Emily A. White
Lehi
Summary
Experienced Financial Analyst with a Business Management degree and 10 years of experience in Accounts Payable, Billing, Financial Analysis, and diverse reporting. Proficient in multiple software systems. Collaborates effectively with internal and external stakeholders. Works well autonomously or as part of a team.
Overview
20
20
years of professional experience
Work History
School Aide – part-time
Alpine School District
01.2021 - Current
- Assisted various grade level students with reading intervention
- Followed program to offer students tools on reading and spelling
- Worked with administrators and teachers to ensure we offered what they needed for their students
- Input evaluations and notes into excel spreadsheets
- Assisted teachers with copying projects
- Worked in workroom with various projects (laminating, trimming, stapling, etc)
Financial Analyst - Contractor
Visa
01.2016 - 12.2016
- Company Overview: Corporate and Private Credit Card Service
- Reviewed and analyzed client contracts
- Input customers' products and pricing to our ERP software
- Analyzed and researched large amounts of data
- Investigated and resolved billing and financial issues
- Solved complex problems relating to pricing structure and sales contracts
- Collaborated with internal and external parties and work closely with product, sales, and other internal functions to resolve issues
- Performed special projects and ad hoc analyses as needed
- Processed requests from customers, including answering billing questions, providing invoice copies, updating account information, and requests for credits
- Completed month end processes
- Corporate and Private Credit Card Service
Financial Analyst
Abbott Vascular
01.2009 - 12.2014
- Company Overview: Medical device manufacturing company for both US and OUS Markets
- Developed and implemented a process to comply with Federal and State Reporting requirements for tracking payments to Healthcare Professionals and Healthcare Organizations to comply with the Sunshine Act
- Reviewed daily check requests to Health Care Professional /Organizations for reportable details
- Interim Supervisor
- Responsible for annual audit reviews of data to submit to Corporate for Federal and State Reporting
- Liaison to IT team for software enhancements and upgrades
- Lead on communicating with outside business vendors for data revival
- Used SAP to pull and review expense data
- Completed Metrics and procedural manuals for management
- Medical device manufacturing company for both US and OUS Markets
Proposal Assistant
Teledyne Microwave
01.2008 - 12.2009
- Company Overview: Manufacturer of microwave and millimeter wave products for military and commercial markets
- Provided proposal and pricing support and cost incurred data for sales department and senior management
- Communicated contract terms to applicable groups to ensure compliance with contract terms
- Maintained several logs and completed projects with deadlines for government contracts
- Communicated results of project research and necessary contract results to management
- Learned and applied FAR Clauses (Federal Acquisition Regulation) in assisting with novation
- Maintained internal and external customer service for all current/pending contracts
- Pulled SAP data for expense data
- Posted non-inventory purchase orders and worked with Corporate Accounting Dept
- For Mountain View office expenses
- Manufacturer of microwave and millimeter wave products for military and commercial markets
Financial Analyst (Contingent)
Hewlett Packard
01.2007 - 12.2008
- Company Overview: Manufacturing company on electronic equipment
- Managed budgetary plans and tracking for IT Software Department expenses
- Maintained project valuation and prioritized development while tracking key indicators with metrics in the business groups
- Created journal entries within SAP for any reclassification of expenses to GL accounts
- Gathered budget and actual amount related to department expenses
- Loaded month end expense data and created pivot tables with Excel for various liability accounts
- Prepared monthly accrual reports which gave explanations of significant fluctuations
- Documented the basis for monthly accruals to explain for any changes in methodology or adjustments made
- Manufacturing company on electronic equipment
Accountant
Marcus & Millichap
01.2006 - 12.2007
- Company Overview: Real estate commercial firm with over 50 offices worldwide with revenues of $20 million
- Sites located in San Jose and the UK
- Responsibilities include preparing financial statements and reports for management
- Reviewed reserves and insured accuracy of records and logs of real estate transactions
- Assisted in supporting internal audit reviews of the revenue cycle
- Entered accruals and reviewed expense data within SAP
- Reviewed closing real estate documents for accuracy and timeliness
- Improved both internal and external communication by developing strong relationships between finance and manufacturing, sales departments, external auditors and bankers
- Prepare and research all issues in regards to 1099’s for all individual contractors
- Upgraded and integrated UK accounting system, which resulted in improved control of invoicing process and reduced personnel resources from two fulltime to one half-time employee
- Real estate commercial firm with over 50 offices worldwide with revenues of $20 million
- Sites located in San Jose and the UK
Sr. Accounts Payable
SumTotal Systems
01.2005 - 12.2006
- Company Overview: A software selling company that sold and trained their product of online learning software for large companies; Hospitals, Schools and Large Businesses
- Completed Accounts Payable functions in a publicly traded company
- Learned and maintained Purchase Orders entered in Great Plains
- Responsibilities consisting of weekly check run responsibilities
- ACH wire transfers knowledge, as well as any additional duties for preparation of 1099 vendor verification
- Managed weekly over 100 invoices, while maintaining a good standing with internal and external vendors
- Assisted Payroll in auditing and entry of employee expense reports
- Managed A/P under SOX compliance procedures
- A software selling company that sold and trained their product of online learning software for large companies; Hospitals, Schools and Large Businesses
Education
BS - Business Management
San Jose State University
San Jose, CA01.1999
AA - Business Administration
De Anza Junior College
Cupertino, CA01.1997
Skills
- SAP
- Great Plains
- JD Edwards (PeopleSoft)
- Microsoft Excel
- Advanced knowledge in Pivot tables
- Formula
- Workflow charts
- Word 2000
- Letter writing
- Manual creation
- Powerpoint
- MS Project
- Reading comprehension
Timeline
School Aide – part-time
Alpine School District
01.2021 - Current
Financial Analyst - Contractor
Visa
01.2016 - 12.2016
Financial Analyst
Abbott Vascular
01.2009 - 12.2014
Proposal Assistant
Teledyne Microwave
01.2008 - 12.2009
Financial Analyst (Contingent)
Hewlett Packard
01.2007 - 12.2008
Accountant
Marcus & Millichap
01.2006 - 12.2007
Sr. Accounts Payable
SumTotal Systems
01.2005 - 12.2006
AA - Business Administration
De Anza Junior College
BS - Business Management
San Jose State University
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