Financial
Andrew Petrick
8 Taylor St, Georgetown, MA 01833
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________________________________________
Summary of Qualifications
Results-oriented finance professional with over 14 years’ experience that possesses a large spectrum of knowledge in financial risk, corporate finance, and client satisfaction. Consistently undertakes difficult mandates, meets tight deadlines, and reaches specified targets and goals. Proficient with MS Office, PeopleSoft, Tableau, Cognos, Great Plains, Crystal, QuickBooks, and Adobe Writer. Demonstrated areas of success include:
• Forecasting, Budgeting, and Trending • Measurement of Productivity & Processes
• Financial Risk Analysis • Creation of Templates & Procedures
• Global Perspective • Financial, Operational, and Quantitative Modeling
• Credit Checks, Limits, and Holds • Payroll & Benefits
• Variance Analysis • Root Cause Analysis
Awards & Certifications
OCFO Innovation Award [2014] – National Academy of Sciences
Inaugural Finance MVP [2012] – Blackboard Inc.
Finance Impact Award [2012] – Blackboard Inc.
Root Cause Analysis Certification [2010] – Blackboard Inc.
ABCD Spot On Award [2009] – Blackboard Inc.
Super Content Providers Supporter [2009] – Blackboard Inc.
H&R Block Income Tax Certification [2005] – Petrick-Carriero LLC
Work Experience
National Academy of Sciences, Sr. Cost Analyst, Washington, D.C. (Worked Remotely) [11/5/12 – 11/1/19]
- Created dashboards within Tableau to analyze FTE headcount data and monthly financial data for Senior Management.
- Designed metrics to track and measure financial performance across the different NAS divisions and suggested improvement recommendations.
- Assisted with the preparation and entry of the Academies’ annual budget, including coordination of inputs with program and financial managers.
- Prepared monthly financial reports and presentations using advanced query techniques to project and perform trend analysis and modeling.
- Developed, formulated, and recommended funding scenarios to address concerns and facilitate resolution to actual costs incurred versus forecasted amounts.
- Monitored program fiscal operations to ensure that expenses are in compliance with auditing requirements, contractual obligations, budgetary limitations, federal and sponsor regulations, and National Academies’ policies and procedures.
- Generated schedules for the annual Incurred Cost Submission and provided audit support for various cost accounting and financial audits.
Blackboard Inc., Sr. Treasury Associate, Washington, D.C. [4/7/08 - 11/2/12]
- Lead a team of 5 in the development of automated processes and procedures such as cash flow projections, target analysis, trending and receivables reporting to achieve monthly/quarterly collections goal.
- Evaluated credit information of existing and/or prospective clients as supplied by various trade-risk organizations, including D&B and Coface, to assess potential business risk.
- Responded to all Ernst & Young audit requests associated with the Treasury Department to ensure accuracy and compliance.
- Interacted with internal and external Sales and Operations groups to facilitate the achievement of client’s business objectives.
- Proactively identified barriers to payment, provided detailed analysis, and developed solutions for customer issues to prevent reoccurrence.
- Generated, managed, and distributed aging reports, billing statements, dunning letters, and invoices using PeopleSoft Financials to decrease Days Sales Outstanding (DSO).
- Communicated with Contracts, Legal, Sales, Tax, Revenue, Finance Ops, and Billing Ops to resolve open Accounts Receivable disputes.
Time Warner Cable, Financial Analyst, Herndon, VA [9/4/07 - 4/4/08]
- Created and analyzed monthly, quarterly, and annual reports to ensure an accurate recording of financial information.
- Constructed economic models in Cognos to interpret past financial performance and to project a financial probability.
- Collaborated with other departments to manage the accuracy of the company’s journal entries.
- Maintained and organized the Advanced Technology Group's payroll for approximately 100 employees.
- Utilized various software applications, including spreadsheets, relational databases, and statistical packages to assemble and formulate data for various department heads.
Turner Broadcasting System Inc., Credit Analyst, Atlanta, GA [7/10/06 - 8/21/07]
- Responsible for the collection of domestic and international Accounts Receivable with a portfolio averaging $50M per month.
- Managed the collections, risk, customer services and maintenance for external clients.
- Collaborated with external advertising agencies and internal sales teams to resolve billing discrepancies.
- Completed and analyzed weekly and monthly reports to manage risk and minimize losses.
Wilkins Media Company, Billing Coordinator, Atlanta, GA [11/7/05 - 3/31/06]
- Analyzed and projected budget data and documents based on estimated revenues, expenses and historical data.
- Responsible for the timely management, preparation and verification of monthly billing information.
- Served as a liaison between advertisers and outdoor advertising agencies by resolving billing issues and requests.
- Prepared payroll and benefits for approximately twenty employees.
Petrick-Carriero LLC, Accounting Assistant, North Collins, NY [6/16/04 - 9/9/05]
- Completed Federal and New York State individual and corporate income taxes.
- Prepared monthly financial closeout reports for corporations and other small businesses.
- Reconciled Accounts Payable and Accounts Receivable in preparation of financial statements.
Education
State University of New York at Potsdam, Potsdam, NY [2005]
Bachelor of Arts in Mathematics
Andrew Petrick
8 Taylor St, Georgetown, MA 01833
------------ ------------
________________________________________
Summary of Qualifications
Results-oriented finance professional with over 14 years’ experience that possesses a large spectrum of knowledge in financial risk, corporate finance, and client satisfaction. Consistently undertakes difficult mandates, meets tight deadlines, and reaches specified targets and goals. Proficient with MS Office, PeopleSoft, Tableau, Cognos, Great Plains, Crystal, QuickBooks, and Adobe Writer. Demonstrated areas of success include:
• Forecasting, Budgeting, and Trending • Measurement of Productivity & Processes
• Financial Risk Analysis • Creation of Templates & Procedures
• Global Perspective • Financial, Operational, and Quantitative Modeling
• Credit Checks, Limits, and Holds • Payroll & Benefits
• Variance Analysis • Root Cause Analysis
Awards & Certifications
OCFO Innovation Award [2014] – National Academy of Sciences
Inaugural Finance MVP [2012] – Blackboard Inc.
Finance Impact Award [2012] – Blackboard Inc.
Root Cause Analysis Certification [2010] – Blackboard Inc.
ABCD Spot On Award [2009] – Blackboard Inc.
Super Content Providers Supporter [2009] – Blackboard Inc.
H&R Block Income Tax Certification [2005] – Petrick-Carriero LLC
Work Experience
National Academy of Sciences, Sr. Cost Analyst, Washington, D.C. (Worked Remotely) [11/5/12 – 11/1/19]
- Created dashboards within Tableau to analyze FTE headcount data and monthly financial data for Senior Management.
- Designed metrics to track and measure financial performance across the different NAS divisions and suggested improvement recommendations.
- Assisted with the preparation and entry of the Academies’ annual budget, including coordination of inputs with program and financial managers.
- Prepared monthly financial reports and presentations using advanced query techniques to project and perform trend analysis and modeling.
- Developed, formulated, and recommended funding scenarios to address concerns and facilitate resolution to actual costs incurred versus forecasted amounts.
- Monitored program fiscal operations to ensure that expenses are in compliance with auditing requirements, contractual obligations, budgetary limitations, federal and sponsor regulations, and National Academies’ policies and procedures.
- Generated schedules for the annual Incurred Cost Submission and provided audit support for various cost accounting and financial audits.
Blackboard Inc., Sr. Treasury Associate, Washington, D.C. [4/7/08 - 11/2/12]
- Lead a team of 5 in the development of automated processes and procedures such as cash flow projections, target analysis, trending and receivables reporting to achieve monthly/quarterly collections goal.
- Evaluated credit information of existing and/or prospective clients as supplied by various trade-risk organizations, including D&B and Coface, to assess potential business risk.
- Responded to all Ernst & Young audit requests associated with the Treasury Department to ensure accuracy and compliance.
- Interacted with internal and external Sales and Operations groups to facilitate the achievement of client’s business objectives.
- Proactively identified barriers to payment, provided detailed analysis, and developed solutions for customer issues to prevent reoccurrence.
- Generated, managed, and distributed aging reports, billing statements, dunning letters, and invoices using PeopleSoft Financials to decrease Days Sales Outstanding (DSO).
- Communicated with Contracts, Legal, Sales, Tax, Revenue, Finance Ops, and Billing Ops to resolve open Accounts Receivable disputes.
Time Warner Cable, Financial Analyst, Herndon, VA [9/4/07 - 4/4/08]
- Created and analyzed monthly, quarterly, and annual reports to ensure an accurate recording of financial information.
- Constructed economic models in Cognos to interpret past financial performance and to project a financial probability.
- Collaborated with other departments to manage the accuracy of the company’s journal entries.
- Maintained and organized the Advanced Technology Group's payroll for approximately 100 employees.
- Utilized various software applications, including spreadsheets, relational databases, and statistical packages to assemble and formulate data for various department heads.
Turner Broadcasting System Inc., Credit Analyst, Atlanta, GA [7/10/06 - 8/21/07]
- Responsible for the collection of domestic and international Accounts Receivable with a portfolio averaging $50M per month.
- Managed the collections, risk, customer services and maintenance for external clients.
- Collaborated with external advertising agencies and internal sales teams to resolve billing discrepancies.
- Completed and analyzed weekly and monthly reports to manage risk and minimize losses.
Wilkins Media Company, Billing Coordinator, Atlanta, GA [11/7/05 - 3/31/06]
- Analyzed and projected budget data and documents based on estimated revenues, expenses and historical data.
- Responsible for the timely management, preparation and verification of monthly billing information.
- Served as a liaison between advertisers and outdoor advertising agencies by resolving billing issues and requests.
- Prepared payroll and benefits for approximately twenty employees.
Petrick-Carriero LLC, Accounting Assistant, North Collins, NY [6/16/04 - 9/9/05]
- Completed Federal and New York State individual and corporate income taxes.
- Prepared monthly financial closeout reports for corporations and other small businesses.
- Reconciled Accounts Payable and Accounts Receivable in preparation of financial statements.
Education
State University of New York at Potsdam, Potsdam, NY [2005]
Bachelor of Arts in Mathematics