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Month end close including journal entries, accruals and balance sheet reconciliations
Risk assessment, process analysis, and control evaluation
Perform detailed data analysis to satisfy business users in its intuitive ease of usability & broad range of measurement capability
Ability to develop and utilize a wide range of enterprise data management systems
Prepare and analyze operating performance to budget and forecast
Prepare internal and external financial statements and reports
Help Senior Management to understand financial performance and compile financial data to assist
them in making sound decisions Assist in the quarterly and year end close process
with the external auditors including supporting schedules and working paper preparation to meet audit requirements
Expert at VBA and Report Automation Advanced Reporting and Data Analysis Skills
(including KPI’s) Proficient in MS Power Point, Access and Word,
and Excel Proficiency in SQL, SAS, Excel, and PowerPoint Perform regular data pulls to share with offshore
team Create ad hoc reporting for clients Ability to analyze data and detect trends
Financial Analyst/Work Order Management Representative/Validation & Billing Specialist/Account Coordinator 2009-PresentUSM Services, Inc. (Norristown, PA)
Built automated reports that tracked open services, including trending reports and graphs to demonstrate the progress of the entire account.
Created ad hoc reports to be used for deep financial analysis and budgeting. Ran comparison reports from several different sources, including the main supply chain management tool, National Accounts,
and other spreadsheets Performed extensive data analysis between multiple data sources, to ensure the accuracy of both billing and payment
amounts, that the correct subcontractors are assigned to each job, and the overall accuracy of all data in relation to past, present, and anticipated services
Run monthly Key Performance Indicator’s (KPI’s) numbers to ensure services are being completed within the Service Level Agreement (SLA)
Reviewed HVAC proposals from sub-contractors, validating pricing, required materials, and lift equipment and collaborated with the validation department to ensure the sub-contractors get paid in accordance with their contract
Performed billing and validation for HVAC, electrical, landscaping, janitorial, and fire life safety services Processed service provider invoices and resolved any discrepancies and errors Resolved escalated customer invoices and questions Tracked accounts including unbilled services Managed accounts (data entry & processing, scheduling services and maintaining customer satisfaction by handling escalated
service issues) and coordinated with multiple departments within the company to resolve customer issues, including Accounts Payable to resolve payment issues
SONIA CALDERONMID LEVEL FINANCIAL ANALYST
PROFESSIONAL EXPERIENCE
EDUCATION
2701 Elroy RoadHatfield, PA 19440
Bachelor of Science Degree in BiologyClearwater Christian College (2004 – 2007)
Financial and business professional with demonstrated hands-on style in the development and implementation of strategic plans to ensure company growth. Proven ability to manage multiple assignments efficiently while meeting tight deadline schedules. Demonstrated success in streamlining existing operations, turning around unprofitable functions, and envisioning new concepts and future trends.