Anthony Lewis
6901 West Main Street,
Castle Rock, WA,
98611
222-222-2222
name@emailprovider.com
Summary
An accounting and financial planning expert with impressive track record in business financial analysis, forecasting, and risk mitigation; can thrive in a fastpaced, high pressure environment; possesses a special ability to interact professionally with a diverse group and handle simultaneous high-ticket projects; results-oriented, keen on detail, well disciplined; excellent mathematical skills and finance management.
Professional Experience
Director Financial Planning and Analysis January 2000 - Present
Chester & Brunswick Foundation, Bellevue, WA
Responsibilities
Developed, handled and maintained the companys financial assets and monitored budget spending to ensure that both current and long-term needs of the business are met.
Collated and reviewed P&L reports from all business units and analyzed their monthly and quarterly financial results versus key performance indicators.
Analyzed financial reports and evaluated via standard internal benchmarks and other industry-specified financial review mechanisms.
Collaborated with the audit department in the consolidation of revenues, receivables and payables of the company.
Worked closely with the other department directors in the strategic financial planning processes, depreciation policies and statistical reporting.
Attended monthly discussion meetings with the CFO, CEO, CIO and CTO in establishing the companys annual financial plan.
Ensured that the reports generated by subordinates are accurate, factual and supported by appended documents.
Senior Financial Analyst May 1995 December 1999
Allen Morgan Technologies, Kennewick, WA
Responsibilities
Recommended tools, methods and policies to mitigate business expense risks and expand opportunities.
Initiated, promoted and implemented key rules and processes to improve year-on year growth and profitability.
Conducted internal reviews of internal financial reports and researched on best practices to sustain business and decrease losses.
Submitted accurate and updated company reports to external auditors.
Allocated expenses for business development, budgeted resources and performed check and balance initiatives for each internal business unit.
Made sure that capital expenditures and valuations reports are consistent.
Analyzed overall spending versus revenues generated.
Trained junior financial analysts.
Financial Analyst May 1990 - May 1995
Allen Morgan Technologies, Kennewick, WA
Responsibilities
Provided support and analyzed capital expenditures for new projects submitted for review.
Collated business line reports and completed all necessary information needed in the approvals of budget allocations.
Ensured that all company reports and data are consistent, complete, tamper-free and in accordance with bank policies.
Conducted presentations and submitted reports to the Management Committee and the Board of Directors regarding the current top line and bottom line revenues, operating expenses, support costs and margins.
Provided assistance to develop annual cost studies and suggested improvements in financial processes.
Centralized and standardized interest rate pricing to be applied by all departments for asset and liability management, as well as go-to-market engagements.
Education
1988 1990 Graduate, MAcc (Master of Accounting) Program
Massachusetts Institute of Technology, MA
1984 - 1988 Bachelor of Arts in Business Administration, Major in Accounting
University of Minnesota, MN
Skills/Certifications
Excellent verbal and written communication skills
Excellent quantitative and analytical skills
Proficiency in Microsoft Excel, Word, Outlook and PowerPoint
Strategic and conceptual thinking skills
Business and operations management
Time management skills
Organizational and motivational communication skills
Financial modeling and project evaluations (NPV and ROI) expert
Associations/Organizations
The American Accounting Association, Member
Institute of Management Accountants, Vice-President, current |