STEWART NIELSEN
Centerville,UT
Summary
Financial Analyst professional with 5 years of experience working with growing businesses and providing leadership with the financial insights needed to make accurate and effective decisions. Developed advanced financial reporting systems to strengthen key partnerships and guide strategic budgeting. Highly skilled in financial analysis, leveraging data modeling, variance analysis, and forecasting to identify trends, evaluate performance, and support strategic financial planning.
Overview
7
7
years of professional experience
Work History
Financial Analyst
Simon & Simon, PC
Philadelphia, PA
03.2023 - Current
- Developed financial models to support budgeting and forecasting processes for over $75,000,000 in annual revenue accurately
- Analyzed financial data to identify trends and inform unique investment strategies and partnership strategies
- Evaluated risk factors and provided recommendations for mitigating potential losses
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation
Billing Accountant
Sift Science, Inc.
San Francisco (Remote), CA
06.2021 - 03.2023
- Issued $50,000,000 in annual revenue invoicing and financial analysis for KPI reporting using NetSuite and Microsoft Excel
- Reconciled cash payment applications and maintained A/R aging advised on customer status and made critical recommendations on current and future customer potential
- Executed high level of accuracy to create new customers and subscriptions from extremely unique contracts using SalesForce
- GL Accounting and account reconciliation and for timely resolution of discrepancies to maintain general ledger and customer relationships
- Supported internal and external auditors in ASC 606 annual audits
Financial Accountant
Chargeback
Salt Lake City, UT
04.2020 - 06.2021
- Built and maintained revenue model with over 300 customers and $10,000,000 annual revenue
- Oversaw all accounts receivable processes including monthly, quarterly, and annual billing, general ledger reconciliation, and accounts receivable aging
- Reported on all accounts payable processes including payroll, vendor processing, cashflow analysis
Dispute Analyst
Chargeback
Salt Lake City, UT
06.2019 - 04.2020
- Excelled in extremely fast paced environment with strict deadlines and changing protocols
- Exercised precise attention to detail to provide dispute response's to card networks
- Responded to over 70 chargeback disputes daily for companies like Levi's, Michael Kors, and Noom
Education
Bachelor of Science - Finance
University of Utah
Salt Lake City05.2021
Associate of Science - General Studies
Salt Lake Community College
Salt Lake City06.2011
High School Diploma -
Itineris Early College High School
South Jordan06.2011
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial management
- Financial statement analysis
- Analysis and Reporting
Personal Information
Title: Billing Accountant
Timeline
Financial Analyst
Simon & Simon, PC
03.2023 - Current
Billing Accountant
Sift Science, Inc.
06.2021 - 03.2023
Financial Accountant
Chargeback
04.2020 - 06.2021
Dispute Analyst
Chargeback
06.2019 - 04.2020
Bachelor of Science - Finance
University of Utah
Associate of Science - General Studies
Salt Lake Community College
High School Diploma -
Itineris Early College High School