Haley Hite
Manhattan,KS
Summary
Number-savvy financial background offering excellent analytical skills and budgeting knowledge. Over seven years of experience performing financial statement analysis and account reconciliation services. A wide range of Excel formulas, Quickbooks, Acumatica, and other technology background. Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
Overview
9
9
years of professional experience
Work History
Business Operations Coordinator
Ingram's Magazine
02.2024 - Current
- Streamlined accounting processes for increased efficiency and reduced errors.
- Conducted regular reviews of operations and identified areas for improvement.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Send weekly advertisement newsletters to 5,000+ clients.
- Update QuickBooks Online daily with A/R and A/P
Fund Accountant
Cohen-Esrey Real Estate Services LLC
08.2022 - 04.2023
- Generated routine and ad-hoc financial statements for management.
- Cooperated with senior leaders to create operating budgets and initiate financial planning and confirm accurate financial reporting.
- Provided journal entries and performed accounting on accrual basis.
Outsourcing Senior Associate
FORVIS
05.2022 - 08.2022
- Quickbooks consulting and assistance with account system design.
- Financial statement preparation and month-end closing.
- Assigned tasks, reviewed performance and devised improvement plans or corrections.
Financial Analyst
Evergreen Investments, LLC
07.2019 - 04.2022
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Monitored fund and equity investments on fifteen different portfolios.
- Prepared and analyzed all monthly company investment account result reports in Excel.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
Finance and Budgeting Manager
June & Beyond Boutique
01.2018 - 12.2020
- Analyzed market trends and competitors to predict future financial trends.
- Decreased monthly expenditures through effectively reviewing documents and identifying problem areas.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Created documents to display financial reports and data using Quickbooks and Excel.
Financial Planner
First State Financial Management
08.2015 - 12.2017
- Met with clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
Education
Bachelor of Science - Business Administration, Finance and Banking
University of Missouri - Columbia
Columbia, MO05.2015
Skills
- Financial Reporting
- P&L Tracking
- Budgetary Planning
- Forecasting Trends
- Customer Relationship Development
- Business Development and Planning
- Presentation Skills
Timeline
Business Operations Coordinator
Ingram's Magazine
02.2024 - Current
Fund Accountant
Cohen-Esrey Real Estate Services LLC
08.2022 - 04.2023
Outsourcing Senior Associate
FORVIS
05.2022 - 08.2022
Financial Analyst
Evergreen Investments, LLC
07.2019 - 04.2022
Finance and Budgeting Manager
June & Beyond Boutique
01.2018 - 12.2020
Financial Planner
First State Financial Management
08.2015 - 12.2017
Bachelor of Science - Business Administration, Finance and Banking
University of Missouri - Columbia
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