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yyyyyy x. yyyyyy
(xxx-xxx-xxxx • abc@xyz.com
details-focused senior financial analyst specializing in forecasting, management reporting, profit & loss analysis, and month-end close processes eager to offer 14 years of proven experience toward optimizing a progressive employer s bottom-line results.
profile of qualifications
top-performer who develops, analyzes, and interprets statistical data to attain maximum profits in coordination with key objectives.
integral leader who makes solid financial decisions to reflect positively on business productivity and company well-being.
ambitious self-starter who demonstrates superior attention-to-detail and sharp analytical abilities to achieve fiscal goals.
holds m.b.a. from regis university and b.a. in business administration & accounting from midamerica nazarene university.
key areas of expertise
performance reporting accounts receivable collections external audit support internal financial statements
balance sheet review acquisition due diligence revenue recognition intercompany accounting
month-end closes financial consolidations cash management financial forecasting
professional synopsis
financial analyst / lead accountant / senior accountant
wellpoint, inc. (formerly anthem, inc.), colorado springs, co 2003 c 2010
key accomplishments
ø recognized for job performance excellence with 2 promotions in 5 years by exemplifying integrity and commitment to work.
ø located $3 million+ in incorrectly allocated expenses upon assuming responsibilities as the company s financial analyst.
ø actively participated in merger projects encompassing transferring balances and closing legal entities.
ø improved month-end close processes by providing additional, previously unavailable schedules.
applied sharp analytical abilities toward performing lead for month-end closes, management reporting, and close calls for dental / vision units within a health benefits organization with annual operating revenue of $60 billion to include providing cost-effective administrative expense forecasting, allocations, membership reporting, and variance analysis.
expertly handled external / internal audits and sarbanes-oxley (sox) certification processes.
provided accurate profit / loss gross margin variance analysis and balance sheet reconciliations.
led monthly meetings with executive-level managers to review actual expenses and support quarterly forecast analysis, along with interfacing among results-driven it teams on diverse projects for new product implementations and migrations.
senior accountant
covansys corporation (formerly pda software services, inc.), overland park, ks 1998 c 2003
key accomplishments
ø integrated multiple accounting system conversions which resulted in accurate reporting between branch and parent companies.
ø initiated precise methods of allocating overhead project expenses via automated dummy accounts within accounting software.
ø improved cash flow by ensuring timely collection of past due accounts receivables while maintaining superior client relations.
ø reduced expenses by reviewing general ledger for errors and advising senior management of potential problems.
utilized broad scope of accounting knowledge to perform full-charge month-end closes, including revenue recognition, journal entries, and profit / loss analysis for the it consulting firm with $20-million annual branch revenue, as well as contributing budgeting experience in project direct costs and depreciation, and providing analytical support to corporate accounting department and senior management.
developed spreadsheets to produce internal financial statements for projects which allocated non-manually booked costs.
performed balance sheet reconciliations and fixed asset maintenance, and served as lead for all external audit requests.
contributed strong communication skills toward initiating meetings with project managers to review and understand profit / loss variances.
additional job history
accounting coordinator, ahrens financial systems, overland park, ks 1998
staff accountant, heart of america family services, kansas city, ks 1997 c 1998
accounting assistant, veterinary medicine publishing group, lenexa, ks 1996
education & technical summary
master of business administration (3.93 gpa) regis university
bachelor of arts in business administration & accounting (3.29 gpa) midamerica nazarene university
microsoft office suite • sage peachtree • hyperion planning • hyperion essbase • peoplesoft financials • mas90 • sap • business objects
yyyyyy x. yyyyyy
(xxx-xxx-xxxx • abc@xyz.com
date
hiring agent name
title
company name
address
city/state/zip code
dear__________________:
i am currently seeking a challenging [ insert job title ] role, and am submitting my resume for your review.
i am excited to build a rewarding career with your company, and am confident that my broad range of professional skills can achieve your key objectives. i can offer 14 years of solid experience in forecasting, management reporting, profit & loss analysis, and month-end close processes, and am well-versed in all facets of accounts receivables collections, acquisition due diligence, external audit reports, cash management, and client / business relations.
to complement my background, please note that i hold an m.b.a. (3.93 gpa) from regis university and a b.a. in business administration & accounting (3.29 gpa) from midamerica nazarene university.
most recently, as financial analyst / lead accountant / senior accountant for wellpoint, inc., i applied my sharp analytical talents toward performing lead for month-end closes, management reporting, and close calls for dental / vision units within a health benefits organization with annual operating revenue of $60 billion to include providing cost-effective administrative expense forecasting, allocations, membership reporting, and variance analysis. within this role, i successfully located over $3 million in incorrectly allocated expenses upon assuming financial analyst responsibilities for the company. i also improved month-end close processes by providing previously unavailable schedules. as this is just a sampling of my job history, please kindly refer to my enclosed resume for additional experience and business accomplishments.
you will find me to be a profit-focused professional who can contribute superior attention-to-detail and strong troubleshooting abilities. in addition, i can plan, delegate, and complete multiple tasks within high-pressure, deadline-driven environments while streamlining accounting and fiscal management processes to improve productivity, efficiency, and quality. for the sum of these aforementioned reasons, i believe i will prove to be an incredible asset to your team.
i look forward to hearing from you, and thank you in advance for your time and consideration.
sincerely,
kevin baker
yyyyyy x. yyyyyy
(xxx-xxx-xxxx • abc@xyz.com
date
contact name
company name
address
city/state/zip code
dear _______________________________:
i would like to thank you for providing me with the opportunity to interview for the title of position applying for position currently available within your company. having gained a deeper insight into the job requirements, i am confident that you will find me to be an incredible asset toward achieving your goals.
as previously discussed, i am a profit-focused, solutions-driven professional who offers solid forecasting, management reporting, profit & loss analysis, and month-end close processes experience, as well as substantial knowledge gained from m.b.a. and b.a. in business administration & accounting degrees.
during my long-time employment with wellpoint, inc. a company boasting of $60 billion in annual operating revenue, i developed my broad range of skills via progressive, cross-functional opportunities in challenging financial analyst, lead accountant, and senior accountant roles. thus, i have proven my ability to work within high-volume accounting environments while strategically planning, prioritizing, and coordinating fiscal workflow to maximize productivity, efficiency, and quality. for these reasons, i am confident that i can achieve success in a rewarding [ insert job title ] role within your company.
should you have any additional questions, please feel free to contact me at your earliest convenience. i would like to extend my thanks once again for the enlightening interview, and look forward to a positive response from you.
sincerely,
kevin baker
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