Jeffrey Lara

Jeffrey Lara

Financial Analyst
United States of America

About Me

Financial Analyst with experience in financial reporting, budgeting, reconciliations, and corporate accounts receivable. Proficient in Microsoft Excel and experienced with financial analysis, reporting, and data manageme…

Experience

Financial Analyst

Two Trees Management
May 2023 - Present · 3 years 2 months

Contributed to the organization's goals during a dynamic 6-month contract, demonstrating
adaptability and delivering impactful results within a limited timeframe.
Proficiently harnessed Microsoft Excel to handle and organize large datasets, consistently
achieving a high data accuracy rate. Excel was the primary tool for data entry, analysis, and
reporting.
Successfully reconciled monthly bank statements for corporate security accounts,
safeguarding the financial interests of the company.
Took charge of the monthly billing process for Corporate Accounts Receivable (AR)
customers, ensuring timely and accurate billing, which contributed to cash flow
management.
Diligently recorded financial transactions and processed backups, ensuring the accuracy and
integrity of a critical financial database that played a pivotal role in the organization's
operations.

Financial Analyst

Two Trees Management, New York, NY
May 2023 - Oct 2023 · 5 months

Contributed to the organization's goals during a dynamic 6-month contract, demonstrating adaptability and delivering impactful results within a limited timeframe.
Proficiently harnessed Microsoft Excel to handle and organize large datasets, consistently achieving a high data accuracy rate.
Excel was the primary tool for data entry, analysis, and reporting.
Successfully reconciled monthly bank statements for corporate security accounts, safeguarding the financial interests of the company.
Took charge of the monthly billing process for Corporate Accounts Receivable (AR) customers, ensuring timely and accurate billing, which contributed to cash flow management.
Diligently recorded financial transactions and processed backups, ensuring the accuracy and integrity of a critical financial database that played a pivotal role in the organization's operations.

Financial Analyst Intern

Marsh & McLennan Companies, New York, NY
Apr 2021 - Dec 2022 · 1 year 8 months

Effectively managed business financials, including budgets, income statements, and balance sheets, ensuring accurate financial reporting and forecasting.
Demonstrated advanced proficiency in Microsoft Excel, utilizing functions to create complex pivot tables and pivot reporting, which significantly improved data analysis and reporting efficiency.
Analyzed financial data from over 100 business entities and leveraged the insights to create a meticulously detailed year-to-year budget, providing a clear roadmap for future expenses and financial planning.
Oversaw the management of large monthly payments to third-party companies, ensuring compliance with established processes and maintaining a high level of accuracy.
Prepared comprehensive business entity portfolio reports for filing, facilitating smooth compliance processes, and ensuring transparency in corporate reporting.
Actively researched and resolved financial issues in collaboration with state agents and auditors, ensuring the company's compliance with financial regulations and best practices.

Skills

Accounting Budget Development Cognos Financial Analysis Financial Strategy Development Forecasting Hyperion (Software or Specific Tool Context) Microsoft Access Microsoft Excel Financial Modeling Pivot Tables Analysis Skills Python SQL Tableau Power BI Data analysis Financial reporting Data visualization Dashboarding Reporting Data cleaning Data extraction Data management Automation Modeling Bank reconciliation Accounts receivable
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