Open To Work
MICHEALANNE DUNCAN-LEONARD
NA
Anoka,MN
Summary
Financial Operations Analyst with expertise in month-end close, balance sheet reconciliations, and executive reporting. Builds ad hoc analysis in SQL and financial models to spot revenue, margin, and cost trends that guide business decisions. Reconciles 100+ balance sheet accounts monthly, partners across sales, marketing, and IT while improving finance workflows and mentoring junior team members.
Overview
20
20
years of professional experience
Work History
Financial Operations Analyst
Stericycle
Eagan
05.2009 - 07.2026
- Streamlined month-end close activities by preparing journal entries and reconciling balance sheet accounts for financial accuracy.
- Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
- Developed comprehensive monthly reports detailing financial performance to inform executive decision-making.
- Streamlined monthly financial close processes, reducing time spent on reconciliations and report generation.
- Analyzed resource allocation and devised long-term strategies to drive profitability improvements.
- Constructed and refined financial models to provide insights into the profitability of multiple business initiatives.
- Analyzed complex financial data to reveal significant trends in revenue growth, profit margins, and capital expenditure allocations.
- Developed and implemented streamlined reporting procedures to enhance operational efficiency.
- Analyzed workflows to uncover opportunities for streamlining processes and enhancing efficiency in finance functions.
- Assessed contractual agreements for new business opportunities, highlighting potential risks and recommending risk management strategies.
- Developed interactive dashboards using data visualization tools to enhance understanding of customer acquisition costs and customer lifetime value.
- Guided and supported junior team members through training initiatives to foster a collaborative work environment.
- Developed visual representations of data through computer spreadsheets to support technical report analysis.
- Analyzed and communicated insights on economic trends affecting individual corporations and entire industries through oral and written reports.
- Managed reconciliation of accounts, ensuring accuracy in financial reporting and compliance standards.
- Promoted a culture of continuous improvement within the financial operations team, actively seeking out ways to optimize processes and enhance overall productivity.
- Created and maintained precise and accurate models, charts and reports.
Branch Office Administrator
Edward Jones
Cambridge, MN
01.2007 - 05.2009
- Analyzed customer feedback and refined service strategies to consistently meet and exceed client expectations.
- Developed and implemented organizational policies and procedures aimed at streamlining workflow processes.
- Conducted regular audits to ensure branch operations aligned with established company policies and procedures.
- Managed resolution of customer complaints to ensure satisfaction and maintain professional service quality.
- Designed and produced marketing materials including brochures, flyers, and banners for promotional campaigns.
- Created detailed letters for customers regarding changes in account status and provided responses to their inquiries.
- Coordinated efforts among branches across various locations to enhance operational efficiency.
- Guided staff in effectively navigating and utilizing MS Office Suite and other software applications.
- Achieved streamlined communication through proficient handling of phone inquiries and timely email responses. Enhanced organizational efficiency by maintaining an orderly filing system and delivering accurate reports. Delivered high-quality administrative support by effectively managing phone communications and ensuring prompt email correspondence.
- Coordinated efforts with department leads and senior management to optimize operational processes and drive continuous improvement.
- Facilitated coordination of office operations to maximize efficiency and resource allocation.
- Implemented effective conflict resolution strategies to maintain morale and productivity among team members.
- Coordinated client meetings, optimizing schedules and enhancing customer service experience.
- Coordinated schedules and appointments for branch staff, optimizing time management processes.
- Provided exceptional customer service to both internal employees and external clients, promoting a welcoming atmosphere at the branch office.
- Ensured compliance with company regulations by conducting regular audits of internal documents and records.
- Composed professional business correspondence, emails, meetings notes and other documents.
- Organized meetings for executives and coordinated availability of conference rooms for participants.
- Organized spaces, materials and catering support for internal and client-focused meetings.
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
Education
No Degree - Business Administration
Minnesota School of Business
Roseville, Minnesota, USHigh School Diploma -
Anoka Senior High School
Anoka, Minnesota05-1997
Skills
Microsoft Office
- Auditing procedures
- Corporate finance
- Teamwork and collaboration
- Problem-solving abilities
- Attention to detail
- Effective communication
- Adaptability and flexibility
- Financial and operational reporting
- Team building
- Client relationship development
- Interpersonal communication
- Continuous improvement
- Problem-solving aptitude
Excel
QuickBooks
SAP
Salesforce
Financial analysis
Report preparation
Data interpretation
Bank reconciliation
Business intelligence
Variance analysis
Dashboard reporting
SQL reporting
FP&A
Ad hoc analysis
Workday Adaptive Planning
Work Preference
Work Type
Full TimeLocation Preference
HybridOn-SiteRemoteTimeline
Financial Operations Analyst
Stericycle
05.2009 - 07.2026
Branch Office Administrator
Edward Jones
01.2007 - 05.2009
No Degree - Business Administration
Minnesota School of Business
High School Diploma -
Anoka Senior High School