Josh Schwartz - Sr. Financial Analyst Resume Simple
Senior financial analyst with over 15 years of experience in the financial services industry. Proven ability to analyze and analyze data and identify trends and implement process improvements.
  • supply chain, financial planning, modeling, management, journal, balance sheet, distribution, reconciliations, reporting, reports, customer service, forecasting, planning, finance, journal entries, financial modeling, operations, entry level, retail, analysis
  • fasb, tax returns, tax, financial statements
  • 2017-12-252017-12-25

    Sr. Financial Analyst

    Atrius Health

    • Responsible for the monthly close process, including the preparation of the annual budget, quarterly forecasting, and the monthly, quarterly and annual financial reporting for the retail division.
    • Prepare monthly and quarterly reporting packages for distribution to senior management. Review and analyze financial results for the business unit.
    • Prepare and analyze monthly financial reports, including journal entries, account analysis, and other ad hoc requests for Finance, sales, and planning.
    • Responsible for the monthly close process, including the preparation of the annual budget, forecasting, and ROI for the business unit, including the creation of a new financial model, and the consolidation of the foreign currency
    • Prepare monthly financial package for supply chain, corporate Finance, and the business unit, including financial modeling and forecasting for the operations team.
    • Manage monthly close process, including balance sheet reconciliations, cash management, and customer service. Develop and maintain effective relationships with sales and marketing teams.
  • 2017-12-252017-12-25

    Tax Accountant

    U.S. Air Force

    • Calculate and prepare quarterly and annual financial statements for tax returns. Analyze and reconcile all accounts. Ensure accuracy of the trial balance.
    • Research and analyze tax issues for various federal and state income tax purposes. Prepare and review FAS 109 calculations.
    • Prepare and review tax provision schedules for all entities and ensure FASB 52.5. depreciation. Book to corporate.


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