Rebecca McMorris
Lithia,Florida
Summary
Methodical Senior Financial Analyst offering many years of quality performance in financial industry. Accustomed to executing variance analysis and forecasting.
Overview
26
26
years of professional experience
Work History
Full-Time Parent/Child Caregiver
n/a
07.2017 - Current
- Primarily focused on providing care for a child with on-going medical needs
Financial Analyst
Stratus Video (AMN Healthcare Language Service)
Clearwater, FL
05.2017 - 07.2017
- Responsible for monthly close validation and reporting
- Created and maintained monthly and quarterly financial reports for management review
- Coordinated with other departments to develop more efficient reporting and analytics dashboard
Senior Associate - FP&A/Expense and Staffing
New York Life, Inc.
Tampa, FL
06.2013 - 04.2017
- Supported annual expense planning for NYL Direct, a stand-alone direct mail operation with an annual budget of $400M, providing support schedules and analysis to key stakeholders
- Prepared monthly expense and staffing dashboard reports and offered analysis highlighting key drivers of expense variances
- Coordinated and maintained departmental staffing metrics integral to hiring decisions
- Developed pricing level expense allowables and conducted variance analysis for senior management
Sr. Financial Analyst – Activity Based Costing/FP&A
Tech Data Corporation (TD Synnex)
Clearwater, FL
07.2012 - 06.2013
- Responsible for preparing models and ABC analytics in support of company-wide projects, proposals, customer rebates and customer/vendor profitability
- Developed and executed training and transition plans
- Developed financial model to win $618M in new annual business
Financial Analyst III – Activity Based Costing/FP&A
03.2007 - 07.2012
- Developed models on business opportunities over $25M used by executives to determine pricing levels to maintain or increase market share while being competitive and improving Tech Data's profitability
- Involved in the transition and successful implementation of Activity Based Costing-specific software program
- Responsible for maintaining and balancing Activity Based Costing data points, drivers and allocations
- Project work, including allocation updates to Logistics drivers allowing more visibility to cost-saving initiatives
Accountant I & II – Fixed Assets
01.2006 - 03.2007
- Reviewed and tracked capital expenditure projects, assuring accuracy, adherence to policy (internal, GAAP, SOX) and budget limitations
- Prepared month-end reconciliation for all capital and depreciation accounts and corresponding financial analysis
- Assisted various departments in gathering and researching issues relating to month-end, tax and/or audits
Sr. Associate
07.2005 - 01.2006
- Responsible for initiating and tracking credits and resolving all discrepancies related to vendor-authorized price decreases as it relates to on-hand and in-transit inventory; domestic, Canadian and Latin American accounts
Vendor Reconciliation Specialist
12.2001 - 07.2005
- Regularly attained departmental objective of securing 98% of available discounts and consistently negotiated $10-12M cash deferral during quarter end
- Evaluated vendor compliance for up to ten accounts on such criteria as reconciliation and inventory, implemented detailed action plans to maintain >90 day variances less than 3%
- Consistently coordinated reconciliation activities across internal departments to resolve conflicts and disputes in a timely manner and developed database for management tracking of marketing program disputes
Supervisor/Manager
Hilton-Clearwater Beach Resort
Clearwater Beach, FL
01.1999 - 12.2001
- Responsible for all personnel and operations in the absence of the General Manager, hiring and training, guest relations, promotional services and facility maintenance for the 425-room beach resort, which achieved $21M in annual revenue
- Consistently exceeded guest satisfaction and occupancy goals while simultaneously achieving a 0% loss/error level for the hotel's $4000-per-day cash drawer throughout tenure
- Successfully resolved hotel guest emergencies and disputes to the satisfaction of both the guest and the company
Education
Master of Business Administration - Professional MBA program
The University of Florida – Warrington College of Business
Gainesville, FL11.2002
Bachelor of Science - Business Administration
The University of Nebraska
Lincoln, NE08.1998
Skills
- Microsoft Office Suite
- SAP ERP/ECC
- SAP - Business Warehouse (BW) module
- SAP - Business Explorer/Analyzer
- Analysis for Office
- Acorn Systems Performance Analyzer
Timeline
Full-Time Parent/Child Caregiver
n/a
07.2017 - Current
Financial Analyst
Stratus Video (AMN Healthcare Language Service)
05.2017 - 07.2017
Senior Associate - FP&A/Expense and Staffing
New York Life, Inc.
06.2013 - 04.2017
Sr. Financial Analyst – Activity Based Costing/FP&A
Tech Data Corporation (TD Synnex)
07.2012 - 06.2013
Financial Analyst III – Activity Based Costing/FP&A
03.2007 - 07.2012
Accountant I & II – Fixed Assets
01.2006 - 03.2007
Sr. Associate
07.2005 - 01.2006
Vendor Reconciliation Specialist
12.2001 - 07.2005
Supervisor/Manager
Hilton-Clearwater Beach Resort
01.1999 - 12.2001
Master of Business Administration - Professional MBA program
The University of Florida – Warrington College of Business
Bachelor of Science - Business Administration
The University of Nebraska
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