Tremeckia Shelmon
Baton Rouge,Louisiana
Summary
Ambitious Senior Finance Analyst with years of specialized experience is fiscal operations, project management, and corporate finance. Well-versed in financial procedures and reporting requirements. Able to identify and evaluate risks and opportunities to raise revenue, reduce costs, and highlight trends and concerns.
Overview
12
12
Of Accounting and Finance experience
21
21
Of Professional Experience
9
9
years of professional experience
Work History
SENIOR COST ACCOUNTANT - CONTRACT
METHANEX
Geismar, LA
02.2023 - Current
- Monitors cost standard performance to confirm that costs meet budget cost parameters.
- Assists with month-end closing procedures, journal entry review, balance sheet analysis, and monthly management report preparation.
- Performs financial reporting, trend analysis, and process improvement support.
- Maintains integrity of general ledger and chart of accounts.
- Cooperates with senior leaders to create operating budgets and initiate financial planning.
- Set up and improve accounting systems and processes to meet business needs and maximize operational success.
SENIOR FINANCIAL ANALYST, FP&A
CHARTER SCHOOLS USA
Baton Rouge, LA
11.2021 - 01.2023
- Oversaw and managed the FP&A process for seven (7) charter schools.
- Led the Louisiana regional FP&A team in preparing the annual budgets, monthly forecasts, and consolidated financials for seven (7) charter schools.
- Collaborated with accounting teams during month-end by performing P&L and Balance Sheet reviews to ensure the accuracy of journal entries, minimizing re-classes and variances.
- Identified important trends and variance drivers to senior management during the preparation of monthly/quarterly forecast meetings.
- Mentored junior analysts and reviewed forecasts and budgets as needed upon request.
FINANCIAL OPERATIONS ANALYST
CBRE, INC
Dallas, TX
03.2020 - 11.2021
- Served as a key operational link between divisional and regional operations leadership within Atlanta's Local Market Area.
- Responsible for financial evaluations (P&L, G/L account details) projections of short and long-term financial statements (rolling and trailing forecast), and project-level reporting for benchmark teams.
- Participated in planning and execution of annual budgets, forecasting, strategic planning, standard management reporting, and other business requirements.
- Monitored weekly and monthly budget performance reports, ensuring assigned business units operated within allocated budgets and investigated excessive expenses within $10k and reporting discrepancies within +/- 5%.
- Analyzed trends to identify opportunities to improve financial performance across the Southeast Division.
FINANCIAL ANALYST
CBRE, INC.
Dallas, TX
04.2016 - 03.2020
- Oversaw 138 construction projects with budgets ranging from $25k - $16 million.
- Served as a key member of the project management team in reviewing subcontractor licenses, contract requirements, and financial data analysis.
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules, and conflicts.
- Interacted with contractors, subcontractors, and suppliers to guide the cost analysis process by establishing and enforcing policies and procedures.
- Mitigated threats to existing and new contracts.
Modified existing contracts to ensure they met compliance requirements and standards. - Collaborated with legal in ensuring federal requirements were met.
- Checked key performance indicator reports for accuracy and completeness.
- Created and delivered presentations providing results and recommendations to executive and senior management, enhancing client Kingsley survey ratings from green to dark green.
CLIENT SERVICES COORDINATOR
CBRE, INC.
Houston, TX
11.2014 - 04.2016
- Participated in the formulation and strategy of marketing properties and expanding business for the Capital Market's Portfolio Services team.
- Conceptualized and developed the design of flyers, property brochures, proposals, and offering memorandums for closing deals.
- Created and produced electronic and/or direct marketing campaigns for the sale or lease of properties to include customized property information materials, comparable market analyses, market and industry research, and targeted mailing lists.
- Single point of contact for all data requirements, including information related to marketing, research, and financial analysis.
ACCOUNTS PAYABLE ANALYST
CATALYST PROPERTY SOLUTIONS
Houston, TX
06.2014 - 10.2014
- Oversaw financials for eight multi-family properties and two hundred single assets with values over $30 million.
- Managed onboarding and training of all new property managers and leasing staff on policy and procedures as it related to accounting, cash controls, operations, and expense management.
- Reconciled account information and reported figures in the general ledger by comparing them to bank account statements each month.
- Created monthly reports and monitored and tracked cash positions of multiple properties to anticipate future cash shortages.
- Prepared and delivered variance reports included in the monthly financial reporting packages for each property.
Education
Master of Science - Corporate Finance
08.2015 - 05.2018
Graduate Certificate - Financial Analysis
2012 - 2013
MBA - Business Administration
2007 - 2008
Bachelor of Science - Business Administration
2000 - 2001
Skills
- Budgeting
- Corporate Accounting
- Expense and Revenue Analysis
- Financial Modeling
- Financial Reporting
- Financial Forecasting
- Financial Statements Expertise
- Key Performance Indicators
- Strategic Financial Planning
- Variance Analysis
- NetSuite
- Oracle Business Intelligence
- Oracle JD Edwards EnterpriseOne
- Workday Adaptive Insights
Timeline
SENIOR COST ACCOUNTANT - CONTRACT - METHANEX
02.2023 - Current
SENIOR FINANCIAL ANALYST, FP&A - CHARTER SCHOOLS USA
11.2021 - 01.2023
FINANCIAL OPERATIONS ANALYST - CBRE, INC
03.2020 - 11.2021
FINANCIAL ANALYST - CBRE, INC.
04.2016 - 03.2020
Southern New Hampshire University - Master of Science, Corporate Finance
08.2015 - 05.2018
CLIENT SERVICES COORDINATOR - CBRE, INC.
11.2014 - 04.2016
ACCOUNTS PAYABLE ANALYST - CATALYST PROPERTY SOLUTIONS
06.2014 - 10.2014
Keller Graduate School of Management - Graduate Certificate, Financial Analysis
2012 - 2013
Texas Woman’s University - MBA, Business Administration
2007 - 2008
Louisiana State University At Shreveport - Bachelor of Science, Business Administration
2000 - 2001
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