Kome Urefe
Dallas,TX
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 the use of spreadsheets, accounting, and financial management software.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Business Analyst
Redeemed North America
Greenville, Texas
01.2023 - Current
- Support in annual/ monthly reporting process; Enhanced financial analysis and reporting, Variance analysis, monthly financial forecast and planning, and annual budget reporting
- Develop detailed financial models from the start-up to facilitate planning and business decision-making
- Deployed SQL queries to extract data and create essential reports in Excel and Power BI
- Utilize statistical methods and tools to analyze large datasets related to customer behavior, market trends, and business performance
- Mine data from different sources and organize it in an easily readable format
- Interpret data sets to look for trends and patterns
- Collaborate with CFO to set all financial, contractual, and information technology policies and procedures for company
- Contribute to annual and monthly financial planning, budgets, and financial forecasting, work closely with operations, and ensure that projections accomplish corporate goals
- Ensure that daily accounts and documents are prepared according to GAAP standard
- Prepare balance sheet, and profit and loss reports once a month and present them to CFO
- Reconciled transactions daily and Prepared bank reconciliation statements monthly using Quickbooks, evaluating their current and past statement to make projections
- Ad hoc and project-oriented goals as directed by Chief Financial Officer
Financial Business Analyst
Texas A&M University-Commerce
10.2022 - 12.2023
- Gathered data from diverse groups, converted them into detailed logical flow charts and specifications for business solutions, and created an interactive dashboard using Power BI
- Develop and deploy dashboards, visualizations, and autonomous and dynamic reporting interfaces to be distributed to management via the BI reporting platform and emails
- Perform Data Analysis using the regression method and make use of SQL to extract, clean, and analyze the agings data set to determine the unreconciled data
- Collaborate with the university's Assistant financial controller monthly to prepare comprehensive financial reports, encompassing income statements, balance sheets, and cash flow statements, ensuring 99% accuracy and adherence to industry standards while meeting a deadline of the 5th working day of each month
- Build strong cross-functional connections with the marketing, data, and customer engagement departments
- Perform daily reconciliations utilizing the TREC system and identify and report any discrepancies found during the process
- Prepare aging report using Excel and Pivot table to determine outstanding entries monthly
- Create 200+ journals and handle 50+ inter-departmental transfers monthly using the Laserfiche document management system and Famis.
Assistant Branch Manager
SunTrust Bank
09.2017 - 07.2022
- Work closely with the Branch Manager to supervise the daily operations of the bank's branch office, involving tasks such as staff scheduling, customer service, and compliance management
- Led a team of 10+ marketing professionals overseeing daily customer interaction activities, encompassing customer engagement, promotions, and campaigns for the bank
- Set and attain monthly sales targets, driving the promotion of diverse banking services and products to customers, resulting in a 20% increase in sales within the first quarter
- Prepare financial reports, produce, and review monthly financial activities review profitability and make presentations to the banks' executives
- Evaluate lending loan systems, paying particular attention to interest rates, terms of repayment, and collateral requirements
- Analyze each loan separately and determine how it affects the total credit risk portfolio
- Provide insights and suggestions for risk reduction and lending strategies to support data-driven decision-making
- Maintained strong customer relationships, analyzed their financial needs, and provided tailored product recommendations, resulting in a 95% customer satisfaction rate and a 15% increase in cross-selling success
- Assessed the flow of deals and provided essential support to optimize various banking processes, resulting in a 10% reduction in processing time and a 5% increase in deal closure rates.
Senior Accounting Analyst
Office of the Auditor General
04.2013 - 08.2017
- Conducted diverse audits including annual audit, revenue audit, and personnel audit, on activities about the accounts of multiple City councils within the Federal Capital Territory (FCT), Nigeria, covering a range of financial and operational aspects, resulting in the identification of cost-saving opportunities
- Assist in the planning phase of audits, including risk assessment, materiality determinations, and defining audit procedures to be applied to the different audits before preparing the Audit report
- Stay updated with the latest accounting and auditing standards, and participate in internal and external training programs
- Maintained meticulous files and records of audit activities in strict adherence to the procedural standards of the Auditor General's office, resulting in an audit documentation accuracy rate of 99.5%.
Education
Bachelor of Science - Accounting
Benson Idahosa University
NigeriaMaster of Science - Human Resources Management
Coventry University
Coventry, UKMaster of Science - Business Analytics
Texas A&M University
Commerce, TX12.2023
Skills
- Documentation Tools and prototyping: MS SharePoint, MS Office (MS Excel, MS Word, PowerPoint, MS Access), OneDrive, MS Visio
- Databases and Tools: MS SQL Server, Oracle, Informatica, PowerCenter, AWS, Agile
- Reporting Tools and Accounting Tools: Power BI, Tableau, Google Analytics, SSIS, Quickbooks, Famis, and TRecs
- Statistical / Accounting Methods: Balance sheet, Income statement, Bank reconciliation, Regression and Time Series Analysis, Monte Carlo Simulation
- Auditing procedures, Financial and operational reporting
- Excellent attention to detail and good communication
Certification
- Scrum Master Accredited Certification (SMAC)
- Project Management, CIBN (Chartered Institute of Banking Nigeria)
- Anti-Money Laundering and Combating Financial Terrorism, CIBN (Chartered Institute of Banking Nigeria)
Timeline
Financial Business Analyst
Redeemed North America
01.2023 - Current
Financial Business Analyst
Texas A&M University-Commerce
10.2022 - 12.2023
Assistant Branch Manager
SunTrust Bank
09.2017 - 07.2022
Senior Accounting Analyst
Office of the Auditor General
04.2013 - 08.2017
Bachelor of Science - Accounting
Benson Idahosa University
Master of Science - Human Resources Management
Coventry University
Master of Science - Business Analytics
Texas A&M University