Below are the 12 Financial Analysts with strong technical skills & multiple systems expertise.   The Thor Group® provides financial analysts with your systems, software & industry experience on a consulting, contracting or direct hire basis.

Below are the 12 Financial Analysts with strong technical skills & multiple systems expertise.   The Thor Group® provides financial analysts with your systems, software & industry experience on a consulting, contracting or direct hire basis.

Select the Title Links for Additional Information on Each of These 12 Financial Analyst Summaries

1. Financial Analyst, Conducted Financial Reporting & Analysis, as well as Prepared Third-Party Expenditure Reports. Proficient in Oracle, Discoverer & Database Pivot Tables. Work Experience in a General Hospital & a Healthcare System.

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

3. Financial Analyst, who Developed Various Reports in JD Edwards to Automate Month-end Close and Assisted in Financial Data Analysis. Used JD Edwards, Hyperion and QuickBooks. Experienced in the Retail and Manufacturing Industries. 

4. Financial Analyst, who Implemented Expenditure Tracking that Resulted to Reductions of up to 33% . Knowledgeable in Epicor and Salesforce. Experienced in the Manufacturing Industry. 

5. Sr. Principal Financial Analyst, Automated Monthly Client Deliverable Reducing Production Time from 8 Hours to 1 Hour. Proficient in Deltek Costpoint, Time & Expense as well as CER. Experience Working in Ins. & IT Services Industries. 

6. Financial Consultant, Contributed to the Post-Merger Integration of Billing Systems, Promoting Improved Data Visibility. Skilled in MS Dynamics NAV, Oracle ERP, SAP & PeopleSoft. Experience in Government, Staffing & Financial Services Industries. 

7. Financial Consultant, Overhauled & Customized NetSuite Reporting System to Produce More Accurate Reporting. Skilled in NetSuite, Oracle, PeopleSoft & Lawson. Worked in Cosmetics Manufacturing & Entertainment Industries.

8. Financial Analyst, who Analyzed the IT Utility and Maintenance Expenses Monthly. Worked in Business Services, Pharmaceutical and Energy Industries. Proficient in SAP, QuickBooks Pro, Hyperion & Cognos.  

9. Financial Analyst, who Published Standard Guidelines for Applications, Control, Daily Deposits & Reconciliation. Proficient in PeopleSoft, Oracle and Peachtree/Sage 50. Worked in Utility, IT Services and Banking Industries.

10. Financial Analyst, who Used Financial Information to Prepare Operational/Financial Analysis and Prepared/Analyzed Project Expenditures. Specialization in Peachtree/Sage 50 and MS Dynamics. Experienced in Technology and Food Services Industries. 

11. Financial Analyst, Exported Financial Data into Financial Software, Lawson. Adept in Lawson, Hyperion, QuickBooks & Peachtree. Experience Working in Funeral Services, Financial Services & Construction Industries. 

12. Financial Consultant, Coordinated Tasks & Collaborated with Project Manager, Software Developers & Clients During Project Lifecycle. Adept in MS Dynamics AX, Atlas, SSRS & Power BI. Experience Working in IT Services, Logistics & Telecom Industries. 

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ID#: RG16299593

Financial Analyst, Conducted Financial Reporting & Analysis, as well as Prepared Third-Party Cost Reports. Proficient in Oracle, Discoverer & Database Pivot Tables. Work Experience in a General Hospital & a Healthcare System.

What contributions could a finance analyst/financial analyst with work experience in a general hospital and a healthcare system bring to your organization? Educational attainment involves Bachelor of Science in Business Management/IT, Bachelor of Science in Finance and Master of Business Administration. Computer skills are composed of Oracle, Discoverer, networking, database pivot tables, and advanced formula skills.

Challenges like conducting financial reporting and analysis were welcomed and successfully completed on a regular basis. Serving in a healthcare system as a finance analyst, has prepared third-party cost reports; analyzed contractual allowances; conducted net revenue projections, as well as researched and analyzed reimbursement regulations. Some of the duties were preparing components of hospital and home office cost reports, as well as ensuring compliance with established rules and regulations including availability of support documentation. Also, has participated in monthly management review of contractual allowances, as well as provided support documentation needed for review. This professional supported management in research and analysis of proposed changes to reimbursement regulations, as well as ensured that all research and analyses were supported by appropriate documentation.

Shared expertise by providing support in preparation of budget, analyzing reports, preparing cost reports, accumulating statistical and financial data, as well as calculating financial ratios. While employed in a general hospital as a financial analyst, has prepared month end closing A/R and contractual analysis reports. Furthermore, has experience in cost and data analysis, financial reporting and credit management.

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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#: KM15990249KBB

Financial Analyst who Developed Various Reports in JD Edwards to Automate Month-end Close and Assisted in Financial Data Analysis. Used JD Edwards, Hyperion and QuickBooks. Experienced in the Retail and Manufacturing Industries.

What can a financial analyst with specialization in JD Edwards, Hyperion and Hyperion Retrieve, as well as experience in retail and manufacturing industries do for your organization? Technical competencies consist of JD Edwards, Hyperion, Hyperion Retrieve, Hyperion Essbase, QuickBooks and eRMS. Educational background includes Bachelor of Science in Accounting.

Responsibilities of this financial analyst were composed of serving as accounting core team member for new Order to Cash, eRMS software implementation, as well as mentoring and training of contractor and temporary labor within the finance department. Duties involved handling day to day and month end accounting procedures in accordance with US GAAP, in addition to serving as accounting liaison with other functional departments within the organization. Creating monthly reporting package for 3 sales divisions with combined annual revenues of $35 million, including year-end reconciliations for audit & tax purposes, along with coordinating, preparing and assisting in presenting team re-forecasts or budgets to executive team were also completed. Various reports were developed within JD Edwards and Excel to automate month end close and assist in the analysis of financial data.

Aside from analyzing/ evaluating financial data to provide senior management with necessary information and decision-making tools, an additional function included preparing P&Ls on various individual customers to better understand profitability or financial implications of business decisions. This individual served as a team member of general ledger restructure and utilized JD Edwards to create several new financial statement models revolving around the new structure. Areas of expertise included accounting, financial reporting, financial planning/ analysis, budgeting, and the development of financial policies/ procedures.

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ID#: EW16447148

Financial Analyst who Implemented Cost Tracking that Resulted to Cost Reductions of up to 33% . Knowledgeable in Epicor and Salesforce. Experienced in the Manufacturing Industry.

Does a financial analyst who is knowledgeable in Epicor and Salesforce with experience in the manufacturing industry pique your interest? Technical knowledge includes Epicor ERP, Salesforce, Crystal Reports, Access, and Advanced Microsoft Excel Functions (Vlookup, Hlookup, Pivot Tables). Educational background includes Bachelor of Science in Accounting-Financial Sequence (minor in Economics).

Major responsibilities of this financial analyst included working closely with the executive team to prepare revenue forecasts, budgets and other analytics (monthly/ quarterly/ annual), monitoring revenues and costs, as well as tracking against business unit budgets. Key roles covered analyzing and reporting weekly cash flows. Month closing adjustments and entries were conducted. Creating customized reports and dashboards in Microsoft Excel, Salesforce and Crystal was one of the positive experiences brought to the business table. Data was accumulated from the Epicor ERP software and Salesforce to create and update financial projections as well as budget reviews.

Other duties involved handling reports on profit/ loss analysis, sales performance metrics, business unit budgets, sales/ operations forecast, revenue forecasting and general ledger account cost tracking. Cost tracking was implemented, resulting in cost reductions of up to 33%. The job covered working closely with auditors for year-end compliance, managing monthly bank/cost reconciliations and applying comprehensive knowledge of Microsoft Office, Epicor ERP Software and Salesforce. An additional function consisted of aiding in the accounts payable and accounts receivable efforts.

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ID#: ER16583028

Sr. Principal Financial Analyst, Automated Monthly Client Deliverable Reducing Production Time from 8 Hours to 1 Hour. Proficient in Deltek Costpoint, Time & Expense as well as CER. Experience Working in Ins. & IT Services Industries.

Would it be beneficial for your organization to employ a sr. principal financial analyst with experience working in technology, insurance and IT services industries? Educational attainment is composed of Bachelor of Science in Business Administration & Marketing as well as Masters in Business Administration. Professional certifications involve Licensed CPA certifcation. Software expertise consists of Deltek Costpoint, Deltek CER and Impromptu, as well as Deltek Time and Expense.

Serving as a financial analyst, project achievements included creating interactive, easily updating $300 Million proposal to DHS-CBP (Customs Border Protection). This specialist automated monthly client deliverable reducing production time from 8 hours to 1 hour. Also, served as team lead to archive 15,000 data records, standardized file names and folder structure to ensure easy record searches.

As a sr. principal financial analyst in a technology company, assisted accounting manager with day-to-day management of finance staff, as well as coached finance staff on ways to increase productivity and accuracy. Moreover, was responsible for DCAA compliance to include but not limited to: Incurred Cost Submission, Forward Pricing, and pre-award audits. Other duties were ensuring adherence to government and state filing requirements for income tax returns, property taxes, licensing and other submissions. Furthermore, managed external audits such as Federal tax return, financial statement, 401k plan and workers’ compensation.

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ID#: JT16067987AMH

Financial Consultant, Contributed to the Post-Merger Integration of Billing Systems, Promoting Improved Data Visibility. Skilled in MS Dynamics NAV, Oracle ERP, SAP & PeopleSoft. Experience in Government, Staffing & Financial Services Industries.

Would a detail-oriented financial consultant with work experience in government, staffing and financial services industries fit in your organization? Educational background is composed of Bachelor of Arts (BA), Finance & Actuarial Science and Master of Science (MS), Accounting. Professional certifications involve Certified Public Accountant (CPA). Technical proficiencies involve MS Dynamics NAV, Oracle ERP, SAP, PeopleSoft, Hyperion Essbase, SharePoint, Workday and ADP Payroll.

Some accomplishments included contributing to the post-merger integration of billing systems, promoting improved data visibility throughout the consolidation into one comprehensive accounting system. While working in a staffing company as a finance consultant, identified gaps and dependencies between systems and implemented solutions that streamlined the operation while using elements from both old and new systems. Part of the job was to communicate new billing system best practices for accounting reporting concepts, offering insights for the continuous improvement of the system throughout the integration. Moreover, developed and presented process flow charts as well as automated spreadsheets that contributed to the processing of information as well as testing of new processes.

Shared expertise by facilitating regulatory reporting for Reg W 23A collateral extensions of credit, maintaining adherence to highly specific industry, federal, and SEC policies. Serving in a financial services company as an assistant vice president collateral operations regulatory reporting, spearheaded process changes that improved the accuracy and integrity of reporting data by identifying time zone variances and standardizing decimal precision across systems to drive a unified and accurate report.

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ID#: RM2055252

Financial Consultant, Overhauled & Customized NetSuite Reporting System to Produce More Accurate Reporting. Skilled in NetSuite, Oracle, PeopleSoft & Lawson. Worked in Cosmetics Manufacturing & Entertainment Industries.

Could the future success of your organization be helped by this financial consultant with work experience in cosmetics manufacturing and entertainment industries? Educational background is composed of BS in Accounting. Professional certifications include Certified QuickBooks Pro Advisor. Technical proficiencies consist of NetSuite, SAP B1, Oracle, Lawson, PeopleSoft, GP Dynamics, Dynamics NAV, Sage 100, Epicor, BusinessWorks, JDE, QuickBooks (Pro, Enterprise and Online), ABS and Yardi.

Contributed to the organization’s success by overhauling and customizing NetSuite reporting system to produce more accurate reporting so that better financial planning could be done. Acting as a financial consultant in a cosmetics manufacturing company, developed inventory and multi-warehouse system to correct cost and good sold issues as well as better evaluated cost. Part of the job was to prepare for a first-time audit and work with outside CPAs. Also, has prepared budgets and forecast to better evaluate costs.

Supported organizational goals and objectives by preparing the S-1 filing for SEC. Serving as a financial controller for a media entertainment company, has audited financial records to make sure they were SOX 404 compliant and to analyze financial statements as well as interpret financial date for upper management. As a contract hire financial controller for an international manufacturer/distributor, interpreted and analyzed inventory control issues concerning improper turnover and result on cash flow. In addition, has interviewed an entire UK and US staff to analyze problems with employee morale.

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ID#: RB2729858AMH

Financial Analyst who Analyzed the IT Utility and Maintenance Expenses Monthly. Worked in Business Services, Pharmaceutical and Energy Industries. Proficient in SAP, QuickBooks Pro, Hyperion & Cognos.

Could the future success of your organization be helped by this financial analyst who worked in business services, pharmaceutical and energy industries, as well as proficient in SAP Business Planning System, SAP R/3 and SAP Business Warehouse? Technical competencies involve SAP Business Planning System, SAP R/3, SAP Business Warehouse, QuickBooks Pro, Hyperion and Cognos. Educational attainment includes Bachelor of Science in Accounting.

Important contributions of this financial analyst included uploading and reviewing approved budget/forecast data into SAP Business Planning System, as well as analyzing the IT utility and maintenance expenses monthly. Tasks covered adjusting accruals to maintain budget and analyzing intercompany charges for IT costs related to services provided and received. Journal entry corrections were prepared in SAP for monthly financial statements. Skills brought to the table included working with finance and IT departments on projects related to improving reporting, in addition to monitoring and communicating the progress of reporting issues and following through to problem resolution. Performing testing of software in development through migration into production was efficiently handled.

Key roles in another job involved preparing accruals and journal entry corrections for monthly financial statements and performing monthly financial reviews of department budgets with management to ensure targets were met. One of the duties consisted of working with department managers during budget or forecasts to review and analyze their cost projections. The job covered working with external auditors during periodic reviews and interacting with vendors, in addition to uploading and reviewing the budget/forecast data into SAP Business Planning System and Executive Dashboard to ensure accuracy of data and that the target was met.

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ID#: SD15098646

Financial Analyst who Published Standard Guidelines for Applications, Control, Daily Deposits & Reconciliation. Proficient in PeopleSoft, Oracle and Peachtree/Sage 50. Worked in Utility, IT Services and Banking Industries.

Could the future success of your organization be helped by this financial analyst who is proficient in PeopleSoft, Oracle and Peachtree/Sage 50 with work experience in utility, IT services and banking industries? Technical competencies involve PeopleSoft, Oracle, Peachtree/Sage 50, QuickBooks and Hyperion. Educational background includes Master’s in Business Administration (MBA) and Bachelor of Science degree in Accounting. This individual is also a licensed Notary and a Certified Public Accountant (CPA).

Important contributions of this financial analyst included establishing, writing and publishing standard guidelines for Cash applications, Cash controls, daily deposits and Cash reconciliation, as well as publishing to SharePoint for employee and management Access. The job entailed serving as a subject matter expert for Cash lead GL conversion team and working with developers on GL conversion/migration from Light Speed to Oracle. Tasks covered coordinating and conducting meetings with senior managers in identifying needed requirements (scope of work) and project goals, in addition to maintaining periodic status updates. Procedure implementation and process documentation (corporate technical writing) were efficiently handled. Large data sets were managed using Advanced Excel, SQL, Hyperion, SmartView and Access Database to prepare subscriber revenue data for journal entries in PeopleSoft.

This specialist managed data migration from LightSpeed system to Oracle, data manipulation and reconciliation of the two systems. Project management was handled for properties, finance and business transformation departments for monthly accounting closing entries including: revenue, inventory and daily Cash application reporting actual results and preparing those reports on PowerPoint for management. The month end close process was also managed.

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ID#: NAA16508856KXW

Financial Analyst who Used Financial Information to Prepare Operational/Financial Analysis and Prepared/Analyzed Project Costs. Specialization in Peachtree/Sage 50 and MS Dynamics. Experienced in Technology and Food Services Industries.

What can a financial analyst with specialization in Peachtree/Sage 50 and MS Dynamics as well as experience in technology and food services industries do for your organization? Technical competencies consist of Peachtree/Sage 50, Microsoft Dynamics and Access. Educational background includes Master of Business Administration (Accounting major) and Bachelor of Business Administration (Finance major). This analyst also has Certificate of Financial Analysis using Microsoft Excel and Certificate of Business Communication.

Key roles of this financial analyst were composed of using the financial information to prepare operational and financial analysis, as well as preparing and analyzing the cost of projects for the companies. Duties involved preparing the budget (14K), forecasting and other analysis of companies (pricing, profitability). Tasks covered providing support and analysis or tasks in other departments, in addition to completing the process with the accounts payable and accounts receivable. Peachtree/Sage 50 was efficiently managed. Assistance was provided in handling payroll and payroll taxes (IRS, department of treasury payments, quarterly reports). The job involved managing state and municipal IVU payments, managing the fixed assets of the company and preparing W-2 as well as annual informative (480 forms).

Other functions included participating in the monthly and yearly closing, along with assisting auditors during the auditing process. Assistance was provided to make and interpret legal documents (contracts, laws). This individual worked with team in developing and implementing the internal software. Responsibilities covered preparing, analyzing and presenting the financial/ operational analysis with the company (projects, product, internal costs). The financial data was used to elaborate the analysis (budget, profitability and forecasting), then presented to management the recommendations to boost the success of the company.

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ID#: HAD15164026RSR

Financial Analyst, Exported Financial Data into Financial Software, Lawson. Adept in Lawson, Hyperion, QuickBooks & Peachtree. Experience Working in Funeral Services, Financial Services & Construction Industries.

What contributions could a financial analyst with experience working in funeral services, taxation and construction industries bring to your organization? Educational attainment is composed of Bachelor of Science in Business Administration with concentration in Accounting. This individual is proficient in financial software such as Lawson, Hyperion Essbase, Drake, Peachtree, QuickBooks and Software AS/400.

Challenges like preparing journal entries necessary to issue accurate financial statements such as payroll entries, HR entries, revenue entries, cost adjustments, accruals, and re classes were welcomed and successfully completed on a regular basis. Acting as a financial analyst in a funeral services company, has reviewed and uploaded group team’s entries, as well as exported financial data into financial software Lawson. Some of the tasks were coordinating monthly close with others to ensure timely preparation and issuance of financial statements in accordance with GAAP and providing variance analysis vs. budget and forecast for 51 Cemetery locations. Moreover, has reconciled general ledger, bank reconciliations, trust reconciliations, petty cash and accounts receivable aging reports.

Shared expertise by analyzing and reviewing a high volume of accounts payable and purchasing card transactions to ensure correct general ledger coding for over 51 Cemetery locations. Other duties were assisting in budget process by preparing/ reviewing budgets for my cemetery locations, as well as maintaining inventories and facilitating the fixed asset monthly detail to the Senior Fixed Asset Accountant, ensuring proper recording of new purchases, transfers and disposals.

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ID#: CFM16143087AMH

Financial Consultant, Coordinated Tasks & Collaborated with Project Manager, Software Developers & Clients During Project Lifecycle. Adept in MS Dynamics AX, Atlas, SSRS & Power BI. Experience Working in IT Services, Logistics & Telecom Industries.

Would it be beneficial for your organization to employ a Microsoft AX financial consultant with experience working in IT services, logistics and telecommunications industries? Educational attainment is composed of Bachelor of Science: Finance. Technical knowledge consists of MS Dynamics AX (2012 R3 & 365). Expertise in reporting tools involve Management Reporter, Atlas, SSRS and Power BI.

Serving in an IT services company as a Microsoft AX financial consultant, coordinated tasks, collaborating with project manager, software developers and clients during project lifecycle. This specialist worked with software team to develop proprietary and tailored solutions to meet client requirements. Some of the tasks were interacting with clients getting specifications needed in their modules and software. Also, guided team members to maintain accurate and current documentation for gauging progress.

As an enterprise applications manager in a logistics & supply chain company, developed a set of business systems analysis standards, including processes, project tracking, success metrics, incident management procedures, and system analysis. Part of the job was to own and manage all aspects of Dynamics AX, including operations, maintenance, and strategy. Furthermore, identified opportunities to develop existing applications to extend the current functionality as well as organized and planned all projects that involved enterprise application changes.

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