Ericka Barrett
Chicago,IL
Summary
Experienced in the banking industry with roles including financial analyst, loan processor, and payroll specialist at ADP. Possessing skills as a notary clerk, I can handle ADP payroll, government payroll, Oracle, and Peoplesoft systems. Expertise extends to CRM systems like Salesforce and Workforce, along with proficiency in journal and general ledger entries.
Overview
16
16
years of professional experience
Work History
Budget Analyst
Chicago Public Schools
03.2019 - Current
- Evaluated procurement needs and projected expenditures.
- Facilitated cross-department communication to ensure consistent understanding of budgetary goals and constraints.
- Improved financial efficiency by analyzing budgetary data and identifying areas for cost reduction.
- Assisted in the preparation of annual budgets, working closely with department heads to gather necessary information.
- Streamlined budget processes for increased accuracy and timely completion of financial reports.
- Provided training and guidance to junior analysts, fostering a collaborative work environment conducive to professional development.
- Ensured compliance with regulatory requirements, maintaining meticulous records of all financial transactions and documentation.
- Established strong relationships with key stakeholders throughout the organization, facilitating effective collaboration on budgetary matters.
- Compiled statistical data after each month-end closing.
- Created and updated expenditure reports in [Software].
- Worked with human resources to assess labor patterns and hiring requirements.
- Generated annual budget forecasting information for executive and corporate reports.
- Conducted variance analyses to identify potential areas for improvement in existing budgeting practices.
- Implemented process improvements that streamlined workflows and reduced the time required for monthly budget reconciliations.
- Implemented budgetary monitoring techniques to improve corporate spending habits.
Financial Analyst
ATT
02.2009 - 03.2017
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- 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.
- Strengthened relationships with external partners through timely communication and collaboration.
- Developed trading strategies to maximize returns on investments.
- Improved emergency resolution processes to save time.
- Helped clients make optimal decisions on amounts and timing of capitalization.
- Assisted companies with choosing and timing investments for optimal results.
- Evaluated performance of existing investments and adjusted accordingly.
- Orchestrated client-centered financial packages factoring in current market trends.
Education
Bachelor of Science - Accounting
Chicago State University
Chicago Illinois05-2007
Skills
- Microsoft Excel proficiency
- Budget compliance
- Preparing budgets
- Data interpretation
- Invoice processing
- Statistical analysis
- Compiling data
- Cost monitoring
- Variance reporting
- Analyzing performance
- Trend forecasting
- Expense monitoring
- Cost evaluation
- Developing solutions
- Accounting principles
- Software tools
- Variance analysis
- Funds distribution
- Cost management
- Records management procedures
- [Software] expertise
- ERP
- Monitoring expenditures
- Investigating variances
- Balance sheet preparation
- Expenditure review
- Budget preparation
- Data compilation
- Budget analysis
- Policy development
- Teamwork
- Invoice verification
- Problem-solving
- Teamwork and collaboration
- Time management
- Attention to detail
- Leadership skills
- Problem-solving abilities
- Multitasking
- Excellent communication
- Critical thinking
- Organizational skills
- Team collaboration
- Strategic thinking
- Active listening
- Effective communication
- Decision-making
- Relationship building
- Team building
- Task prioritization
- Goal setting
- Professionalism
- Interpersonal communication
- Strategic planning
- Cash flow management
- Time management abilities
- Adaptability
- Continuous improvement
- Project management
- Written communication
- Financial reporting
- Budgeting and forecasting
- Professional demeanor
- Problem-solving aptitude
- Budget control
- Process improvement
- Financial software
Timeline
Budget Analyst
Chicago Public Schools
03.2019 - Current
Financial Analyst
ATT
02.2009 - 03.2017
Bachelor of Science - Accounting
Chicago State University
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