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Stephen Ushler
Financial Analyst @Resources for Human Development
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WORK HISTORY
Financial Analyst @Resources for Human Development
Philadelphia, PA, US
Manage budgets and expenditures for 15+ programs that provide social services to various regions of Pennsylvania and generate ~$20M in annual revenue.• Analyze financial data to determine financial health of programs and develop strategies for optimal operational performance.• Assist with the coordination, development, and management of budgets, forecasts, and analysis of program financial results.• Review General Ledger to ensure compliance with funder requirements.• Prepare and submit journal entries and accounts payable reclasses.• Assist in preparation of budgets and forecasts including revenue, expenses, capital expenditures and other budget components.• Prepare and submit monthly accruals to ensure accuracy of monthly financial data in accordance with GAAP.• Track monthly expenses against budgets, identify and analyze trends, alert team to potential issues, and provide recommendations for solutions.• Monitor credit card activity among programs monthly to ensure that credit card transactions align with the company credit card policy and are coded to the correct accounts. • Maintain budget and forecast data utilizing Tagetik software.• Execute payroll reverse outs monthly utilizing SAP software.• Prepare and submit grant invoices and other funder reporting requirements.• Assist in the preparation of financial reports for year-end corporate and contract compliance audits, including retrieving supporting documents and back-up information as requested.• Create excel spreadsheets as needed for ad hoc analyses utilizing Excel tools such as pivot table, vlookup, and what if analysis.• Provide communication and support for a wide range of government funded programs.• Travel to programs to perform quarterly petty cash compliance audits.
EDUCATION
Community College of Philadelphia
Associate of Arts (A.A.), Accounting and Finance
Fox School of Business at Temple University
Bachelor of Arts (B.A.), Finance, General
SKILLS
ABOUT STEPHEN USHLER
I am a finance graduate with a proven track record of 7 plus years of experience in the fields of customer service and performance leadership as well as 4 years in the fields of financial analysis and accounting. I am a motivated and disciplined individual with a high-energy work ethic who understands what it takes to develop, motivate, manage, and lead a team to success. The combination of my financial analytics experience with my customer service experience enables me to be a bridge between consumers and financial products/services. I am a graduate of Temple University\'s Fox School of Business and Management working as a financial analyst for a non profit organization.Core Competencies include: performance leadership, customer service, interpersonal skills, problem-solving, verbal communication, written communication, public speaking, financial reporting, financial analysis, financial modeling, relationship management, Microsoft Office, Microsoft Excel, Microsoft Power BI, ERP, SAS, SAP, Webnow, Financial Edge, Tagetik, Lawson, and more.
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