Corporate Finance Specialist/Analyst with 20+ years of corporate finance experience supporting revenue generating and overhead business functions. Four years as sole finance specialist to a complex and fast-paced corporate communications business unit with high visibility at the executive level.
Overview
35
35
years of professional experience
Work History
Financial Analyst
PanaPesca, USA LLC
Pembroke, MA
05.2022 - Current
Responsible for all analytics related to sales, budgets, and projections.
Billing Associate
Tempus Unlimited
Stoughton, MA
09.2020 - 05.2022
Daily management of assigned accounts with regular and consistent follow-up on processing and reconciling claims
Must be able to work with outside agencies to research and resolve billing and claims
Process billing as need to payers of assigned accounts
Investigate denials and resolve all claims for payment
Maintain Account Receivable spreadsheets and balances
Work with outside and internal departments to resolve consumer issues related to Billing
Follow internal Billing procedures for all tasks assigned.
SLP Administrative Support
Tempus Unlimited
Stoughton, MA
09.2019 - 09.2020
Hired as administrative assistant to SLP program
Responsibilities include maintaining and updating all consumer information in Zuke and LaserFiche, provide administrative support to all staff including mailings, faxes, processing mileage and all ad hoc requests
Reconciliation of 4 American Express cards and responsible for billing for all SLP and in process of becoming responsible for Employment Services billing as well.
Sales Associate, Customer Service Leader
CUMBERLAND FARMS
Hanson, MA
11.2014 - 08.2019
Responsibilities include but not limited to opening and closing store, managing and populating daily reports, reconciling cash, and many more tasks associated with running gas station/ convenience store.
Assistant Financial Officer
Corporate Communications, JOHN HANCOCK FINANCIAUMANULIFE FINANCIAL
01.2002 - 01.2006
Recruited to Corporate Communications Department to operate in autonomous role as dedicated finance officer
This fast-paced overhead business area developed and managed enterprise level corporate communications, public relations, event management and sports sponsorship initiatives
Managed $60m annual budget
Single-handedly established Sarbanes' Oxley control summary, testing, and certification process
Managed cost center actual expenses} forecasting, planning and accruals
Pre-paid assets, FTE reporting, synergy savings, employee bonuses, wire transfers, cash receipts, cash disbursements, and other aspects of reporting
Collaborated with Ernst & Young to identify and successfully implement a new enterprise-wide expense allocation system
Developed, analyzed, and projected cost center budgets and reported variance analysis.
Financial Analyst
Guaranteed, JOHN HANCOCK FINANCIAUMANULIFE FINANCIAL
01.1989 - 01.2002
Supported Guaranteed & Structured Financial Products revenue generating business area with financial analysis and financial management, Recognized as the department expense expert for 40+ cost centers
GAAP and statutory reporting
Balance and income sheet analysis
Revenue projections
Administered annual product allocation survey for business areas and cost centers
Managed separate account revenue and expenses
Managed revenue for annuities with portfolio of $2B
Posted financials
Processed and uploaded quotes into general ledger system
Extensively involved with year-end process to close financial books
Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
Education
Associate of Arts and Sciences -
Northeastern University
01.1989
Skills
Bookkeeping
Budgeting
Accounting
Lawson
Hyperion
SAP
Financial analysis
Sales
GAAP
Accounts receivable
General ledger accounting
Microsoft Dynamics GP
SOX
Administrative experience
Analysis skills
Customer service
Pivot tables
Microsoft Word
Forecasting
Financial report writing
Public relations
Corporate finance
Balance sheet reconciliation
Account reconciliation
Microsoft Excel
Research
Financial management
Expense management
Communication skills
Organizational skills
Cost management
Timeline
Financial Analyst
PanaPesca, USA LLC
05.2022 - Current
Billing Associate
Tempus Unlimited
09.2020 - 05.2022
SLP Administrative Support
Tempus Unlimited
09.2019 - 09.2020
Sales Associate, Customer Service Leader
CUMBERLAND FARMS
11.2014 - 08.2019
Assistant Financial Officer
Corporate Communications, JOHN HANCOCK FINANCIAUMANULIFE FINANCIAL
01.2002 - 01.2006
Financial Analyst
Guaranteed, JOHN HANCOCK FINANCIAUMANULIFE FINANCIAL
Engine Cadet at Massachusetts Maritime Academy Sea Term I & II, USTS KennedyEngine Cadet at Massachusetts Maritime Academy Sea Term I & II, USTS Kennedy