Jordan E. Halsey
Overland Park,KS
Summary
I am an experienced financial analyst with a background in construction accounting, working for a mechanical contractor. Strong skills in interpreting financial data to support business decision-making, budgeting, and forecasting. Analytical and strategic thinker known for high productivity levels, and the ability to efficiently complete tasks with timeliness and accuracy. Made a notable impact by building strong relationships with project teams and helping them enhance operational efficiency through financial analysis. Excel at communication and encourage a teamwork environment in a corporate structure.
Overview
13
13
years of professional experience
Work History
Financial Analyst, Senior Financial Analyst
Cerris Inc.
Overland Park, KS
01.2017 - Current
- Prepare monthly financial statements and quarterly business plans and budgets.
- Assist project managers with the financial aspects of projects, such as budgeting and cost control.
- Build financial models to forecast future performance, and support strategic planning.
- Complete the month-end and year-end accounting close processes.
- Reconcile and balance general ledger accounts.
- Investigating discrepancies between actual and planned financial results, and providing explanations.
- Interact with project teams, auditors, and other stakeholders as needed.
Branch Office Assistant
Edward Jones
Overland Park, KS
01.2013 - 01.2015
- Provided customer service for clients
- Completed transfer and cash flow requests and account maintenance
- Managed Financial Adviser’s workflow and schedule
Education
Bachelor of Arts - Accounting, Concentration in Finance
Ottawa University
Ottawa, KS01.2017
Associate of Arts/ Associate of Science -
Johnson County Community College
Overland Park, KS01.2015
Skills
- Effectively communicating financial information, both written and verbal
- Experience mentoring junior analysts and leading project teams
- General ledger reconciliation and accounting principles
- Identifying and solving complex financial problems, developing creative solutions, and implementing them effectively
- Proficiency in financial software, like Excel
- Understanding the broader business context and aligning financial goals with overall corporate objectives
Awards
Phi Theta Kappa Honors Society, Graduated Magna Cum Laude, College Volleyball Scholar Athlete, Women’s Volleyball Daktronics- NAIA Scholar Athlete, Class of 1953 Endowment Scholarship
Timeline
Financial Analyst, Senior Financial Analyst
Cerris Inc.
01.2017 - Current
Branch Office Assistant
Edward Jones
01.2013 - 01.2015
Bachelor of Arts - Accounting, Concentration in Finance
Ottawa University
Associate of Arts/ Associate of Science -
Johnson County Community College
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