Below are the 6 Financial Analysts & 6 Business Analysts with strong technical skills & other systems experience. The Thor Group® provides financial analysts & business analysts who have experience with ERP systems such as SAP, Oracle, Lawson, QuickBooks, PeopleSoft, Timberline, JD Edwards, Epicor, MS Dynamics, Sage and McKesson as well as familiarity with additional ERP, CRM, SCM, HR, EMR and other systems on a consulting, contracting or direct hire.

Select the Title Links for Additional Information on Each of These 6 Financial Analyst Summaries

1. CPA/ Financial Analyst, who Streamlined Processes and Rolled Out Best Practices which Improved IT Cost Tracking. Work Background in Engineering, IT and Business Services Industries. Specialization in SAP FICO, Oracle, PeopleSoft and Hyperion. 

2. Financial Analyst, Responsible for A/P Expense Analysis Budget Discrepancies & Researching Variances. Adept in Oracle, Lawson, McKesson, QuickBooks, JD Edwards & Salesforce. Work Experience in General Hospital & Health Services Provider.

3. Senior Financial Analyst, who Created and Oversaw Budget for 4 Departments Totaling USD44M. Worked in Automotive, IT and Financial Services Industries. Proficient in PeopleSoft, Oracle, QuickBooks, SAP and Hyperion.

4. Senior Financial Analyst, who Reconciled Site Submissions to Financials and Analyzed Variances. Skilled in JD Edwards, Hyperion and SAP. Background Working in Manufacturing, Pharmaceutical and Business Services Industries. 

5. Financial Analyst, who Successfully Intercepted more than Eleven $54K Shipping Errors & Eliminated Over $312K in Displaced Inventory. Knowledgeable in Epicor and Approach Software. Experienced in Manufacturing, Retail & Financial Services Industries. 

6. Financial Consultant, who Designed and Guided the Change Process from Current to Future State. Experienced in IT Services, Business Services and Manufacturing Industries. Proficient in MS Dynamics AX, GP, NAV, Lawson, SAP and Epic.

Select the Title Links for Additional Information on Each of These 6 Business Analyst Summaries

1. Business Systems Analyst, Gathered Requirements for Oracle SQL Reporting/Business Objects of Epic & Clarity Clinical Hospital Data. Skilled in Oracle, PL/SQL, PeopleSoft, Lawson & Java. Worked Extensively in a Children’s Healthcare System.

2. Sr. PeopleSoft Business Analyst, Helped Support System Integration Testing & Processed Custom Integration Programs. Skilled in PeopleSoft Modules. Worked in a Medical Center & a Healthcare System.

3. Business Analyst, from the Financial Services and Professional Services Industries as well as the Education Sector, Using Timberline, QuickBooks, Hyperion, TouchNet, SQL & Cognos, Proficient in Database Management

4. PeopleSoft FMS Functional Analyst, Created & Executed AP, Expense, Purchasing & eProcurement Implementation. Skilled in PeopleSoft AP, AR, PO, GL & Inventory Modules. Worked in IT Services, Real Estate & Consulting Industries. 

5. Business Analyst, who Created the Documentation for All Step-by-Step Processes & Taught Clients How to Use Lawson-Infor. Skilled in Lawson-Infor and Oracle. Background Working in a Children’s Hospital, a Nonprofit Hospital and a Health System.

6. Business Application Analyst, with Business Services, Software and Education Industries with Sage CRM & Sage ERP Expertise

You will find The Thor Group’s commitment to integrity & quality is reinforced by “Doing what we say we are going to do.”

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ID #: CMC15820729AMH

CPA/ Financial Analyst who Streamlined Processes and Rolled Out Best Practices which Improved IT Cost Tracking. Work Background in Engineering, IT and Business Services Industries. Specialization in SAP FICO, Oracle, PeopleSoft and Hyperion.

What can a financial analyst with work background in engineering, IT and business services industries, as well as specialization in SAP FICO, Oracle, PeopleSoft and Hyperion bring to your organization? Technical specializations involve SAP FICO, Oracle, PeopleSoft, QuickBooks, Hyperion Essbase, Siebel and Cognos. Educational background includes Bachelor of Science in Accounting and coursework in SAP FICO Configuration Project Management (Advanced Computer Training). This individual is a Certified Public Accountant (CPA).

Working with areas such as providing analytical services to infrastructure project managers, in support of $50M multi-year budget and coordinating project financials for IT key projects and initiatives using Excel data management reporting tools were some of the skills brought to the table by this financial analyst. Duties covered facilitating the month-end close and critical financial and operational decisions, as well as working cross-functionally, to ensure outcomes in line with business strategies. Aside from streamlining processes, best practices were rolled out which improved IT cost tracking and reporting. This individual created in Excel, data analysis and forecasting models which identified opportunities for cost optimization.

Responsibilities in another job consisted of using SAP and performing rapid ramp up in understanding of business operations to support IT finance forecasting of $50M budget. Tasks involved designing the offline model and internal review process flow needed after management’s cost saving decision to eliminate outside vendor administrative review costs of $100K annual expense. Controls were ensured to be in place to support GAAP as well as IT internal objectives. Core competencies included month-end close, process improvement, project management, financial analysis, budgeting, forecasting, operational controls, complex reconciliations and office operations/administration.

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ID #: CS15602437

Financial Analyst Responsible for A/P Expense Analysis Budget Discrepancies & Researching Variances. Adept in Oracle, Lawson, McKesson, QuickBooks, JD Edwards & Salesforce. Work Experience in General Hospital & Health Services Provider.

Would hiring a financial analyst with work experience in a general hospital and a health services provider help meet the needs of your organization? Educational background involves BBA in Economics and Master of Business Administration. Independent Coursework is composed of Accounting I & II, Corporate Tax, Intermediate Accounting I & II, Auditing, Cost Accounting and Advanced Accounting. Software expertise involves Oracle, Lawson, McKesson STAR, QuickBooks, JD Edwards, Salesforce and Healthtrust.

Acting as a financial analyst in a general hospital, has prepared vital Insights reports for hospital staff on a daily basis, as well as issued the Revenue Utilization report for the president of the hospital on a weekly basis. Some of the tasks involved creating the Journal Entry Voucher template to enter monthly reclass journal entries, as well as being responsible for A/P expense analysis budget discrepancies and researching these variances. This analyst has excellent customer service skills in dealing with hospital vendors and was detail-oriented in entering journal entries for the month end close. Additional responsibilities were handling the daily cash reconciliation for vendor payments and acting as a back-up for cashier duties.

While working for a health services provider, this individual was responsible for resolving over 2500 claims per month and has effective problem-solving skills while utilizing multiple software platforms. This professional has written and verbal communication skills when dealing with physicians and branch managers, as well as solid knowledge of CPT/ICD-10, and HCPC codes. Furthermore, has expert knowledge in handling appeals for denied claims via re-bills with correct diagnostic codes.

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ID #: BG16604385WEM

Senior Financial Analyst who Created and Oversaw Budget for 4 Departments Totaling USD44M. Worked in Automotive, IT and Financial Services Industries. Proficient in PeopleSoft, Oracle, QuickBooks, SAP and Hyperion.

Could the future success of your organization be helped by this senior financial analyst who worked in automotive, IT and financial services industries, as well as proficient in PeopleSoft, Oracle and Hyperion? Technical competencies involve PeopleSoft, Oracle, Hyperion, QuickBooks and SAP. Educational background includes Bachelor of Science in Accounting.

Important contributions of this senior financial analyst included creating and overseeing the budget for four departments totaling $44M. Month-end close were conducted and actuals were scrutinized with AFX/ Essbase. The job entailed developing and uploading journal entries in PeopleSoft, as well as maintaining financials for department credit cards. Validating expense and capital requisitions in purchasing system (CPARS) and supporting cash forecast monthly were some of the tasks. Duties involved consistently controlling departmental costs and finished under budget since obtaining position, which was instrumental in completing two major reorganizations within a year.

In another job, this specialist conducted monthly variance to forecast/ budget interpretation for upper management, prepared monthly journal entries for expense/ revenue accruals and reconciled revenue/ expense accounts on a monthly basis. Coding and approving purchase requisitions or expense reports in PeopleSoft, along with delivering monthly reports and custom monthly variable invoices for IT management were carried out. Requests for ad hoc reports with PeopleSoft were answered. PeopleSoft was used to maintain billable project database for clients, setup client IT projects, and manage subcontractor records; the PO tracking database was updated for the client ISD department. Controlling and posting on finances of the largest customer at the time was handled by creating a budget, forecasting, analyzing, and reporting on a $50M budget.

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ID #: BM2433821KBB

Senior Financial Analyst who Reconciled Site Submissions to Financials and Analyzed Variances. Skilled in JD Edwards, Hyperion and SAP. Background Working in Manufacturing, Pharmaceutical and Business Services Industries.

How can your organization gain an advantage with the help of a senior financial analyst who is skilled in JD Edwards, Hyperion, ADP and SAP with background working in manufacturing, pharmaceutical and business services industries? Technical competencies involve JD Edwards (JDE), Hyperion, SAP, SAP Business One, ADP, Data Access and IFS. Educational attainment includes B.S. in Business Administration (cum laude).

Serving in a pharmaceutical company, main functions included managing the monthly consolidation and analysis of R&D and COGS month and quarter end reporting for seven sites, reconciling site submissions to financials, as well as analyzing variances. SAP and JDE reconciliation between sites were part of the duties competently performed on an ongoing basis. This individual handled budgeting, latest estimate development and reporting for COGS including absorption and spending. New reports were created for the supply chain finance data access management system. Quarterly balance sheet analysis and flux preparation were efficiently handled.

Skills in other jobs consisted of managing two staff accounts, month-end closing and all GL responsibility in JD Edwards, in addition to administering UltiPro payroll system interfaces and maintenance. Duties involved supply chain reporting with JDE maintenance for physical inventory and monthly reconciliations. Key roles included setting up new manufacturing variances to include usage, PPV, and cost changes in JDE AAIs. This JDE project leader managed the company consolidation and new chart of accounts redesign. Responsibilities involved month-end closing, journal entry and corporate financial statements, along with ADP systems interfacing/ reporting, intercompany invoicing and reconciliation. Reconciliations were managed, including bank, balance sheet and subsidiary inventories.

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ID #: RD15273110

Financial Analyst who Successfully Intercepted more than Eleven $54K Shipping Errors & Eliminated Over $312K in Displaced Inventory. Knowledgeable in Epicor and Approach Software. Experienced in Manufacturing, Retail & Financial Services Industries.

Could your organization use a financial analyst who is knowledgeable in Epicor with experience in manufacturing, retail and financial services industries? Technical proficiencies cover Epicor, Access and Approach Software. Educational background includes BS Business Administration (major in Accounting).

Impact accomplishments of this financial analyst included creating nationwide multi-location inventory analysis provided daily to management which also assisted in production control. One accomplishment was successfully intercepting more than eleven $54 thousand shipping errors, eliminating over $312 thousand in displaced inventory and freight costs. During the company’s modernization, primary tasks included teaching and coaching the displaced staff by using Excel and Epicor software. This eliminated the need for outside training services, resulting in company savings of over $12.3 thousand. Key roles covered analyzing A/R aging for national accounts, in addition to challenging and successfully resolving customer disputes and deductions. Efforts exerted resulted in cumulative increased income in excess of $3.1M.

In other jobs, challenges like analyzing, reviewing and reducing operating costs for two manufacturing and distribution clients were successfully completed on a regular basis. Particular attention was based on lowering procurement and freight costs. Cost improvements were initiated, reducing waste and increasing profitability. Aside from streamlining financial data, the job consisted of diagnosing problems and initiating timely educated responses. Detrimental support was provided and required documentation was procured for settling various legal A/R issues. Skills involved developing macros, streamlining financial data needed for timely analysis/ review of monthly financial statements, as well as meeting rigid corporate deadlines expeditiously.

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ID #: TL16349250

Financial Consultant who Designed and Guided the Change Process from Current to Future State. Experienced in IT Services, Business Services and Manufacturing Industries. Proficient in MS Dynamics AX, GP, NAV, Lawson, SAP and Epic.

Could your organization use a financial consultant who is experienced in IT services, business services and manufacturing industries, as well as proficient in MS Dynamics AX, GP, NAV, Lawson, SAP and Epic? Technical proficiencies cover MS Dynamics AX, GP, NAV, Lawson, SAP and Epic. Educational attainment includes MBA (in Accounting and in Business Administration/Supply Chain) and B.A. (Communications).

Primary tasks of this financial consultant included designing and guiding the change process from current to future state with respect to people, process and technology for accounting, general ledger, accounts payable, procurement and budget. Aside from leading user testing, support was provided during all other phases of testing within the following areas: accounting, general ledger, accounts payable, procurement and budget. Key roles covered notifying enterprise applications leadership and/or project management where applicable of concerns or conflicts which could impede milestones, in addition to providing notification in advance to allow leadership time to effectively Deal with the situation. Effectively/efficiently communicating potential risks to a change in scope, budget and/or timeline for all assigned work within the system upgrade was also carried out.

Contributions in another job involved forecasting, projecting, reconciling, analyzing and communicating financial data. Aside from period-end reporting and consolidations, data analysis, budgeting, reporting of revenues, Costs, and expenses were also completed. This individual calculated prepaid and accrued Costs, fees, depreciation, and other Costs. The preparation, approval, and recording of journal entries were part of the functions. Accounts payable entry and Check preparation were handled, along with calculating and invoicing charges reimbursable from other entities. Files were maintained for accounting and financial records.

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ID #: WDB16338080

Business Systems Analyst, Gathered Requirements for Oracle SQL Reporting/Business Objects of Epic & Clarity Clinical Hospital Data. Skilled in Oracle, PL/SQL, PeopleSoft, Lawson & Java. Worked Extensively in a Children's Healthcare System.

Is impacting your organization with a business systems analyst who worked extensively in a children’s healthcare system a current business consideration? Educational background is composed of BA in Marketing Management. Professional certification includes Six Sigma Lean certification. Technical skills consist of Oracle, PL/SQL, PeopleSoft, Lawson and Java.

While employed in a children’s healthcare system as a business systems analyst, has gathered requirements for Oracle SQL reporting/Business Objects of Epic and Clarity Clinical Hospital data. This professional has researched MS Access databases PIVOT tables, and VLOOKUPS to gather and analyze data requirements for reports to be converted to SSRS, Oracle SQL and SAS. Using Business Intelligence QlikView/Tableau tool to identify data mart collection areas for math algorithm requirements was also one of the tasks carried out. Some of the functions were conducting Agile Scrum JAD sessions for EPIC module HL7 upgrades and ICD-9 conversion to ICD-10, as well as mapping clinical lab data and Metadata for Outcome treatment procedures.

As a business systems analyst, has completed large extensive hyperlinked indexed training document for Research and development using SharePoint and Box.com. Another job was to perform QlikView analyses of Metadata to size business opportunities and guide management in decision making, as well as conduct Agile JAD sessions with Subject Matter Experts on current business processes. In addition, has participated in gap analysis of business requirements, work flow processes and interfaces with EPIC modules (ADT, ASAP).

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ID #: RXB1680392WEM

Sr. PeopleSoft Business Analyst, Helped Support System Integration Testing & Processed Custom Integration Programs. Skilled in PeopleSoft Modules. Worked in a Medical Center & a Healthcare System.

Would a detail-oriented sr. PeopleSoft business analyst who worked in a medical center and a healthcare system fit in your organization? Primary PeopleSoft experience consists of Accounts Payable, Purchasing, General Ledger, Query, SQL and PeopleTools.

Some accomplishments included being responsible for preparing and delivering AP functional training for AP department. This included material development and delivering multiple classes specific to AP modules in 9.2. While employed in a medical center as a Sr. PeopleSoft Consultant vs. 9.2, has performed formal and informal training as well as one on one training and classroom style training. Serving as a sr. PeopleSoft business analyst vs. 9.2, was responsible in helping support System Integration testing, process custom integration programs in 9.0 and 9.2, as well as compare results and reconcile variances.

Shared expertise by being involved in gathering current state information for AP and Expenses modules as well as identifying recommendations for process improvements. While working in a healthcare system as a sr. PeopleSoft consultant vs. 9.2, has developed current and future state process flows, design documents, testing and training material. Some of the tasks were leading the implementation of new processes and system improvements, as well as working with AP management to design new processes for use of PeopleSoft to its fullest capacity. Furthermore, has developed and delivered various AP trainings. System had been customized a great deal. This professional also provided PeopleSoft delivered functionality to eliminate the need for customizations.

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ID #: WMB15646369

Business Analyst from the Financial Services and Professional Services Industries as well as the Education Sector, Using Timberline, QuickBooks, Hyperion, TouchNet, SQL & Cognos, Proficient in Database Management

Does hiring a business analyst from the financial services, education and professional services industries match your business needs? This computer information systems degree holder has computer knowledge covering Finance: Timberline, AccPac, Advance, Hyperion OneView, QuickBooks, and TouchNet. Other proficiencies are in Computer literacy: Budgeting: Adaptive Planning; Database: Banner; Desktop Publishing: InDesign CS6; Microsoft products: Access, Excel, Projects, PowerPoint, Visio & Word as well as Reporting: Cognos; SQL: SQL Tools, Survey: BLUE; Student Academic Advising: DegreeWorks; Student Admission CRM: ApplyYourself, CommonApp, Hobsons; and Website: Cascade.

This business analyst for a university developed statistical reports to provide data extract and ad hoc reports in response to internal/ external inquiries. Additional functions were gathering, analyzing and presenting institutional data from multiple sources to support accreditation, assessment, program review, and decision making processes. The work involved creating and maintaining functional procedures documentation of departmental and cross-functional business processes. Assistance was given in testing of system modifications, and implementation of Adaptive Planning budgeting software and TouchNet Marketplace. The job required collaborating with functional end users and systems technical staff to understand and communicate business priorities. Solutions were developed or alternative solutions were researched for improvement requests.

Working for a financial services firm, a job called for creating customized reports in Timberline for property managers. Part of the job was assisting in maintaining database and budgets in Timberline.

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ID #: KL2266168

PeopleSoft FMS Functional Analyst, Created & Executed AP, Expense, Purchasing & eProcurement Implementation. Skilled in PeopleSoft AP, AR, PO, GL & Inventory Modules. Worked in IT Services, Real Estate & Consulting Industries.

Is impacting your organization with a lead PeopleSoft FMS functional analyst who worked in IT services, real estate and consulting industries a current business consideration? Educational background is composed of AA Accounting and BS Management Information Systems. Professional certifications involve PeopleSoft 8 Certified Financials Consultant. Has years of PeopleSoft Financials Functional experience, working with AP, AR, PO, Procure to Pay, Project Costing/Assets, as well as some GL, Billing, Inventory, eProcurement, Expenses, Workflow and Grants.

While employed in an IT services company as lead PeopleSoft FMS functional analyst, created and executed Accounts Payable, Expense, Purchasing and eProcurement implementation PS 9.2. Some of the tasks were mapping data from legacy to PeopleSoft, as well as performing and executing FIT/GAP analysis on above modules: AP, PO, ePro and Exp. In addition, created and executed Accounts Payable, Expenses, Purchasing, and eProcurement Business Process Diagrams (BPDs) for display guide in workshops.

Part of the job as FMS lead in a financials/real estate company was to act as PeopleSoft Financials UPK Developer Trainer for AP & GL 9.1. Duties included upgrading General Ledger Workflow vs. 8.8 to 9.1 functionally and technically, as well as reconfiguring approvals on the App designer. Furthermore, trained and provided fit/gap for AP and GL staff on new 9.1 functionality, as well as built a custom Pay Cycle for Accounts Payables.

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ID #: JXC15715185RSR

Business Analyst who Created the Documentation for All Step-by-Step Processes & Taught Clients How to Use Lawson-Infor. Skilled in Lawson-Infor and Oracle. Background Working in a Children's Hospital, a Nonprofit Hospital and a Health System.

How can your organization gain an advantage with the help of a business analyst who is skilled in Lawson and Oracle with background working in a children’s hospital, a nonprofit hospital and a health system? Technical competencies involve Lawson (S3, HCM, BI, M3), Oracle, SAP, Microsoft SQL Server, Crystal Reports and Report Writer.

Main functions of this Lawson business analyst included creating documentation for all step by step processes, setting up training classes, as well as teaching clients to use the Infor Lawson S3 v10 Payroll and Human Resources (GHR) system. This individual was involved in post-award phase including processes that occurred after a grant had been awarded such as grant setup, budgeting, transaction processing/control and reporting. Serving as a functional user for Lawson S3 supporting recruitment, benefits, compensation and other areas, in addition to maintaining and supporting the General ledger information in Lawson GL were all part of the duties competently performed on an ongoing basis. The role of SME and project lead for Lawson implementation/ configuration of Lawson General Ledger, Accounts Payable and Accounts Receivable was assumed.

Part of the skills consisted of getting involved in the depreciation calculations and reporting requirements needed to satisfy general ledger, tax and all other depreciation books for assets in Lawson Asset Management. In conformance with appropriate budgetary guidelines, duties involved reviewing and approving court or agency budget requests using a web-based budget application system/interface. One of the core competencies included troubleshooting for Lawson Human Resources, Payroll, Benefits, Lawson Portal and Lawson Business Intelligence (LBI).

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ID #: SR2428040KXW

Business Application Analyst with Business Services, Software and Education Industries with Sage CRM & Sage ERP Expertise

Does your organization require the expertise of a business application analyst who specialized in Sage CRM with background working in business service, software and education industries? Technical knowledge involves Sage CRM, Microsoft Dynamics CRM, ERP, JD Edwards, SAP, SQL, Crystal Reports and more.

Important contributions included handling business intelligence, configuration and implementation, in addition to supporting the CRM/ERP software. Technology was utilized to improve the operational efficiency of financial solutions, reduce costs and meet the goals of the company. Other responsibilities covered performing system configuration, testing and managing development efforts, as well as guiding clients through testing or data conversions.

Other functions consisted of providing go-live support using Sage CRM/ERP software, as well as designing custom financial and management reports. End-user training was provided in a one-on-one environment. Documentations were customized for financial system software packages which included Sage MAS 90, Abra and FAS. This business application analyst delivered software solutions to all levels of management.

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