Stephen Williams
Omaha,NE
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
9
9
years of professional experience
Work History
Financial Analyst
Habitat For Humanity Omaha
Omaha, NE
05.2023 - Current
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Created and maintained precise and accurate models, charts and reports.
Freelance Accountant
Self-employeed
Loveland, CO
11.2022 - 05.2023
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Used advanced software to prepare documents, reports, and presentations.
- Prepared and filed tax forms to meet needs of customers.
Business Manager
Lushlife Productions
New York, New York
09.2021 - 11.2022
- Prepared operational and salary budgets.
- Oversaw adequacy and soundness of organization's financial structure.
- Fostered strong rapport with clients, vendors and stakeholders through consistent follow-up and communication.
- Negotiated optimal contract terms and conditions to lessen business risk and maximize financial objectives.
- Managed, supervised and controlled execution of contracts ranging from $2,500 to $452,000.
- Developed strong relationships with clients and vendors, ensuring timely communication and issue resolution.
- Mitigated business risks by analyzing contracts' potential impacts and avoiding unfavorable terms.
- Increased accuracy through improved processes for fiscal monitoring, payroll, and operational expenses.
Staff Accountant
KW CPAs LLC
Fort Collins, CO
12.2016 - 12.2020
- Monitored and tracked expenses to keep business on track with financial targets.
- Supported budget administration with detailed expense analyses and report reviews.
- Produced US and state income, gift tax and estate tax returns for individuals.
- Completed end-of-year financial audits by collaborating with various coworkers.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
- Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
Online Reseller
Self Employed
Fort Collins, CO
02.2016 - Current
- Built successful online retail business specializing in sporting goods, fashion, and electronics by collecting capital, setting up online presence, and managing customer interactions.
- Composed descriptions of merchandise for posting to online storefronts, auction sites and other shopping Web sites.
- Conducted retail arbitrage to build inventory for resale via online platforms.
- Managed financial tracking, inventory coordination and social media marketing.
- Analyzed competitive prices, products, and market-related information in order maintain a >30% average profit margin.
Education
Bachelor of Science - Business Administration: Marketing Emphasis
University Of Northern Colorado
Greeley, COInternational Economics - Study Abroad Program
University Of Economics Prague
Prague, Czech Republic12.2014
Intl. Business Management - Study Abroad Progam
Chulalogkorn University
Bangkok, Thailand12.2012
Skills
- Attention to Detail
- Cost Analysis
- Project Management
- Budgeting & Forecasting
- Accounts Payable and Accounts Receivable
- Financial Statement Analysis
- Financial and Operational Reporting
- Microsoft Excel
- Data Collection & Research
- Financial Modeling
Timeline
Financial Analyst
Habitat For Humanity Omaha
05.2023 - Current
Freelance Accountant
Self-employeed
11.2022 - 05.2023
Business Manager
Lushlife Productions
09.2021 - 11.2022
Staff Accountant
KW CPAs LLC
12.2016 - 12.2020
Online Reseller
Self Employed
02.2016 - Current
Bachelor of Science - Business Administration: Marketing Emphasis
University Of Northern Colorado
International Economics - Study Abroad Program
University Of Economics Prague
Intl. Business Management - Study Abroad Progam
Chulalogkorn University