Financial statements
ETHAN JONES
Analyst
Austin
Summary
Solutions-oriented problem solver with strong ability to efficiently research, analyze and interpret data. Solid aptitude for finance and numbers. Self motivated and detailed-focused professional with a passion for making a positive impact. Coachable and committed to ongoing learning and professional development. Excellent interpersonal, verbal, written, presentation, and listening communication skills.
Overview
15
15
years of professional experience
3
3
years of post-secondary education
Work History
Financial Analyst
Hospital Housekeeping Services (HHS)
09.2023 - Current
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Collected data from other divisions to support quarterly forecasts.
- Managed labor reconciliation for multiple divisions for multiple profit centers.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Assisted in preparation of presentations, data tables and other documents for board meetings.
- Developed financial projections and forecasts to guide investment decisions.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Assisted with internal financial planning, analysis and budgeting.
- Completed financial reporting and analysis for billing revenue cycle.
- Created internal and client facing costings that had a direct contractual impact for clients and HHS.
- Established strong relationships with key stakeholders throughout the organization, facilitating effective collaboration on budgetary matters.
- Identified revenue-generating opportunities, conducting thorough market research and competitor analysis.
- Assisted in the preparation of annual budgets, working closely with department heads to gather necessary information.
- Conducted variance analyses to identify potential areas for improvement in existing budgeting practices.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Conducted regular forecast reviews, identifying gaps between actuals and projections.
Analyst - Audit Assurance
Ernst & Young
08.2022 - Current
- Prepared deliverables that document an understanding and testing of findings, such as obtaining an understanding of routine data processes, testing controls, and performing substantive procedures on the processes and financial statement accounts.
- Worked audit engagements for industries in Banking and Capital Markets with a concentration in the financial statement close process and the investment bank finance division.
- Contributed to team results by helping others accomplish related job results and providing coaching to other members of the team
- Analyzed trends in financial data to investigate fluctuations.
- Facilitated financial audits, working with internal and external managers to communicate recommendations or issues surrounding audits.
- Utilized spreadsheets to track, manipulate, interpret and communicate data.
- Performed assessments of assets, liabilities and equity to verify accuracy in financial reports.
- Performed auditing work in accordance with auditing standards and principles.
- Met with clients to identify and assess business controls, risks and workflow inefficiencies.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Assisted in preparation of presentations, data tables and other documents for client meetings.
Credit Analyst
First National Bank Of Bastrop
09.2021 - 07.2022
- Developed credit information for use by lending officers or committees in making lending decisions on new, renewal or extension loans.
- Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
- Assessed credit risk and analyzed financial statements.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit and analyzed cash flows.
- Improved understanding of financial statements, which helped in assessing risk.
- Gathered loan documentation for underwriting.
- Determined the need for more thorough investigation or additional information.
- Reviewed all pertinent credit and financial information, including reporting services, credit bureaus, savings and loan associations or banks, and bank files.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record.
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Made decisions and recommendations about extending lines of credit.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
Investment Relations/ Assistant
First National Bank Of Bastrop
09.2018 - 09.2021
- Serve as an institutional representative interfacing with customers directly while assisting Financial Advisors in producing and increasing sales
- Analyze client data to determine type of account and investment strategy
- Ensure compliance with all regulatory and policy requirements, including maintaining strict confidentiality of customer information
- Provide research, problem-solving, and follow through to resolve issues related to client accounts
- Maintain a professional presence and demeanor for in-person, phone, and email communications with clients
- Performs all operational/administrative tasks, including opening and processing accounts transferring from other institutions and providing quality work
- Conduct proactive sales calls to potential clients.
- Documented customer interactions and relationships using CRM systems.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
Teller
First National Bank Of Bastrop
02.2018 - 12.2018
- Provided friendly, timely, and accurate professional cashiering services to customers
- Entrusted with managing various transactions, including balancing the vault, recording night and mail deposits, counting and packaging currency, and reconciling loan coupons
- Maintained customer confidence and protected bank by maintaining sensitive information in strict confidence.
- Reconciled cash drawer and resolved discrepancies.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Audited fellow teller currency to contribute to dual-control procedures.
Financial Representative
NORTHWESTERN MUTUAL
01.2017 - 04.2017
- Solicited and secured insurance policies and annuity contracts within an assigned territory
- Maintained highly confidential client information and data
- Prepared client reports and financials using Excel spreadsheets
- Managed financial analysis and planning for clients
- Analyzed economic conditions and cash management for clients during reviews
- Monitored and reviewed report accuracy and adherence to company policies.
Operations Lead & Customer Service Specialist
BEST BUY, College Station, Corpus Christi
01.2009 - 01.2015
- Oversaw ~20-person team and reviewed and analyzed sales reports to assess team performance
- Provided training and coaching to fill knowledge and skill gaps, including customer service techniques, theft/shrink prevention, and store policies and procedures
- Performed human resources duties, including setting up and assisting in recruiting, hiring decisions, and preparing weekly schedules
- Managed calendars/schedules for interviewing candidate employees, conducted phone interviews, and participated in in-person interviews led by the General Manager
- Ensured completion of required forms, system records were set up accurately, and maintained strict confidentiality of records.
- Led team to consistently achieve above company expectations
- Recipient of the “Annual Leadership Award” (outperforming ~20 candidate employees) based on the highest customer conversation rate to sales, customer service excellence, and highest sales ranking
Education
BBA - Business Administration, Management
Sam Houston State University
Huntsville, TX 08.2013 - 05.2016
Skills
Credit risk
Excellent Communication
Microsoft Office
Intermediate Excel experience
Financial analysis
Ledger and balance sheet competency
Adobe software
Excellent attention to detail & Strong Organization
Research abilities
Documentation skills
Analytical and Critical Thinking
General ledger accounting
Account Reconciliation
Power BI
Variance Analysis
Budget Support
Business Development
SalesForce
Workday Adaptive
NetSuite
Auditing
Google Suite
Timeline
Financial Analyst
Hospital Housekeeping Services (HHS)
09.2023 - Current
Analyst - Audit Assurance
Ernst & Young
08.2022 - Current
Credit Analyst
First National Bank Of Bastrop
09.2021 - 07.2022
Investment Relations/ Assistant
First National Bank Of Bastrop
09.2018 - 09.2021
Teller
First National Bank Of Bastrop
02.2018 - 12.2018
Financial Representative
NORTHWESTERN MUTUAL
01.2017 - 04.2017
BBA - Business Administration, Management
Sam Houston State University
08.2013 - 05.2016
Operations Lead & Customer Service Specialist
BEST BUY, College Station, Corpus Christi
01.2009 - 01.2015
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