Katherine Rubio
Austin,TX
Summary
Results-driven Client Financial Management Analyst at Accenture Federal Services with expertise in financial analysis and budget management. Successfully managed forecasts for $109.78 million in task orders, enhancing accuracy and client relationships. Proven ability to reconcile data and train new analysts, fostering a collaborative and skilled team environment.
Overview
3
3
years of professional experience
Work History
Client Financial Management Analyst
Accenture Federal Services
San Antonio, TX
01.2024 - Current
- Analyzed client financial data to identify trends and resolve discrepancies.
- Managed financial forecasts for task orders totaling $109.78 million, ensuring accuracy.
- Prepared detailed reports outlining client financial performance and insights.
- Facilitated meetings with project managers to align on financial objectives and track progress.
- Coordinated with cross-functional teams for precise financial reporting and documentation.
- Updated budget trackers to ensure adherence to financial limits and mitigate risk of overruns.
- Tracked personnel and PTO changes for accurate budget adjustments, supporting financial integrity.
- Maintained financial documentation and conducted internal audits, facilitating clear communication of financial status to project managers.
- Developed data-driven insights from large datasets to identify trends and patterns for clients.
- Provided training on financial analysis techniques to new analysts, enhancing skill development.
- Maintained accurate records for all activities associated with each project phase ensuring compliance with company policies and procedures.
Accounting Clerk
Clay Consulting LLC
Windcrest, TX
02.2023 - 12.2023
- Maintained general ledger with accuracy and completeness.
- Reviewed, coded, and reconciled vendor statements to ensure accuracy and timely processing.
- Utilized accounting software for entering invoices from multiple vendors.
- Conducted monthly reconciliation of 3rd party ancillary invoices and on an as-needed basis.
- Monitored packing slips, invoices, and statements for accuracy, maintaining precise financial records.
- Responded to inquiries from external vendors and internal managers regarding invoice reconciliation.
- Resolved billing discrepancies through detailed research and analysis, documenting client rebate discounts and reserve fund records to support compliance.
- Tracked prepaid expenses ensuring they are amortized properly over their useful life span.
- Completed special projects to support departmental objectives.
Education
Bachelor of Business Administration - Marketing
The University of Texas at San Antonio
San Antonio, TXSkills
- Financial analysis
- Budget management
- Forecasting accuracy
- Data reconciliation
- Reporting techniques
- Client relationship management
Websites
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Timeline
Client Financial Management Analyst
Accenture Federal Services
01.2024 - Current
Accounting Clerk
Clay Consulting LLC
02.2023 - 12.2023
Bachelor of Business Administration - Marketing
The University of Texas at San Antonio