Detail-oriented Financial Analyst with progressive experience in managing and interpreting financial data to support business decision-making. Strong skills in budgeting, forecasting, and financial modeling paired with the ability to communicate complex financial concepts clearly. Notable impact made on previous work through identifying cost-saving opportunities and enhancing operational efficiency.
Overview
4
4
years of post-secondary education
9
9
years of professional experience
Work History
Financial Analyst
Cox Automotive Inc.
Atlanta, GA
09.2021 - Current
Functioned as an FP&A partner for a $158M portfolio with $42M in investment spending and 440 employees, assisting with planning, forecasting, and financial decision-making for business and technology leaders.
Managed monthly P&L and project forecasts, facilitated Risks & Opportunities reporting with leadership, contributing to annual budgeting and long-range financial planning that aligned financial strategies with business objectives.
Prepared and maintained month-end financial reporting, analyzing large datasets to evaluate actuals, forecasts, budget variances, spending trends, and key financial drivers for leadership.
Managed CAPEX and OPEX reporting and headcount reporting, tracking actuals, forecasts, investment spend, workforce costs, and budget variances to support resource allocation and financial planning.
Developed and managed labor and non-labor spending plans, including headcount models and hardware/software contracts; performed scenario analysis and identified cost-saving opportunities that reduced annual spending by 8%.
Partnered with Accounting on monthly close activities, including accruals, reclasses, reconciliations, and budget-to-actual reporting, helping reduce the close timeline from five days to three.
Maintained and enhanced recurring financial reports and forecasting models, streamlining reporting workflows and improving the accuracy, consistency, and efficiency of financial analysis.
Built a vendor expense tracker that improved visibility into spending, commitments, and forecast requirements while reducing reconciliation time by 20%.
Consolidated global IT spend with international finance teams, supporting M&A initiatives by validating business-case assumptions and tracking acquisition expenditures to ensure alignment with financial goals.
COAM Accounting Analyst
Georgia Lottery Corporation
Atlanta
03.2021 - 09.2021
Prepared daily and monthly account reconciliations, including executing account adjustments and posting to the accounts receivable subsidiary and general ledger.
Prepared daily and monthly account reconciliations, including executing account adjustments and posting to the accounts receivable subsidiary and general ledger.
Generated Location Weekly Centralized System activity balancing reports and actively participated in month-end and year-end closings.
Prepared, researched, and input various financial adjustments and nonstandard journal entries.
Provided comprehensive internal and external customer service, addressing inquiries regarding Location License Holders (LLH) sweeps, adjustments, 1099s, and assisting with obtaining updated EFT information.
Responded to questions, complaints, and requests for information from licensees and employees via telephone, in person, or by mail.
Maintained and updated files and logs in accordance with prescribed methodologies to ensure data integrity.
Credit and Collections Analyst
Prosponsive Logistics
Atlanta
07.2020 - 03.2021
Spearheaded the resolution of overdue bills and the collection of payments from individuals or businesses with outstanding debts.
Supported sales staff in resolving customer account delinquency issues, enhancing collection efforts and customer satisfaction.
Resolved conflicts and negotiated mutually beneficial agreements between parties involved in debt collection.
Supported customer credit review process and adherence to established procedures.
Reconciled processed work by verifying entries and comparing system reports to financial balances.
Ensured accurate and effective document preparation and records management for Accounts Receivable functions in compliance with retention policies.
Negotiated and resolved conflicts to facilitate debt collection, fostering positive relationships with clients and stakeholders.
AP & Billing Specialist
Prosponsive Logistics
Atlanta
03.2018 - 07.2020
Processed customer billing inquiries and resolved discrepancies efficiently.
Managed invoicing procedures using Salesforce and Transportation Management Systems.
Collaborated with internal teams to ensure accurate account reconciliations.
Maintained comprehensive records of transactions and customer interactions.
Reviewed and approved payment transactions for compliance with policies.
Provided training and support to junior billing staff on system usage.
Implemented process improvements to streamline billing operations effectively.
Communicated with clients regarding payment terms and outstanding balances.