JOHN SMITH, CPA
123 Main Street
Washington DC, 12312
(123) 123-1232
John.Smith@home.net

Senior Financial Analyst

PROFESSIONAL SUMMARY

Diligent Senior Financial Analyst with 7+ years’ experience in financial analysis, planning, and budgeting.  Demonstrated expertise in and dedication to innovating process improvements that positively affect company profitability.  Saved one employer well over $35K in process improvements alone.  Post-baccalaureate accounting certificate, CPA, strong PC skills.  Self-starter, creative problem solver, top performer.

AREAS OF ABILITY

• Financial Analysis and Management Reporting
• Process Design and Development
• Interdepartmental Coordination and Collaboration
• Profitability and Credit Analysis Reports
• Short – and Long-Range Budgeting
• General Accounting Procedures
• Capital Expenditure Analysis
• Staff Supervision and Training
• Financial Modeling
• Financial Forecasting

PROFESSIONAL EXPERIENCE

Built accounting department for fast-paced start-up company, a division of the #1 company in the U.S. for sales of container nursery stock, with $70 million in annual sales. Designed and documented processes and procedures and hired support personnel. Supervised and trained accounting staff on general accounting procedures, spreadsheet models, and technical best practices. Provided senior-level financial support in forecasting of cash requirements, capital expenditures, and labor costs, integrating input from sales director and operations managers/controllers.

Developed financial models, including long-term forecasts for accounts payable payments, labor cost forecasts, capital expenditure forecasts, key measurement ratios and graphs, and monthly financial statement models using standard GAAP format. Completed financial reporting and consolidation of four subsidiary companies. Actively interpreted and reviewed financial results with/made recommendations to senior leaders. Researched and corrected variances and omissions.

• Reduced labor costs by average of $500 per month by cutting two days off monthly close schedule.

• Saved company approximately $22K in additional labor costs by completing increased department tasks without adding headcount. Facilitated savings through improved communication, giving staff opportunity to take on more responsibility and improve skills.

• Saved countless hours of clerical staff time spent filing and making copies by developing process and procedures to convert existing paper filing system to electronic filing process.

• Commended by CFO for developing model for long-term forecast of accounts payable payments to determine cash requirements and timing of bank borrowing.

• Earned 10% increase in pay for 2003 as a result of cost-saving achievements and value to company.

Staff Accountant JOHNSON & BOLD LLP CERTIFIED PUBLIC ACCOUNTANTS, Portland, Oregon
2000-2002

Compiled and reviewed financial statements for small, local public accounting firm to acquire relevant public accounting experience. Prepared corporate, partnership, and individual tax returns. Developed projections of income and cash flow statements. Carried out other projects typical of certified public accounting firm, including monthly close process for clients, correspondence with taxing authorities, client memos, and special projects.

Financial Analyst PASSTIME, Portland, Oregon
1998-2000

Provided senior-level financial support in areas of strategic planning and forecasting for national corporation with $2 billion in annual sales. Prepared forecast schedules for payroll reserve requirements and recommended rates to reserve manager. Prepared various monthly accounts receivable reports and graphs for senior management/operations and additional ad hoc analysis reports as needed. Reviewed income statement and balance sheet accounts and researched and corrected variances. Created A/R management reports in Oracle and automated using Cognos Impromptu report writer software program.

• Reduced labor costs $500 per month on average by cutting two days off total report time for monthly accounts receivable reports. Worked with senior management and operations, analyzed issues, and developed automated system using Oracle.

• Increased efficiency of reconciliation process by working with IT department to develop custom program in Oracle to track and reconcile prepaid accounts. Successfully migrated from existing legacy program to newly created Oracle version.

• Acted as member of Y2K Oracle implementation team responsible for successful migration from legacy GL system.

EDUCATION/CERTIFICATION

Master of Business Administration, Concentration: Accounting, University of Mary Washington, College of Graduate and Professional Studies, Fredericksburg, Virginia, May 2007

Certified Public Accounting Certificate, State of Oregon, 1992

Bachelor of Science in Business, University of Portland, Portland, Oregon, 1994

Recent Professional Development Coursework:

Controllership: Leading Skills for Corporate Performance, American Institute of CPAs (AICPA), 2004
Organizational Skills for Time and Stress Management, Click2Learn, 2003
Management Basics: Thriving as a New Manager, Click2Learn, 2003
New CPA Ethics, AICPA, 2002
Compilation and Review Engagements, AICPA, 2002
S-Corporations, AICPA, 2001
Advanced Managerial Accounting, University of Portland, 2000
Advanced Microsoft Excel, Portland Community College, 2000
Cognos Impromptu Workshop, Gardenburger, 1999
Oracle General Ledger Financials, Gardenburger, 1999
Corporate Finance, University of Portland, 1998

COMPUTER SKILLS

Strong PC skills, including Microsoft Windows, MS Word, MS Powerpoint, MS Excel, Oracle, and Cognos Impromptu.

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants and Institute of Management Accountants