Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Megan Overman

Ames

Summary

Certified Public Accountant with 4 years of experience in GAAP accounting, financial reporting, and inventory reconciliation. Transitioned to an associate financial analyst role to gain experience with data management, financial analysis, and data visualization. Excited about expanding my data analytics skills to help find the company's story hidden in the data.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Associate Financial Analyst

Chevron Renewable Energy Group
04.2024 - Current
  • Assisted in producing monthly reports using advanced Excel spreadsheet functions.
  • Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
  • Generated Ad-hoc visualizations from the data warehouse by transforming and validating data through Power BI
  • Assisted in providing analysis in forecasting financial expectations four times a year.

Plant Accountant

Chevron Renewable Energy Group
01.2020 - 04.2024
  • Worked in a biodiesel manufacturing office as a plant accountant for two biodiesel refineries.
  • Reviewed and tracked inventory weekly through purchase order and sales invoice review and monthly ledger reconciliation
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry on a monthly close basis
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Collected and reported monthly expense variances and explanations to plant managers.

Bookkeeper/Cashier

Kwik Trip, Inc
01.2013 - 01.2020
  • Morning bookkeeper and cashier for a convenience store
  • Reconciled the prior day’s transactions to determine shrink
  • Provided quality customer service to guest’s complaints and questions

Accounting Intern

Renewable Energy Group
06.2019 - 08.2019
  • Assisted with the monthly preparation and closing of books for plant entities
  • Helped with inventory management and invoice processing

Education

Bachelor of Science - Accounting

Iowa State University
05.2020

Skills

  • Data transformation and validation
  • Excel proficiency
  • Power BI
  • Financial statement analysis
  • Variance analysis
  • JD Edwards ERP Software
  • Inventory Reconciliation
  • General ledger and Cost Accounting
  • Month-end closing
  • Excellent Communication

Certification

Certified Public Accountant - 2025

  • Licensed in Iowa
  • Average exam cumulative score: 83
  • Completed BAR Discipline

Timeline

Associate Financial Analyst

Chevron Renewable Energy Group
04.2024 - Current

Plant Accountant

Chevron Renewable Energy Group
01.2020 - 04.2024

Accounting Intern

Renewable Energy Group
06.2019 - 08.2019

Bookkeeper/Cashier

Kwik Trip, Inc
01.2013 - 01.2020

Bachelor of Science - Accounting

Iowa State University
Megan Overman