Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

LESLEY WARREN

Spring,United States

Summary

Meticulous Senior Financial Analyst adept in analyzing and interpreting financial information to forecast trends and guide stakeholders. Enthusiastically aiming to bring value to a new team using unyielding work ethic in a Sr. Financial Analyst role.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Sr. Financial Analyst

ROLLFAB METAL PRODUCTS LLC
08.2021 - Current
  • Prepare, analyze and report weekly, monthly, quarterly gross margin analysis by brand and by customer type. -Assist in month-end closing, prepare journal entries as necessary, analyze inventory evaluation, inventory roll forward. -Analyze cost accounting data and assist with cycle count/physical inventories. -Review and analyze inventory and margin reports, conduct research and perform analytical studies in regards to cost analyses and profitability. -Work in special projects as required. -Support and assist internal department reporting requirements such as audit schedules, tax schedules and others. -Assist with office layout planning and office moves, and with managing and maintaining IT infrastructure. -Provide other administrative support as necessary, including scheduling group meetings, maintaining calendars, doing research, and creating reports.

Senior Accountant

General Plastics & Composites LP
01.2018 - 01.2019
  • (temp position while Accounting Manager on furlough); Responsible for both weekly and bi-weekly payroll for over 500 employees.
  • Maintained company-wide budget and oversaw cost-controlling measures for over 20 departments.

Senior Accountant

SummitStone Health Partners
01.2018 - 12.2018
  • Responsible for monthly financial close to prepare Financials for the Board of Directors (i.e., built preliminary P&L and Balance Sheet Statements; reviewed; revised; finalized.)
  • In-depth variance analysis of budget vs. actauls.
  • Created new and efficient procedures for receivables, payables, and all other cumbersome processes.
  • Developed new SOP's, cross-training techniques and on-boarding criterion for new employees.
  • Oversaw team of 3 accounting staff.
  • Decreased invoicing and receivable cycle times by streamlining billing systems.
  • Responsible for approximately $3M in monthly billings.
  • Supported monthly general ledger closing activities, including preparing journal entries and reconciliations.
  • Gathered and analyzed employee, department and company-wide financial information.
  • Wrote financial statements and consolidations after reconciling general ledger accounts.
  • Performed advanced reviews of business operational trends and expected obligations to prepare accurate forecasts.

Senior Financial/ Treasury Analyst

Energy Alloys Global Solutions
01.2008 - 12.2017
  • Managed over $50M in weekly cash disbursements to vendors globally; ensuring optimal liquidity.
  • Prepared all month-end debt consolidation statements and bank account reconciliations to the Accounting department.
  • Responsible for managing daily cash/debt positions and forecasting financial requirements for both domestic and foreign operations.
  • Updated 200+ operational job work instructions (SOP's) in three months, ensuring Energy Alloys was successful in maintaining necessary recertification per OSHA requirements.
  • Implemented company wide liability reduction programs.
  • For example, lowered company bank fees by 11.2% in 2016 by managing RFPs (request for proposals) from Bank of America, Chase, and Amegy in order to ensure the best service for the best price.
  • Decreased outstanding A/R by 35% between 2011 and 2012 by leading weekly Credit and Sales meetings, that are still in effect today.
  • Successful in on-boarding training for treasury, finance and accounting employees; specialization- A/R.

Education

Bachelor of Science - Finance

University of Houston

Associate of Science - Psychology

St.Edward's University

Skills

  • Exceptional organizational skills
  • Punctual execution of action items
  • Financial Forecasting
  • Intercompany banking
  • Foreign currencies
  • General ledger accounting expertise
  • Corporate filings
  • Closing processes
  • Balance Sheet/ P&L Statements
  • Financial statements expertise
  • Regulatory compliance
  • Excel expertise
  • Liquidity/ cash management
  • Process improvement
  • Budgeting
  • Audit coordination
  • Financial analysis
  • Budgeting
  • Closing
  • Consolidations
  • Cost-benefit analysis
  • Variance reports
  • Variance reporting
  • Variance Analysis
  • Corporate cost reduction
  • Account Reconciliation
  • Budget Forecasting
  • Planning and analysis
  • Auditing procedures

Certification

  • JD Edwards 8.0 through 8.12

Timeline

Sr. Financial Analyst

ROLLFAB METAL PRODUCTS LLC
08.2021 - Current

Senior Accountant

General Plastics & Composites LP
01.2018 - 01.2019

Senior Accountant

SummitStone Health Partners
01.2018 - 12.2018

Senior Financial/ Treasury Analyst

Energy Alloys Global Solutions
01.2008 - 12.2017

Bachelor of Science - Finance

University of Houston

Associate of Science - Psychology

St.Edward's University
  • JD Edwards 8.0 through 8.12
LESLEY WARREN