Senior Financial Consultant
Current
Jun 2023 - Present
Who is Tracy M.? Overview
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Quick answer
Tracy M. is listed as Senior Financial Consultant at Travelers, based in West Hartford, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Tracy M..
Tracy M. previously worked as Senior Accountant Specialist at Travelers and Accountant Specialist at Travelers. Tracy M. holds Master Of Business Administration (M.B.A.), International Finance from University Of Connecticut School Of Business.
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Email format at Travelers
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Travelers
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Profile bio
About Tracy M.
Strong finance professional with over 16 years of experience in financial analysis, financial reporting, and accounting. My organizational and detail-oriented skills have helped me collect data efficiently when I prepare financial reports for senior management. I create financial monthly and quarterly reports based on my strong Microsoft Excel (Pivot Table, V-lookup, macros, and IF statements) skills. I also conduct variance analysis on how a business performs with the general ledger accounts. Furthermore, I have a proven track record of meeting deadlines and take initiative to make confident and well-informed decisions. I enjoy collaborating with colleagues and leaders on projects. I think of myself as an innovator who “Think outside the box” mentality. As a result, I am always developing new and improve on existing reports to present the data effectively, creatively, and save time in the overall reporting process. I am the type of person who likes to continuously learn in order to succeed in life.Therefore, I decided to change my career from Accounting to Finance. I graduated from the University of Connecticut with a Master of Business Administration degree in Finance. Finance is my passion I possess an analytical mind and I can tell you the story behind the numbers. I am interested in an opportunity where I can apply my experience and skillsets that will allow me to practice forecasting, budgeting, and analysis of business operations more.
Current workplace
Tracy M.'s current company
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6 roles
Tracy M. work experience
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Senior Accountant Specialist
• Responsible for preparing quarterly and monthly financial reports for senior management and various line of business.• Liaison between Corporate tax and various lines of businesses to help reconcile general ledger accounts and understand the tax issues.• Conduct variance analysis in business performance regarding general ledger accounts.• Review journal entries, account reconciliations, and other account analysis.• Assist in identifying and improving processes and efficiencies within the department.
Apr 2017 - Jun 2023
Accountant Specialist
• Contribute to improving the Tax department’s reporting process by documenting the processes and enhancing the collection of data from the internal reporting system.• Develop automated financial reports for the department in order to perform financial analysis research. • Assist in month-close process reporting: taxes, licenses, and fees in a timely, accurate manner.• Forecast monthly cash flow projections of all state payments as part of the department’s expense reporting.
Apr 2013 - Apr 2017
Accountant
• Process journal entries and analyze various General Ledger accounts to reduce inaccuracy and ensure Profit & Loss integrity. • Prepare and analyze ad hoc reports for senior management resulting in savings opportunities estimate at $1 million in penalties.
Jan 2007 - Apr 2013
Procurement College Intern
Researched and reorganized the Accounts Payable procedure manual. Utilized Oracle application system to process the Accounts Payable vendor invoices. Analyzed financials and prepared risk assessments for all publicly traded supplier companies utilizing Credit Risk Monitor. Analyzed high risk supplier companies and documented in Frictionless application system. Updated 2nd quarter imputed income report for Travel Services.
May 2006 - Aug 2006
Teller I
Promoted Webster Bank products/services and answered customer inquiries. Processed customer transactions in an accurate and timely manner.
Mar 2003 - Nov 2004
2 education records
Tracy M. education
Master Of Business Administration (M.B.A.), International Finance
University Of Connecticut School Of Business
B.A Business Adminstration, Finance
University Of Connecticut School Of Business
FAQ
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Quick answers generated from the profile data available on this page.
What company does Tracy M. work for?
Tracy M. works for Travelers.
What is Tracy M.'s role at Travelers?
Tracy M. is listed as Senior Financial Consultant at Travelers.
Where is Tracy M. based?
Tracy M. is based in West Hartford, Connecticut, United States while working with Travelers.
What companies has Tracy M. worked for?
Tracy M. has worked for Travelers, Aetna, and Webster Bank.
How can I contact Tracy M.?
You can use AeroLeads to view verified contact signals for Tracy M. at Travelers, including work email, phone, and LinkedIn data when available.
What schools did Tracy M. attend?
Tracy M. holds Master Of Business Administration (M.B.A.), International Finance from University Of Connecticut School Of Business.
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