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Title Project Management Part Time
Target Location US-TX-Rockwall
Email Available with paid plan
Phone Available with paid plan
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PROFESSIONAL SUMMARY
Currently working as Staff Accountant / Jr Analyst within an IT environment. Specializing in coding IT expenses and fixed assets to various departments, month end process, variance analysis, and preparing ad hoc reporting. Excellent customer relations and interpersonal skills with proven ability to build and maintain strong working relationship. Seeking an Accounting or Finance position within a professional, corporate environment with clear potential for long-term career progression.
SKILLS
Concur & Great Plains
Month-end Budget/Forecast
Expense Varience Analysis
Planview & CapEx Analysis
Accrual Reclass Journal Entries
Fixed Assets Depreciation
Software & License Amortization
Vlookups, Sumif statements, Pivot tables
Sharepoint & Tagetik
GAAP Standards
WORK HISTORY
Staff Accountant / Junior Analyst Dec 2015 - Current
Heartland Payment Systems, a Global Payments Company, Plano TX
Participate in the month-end close process, creating accrual and reclass entries, reviewing IT expense entries compared to budget. Analyze financial status by collecting, monitoring, and studying data from various platforms compared to plans, forecasts, and prior year results. Work with procurement and resolve payment issues. Prepare internal reporting for senior management. Routine communication with Manager relating to financial close, budgeting/forecasting, issues and deliverables.
Track software licenses and maintenance, fixed assets, and capital projects for amortization and depreciation
Analyze monthly P&L and explain variances to budget, and adjust forecast

Part Time Student & Part Time Retail Jul 2012 - Nov 2015
Regis University & AT&T Mobility
Moved from Colorado to Texas and continued working on bachelor degree. Completed B.S. in Finance at Regis University, a traditional Jesuit University in Denver, through their online program. Worked part time at AT&T Mobility, and passed the Certified Associated of Project Management exam with PMI Dallas.

Project Coordinator Apr 2009 - Jun 2011
Andersen Strategies, Denver, CO
Provided essential project guidance and oversight for public relation, political action and government affairs campaigns undertaken by the firm. Worked to execute strategic plans for local outreach projects for large clients like Walmart.
Developed project scope, identified project stakeholders, and communicated risks and responses to sponsors.
Acquired project teams and provided leadership and direction for the contractors on individual projects.

Benefit Analyst Oct 2007 - Nov 2008
Hays Companies, Denver, CO
Analyzed group medical claims using self-funded underwriting methodology to project future costs. Presented claims forecast to clients and collaborated with lead consultants to build long-term strategic plans for clients.
Negotiated a 30% reduction for a disability contract, saving a client over $500k annually.
Maintained vendor relationships, prepared competitive bid documents, and awarded vendor contracts.

Underwriter Aug 2004 - Sep 2007
Great-West Healthcare (Cigna), Denver, CO
Utilized enterprise database and oracle systems to generate large claim reports. Analyzed claims data to forecast future claims, including trend and outlying factors. Worked with sales office to negotiate and finalize rates considering market conditions.
Demonstrated ability to achieve high volume, deadline driven goals.
Achieved over 95% retention of clients in competitive market conditions.
EDUCATION & CERTIFICATIONS
Bachelor of Science, Finance 2016
Regis University, Denver, CO

Certified Associate of Project Management 2014
Project Management Institute of Dallas, TX

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