Jordan Walts
Baldwinsville,NY
Summary
Results-driven Financial Analyst with a proven track record at Helio Health, skilled in financial management and reporting. Expert in developing complex financial models and enhancing reporting accuracy. Recognized for exceptional attention to detail and collaboration with cross-functional teams to support strategic decision-making and improve operational efficiency.
Overview
6
6
years of professional experience
Work History
Financial Analyst
Helio Health
Syracuse, NY
08.2022 - Current
- Analyzed financial data to identify trends and support strategic decision-making.
- Developed and maintained complex financial models for budget forecasting and variance analysis.
- Collaborated with cross-functional teams to enhance reporting processes and improve accuracy.
- Prepared detailed financial reports for senior management, ensuring compliance with regulatory standards.
Accounting Specialist
Feldmeier Equipment
Syracuse, NY
02.2022 - 08.2022
- Processed accounts payable and receivable transactions accurately.
- Reconciled monthly financial statements to ensure accuracy and compliance.
- Assisted in preparing annual budgets, providing detailed financial analysis.
- Implemented improvements in invoicing procedures to enhance efficiency.
- Monitored cash flow forecasts to support strategic decision-making processes.
Accounting Clerk II
Bankers Healthcare Group Inc.
Syracuse, NY
01.2021 - 02.2022
- Processed invoices and expense reports for timely payment and accurate financial records.
- Reconciled bank statements and maintained ledgers to ensure accuracy and compliance.
- Prepared monthly financial reports, highlighting variances and assisting in budget management.
- Assisted in auditing processes by providing necessary documentation and support to auditors.
Accounting Clerk
Bankers Healthcare Group Inc.
Syracuse, NY
01.2020 - 01.2021
- Processed high-volume transactions with accuracy and attention to detail.
- Reconciled monthly bank statements, ensuring all discrepancies were addressed promptly.
- Assisted in preparing financial reports, enhancing clarity and compliance with regulatory standards.
- Collaborated with cross-functional teams to streamline accounting processes and improve efficiency.
Education
Bachelor of Science - Business Admin - Finance
SUNY At Fredonia
Fredonia, NY05-2020
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial management
- Financial statement analysis
- Budgetary planning
- Excellent attention to detail
Accomplishments
Received 2025 MVP award from
Timeline
Financial Analyst
Helio Health
08.2022 - Current
Accounting Specialist
Feldmeier Equipment
02.2022 - 08.2022
Accounting Clerk II
Bankers Healthcare Group Inc.
01.2021 - 02.2022
Accounting Clerk
Bankers Healthcare Group Inc.
01.2020 - 01.2021
Bachelor of Science - Business Admin - Finance
SUNY At Fredonia
Awards
Helio Health 2025 MVP Award
- I was the lead on the implementation of a new budgeting software
- Built a Staffing Plan budget for over 1,000 employees
- Maintained a good relationship with all Regional VP's to work with them while building the budgets
- Oversaw programs which brought in over $48 million in revenue in 2025