Denise Conyers
Kernersville,USA
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 analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting, and financial management software. Seasoned financial and investment analyst with comprehensive background in market research, portfolio management, and financial modeling. Skilled in identifying trends, conducting risk assessments, and developing strategic investment recommendations to drive growth and profitability. Demonstrated ability to optimize portfolios and enhance decision-making processes through in-depth analysis and insights. Proven track record of contributing to successful financial strategies and investment outcomes.
Overview
22
22
years of professional experience
Work History
Financial Analyst- NASS
International Business Machines
Winston Salem, NC
09.2019 - Current
- Monitored and analyzed financial, statistical, and operational data trends
- Developed financial models for projects and presentations
- Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position
- Reconcile customer performance against contractual obligations!
- Interpret customer agreements and ensure accurate system set up and GL activity
- Perform risk analysis for customers that are in breach of contract or upon request
- Analyze customer performance against forecast and be able to appropriate financial recommendations to financial planner on annual financial exposure
- Execute Daily, Weekly, and Periodic SOX and operational controls
- Manage account escalations within Trade Spend Portfolio
- SAP, S/4 HANNA data and report execution
- Build successful working relationships with internal and external business partners with an emphasis on client relations
- Reviewed and endorsed financial assumptions used in strategic planning.
- Monitored regulatory compliance in financial reporting and ensured adherence to accounting standards.
- Coordinated with cross-functional teams to gather financial data and insights for comprehensive reports.
- Conducted variance analysis to compare budgeted figures against actual results and identified causes of discrepancies.
- Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels.
Tax Expert – Intuit Tax/Turbo Tax
Baker Tilly
, PA
01.2022 - 01.2025
- Company Overview: PA
- Customer Service discuss proper procedures and laws for processing returns
- Prepare tax returns for customers based on filing status and forms required per return
- Advise customers on forms needed and on various other situations based on questions
- PA
Human Resources - Financial Consultant
Eberhardt Consulting
Kernersville, NC
10.2018 - 08.2019
- Company Overview: Kernersville, NC
- Managing and overseeing staff
- Interviewing Potential Candidates and Processing Applications
- Creating and building company stability
- Creating Company process and rebuilding integrity of the company
- Corporate and Individual Tax Preparation
- Daily and Weekly operations reporting and necessary performance management action items
- Overseeing financial reporting
- Worked with clients to support understanding of rationale and details of financial strategies
- Recruited, trained, and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company
- Delivered strategy advisement and corporate financing to clients
- Kernersville, NC
Branch Manager
People Ready A True Blue Company
Greensboro, NC
09.2015 - 10.2018
- Company Overview: Greensboro, NC
- Interviewing Potential Candidates and Processing Applications based on Right Match Dispatch Principles
- E-Verify Building Collaborative Relationships with Customers and Community Partners
- Recruiting and training workers on Safety Standards
- Hosting Job Fairs and Hiring Events and providing an On Brand Experience to grow the Labor Ready name in my local market
- Public Speaking, Peer Leadership
- Daily and Weekly operations reporting and necessary performance management action items
- Protected company assets with strategic risk management approaches
- Uncovered and resolved strategic and tactical issues impacting sales management and business operations
- Recruiting
- Building Collaborative Relationships with Customers and Community Partners
- Greensboro, NC
Financial Analyst
Cone Health
Greensboro, NC
12.2002 - 12.2014
- Company Overview: Greensboro, NC
- Monitored and analyzed financial, statistical, and operational data trends
- Analyzed and monitored statistical data trends
- Delivered financial oversight and advice to corporate stakeholders to improve strategic planning
- Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position
- Analyzed revenues, costs, and expenses for operating construction projects
- Managed, tracked and monitored financial updates
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts
- Greensboro, NC
Education
Associate of Arts - Accounting
Western International University
Tempe, AZ01.2009
Skills
- Adobe software
- Strategic Financial Planning
- GAAP and Statutory Reporting
- Financial and Operational Reporting
- Advanced Financial Analysis
- Report Generation
- Financial Statements Expertise
- Closing Processes
- Bookkeeping
- Project Management
- Expert in customer relations
- GAAP compliance
- Financial consulting
- Auditing
- Budget support
- Accounting assistance
- Analytical research
- Comparative analysis
- Microsoft Excel
- Variance analysis
- Financial statement analysis
- General ledger accounting
- Variance resolution
- Quickbooks
- Cash flow management
- Report preparation
- Knowledge of ERP (enterprise resource planning) software
- Self-motivated professional
- Business intelligence tools
- Strong organization
- Advanced financial analysis
Timeline
Tax Expert – Intuit Tax/Turbo Tax
Baker Tilly
01.2022 - 01.2025
Financial Analyst- NASS
International Business Machines
09.2019 - Current
Human Resources - Financial Consultant
Eberhardt Consulting
10.2018 - 08.2019
Branch Manager
People Ready A True Blue Company
09.2015 - 10.2018
Financial Analyst
Cone Health
12.2002 - 12.2014
Associate of Arts - Accounting
Western International University
Similar Profiles
Matt ElsberndMatt Elsbernd
Senior Pricing Lead: Americas Consulting Pricing at International Business MachinesSenior Pricing Lead: Americas Consulting Pricing at International Business Machines
Robert Tessnow-RamirezRobert Tessnow-Ramirez
Level 3 Technical Support Engineer (IBM Cloud Object Storage) at International Business Machines (IBM)Level 3 Technical Support Engineer (IBM Cloud Object Storage) at International Business Machines (IBM)
VIRGINIE DANIEL-JAMOUKHAVIRGINIE DANIEL-JAMOUKHA
Senior Digital Marketing Manager at International Business Machines - IBMSenior Digital Marketing Manager at International Business Machines - IBM