Steffan Brown
Financial Reporting Analyst
Spring,TX
Summary
Results-driven Financial Reporting Analyst with 5 years of experience in preparing and analyzing financial statements, conducting variance analysis, and ensuring regulatory compliance. Proficient in utilizing financial reporting tools and software to streamline processes and improve accuracy.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
Work History
Financial Reporting Analyst
Montgomery County Auditor's Office
8 2022 - Current
- Compile and analyze financial data, prepare reports, and present findings to management and County officials.
- Lead the development of audit plans and strategies, ensuring thorough coverage of risks and compliance with regulatory requirements and industry standards.
- Coordinate the budgeting process, including gathering input from various departments, analyzing historical data and trends, and incorporating assumptions and forecasts to create comprehensive budget models.
- Lead the implementation of new finance systems by gathering requirements, managing data migration, conducting testing, and ensuring smooth transition and post-implementation review to optimize system effectiveness and achieve organizational goals.
- Track expenses related to grant-funded activities, ensuring that funds are spent according to budget allocations and grant restrictions. They monitor spending patterns, identify variances, and take corrective action as needed.
Client Specialist I
Alight Solutions
2019.06 - 2022.07
- Conducted actuarial valuations of defined benefit pension plans to determine the plan's financial health and funding requirements.
- Communicated plan provisions, benefits, and financial information to plan participants, retirees, beneficiaries, and client management.
- Lead defined benefit projects and initiatives, such as plan design changes, regulatory compliance efforts, system enhancements, or process improvements by developing project plans, allocate resources, monitor progress, and ensure successful project execution.
- Promoted a culture of continuous improvement within the defined benefit analyst team by encouraging innovation, efficiency, and best practices in plan management, administration, and service delivery.
Education
MBA - Accounting
Lamar University
Beaumont, Texas 2023.08 - Current
BBA - Accounting
Sam Houston State University
Huntsville, Texas 2014.08 - 2018.12
Skills
Microsoft office
Financial reporting and analysis
GAAP, FASB, and GASB regulation knowledge
Time manage
Attention to detail
Problem solving
Achievements
- Awarded Certificate of Achievement for Excellence in Financial Reporting Government Finance Officers Association (GFOA) for Fiscal Year 2022 and 2023.
- Selected by senior management to give a presentation covering useful practices to promote new hire success at the New Hire Summit for Alight Solutions.
Timeline
MBA - Accounting
Lamar University
2023.08 - Current
Client Specialist I
Alight Solutions
2019.06 - 2022.07
BBA - Accounting
Sam Houston State University
2014.08 - 2018.12
Financial Reporting Analyst
Montgomery County Auditor's Office
8 2022 - Current
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