JENNIFER LIPTAK
Keene,NH
Summary
Financial Analyst skilled in managing and interpreting financial data to drive strategic business decisions. Expert in budgeting, forecasting, and financial modeling, adept at identifying cost-saving opportunities, and streamlining operations. Proficient in conveying complex financial concepts to non-financial stakeholders, contributing to improved operational efficiency in previous roles.
Overview
10
10
years of professional experience
Skills
Advanced Excel and financial modeling
Financial analysis and compliance
Strategic budgeting and forecasting
Project management and coordination
GAAP expertise
Time management and detail orientation
Team collaboration and communication
Problem solving and solution development
Work History
FINANCIAL ANALYST
TOGETHER FOR YOUTH
Canaan, New York
08.2021 - Current
Created and analyzed financial statements for accurate monthly, quarterly, and annual reporting.
Prepared annual departmental budgets and conducted quarterly forecasting.
Developed integrated dashboards and reports to support strategic business decisions.
Led special financial projects that improved operational efficiency.
Completed monthly close items, reconciliations, lease management, and ad hoc reporting.
ACCOUNTANT
P1 INDUSTRIES
09.2020 - 08.2021
Generated financial statements for accurate monthly, quarterly, and annual reporting.
Managed accounts receivable and payable to optimize cash flow operations.
Evaluated employee expense reports and processed reimbursements efficiently.
Supported annual audits, tax returns, state filings, and administrative duties.
ACCOUNTANT
BAER TAX GROUP
02.2016 - 09.2020
Prepared tax returns and managed bookkeeping for diverse clients, ensuring compliance and accuracy.
Managed accounts receivable and payable to maintain efficient cash flow operations.
Assisted in audit reviews of not-for-profit organizations to ensure financial integrity.
Facilitated workflow management, client appointments, and administrative duties to enhance operations.
Education
Master of Science - ACCOUNTING
05-2019
3.95 GPA
Bachelor of Science - ACCOUNTING
05-2019
Graduated magna cum laude
Honors Convocation Recipient
Associate of Science - BUSINESS ADMINISTRATION
05-2016
Timeline
FINANCIAL ANALYST - TOGETHER FOR YOUTH
08.2021 - Current
ACCOUNTANT - P1 INDUSTRIES
09.2020 - 08.2021
ACCOUNTANT - BAER TAX GROUP
02.2016 - 09.2020
THE COLLEGE OF SAINT ROSE - Master of Science, ACCOUNTING
THE COLLEGE OF SAINT ROSE - Bachelor of Science, ACCOUNTING
COLUMBIA-GREENE COMMUNITY COLLEGE - Associate of Science, BUSINESS ADMINISTRATION