Category: ACCOUNTANT

         FINANCIAL ACCOUNTANT           Professional Summary      Client-focused Sales Representative with 8+ years of providing solutions to customers. Solid understanding of the [ systems and program areas].  Top producing sales professional and expert in the Solar  industry. Dynamic communicator who consistently exceeds goals and company expectations.   Regulatory Reporting Supervisor with 8 years experience.  Areas of expertise include Accountng & Finance reporting skills.       Skills          USGAAP principles  Cash flow analysis  Accounting operations professional  Oracle proficiency  Hyperion Financial Management specialist  Account reconciliation specialist  MS Office Suite  Budget analysis  Experience with Regulatory filings  FFIEC 031 & 041 Call Reports  FRY9C Filings  Fiscal budgeting  Strong in MS Word and Excel Accounting procedures consultant Invoice and payment transactions  Operations analysis  Consolidations  Finance and accounting  Strong banking ethics  Balance sheet expertise                  USGAAP principles  Cash flow analysis  Accounting operations professional  Oracle proficiency  Hyperion Financial Management specialist  Account reconciliation specialist  MS Office Suite  Budget analysis  Experience with Regulatory filings  FFIEC 031 & 041 Call Reports  FRY9C Filings  Fiscal budgeting  Strong in MS Word and Excel Accounting procedures consultant Invoice and payment transactions  Operations analysis        Strong verbal communication  Self-motivated  Budgeting and finance  Team leadership  Data management     Consolidations 
Finance and accounting 
Strong banking ethics 
Balance sheet expertise 
Staff development 
Risk management processes and analysisonflict resolution   Project management            Work History      Financial Accountant  ,     11/2017  
                            to   03/2018     Company Name   –   City  ,
                          State      Ensured communication of and compliance with accounting policies and procedures for AAA Northeast and Subsidiaries (Club) Analyzed financial information communicated from various departments and subsidiaries of the Club to Finance.  Prepared monthly journal entries and accruals for the monthly close process.  Provide and prepare monthly financial statements for executive management.  Prepare monthly reconciliations and account analysis for senior management Prepared financial Information using Vlookup, Pivot Tables & updated financial schedules using Excel.         Solar Energy Consultant  ,     05/2017  
                            to   Current     Company Name   –   City  ,
                          State      Called on Residential and Commercial customers for their solar needs.  Work with networking groups to build relationships to increase sales.  Building sales by utilizing social media marketing, trade shows and other techniques to generate sales.  Created self generated leads by going door to door in established neighborhoods using sales techniques acquired from training classes.  Prospected, qualified and secured new business with small-to-medium sized clients using strategic selling skills.         Solar Energy Consultant  ,     03/2014  
                            to   05/2017     Company Name   –   City  ,
                          State      Managing Ambassador Program.  Created a network of steady referral business.  Educated customers in their homes on alternative clean energy solutions.  Designed Solar Systems to determine weather or not the customer would be able to benefit from it.         Business Analyst III  ,     04/2016  
                            to   03/2017     Company Name   –   City  ,
                          State      Perform complex general accounting functions including preparation of account analysis and balance sheet reconciliation Perform ad hoc analysis with Lines of Business to ensure proper mapping lines up with all general ledger accounts on a monthly basis.  Provide analysis to Lines of business entities to ensure all procedures are being met and maintained during the separation process.  Efficiently and effectively participates in large complex projects across business units, product lines or business processes with focus on banking application systems interfacing into general ledger/reporting systems Possess a strong understanding of financial statement and accounting concepts including general ledger test environments, system processes and balance controls.  Assures transaction flow diagrams and financial data mapping documents identify control points, mitigate risks and eliminate non-value added processes.         Treasury Analyst  ,     07/2012  
                            to   07/2015     Company Name   –   City  ,
                          State      Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.  Proposed and published metrics and KPIs to be incorporated into the monthly financials and scorecards.  Collected and reported monthly expense variances and explanations.  Performed periodic budgeting/modeling to project monthly cash requirements.  Established operational objectives and work plans and delegated assignments to subordinate managers.  Analyzed and researched reporting issues to improve accounting operations procedures.  Modified a comprehensive financial reporting package to reflect growing organizational complexity.  Prepared accurate financial statements at end of the quarter.         Derivatives Middle Office  Analyst  ,     02/2005  
                            to   07/2012     Company Name   –   City  ,
                          State      Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.  Prepared accurate financial statements at end of the quarter.  Prepared financial pages for presentation to senior management.  Maintained [100]% accuracy in calculating discounts, interest and   commissions.  Facilitated successful internal and external audits through sound and thorough documentation.  Posted receipts to appropriate general ledger accounts.  Balanced monthly general ledger accounts to accurately record cost and month end accruals.  Reconciled debit reports, margin reports and trade settlement reports to reach in-house goals and objectives.  Used investment instruments in complex option hedging strategies and trading scenarios, including fixed income and equity securities.  Enhanced the operational risk application to capture regulatory findings from agencies such as SEC and OCC.  Consolidated financial data and materials for key leadership meetings.  Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment   Act.  Maintained strict confidentiality of bank records and client   information Maintained friendly and professional customer interactions.         Regulatory Reporting Supervisor  ,     11/1997  
                            to   02/2005     Company Name   –   City  ,
                          State      Trained new team members on applying due diligence procedures and regulatory mandates.  Audited and documented all processes and procedures for the new accounts department.  Wrote procedures for internal and external auditing purposes.  Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.  Trained and directed 4 new hires during department orientations.  Enhanced the operational risk application to capture regulatory findings from agencies such as SEC and OCC.  Modified a comprehensive financial reporting package to reflect growing organizational complexity.  Maintained integrity of general ledger, including the chart of accounts.  Analyzed monthly balance sheet accounts for corporate reporting.  Generated financial statements and facilitated account closing procedures each month.  Analyzed and researched reporting issues to improve accounting operations procedures.  Supervised and coordinated projects for external auditors and examiner evaluations.  Articulated audit findings, risks and detailed recommendations to upper management.  Reported internal control issues to management and supplied comprehensive recommendations to mitigate the associated risks.         Education      Bachelor  of Science  :   Accounting  ,
                          1993     Rhode Island College   -   City  ,
                              State    Accounting       Skills    Account reconciliation, Budget analysis, business processes, Cash flow analysis, due diligence, external auditing, external audits, Financial Management, financial reporting, financial statements, financial  statements, general ledger, general ledger accounts, Hyperion, Oracle, Pivot Tables, sales, trade shows