Angela G. Dunn
Senior Financial Analyst, Corporate Headquarters at FSA Logistix Inc.- Claim this Profile
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Bio
Credentials
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Business Analysis for Project Managers
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Business Analysts and Technology Stakeholders
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Microsoft Office User Specialist
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Experience
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FSA Logistix Inc.
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United States
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Transportation, Logistics, Supply Chain and Storage
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1 - 100 Employee
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Senior Financial Analyst, Corporate Headquarters
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Mar 2017 - Dec 2017
Created tools to measure and track metrics, and provided financial analysis support for this national logistics company. Worked with various department managers and senior management to improve process. Attended monthly P&L meetings with corporate leaders, created quarterly and annual forecasts and budget, and restructured reporting from quarterly to monthly. Developed ad hoc reports including weekly financial overview, weekly snapshot, variance analysis, and travel & expense analysis… Show more Created tools to measure and track metrics, and provided financial analysis support for this national logistics company. Worked with various department managers and senior management to improve process. Attended monthly P&L meetings with corporate leaders, created quarterly and annual forecasts and budget, and restructured reporting from quarterly to monthly. Developed ad hoc reports including weekly financial overview, weekly snapshot, variance analysis, and travel & expense analysis. --Uncovered a potential overhead savings of $500k in annual forecast process. --Tracked financial metrics using a custom developed report to determine and monitor ongoing viability of relationship of a highly sensitive client partnership. --Generated quarterly forecast when none existed previously. --Learned and utilized Sage software app to create new customized financial reports. --Partnered with senior management in improve decision making by improving existing reports to include additional metrics. --Developed individual client report to identify per unit revenue and costs, used to determine profitability and ongoing viability of client relationship. Show less Created tools to measure and track metrics, and provided financial analysis support for this national logistics company. Worked with various department managers and senior management to improve process. Attended monthly P&L meetings with corporate leaders, created quarterly and annual forecasts and budget, and restructured reporting from quarterly to monthly. Developed ad hoc reports including weekly financial overview, weekly snapshot, variance analysis, and travel & expense analysis… Show more Created tools to measure and track metrics, and provided financial analysis support for this national logistics company. Worked with various department managers and senior management to improve process. Attended monthly P&L meetings with corporate leaders, created quarterly and annual forecasts and budget, and restructured reporting from quarterly to monthly. Developed ad hoc reports including weekly financial overview, weekly snapshot, variance analysis, and travel & expense analysis. --Uncovered a potential overhead savings of $500k in annual forecast process. --Tracked financial metrics using a custom developed report to determine and monitor ongoing viability of relationship of a highly sensitive client partnership. --Generated quarterly forecast when none existed previously. --Learned and utilized Sage software app to create new customized financial reports. --Partnered with senior management in improve decision making by improving existing reports to include additional metrics. --Developed individual client report to identify per unit revenue and costs, used to determine profitability and ongoing viability of client relationship. Show less
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Canon Solutions America
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IT Services and IT Consulting
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700 & Above Employee
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Senior Financial Analyst – Team Lead
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2008 - 2017
Developed monthly, quarterly, and annual reports and reporting tools to aid budgeting, forecasting, and profitability with internal customers. Prepared financial statements, accruals and variance analyses, and analyzed product sales and out-of-balance issues. Used SAP GL and proprietary systems to analyze data, report KPI’s, and create ad hoc reports. Liaised with third-party reporting agencies. Assisted with budget process and analysis of budget throughout year. Created ad hoc reports from… Show more Developed monthly, quarterly, and annual reports and reporting tools to aid budgeting, forecasting, and profitability with internal customers. Prepared financial statements, accruals and variance analyses, and analyzed product sales and out-of-balance issues. Used SAP GL and proprietary systems to analyze data, report KPI’s, and create ad hoc reports. Liaised with third-party reporting agencies. Assisted with budget process and analysis of budget throughout year. Created ad hoc reports from mining large volumes of data. --Analyzed $14M in cost credits annually. --Point person for internal customers including project managers, department heads, and senior management. --Collaborated with other departments in providing financial analyses in decision making. --Liaised with IT department for updates and in creating reporting tools as needed. --Prepared monthly, quarterly, and annual materials for senior management presentations. --Earned the Cannon Winners’ Circle award. Show less Developed monthly, quarterly, and annual reports and reporting tools to aid budgeting, forecasting, and profitability with internal customers. Prepared financial statements, accruals and variance analyses, and analyzed product sales and out-of-balance issues. Used SAP GL and proprietary systems to analyze data, report KPI’s, and create ad hoc reports. Liaised with third-party reporting agencies. Assisted with budget process and analysis of budget throughout year. Created ad hoc reports from… Show more Developed monthly, quarterly, and annual reports and reporting tools to aid budgeting, forecasting, and profitability with internal customers. Prepared financial statements, accruals and variance analyses, and analyzed product sales and out-of-balance issues. Used SAP GL and proprietary systems to analyze data, report KPI’s, and create ad hoc reports. Liaised with third-party reporting agencies. Assisted with budget process and analysis of budget throughout year. Created ad hoc reports from mining large volumes of data. --Analyzed $14M in cost credits annually. --Point person for internal customers including project managers, department heads, and senior management. --Collaborated with other departments in providing financial analyses in decision making. --Liaised with IT department for updates and in creating reporting tools as needed. --Prepared monthly, quarterly, and annual materials for senior management presentations. --Earned the Cannon Winners’ Circle award. Show less
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Nortel Networks
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Telecommunications
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700 & Above Employee
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Financial Analyst
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Jun 2007 - Jun 2008
Delivered report and reconciliation implementation for Central and Latin American (CALA) accounting projects. Ensured GAAP compliance, and adherence for revenue recognition, income determination, and Sarbanes Oxley regulations. Assisted Reporting Lead with reporting database improvements. Prepared comprehensive audit questionnaires for KPMG. --Improved the reconciliation process to provide more timely and accurate reporting. --Produced ad hoc reports utilizing multiple systems… Show more Delivered report and reconciliation implementation for Central and Latin American (CALA) accounting projects. Ensured GAAP compliance, and adherence for revenue recognition, income determination, and Sarbanes Oxley regulations. Assisted Reporting Lead with reporting database improvements. Prepared comprehensive audit questionnaires for KPMG. --Improved the reconciliation process to provide more timely and accurate reporting. --Produced ad hoc reports utilizing multiple systems (Business Objects, SAP GL, and proprietary sub ledger systems). --Created job-aid procedural documentation to assist team in implementing various activities including inter-company reclassifications and cost transfers between projects. Show less Delivered report and reconciliation implementation for Central and Latin American (CALA) accounting projects. Ensured GAAP compliance, and adherence for revenue recognition, income determination, and Sarbanes Oxley regulations. Assisted Reporting Lead with reporting database improvements. Prepared comprehensive audit questionnaires for KPMG. --Improved the reconciliation process to provide more timely and accurate reporting. --Produced ad hoc reports utilizing multiple systems… Show more Delivered report and reconciliation implementation for Central and Latin American (CALA) accounting projects. Ensured GAAP compliance, and adherence for revenue recognition, income determination, and Sarbanes Oxley regulations. Assisted Reporting Lead with reporting database improvements. Prepared comprehensive audit questionnaires for KPMG. --Improved the reconciliation process to provide more timely and accurate reporting. --Produced ad hoc reports utilizing multiple systems (Business Objects, SAP GL, and proprietary sub ledger systems). --Created job-aid procedural documentation to assist team in implementing various activities including inter-company reclassifications and cost transfers between projects. Show less
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Johnson Controls Middle East and Africa
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United Arab Emirates
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Industrial Machinery Manufacturing
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300 - 400 Employee
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Contractor
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Jan 2007 - Jun 2007
Provided financial analysis and project analytics for new online sales tool implementation. Managed, improved, and trained on systems including Spend Data Warehouse, for global supply chain. Conducted count and inventory reporting for global product cycle. Interacted with project team during implementation, developed procedures for new programs. --Utilized virtual technology (WebEx and Video Conferencing) for international sales force training. --Reviewed, reported, and… Show more Provided financial analysis and project analytics for new online sales tool implementation. Managed, improved, and trained on systems including Spend Data Warehouse, for global supply chain. Conducted count and inventory reporting for global product cycle. Interacted with project team during implementation, developed procedures for new programs. --Utilized virtual technology (WebEx and Video Conferencing) for international sales force training. --Reviewed, reported, and forecasted on all corporate supply chain departments. --Validated and reported on all sourcing savings reporting for the organization. Show less Provided financial analysis and project analytics for new online sales tool implementation. Managed, improved, and trained on systems including Spend Data Warehouse, for global supply chain. Conducted count and inventory reporting for global product cycle. Interacted with project team during implementation, developed procedures for new programs. --Utilized virtual technology (WebEx and Video Conferencing) for international sales force training. --Reviewed, reported, and… Show more Provided financial analysis and project analytics for new online sales tool implementation. Managed, improved, and trained on systems including Spend Data Warehouse, for global supply chain. Conducted count and inventory reporting for global product cycle. Interacted with project team during implementation, developed procedures for new programs. --Utilized virtual technology (WebEx and Video Conferencing) for international sales force training. --Reviewed, reported, and forecasted on all corporate supply chain departments. --Validated and reported on all sourcing savings reporting for the organization. Show less
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AGD Ventures LLC
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Plantation, FL
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New Business Consultant / Trainer
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Jun 2005 - Jan 2007
Created operational processes, collateral procedural manuals, and GAAP compliant internal controls for start-up and existing companies. Interacted with multiple departments and management levels to create efficient workflows, account accuracy, and SOX compliant procedures. Supported software applications. Provided onsite and virtual training. --Eliminated 3 days from the month-end close process (from10 to 7 days) after creating and initiating systematic procedures, tools, checklists, and… Show more Created operational processes, collateral procedural manuals, and GAAP compliant internal controls for start-up and existing companies. Interacted with multiple departments and management levels to create efficient workflows, account accuracy, and SOX compliant procedures. Supported software applications. Provided onsite and virtual training. --Eliminated 3 days from the month-end close process (from10 to 7 days) after creating and initiating systematic procedures, tools, checklists, and user manuals. --Led office personnel training in one-on-one and group training sessions for a 10-member team; educated on accounting functions, office procedures, and computer basics. --Implemented new procedures for research, preparation, and filing of corporate documents for small and mid-size companies in Broward and Palm Beach companies. Show less Created operational processes, collateral procedural manuals, and GAAP compliant internal controls for start-up and existing companies. Interacted with multiple departments and management levels to create efficient workflows, account accuracy, and SOX compliant procedures. Supported software applications. Provided onsite and virtual training. --Eliminated 3 days from the month-end close process (from10 to 7 days) after creating and initiating systematic procedures, tools, checklists, and… Show more Created operational processes, collateral procedural manuals, and GAAP compliant internal controls for start-up and existing companies. Interacted with multiple departments and management levels to create efficient workflows, account accuracy, and SOX compliant procedures. Supported software applications. Provided onsite and virtual training. --Eliminated 3 days from the month-end close process (from10 to 7 days) after creating and initiating systematic procedures, tools, checklists, and user manuals. --Led office personnel training in one-on-one and group training sessions for a 10-member team; educated on accounting functions, office procedures, and computer basics. --Implemented new procedures for research, preparation, and filing of corporate documents for small and mid-size companies in Broward and Palm Beach companies. Show less
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Kaplan University
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United States
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Higher Education
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700 & Above Employee
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Senior Business Analyst
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May 2004 - May 2005
Prepared month-end close journal entries, accruals, and internal material variance analysis for multiple departments. Improved processes and created procedural manuals on efficient data mining and analysis. Collaborated with IT to improve quality and timeliness of reports. Ensured financial compliance according to GAAP, company and industry standards. Utilized Oracle GL, Hyperion Essbase and proprietary systems. --Increased payout accuracy and timeliness of expenses and quarterly… Show more Prepared month-end close journal entries, accruals, and internal material variance analysis for multiple departments. Improved processes and created procedural manuals on efficient data mining and analysis. Collaborated with IT to improve quality and timeliness of reports. Ensured financial compliance according to GAAP, company and industry standards. Utilized Oracle GL, Hyperion Essbase and proprietary systems. --Increased payout accuracy and timeliness of expenses and quarterly Admission sales bonuses through revised expense recognition and reconciliation processes. --Played critical role in forecasting and budgeting projections for a $39M e-Marketing budget. --Decreased vendor support 50% implementing a real-time vendor tracking system after improving the process while working on several projects with IT and Marketing divisions. --Liaised between Accounting and IT divisions for the accounting/financial systems. Show less Prepared month-end close journal entries, accruals, and internal material variance analysis for multiple departments. Improved processes and created procedural manuals on efficient data mining and analysis. Collaborated with IT to improve quality and timeliness of reports. Ensured financial compliance according to GAAP, company and industry standards. Utilized Oracle GL, Hyperion Essbase and proprietary systems. --Increased payout accuracy and timeliness of expenses and quarterly… Show more Prepared month-end close journal entries, accruals, and internal material variance analysis for multiple departments. Improved processes and created procedural manuals on efficient data mining and analysis. Collaborated with IT to improve quality and timeliness of reports. Ensured financial compliance according to GAAP, company and industry standards. Utilized Oracle GL, Hyperion Essbase and proprietary systems. --Increased payout accuracy and timeliness of expenses and quarterly Admission sales bonuses through revised expense recognition and reconciliation processes. --Played critical role in forecasting and budgeting projections for a $39M e-Marketing budget. --Decreased vendor support 50% implementing a real-time vendor tracking system after improving the process while working on several projects with IT and Marketing divisions. --Liaised between Accounting and IT divisions for the accounting/financial systems. Show less
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Financial Analyst/Business Analyst
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Jan 1996 - May 2004
Oversaw $700M Residual Markets Pool financial budget. Addressed budget issues by interacting with business unit consultants and gathering useful data through mining and analysis. Assisted in month-end closing procedures including journal entries, accruals, fixed assets (including depreciation useful life analysis), and variance flux. Led complete projects including scope, timeline, budget, analysis, improvements, and developing key relationships. Partnered with IT to develop and test new… Show more Oversaw $700M Residual Markets Pool financial budget. Addressed budget issues by interacting with business unit consultants and gathering useful data through mining and analysis. Assisted in month-end closing procedures including journal entries, accruals, fixed assets (including depreciation useful life analysis), and variance flux. Led complete projects including scope, timeline, budget, analysis, improvements, and developing key relationships. Partnered with IT to develop and test new program conversions. Trained five new finance employees. --Member of Oracle 11i Implementation Team. --Managed team of 10 cross-functional associates created to develop and implement solutions for internal customers. --Partook in internal audits and corporate compliance procedure improvements. --Supported senior management in developing and publishing the Balanced Scorecard for Residual Market Finance. Show less Oversaw $700M Residual Markets Pool financial budget. Addressed budget issues by interacting with business unit consultants and gathering useful data through mining and analysis. Assisted in month-end closing procedures including journal entries, accruals, fixed assets (including depreciation useful life analysis), and variance flux. Led complete projects including scope, timeline, budget, analysis, improvements, and developing key relationships. Partnered with IT to develop and test new… Show more Oversaw $700M Residual Markets Pool financial budget. Addressed budget issues by interacting with business unit consultants and gathering useful data through mining and analysis. Assisted in month-end closing procedures including journal entries, accruals, fixed assets (including depreciation useful life analysis), and variance flux. Led complete projects including scope, timeline, budget, analysis, improvements, and developing key relationships. Partnered with IT to develop and test new program conversions. Trained five new finance employees. --Member of Oracle 11i Implementation Team. --Managed team of 10 cross-functional associates created to develop and implement solutions for internal customers. --Partook in internal audits and corporate compliance procedure improvements. --Supported senior management in developing and publishing the Balanced Scorecard for Residual Market Finance. Show less
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Office Manager
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1990 - 1996
• Effectively managed $3M financial activities and implemented new accounting system. • Prepared weekly payroll and all related tax and municipal filings. • Managed Workers’ Compensation project – analyzed coverage and recommended changes resulting in 10% reduction in premiums. • Managed staff of five – hired, trained, performance reviews, terminations. • Developed employee handbook. • Effectively managed $3M financial activities and implemented new accounting system. • Prepared weekly payroll and all related tax and municipal filings. • Managed Workers’ Compensation project – analyzed coverage and recommended changes resulting in 10% reduction in premiums. • Managed staff of five – hired, trained, performance reviews, terminations. • Developed employee handbook.
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Education
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Florida Atlantic University
Masters Degree, Business Administration; Finance & MIS -
Florida Atlantic University
Bachelor of Science Degree, Finance & Marketing -
Nova Southeastern University
Master's degree (candidate), Accounting -
Nova Southeastern University
Coursework towards a Master of Accounting Degree
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