SMITHA THOMAS
Little Elm,TX
Summary
To obtain a position as a Financial Analyst at one of the country’s most outstanding business corporations to use my financial analysis and project management skills in a challenging yet supportive work environment. PPROFESSIONAL SUMMARY: Seasoned professional with 10+ years of diverse experience ranging from retail management to office clerk. Solid management skills: client service, time management, prioritizing tasks and meeting deadlines Started as a biller representative and promoted a lead position within the current job. Ability to work well in a team environment as well as individually. Ability to perform spread sheet, Account payable, Account receivable, bank reconciliation, etc. Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
29
29
years of professional experience
Work History
Financial Analyst
Westrock
Dallas, TX
04.2015 - Current
- Independently forecast, budget, manage and reconcile accounting/financial responsibilities for multiple activities and projects
- Effectively communicate with administrators, principal investigators and colleague for accurate maintenance, analysis and reporting of division funds
- Analyze and monitor financial documents statistical data, historical data and other financial and productions reports
- Interpret and make recommendations for improvement
- Perform accounting functions such as preparing journal entries, invoicing, maintaining ledgers, and save as a point of contact for the division faculty and staff regarding accounting issues, procedures, guidelines and internal controls
- Reviewing and inputting appropriate contracts and addendums into proprietary system
- Determining the sequence of activities, dependencies, required or desired outcomes, and acceptable performance levels of contract outcomes
- Prepares budget documents that reflect accurate expenditures and operating costs
- Communicates with Branch managers, auditors, and service providers to obtain or provide information, integrate activities and resolve problems such as reconciling department submissions with approved budgets
- Prepares routine monthly, quarterly, and annual reports such as cost analysis, performance data, financial target analysis, and expenditure and revenue status reports to provide appropriate monitoring for effective decision making
- Monitoring performance of contracts to ensure all obligations under agreements are being met
- Communicates with city departments, managers, auditors, and service providers to obtain or provide information, integrate activities and resolve problems such as reconciling department submissions with approved budgets
- Working with vendors to resolve disputes in a timely manner
- Assisting in the preparation and coordination of the Manager’s recommended operating budget including capital, grants, trusts, and debt service budgets to ensure effective oversight and financial management
- Documenting significant events and maintaining appropriate records of corrections in performance
- Ensuring accurate and timely processing of accounting data
- Performing accounts receivable and payable functions, balanced cash, and posted sales invoices
- Researching account transactions to identify and resolve discrepancies
- Consistently demonstrated talent for quickly learning new tasks and completing assignments ahead of schedule while maintaining a high degree of accuracy
- Contributing substantially to reduce outstanding accounts receivables through improved collections processes
- Creating alternatives and recommending courses of action to reduce costs and improve the company’s finances
- Generating reports, charts, and tables on financial information
- Developing financial models
- Conducting benchmarking and process analysis
Lead Administrative Biller
Kashan Advertising Specialties
Jericho, NY
01.2003 - 03.2015
- Manage company payroll through use of the internal employee database
- Perform bank reconciliations using Quick Books
- New clients for the company
- Compile and sort invoices, checks, and substantiating business transactions
- Verify and post details of business transactions
- Prepare bank deposits and coordinate pick up with bank courier
- Reconcile and recommend resolutions for report discrepancies
- Coordinate and prepare pertinent information for external bookkeeper
- Set up new client accounts; compile new hire, termination, and employee kits.
Office Biller
Sharinn & Lipshie
Uniondale, NY
04.2008 - 10.2008
- Made collection calls to debtors of credit cards, auto lease, etc
- And created invoices using Commercial Legal Software (CLS)
- Performed bank reconciliation using Quick Books
- Managed accounts payable and receivable
- Responsible for account allocations, inter-company invoicing, bank deposit prep, posting customer payments and wire transfers
- Performed general office duties such as filing, faxing and answering telephones.
Assistant Manager
Sears
New Hyde Park, NY
03.2000 - 12.2006
- Promoted from a Sales Representative to Assistant Manager during the initial 2 years of service
- Responsible for all areas of sales, customer service, marketing, merchandising, loss prevention, bookkeeping, payroll and staffing of 30 to 40 associates
- Accountable for profit targets, budgets, vendor relations and staff development
- Established a profound understanding of Project management.
Office Clerk
East Coast Sea Port INC
Great Neck, NY
08.2001 - 12.2003
- Managed accounts and payrolls through company database
- Performed bank reconciliation in QuickBooks
- Responsible for cash receipts, billing, and related functions
- Reconciled bank and investment accounts
- Posted entries to the general ledger
- Prepared and distributed financial statements.
Education
Medical Billing and Coding -
The Roxbury Institute for Medical Management Ltd
2011
Associate Degree - Computer Information Systems
Nassau Community College
2003
Skills
- Report Preparation and Presentation
- Impact Assessment
- Securities Valuation
- Business Forecasting
Languages
Hindi
Limited Working
Tamil
Limited Working
Timeline
Financial Analyst
Westrock
04.2015 - Current
Office Biller
Sharinn & Lipshie
04.2008 - 10.2008
Lead Administrative Biller
Kashan Advertising Specialties
01.2003 - 03.2015
Office Clerk
East Coast Sea Port INC
08.2001 - 12.2003
Assistant Manager
Sears
03.2000 - 12.2006
Medical Billing and Coding -
The Roxbury Institute for Medical Management Ltd
Associate Degree - Computer Information Systems
Nassau Community College