Summary
Overview
Work History
Education
Skills
Websites
Timeline

Marty Cox

Winston Salem,NC

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

21
21
years of professional experience

Work History

FINANCIAL ANALYST

Salemtowne Retirement
07.2017 - Current
  • Develop and maintain complex financial models to support strategic decision-making
  • Create monthly financial statements and variance analysis reports and collaborate with cross-functional teams to provide financial insights and recommendations for optimizing business operations
  • Assist in the preparation of annual budgets and financial forecasts
  • Maintain Chart of Accounts; creation and/or changes to accounts and review of utilization
  • Resident Financial Assessments: Using actuary software, analyze applicants' risk level to approve move in
  • Fixed Assets Management: Maintain accurate records of fixed assets, including acquisition, depreciation, and disposal
  • Update asset registers and accounting systems with relevant information
  • Depreciation Calculation: Calculate and record depreciation expenses for fixed assets using appropriate methods (straight-line, declining balance, etc.)
  • Ensure compliance with accounting standards and company policies
  • Asset Acquisition and Disposal: Record and track the acquisition of new fixed assets, including capitalization
  • Capital Expenditure Analysis: Evaluate proposed capital projects, providing financial analysis and insights regarding the costs, and benefits
  • Collaborate with other departments to review and validate project proposals
  • Deferred Revenue: Oversee transactions, amortize earned revenue, record termination income, and calculate refundable fees as needed
  • Liabilities: Review payroll entries and analyze withholding accounts to ensure accuracy.

FINANCIAL ANALYST

Bell Partners
08.2014 - 05.2017
  • Assisted the financial analysis team in conducting financial research, gathering data, and analyzing financial statements
  • Contributed to the development and maintenance of financial models, including sensitivity analysis and scenario planning
  • Conducted data validation and reconciliation to ensure accuracy and reliability of financial reports
  • Assisted in the preparation of monthly and quarterly financial reports, including variance analysis and trend analysis.

FIXED ASSETS ACCOUNTANT

Hanesbrands
04.2002 - 08.2014
  • Asset Acquisition and Disposal: Processed and recorded the acquisition of new fixed assets, including capitalization and tagging
  • Coordinated the disposal process for retired or obsolete assets, ensuring proper documentation and adherence to disposal procedures
  • Fixed Asset Audits: Assisted in internal and external audits related to fixed assets
  • Provided necessary documentation, explanations, and support to auditors
  • Ensured compliance with relevant regulations and accounting standards
  • Process Improvement: Identified opportunities to streamline fixed asset processes, enhance efficiency, and strengthen internal controls
  • Proposed and implemented improvements to enhance accuracy, timeliness, and effectiveness
  • Collaboration and Communication: Worked closely with cross-functional teams, such as finance, procurement, and operations, to gather information, resolve discrepancies, and ensure accurate and complete fixed asset records.

Education

No Degree - Business

Ashworth College, Norcross, GA
2025

Skills

  • Account Reconciliation
  • Advanced Computer Skills
  • Advanced Excel Functions
  • Advanced Financial Analysis
  • Budgeting and Forecasting
  • Client Financial Assessment
  • Data Analysis
  • Data Collection
  • Database Management
  • Developing Solutions
  • ERP Understanding
  • Evaluating Capital Projects
  • Expense and Revenue Analysis
  • Financial and Operational Reporting
  • Fixed Assets
  • General Ledger Journal Entry
  • Payroll and Benefits GL Reconciliation
  • Research Abilities
  • Variance Resolutions

Timeline

FINANCIAL ANALYST - Salemtowne Retirement
07.2017 - Current
FINANCIAL ANALYST - Bell Partners
08.2014 - 05.2017
FIXED ASSETS ACCOUNTANT - Hanesbrands
04.2002 - 08.2014
Ashworth College - No Degree, Business
Marty Cox