearly balance sheets.
Payroll Specialist
Total Care
02.2022 - 11.2022
- Assisted employees with inquiries regarding their paychecks, deductions, and other related issues, providing clear and concise communication.
- Verified and submitted timekeeping information for accurate and efficient payroll processing.
- Reduced payroll errors by conducting thorough audits and resolving discrepancies in a timely manner.
- Prepared year-end reports for W-2s and 1099s, ensuring accuracy and timeliness in tax filing.
- Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
- Documented and processed all garnishments for bankruptcies, student loans, and child support orders.
- Ensured compliance with federal, state, and local tax regulations through meticulous record-keeping and accurate reporting.
- Confirmed compliance with all applicable federal, state and local payroll laws and regulations.
- Conducted regular reconciliations of general ledger accounts related to payroll transactions for accurate financial reporting purposes.
- Researched payroll errors and processed payments for federal and state taxes, social security, Medicare and various employee deductions, annuity contributions, and retirement plan withholdings.
- Coordinated annual open enrollment process for employee benefits, ensuring seamless integration into the payroll system.
- Calculated wages, deductions and bonuses in accordance with company policies.
Accounting Specialist
Total Care
02.2022 - 11.2022
- Supported month-end closing process by preparing journal entries, account reconciliations, and variance analysis reports.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Assisted auditors during annual audits, providing necessary documentation and addressing inquiries promptly.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Improved financial accuracy by performing detailed account reconciliations and resolving discrepancies.
- Reported financial data and updated financial records in ledgers and journals.
- Leveraged advanced Excel skills to create dynamic financial models for decision-making purposes.
- Managed cash flow effectively by monitoring daily transactions reconciling bank accounts regularly.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Used accounting software to prepare weekly and monthly financial reports.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Provided journal entries and performed accounting on accrual basis.
- Prepared working papers, reports and supporting documentation for audit findings.
- Maintained integrity of general ledger and chart of accounts.
- Completed financial reports, providing insight into performance, operations, and cash flow.
Compensation Associate (temp)
First Command Financial
09.2021 - 02.2022
- Research and advising on relevant state and federal laws to ensure the organization remains compliant with its compensation policies
- Prepare and present summary reports of job analysis and compensation analysis information
- Work with insurance brokers and investment planners to create competitive, cost-effective benefit packages for the organization; facilitate implementation and enrollment for insurance and retirement plans
- Gathers data from market-based compensation survey; uses spreadsheet and data analysis techniques to assess results and market trends
- Responsible for designing the organization’s pay structure
- Planning and communicating best practice for evaluating and compensating employees.
- Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.
- Created solutions for customers to satisfy specific needs, quality and budget.
High Balance Specialist
Mercedes-Benz Financial
10.2019 - 08.2021
- Developed strong client relationships through consistent communication and attentive service.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Earned recognition as a top performer consistently exceeding targets throughout my tenure as a specialist in the field.
- Conducted thorough research to identify trends and inform decision-making for business growth initiatives.
- Collected, arranged, and input information into database system.
- Maintained database systems to track and analyze operational data.
- Conducted regular reviews of operations and identified areas for improvement.
- Developed effective improvement plans in alignment with goals and specifications.
- Educated staff on organizational mission and goals to help employees achieve success.
Default Prevention
TSU Financial Aid
01.2019 - 05.2019
- Improved default prevention efforts by conducting thorough borrower evaluations and risk assessments.
- Implemented data-driven strategies to improve default prevention efforts among student loan borrowers.
- Developed tailored recovery plans for clients facing financial difficulties, aiding in the prevention of defaults and maximizing returns on investment.
- Collaborated with cross-functional teams to develop comprehensive financial crime prevention strategies.
- Managed a portfolio of merchant accounts, effectively addressing any concerns related to chargebacks or fraud prevention measures implemented by the company.
- Educated borrowers on available options for default resolution, empowering them to make informed decisions about their financial future.
- Conducted thorough credit evaluations for potential borrowers, minimizing default risk.
- Reduced fraud incidents by implementing robust security measures and educating staff on prevention techniques.
Accounts Receivable Specialist (temp)
TTI INC.
07.2018 - 09.2018
- Supported month-end closing activities by reconciling accounts, preparing reports, and analyzing trends in account performance.
- Reduced outstanding accounts receivable balances by diligently following up on overdue payments.
- Ensured the accuracy of customer records in internal systems by updating contact information, payment terms, and other relevant data as needed.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Enhanced cash flow by ensuring timely invoicing, payment application, and account reconciliation.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Handled day-to-day accounting processes to drive financial accuracy.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Matched purchase orders with invoices and recorded necessary information.
Income Tax Assistant/Counselor
TSU Taxation
01.2016 - 05.2016
- Conducted research on new tax laws and regulations, staying up-to-date on changes that could impact clients'' filings.
- Increased client satisfaction by providing timely and accurate income tax assistance.
- Identified potential areas of risk within clients'' financial accounts during routine audits to mitigate any future issues before they arose.
- Leveraged advanced software tools to analyze clients'' financial data efficiently and accurately, ensuring that all relevant information was taken into account when preparing income tax returns.
- Maintained strict confidentiality regarding client information, adhering to professional ethics standards at all times.
- Developed customized strategies for each client''s unique financial situation, ensuring optimal results in their income tax filings.
- Educated clients on available deductions and credits, maximizing their potential refunds or minimizing tax liabilities.
- Reduced client audit risks through thorough review of financial statements and documentation.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Education
MBA - Accounting
Texas Southern University
Houston, TX05.2019
BBA - Accounting
Texas Southern University
Houston, TX05.2017
Skills
- Budgeting and Planning
- Financial Modeling
- Cost-benefit analysis
- Budget Forecasting
- Research and Data Analysis
- MS Office Suite
- PeopleSoft expert
- Adobe Software
- Financial and operational reporting
- Preparing budgets
- Quickbooks
- Knowledge of ERP (Enterprise Resource Planning) software
Timeline
Sr.Financial Analyst
Robert Half Finance & Accounting
01.2024 - Current
Accountant
Robert Half Finance & Accounting
02.2023 - 01.2024
Senior A/P Analyst
Robert Half Finance & Accounting
11.2022 - 02.2023
Payroll Specialist
Total Care
02.2022 - 11.2022
Accounting Specialist
Total Care
02.2022 - 11.2022
Compensation Associate (temp)
First Command Financial
09.2021 - 02.2022
High Balance Specialist
Mercedes-Benz Financial
10.2019 - 08.2021
Default Prevention
TSU Financial Aid
01.2019 - 05.2019
Accounts Receivable Specialist (temp)
TTI INC.
07.2018 - 09.2018
Income Tax Assistant/Counselor
TSU Taxation
01.2016 - 05.2016
MBA - Accounting
Texas Southern University
BBA - Accounting
Texas Southern University
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