Influential Senior Financial Analyst eagerly pursuing [Job Title] role within dedicated financial team. Skilled in developing annual budgets and using key performance indicators to evaluate productivity and profitability.
Overview
10
10
years of professional experience
Work History
Senior Financial Analyst
Baystate Medical Practices
06.2022 - Current
Act as a continuous mentor to colleagues
Answered questions across multiple service lines (Interpreting & describing financials, allowing others to observe meetings that I hold with office managers)
Collected, analyzed, and managed quantitative data and created meaningful reports to lead to improvement and expense reductions
Prepared weekly reports and led presentations for training the new staff
Recommended, developed, and helped implement cost adjustments that guided the organization in maintaining and improving its competitive position
Developed BPC objects (i.e.,reports, input templates, script logic, DM packages)
Responsible for internal BPC software application and software dimensions
Assisted all BPC planning, budgeting, consolidation and reporting functionalities
Produced annual budgets and forecasts for over 20 Baystate practices
Created financial models and reports to eliminate manual processes
Trained other analysts to learn SAP and be efficient in processing dimensions.
Financial Analyst
Baystate Medical Practices
01.2020 - 06.2022
Collected, analyzed, and managed quantitative data and created meaningful reports to lead to improvement and expense reductions
Prepared weekly reports and led presentations for training the new staff
Recommended, developed, and helped implement cost adjustments that guided the organization in maintaining and improving its competitive position
Developed BPC objects (i.e.,reports, input templates, script logic, DM packages)
Responsible for internal BPC software application and software dimensions
Assisted all BPC planning, budgeting, consolidation and reporting functionalities
Produced annual budgets and forecasts for over 20 Baystate practices
Created financial models and reports to eliminate manual processes
Trained other analysts to learn SAP and be efficient in processing dimensions.
General Ledger Accountant II
Baystate Medical Practices
11.2018 - 01.2020
Responsible for general ledger month-end close tasks
Performed balance sheet account recconciliations and supporting details
Prepared estimated journal entries for a timely preparation of financial statements
Prepared complex entries such as accruals, monthly benefit adjustments and treasury related entries
Prepared detailed schedules and technical accounting memorandum to support complex accounting treatment
Recorded transactions in Infor Lawson and created useful querries
Maintained the general ledger and monthly close process for Baystate Administrative Services
Performed tax planning and tax return
Created training guides for completing journal entries
Reviewed accounting structures and procedures on a regular basis to identify areas in need of improvement.
Financial Board Member
MLK Family Services
02.2016 - 06.2018
Review and analyze current budget
Seek out and applied for relevant grants
Plan and carry out fundraising events to benefit at risk populations
Tax and Audit Accountant
The MP Group
02.2016 - 01.2018
Prepared tax returns for individuals, fiduciaries, partnerships, corporations, and served as a counsel to various clients
Prepared federal and state estimated tax payments for clients
Performed tax planning and tax research
Performed detail work of financial audits under the supervision of an audit manager
Prepared, planned, and conducted audit preparations, served as a liaison during selected audit engagements
Prepared and reported financial statements to management
Provided various clients with professional recommendations to improve their internal controls
Led internal meetings to facilitate effective and efficient audit planning
Utilized MAS90, QuickBooks, ProSystem fx, and Microsoft Excel on a daily basis.
Accountant
Health New England
07.2014 - 02.2016
OFI Champion – Identified and came up with solutions to improve processes within the accounting department
Prepared month end financials at Health New England and its subsidiaries in accordance with the Generally Accepted Accounting Principles (GAAP) in a timely manner
Authorized ACH transfers for weekly claims payments to various vendors
Processed A/P & coded Invoices
Processed bank reconciliation reports and general ledger reconciliations
Prepared estimated journal entries for timely preparation of financial statements
Prepared fixed asset reports
Prepared check requests to authorize the payments from various administrative expenses monthly.
Intern
Health New England
06.2013 - 08.2013
Project Management Process - Designed, developed and updated an ICD-10 Vendor & Trading Partner tracking spreadsheet used to coordinate, outreach to, and track vendor and trading partner communications regarding their ICD-10 readiness status.
Education
Master of Business Administration Degree - Accounting
College of Our Lady of The Elms
Chicopee, MA
05.2016
Bachelor of Arts Degree - Accounting
College of Our Lady of The Elms
Chicopee, MA
05.2014
Bachelor of Arts - Healthcare Management
College of Our Lady of The Elms
Chicopee, MA
05.2014
Skills
Financial Management
Growth Projections
Research Abilities
KPI Management
Timeline
Senior Financial Analyst
Baystate Medical Practices
06.2022 - Current
Financial Analyst
Baystate Medical Practices
01.2020 - 06.2022
General Ledger Accountant II
Baystate Medical Practices
11.2018 - 01.2020
Tax and Audit Accountant
The MP Group
02.2016 - 01.2018
Financial Board Member
MLK Family Services
02.2016 - 06.2018
Accountant
Health New England
07.2014 - 02.2016
Intern
Health New England
06.2013 - 08.2013
Master of Business Administration Degree - Accounting
College of Our Lady of The Elms
Bachelor of Arts Degree - Accounting
College of Our Lady of The Elms
Bachelor of Arts - Healthcare Management
College of Our Lady of The Elms
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