Nancy Clark
Indio,CA
Summary
Organized and dependable Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and tech-savvy in use of spreadsheets, accounting and financial management software. Successful at managing multiple priorities with a positive attitude and willingness to take on added responsibilities to meet District goals.
Overview
17
17
years of professional experience
Work History
Financial Analyst, I
Coachella Valley Water District
05.2019 - Current
- Track, and monitor, and report on multiple departmental, fund, and capital improvement budgets.
- Responsible for sections of the Budget Book.
- Prepare quarterly financial reports and reports due to outside agency, and year-end projections.
- Collect data and develop detailed spreadsheets to identify labor trends
- Prepare financial reporting for better decision-making with clear, concise analysis and presentation.
- Review Financial Impact on applicable Board agenda items to ensure proper application of the District’s budget.
- Participate month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Budget Analyst
Coachella Valley Water District
07.2014 - 05.2019
- Project maintenance, monitoring, accounting and reconciliation
- Assist in preparation quarterly financial reports of the Operating and Capital Improvement Budget
- Assist with the Budget Book preparation.
- Established strong relationships with key stakeholders throughout the organization, facilitating effective collaboration on budgetary matters.
Accounting Assistant-Accounts Payable
Coachella Valley Water District
08.2009 - 07.2014
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Prepared vendor invoices and processed incoming payments.
- Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
- Demonstrated adaptability during peak workload periods while maintaining high-quality results and meeting tight deadlines.
Accounting Assistant- Customer Billing
Coachella Valley Water District
02.2007 - 08.2009
- Monthly billing of domestic cycle, maintain customer account records by processing opens, closes, address/name change, meter exchanges.
- Maintain record of customer deposits.
- Analyze billing reports such as High/Low to determine if meter needs to be re-read, estimate consumption or give credit.
- Prepare write off and doubtful account adjustment. Prepare check requests for credit refunds.
- Reconcile billing register. Payment processing and preparation of bank deposits.
- Operate Rapid Extraction Desk, Remittance Processor and Microfilmer.
- Prepare letters and or turn off notices to customers with returned checks. Prepare monthly letters to customers with closed delinquent accounts.
Education
No Degree - Bachelor of Science in Business
University of Phoenix
Online Education ProgramNo Degree - Business Administration
College of The Desert
Palm Desert, CAHigh School Diploma -
Palm Desert High School
Palm Desert, CA06.1994
Skills
- Microsoft Excel
- Financial and operational reporting
- Excellent attention to detail
- Advanced computer skills
- Budget support
- Analytical research
- Financial software
- Research abilities
- Accounting Principles
- Preparing budgets
- Data inputting
- Interdepartmental Coordination
Languages
Spanish
Native or Bilingual
Timeline
Financial Analyst, I
Coachella Valley Water District
05.2019 - Current
Budget Analyst
Coachella Valley Water District
07.2014 - 05.2019
Accounting Assistant-Accounts Payable
Coachella Valley Water District
08.2009 - 07.2014
Accounting Assistant- Customer Billing
Coachella Valley Water District
02.2007 - 08.2009
No Degree - Bachelor of Science in Business
University of Phoenix
No Degree - Business Administration
College of The Desert
High School Diploma -
Palm Desert High School
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