Kelly Hunter
Port Saint Lucie,FL
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
9
9
years of professional experience
Work History
FINANCIAL ANALYST I
FP&L
Jupiter, FL
12.2021 - Current
- Support the consolidation, analysis, and reporting of monthly forecast and close
- Consolidate information into company-wide financials statements and prepare for review with senior management
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- Used EPM to create reports and recommended courses of action to upper management.
- Led meetings with directors to analyze spending and provide financial recommendations.
- Performed complex financial and budget analysis to determine budget requirements, improve internal controls and justify requested funding from multiple departments.
SR. FP&A ANALYST
Carrier Corp
Palm Beach Gardens, FL
01.2018 - 10.2021
- Support the consolidation, analysis, and reporting of monthly forecast and close
- Consolidate information into company-wide financials statements and prepare for review with senior management
- Consolidation and reporting of daily and weekly orders
- Analysis of other key performance trends (SG&A, RD&E, discretionary spend, logistics, etc.)
- HFM maintenance, reporting and consolidation
- Tracking and reporting of asset management and initiatives, including inventory & A/R
- Provide support for senior executive presentations
- Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs
- Create charts and graphs, using computer spreadsheets, to illustrate technical reports
- Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses
- Special projects and business unit support as needed
SR. MAINTENANCE BILLING SPECIALIST
Otis Elevator Co
Palm Beach Gardens, FL
12.2017 - 12.2018
- Review and Book Maintenance Contracts
- Verify accuracy of billing data and revise any errors
- Review documents such as purchase orders, sales tickets, charge slips, or hospital records to compute fees or charges due
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents
- Develop relationships with account managers and work as part of a team to service the western region of the country
- Special Projects:
- Reassigned to Team Lead for the New Equipment team to help during a difficult transition period for the department
- Worked with a team that traveled to Connecticut to test our new billing software updates.
NEW EQUIPMENT BILLING SPECIALIST
Otis Elevator Co
Palm Beach, FL
09.2016 - 12.2018
- Operate computers programmed with billing software to record, store, and analyze information
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
- Reconcile or note and report discrepancies found in records
- Access computerized financial information to answer general questions as well as those related to specific accounts
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures
- Developed the standard work and process maps for the department
- Audited and reconciled the third party billing systems to the in house billing platform.
COMMERCIAL TECHNICAL ASSISTANT
Plastridge Insurance Company
Palm Beach Gardens, FL
08.2015 - 08.2016
- Correspond with insured or agent to obtain information or inform them account status or changes
- Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers
- Compose business correspondence for supervisors, managers and professionals
- Provide customer service, such as limited instructions on proceeding with claims or referrals
- Review insurance policy to determine coverage.
Education
MBA - Forensic Accounting
FLORIDA ATLANTIC UNIVERSITY
05.2022
Master of Business Administration (M.B.A - Finance
NOVA SOUTHEASTERN UNIVERSITY
07.2017
Bachelor of Science (B.S - Business
INDIAN RIVER STATE COLLEGE
05.2015
Skills
- Impact Assessment
- Business Forecasting
- Economic Influence Assessments
- Timing Optimization
- Calculations and Analysis
- Financial and Operational Reporting
- Budgeting and Variance Analysis
Additional Information
- EXTRA CURRICULARS , Patriots Outpost at the Honda Classic; 2017 - 2020 The Happy Secret to Better Work, Ted Talk Event; March 2019 The Arc; September 2017 Junior Achievement; November 2016 & 2017
Timeline
FINANCIAL ANALYST I
FP&L
12.2021 - Current
SR. FP&A ANALYST
Carrier Corp
01.2018 - 10.2021
SR. MAINTENANCE BILLING SPECIALIST
Otis Elevator Co
12.2017 - 12.2018
NEW EQUIPMENT BILLING SPECIALIST
Otis Elevator Co
09.2016 - 12.2018
COMMERCIAL TECHNICAL ASSISTANT
Plastridge Insurance Company
08.2015 - 08.2016
MBA - Forensic Accounting
FLORIDA ATLANTIC UNIVERSITY
Master of Business Administration (M.B.A - Finance
NOVA SOUTHEASTERN UNIVERSITY
Bachelor of Science (B.S - Business
INDIAN RIVER STATE COLLEGE
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