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Detail-oriented Senior Financial Analyst with a passion for financial data, reporting, and verifying accuracy. Experienced in creating and monitoring budgets, financial reporting, and various accounting functions. Known for expertise with Microsoft Excel and VBA and has regularly been sought out to create complex financial models and spreadsheets . Key competencies include: finance and budgets, financial reporting, financial modeling, strong analytical skills, detail and accuracy, fast-paced environments, multi-tasking, communication skills, and a strong work ethic.
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Financial Systems AnalystPost Investment Group Jul 2021 - PresentBeverly Hills, California, Us -
Contractor - Financial Projects, School Of Nursing And Health StudiesGeorgetown University Oct 2014 - Dec 2020Washington, Dc, Us -
Budget DirectorGeorgetown University Jan 2011 - Oct 2014Washington, Dc, UsResponsible for the overall development and execution of $46 million annual operating budget for the School of Nursing and Health Studies (SNHS), along with other day-to-day financial activities.* Budgets: Responsible for developing and executing the annual budget to be submitted to SNHS's managing organization at Georgetown University. Development included meeting with the Chair of each department to determine needs, as well as following bottom line guidance received from the managing organization.* Financial Planning: Assisted in developing and maintaining a five-year financial plan each year.* Finance/Accounting: Tracked expenses and revenues to budget and analyzed all variances; ensured that posted expenses belonged to the school and were accurate; posted journal vouchers to move transactions to the correct departments/programs.* Financial Reporting: Created an automated process in Microsoft Excel to calculate the monthly amount to be paid to SNHS's external partner for the Online Nursing program; automated all financial reports using Microsoft Excel VBA and pivot tables.* Management: Managed one Financial Analyst.* Collaboration: Worked closely with the SNHS Dean, Associate Deans, Chief Financial Officer, Department Chairs, and other schools/departments within Georgetown University.* Communication: Led quarterly review meetings and annual budget meetings with Department Chairs; served as key contact for financial questions for professors and staff. -
Financial Reporting AnalystGeorgetown University May 2006 - Jan 2011Washington, Dc, UsWorked with financial data and reporting databases containing current and historic information for all schools and departments within Georgetown University.* Technical: Created and updated Microsoft Excel pivot table based financial reports.* Communication: Worked with other administrative departments and campus business officers to provide as needed analytic support; provided training, documentation, and specifications-writing associated with financial reporting tools. -
Researcher (Temp)Trak Legal Jan 2006 - May 2006Determined appropriate policy makers and media personalities to be included in a contact database used for distributing event information, surveys, and reports for The Pew Forum on Religion and Public Life.
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ConsultantFti Consulting Aug 2002 - Dec 2005Washington, Dc, Us(PricewaterhouseCoopers Business Recovery Services/Claims Management practice was sold to FTI Consulting in 2002. Description applies to both positions.)Coordinated with Chapter 11 bankruptcy debtors and the debtors' attorneys to compile the Schedule of Assets & Liabilities (SoAL) and the Statement of Financial Affairs (SoFA) to be filed with the respective bankruptcy courts and to provide claims management assistance. * Data: Oversaw collection of financial and operation data from multiple client sources under tight deadlines; analyzed collected data to verify relevance and ensure consistency with all other sources of information received.* Leadership: Solely responsible for compiling the SoFAs & SALs for one company and filing them with the bankruptcy court by the court appointed deadline.* Communication: Led meetings with client executives, attorneys, and senior FTI/PwC management to discuss project statuses and issues; responded to complex client and attorney information requests.* Management: Managed project teams of two to eight members.* Multi-tasking: Worked on several concurrent bankruptcy cases. -
Senior AssociatePricewaterhousecoopers Aug 1999 - Aug 2002Gb
Julia Leonard Skills
Julia Leonard Education Details
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Indiana University - Kelley School Of BusinessComputer Information Systems & Business Process Management
Frequently Asked Questions about Julia Leonard
What company does Julia Leonard work for?
Julia Leonard works for Post Investment Group
What is Julia Leonard's role at the current company?
Julia Leonard's current role is Financial Systems Analyst.
What is Julia Leonard's email address?
Julia Leonard's email address is le****@****own.edu
What schools did Julia Leonard attend?
Julia Leonard attended Indiana University - Kelley School Of Business.
What skills is Julia Leonard known for?
Julia Leonard has skills like Data Analysis, Financial Reporting, Financial Modeling, Financial Analysis, Budgets, Analysis, Sql, Vba, Leadership, Finance, Higher Education, Accounting.
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