Dylan Williams
Pembroke Pines,FL
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
2
2
years of professional experience
1
1
Certification
Work History
Senior Finance Associate
Edd Helms Group Inc.
10.2023 - Current
- Report directly to CFO
- Prepared documents, reports, and presentations for executives and board members using advanced software proficiencies.
- Created expense reports, budgets, and filing systems for the management team.
- Implemented and developed controls for complex accounting software migrations, Ventus to Sage Intacct.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data as well as debt.
- Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
- Played a key role in company’s external audit by managing communications, coordinating document submissions, and acting as the primary point of contact for auditors
- Mentored junior finance team members, fostering a culture of continuous learning and professional development within the department.
Financial Analyst
Robert Half
01.2023 - 10.2023
- Managed complex finance projects under direction of senior management to meet deadlines and budget limitations.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
- Collected and arranged financial information and entered details SAP/Sage Intact/Quickbooks financial management system.
- Maintained fixed asset records and depreciation schedules to establish accurate calculations.
- Diminished outstanding debts by analyzing accounts for issues.
CEO
Wilco Solutions Group LLC
01.2024 - Current
- WGS Provides extensive business solutions in all fields with a focus on financial controls and accounting services
- Developed key operational initiatives to drive and maintain substantial business growth.
Business Development Coordinator
Riddims Marketing Inc.
01.2023 - 03.2023
- Boosted revenue by bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts.
- Compiled relevant demographic data relating to clients for forecasting analysis of future events to meet KPI's
- Planned marketing initiatives and leveraged referral networks to promote business development.
- Generated new business with marketing initiatives and strategic plans.
- Reduced company expenditures by negotiating sales terms and service agreements to optimize value.
- Tracked weekly sales to develop corrective action planning reports.
Education
Bachelor of Science - Business Administration, Finance
Florida Atlantic University
Boca Raton, FL12.2022
CFA Level 1 - Passed
CFA Institute
Skills
- Verbal and Written Communication
- Account and Ledger Reconciliations
- Figures Calculations
- Financial Reporting and Analysis
- Financial Forecasting
- Financial Modeling
- Microsoft Suites
- Data Collection
- Performance Optimization Strategies
- Problem Solving
Accomplishments
- Experience with Sage Intact, SAP and Quickbooks Accounting Software
- Proven knowledge of IFRS and U.S GAAP principles
Certification
Corporate Finance Institute: Excel Fundamentals, Formulas for Finance
Microsoft Office Specialist: Excel Associate
Fundamentals of Written Communication
Timeline
CEO
Wilco Solutions Group LLC
01.2024 - Current
Senior Finance Associate
Edd Helms Group Inc.
10.2023 - Current
Financial Analyst
Robert Half
01.2023 - 10.2023
Business Development Coordinator
Riddims Marketing Inc.
01.2023 - 03.2023
Bachelor of Science - Business Administration, Finance
Florida Atlantic University
CFA Level 1 - Passed
CFA Institute
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