Summary
Overview
Work History
Education
Skills
Silver Moment Award
Bronze Moment Award
Timeline
Generic

Clayton Jackson

Louisville,KY

Summary

Highly motivated and analytical Financial Analyst with 3+ years of experience in Shared Services and accounting/financial services. Proven ability to leverage data analytics and reporting tools to identify and resolve issues, improve processes, and drive operational excellence. Exceptional communication and collaboration skills with a proven track record of working effectively with internal and external stakeholders to achieve shared goals.

Overview

5
5
years of professional experience

Work History

Financial Analyst

GE Appliances, A Haier Co.
12.2023 - Current
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
  • Collaborated with HR as a Finance Hiring Process Lead. Developed interview questions, guided candidate interviews and provided feedback to hiring manager.
  • Leader of the GE Appliances Summer Internship program through the selection process and project assignment.
  • Strengthened relationships with external partners through timely communication and collaboration.

Associate Financial Analyst

GE Appliances, A Haier Co.
05.2023 - 12.2023
  • O2Cash team member working to streamline the Multi Family process and develop new applications to optimize data collection at the point of delivery.
  • Supported the finance team during quarterly earnings calls, providing accurate data and insightful analysis to executives.
  • Developed user-friendly financial dashboards for easy access to key performance indicators, enhancing decision-making capabilities across departments.
  • Increased efficiency in financial reporting, maintaining strict adherence to deadlines and regulatory requirements.
  • Created and maintained precise and accurate models, charts and reports.
  • Generated comprehensive reports on portfolio performance and risk assessment.

Accounts Receivable Representative

GE Appliances, A Haier Co.
05.2022 - 05.2023
  • AIA Billing Specialist that manages a portfolio of projects.
  • Analyze and resolve overages collaborating with the sales managers for each project.
  • Assist with the quarterly review process to comply with contractual obligations.
  • Analyze current data records to identify trends and provide detailed reports.
  • Review accounts on monthly basis to assess aging and pursue collection of funds.

Insurance Agent

State Farm
03.2020 - 05.2022
  • Analyzed potential client requirements and prepared comprehensive plans that met individual insurance needs and financial goals.
  • Applied organization and time management skills when coordinating and responding to inbound telephone and email inquiries.
  • Met and exceeded team sales performance goals by upselling, personal and professional referrals and outbound marketing.
  • Accurately analyzed and adjusted customer billing accounts.
  • Mentored trainees on business practices and assigned specific duties.

Education

Bachelor of Science - Finance

University of Louisville
Louisville
12-2022

Bachelor of Arts - Business

Jefferson Community And Technical College
Louisville, KY
12-2021

Skills

  • Microsoft Excel
  • Financial and operational reporting
  • Financial management
  • Financial statement analysis
  • Data collection & research
  • Budget support
  • MS office suite
  • Tableau software
  • OBIA/OBIEE
  • SalesForce

Silver Moment Award

· Awarded by VP of logistics for representing the Finance department on our Order to Cash initiative for the Multi Family line of business

Bronze Moment Award

· Awarded by Director of Shared Services for optimizing AR reconciliation reporting that led to lower concession numbers for the Multi Family line of business

Timeline

Financial Analyst

GE Appliances, A Haier Co.
12.2023 - Current

Associate Financial Analyst

GE Appliances, A Haier Co.
05.2023 - 12.2023

Accounts Receivable Representative

GE Appliances, A Haier Co.
05.2022 - 05.2023

Insurance Agent

State Farm
03.2020 - 05.2022

Bachelor of Science - Finance

University of Louisville

Bachelor of Arts - Business

Jefferson Community And Technical College

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