Anna

Anna Ptashnyk
I am a financial analyst with over 11 years of experience in financial management, analysis, and
accounting. Proficient in creating financial strategies, streamlining processes, and supporting team goals
to achieve business success. Adept at financial reporting, compliance, and leveraging technology like
QuickBooks (1C) and MS Office to enhance accuracy and efficiency. I am able to learn new things quickly,
the experience of recent years of emigration has given me knowledge, understanding, and lessons that I
can put into my work.
Personal
Work experience
Name
Anna Ptashnyk Office Manager Jul 2024 - Mar 2025
Address Duke Medical Supply, Chicago, IL, USA
Italy Provides items and equipment used in healthcare facilities and patient care
57025 Piombino, Li

Phone number Managed the ordering, stocking, and distribution of medical supplies to healthcare providers and
[відкрити контакти](див. вище в блоці «контактна інформація») patients.
Email Processed Medicare and Medicaid claims, ensuring compliance with federal and state regulations.
[відкрити контакти](див. вище в блоці «контактна інформація») Verified patient eligibility and insurance coverage before fulfilling orders.
LinkedIn Coordinated with physicians, nurses, and insurance representatives to ensure timely delivery of
[відкрити контакти](див. вище в блоці «контактна інформація») medically necessary equipment and supplies.
ptashnyk-a5b015294 Maintained accurate inventory records and monitored stock levels to avoid shortages.
Ensured proper documentation for audits and reimbursement processes.
Languages Provided patient education on the correct use and maintenance of medical equipment.
Resolved claim denials and billing discrepancies in a timely manner.

Ukrainian Native Financial analyst Sep 2022 - Jan 2023
English C1 GT Group (Gaztron Ukraina), Kyiv, Ukraine

Italian B1 Import and wholesale trade of LPG and provision of logistics services for the transportation of petroleum
products from Kazakhstan

Recovery of data (WAC) on the transportation of LPG by road and railway transport to the territory of
Ukraine through new ways of transporting goods: Poland and Moldova. Period of recovery 6 months
(from April to August 2022).
Active collaboration with the Polish office to receive all costs in full: logistics, brokerage services,
transshipment
(overflow) of railway cars, delivery to oil depots.
Display of recovered data in the BAS program (Quickbooks version) for each month for each batch of
goods for management and accounting reports; display (for each batch of goods) in the BAS program of
expenses: supply and cleaning of wagons at oil depots, storage of LPG at oil depots, shipment of LPG to
the buyer.
Control of calculations of the final prices for sale of LPG.
Review and prepares reconciliations of vendor invoices and statements to include investigation of past
due balances on invoices;
Providing management with reports on the state of receivables and payables, informing about cash
flows and vendors.

Financial analyst Sep 2017 - Jul 2022
BZT-Ukraine LLC, Kyiv
Import and sale of products of the petrochemical industry (wholesale/retail) and construction materials
produced in the Republic of Belarus

Achievement of regular management financial reporting (P&L, Cashflow, sales volumes, calculation of
cost and sales margin for all product groups, etc.) for the needs of LLC 'BZT-Ukraine' and the parent
company RTUP 'Belzarubezhtorg';
Achievement of transcripts of accounting statements on a quarterly basis (Balance Sheet, Report on
financial results) for the needs of creditor banks of LLC 'BZT-Ukraine' and the parent company;
Achievement of the Business Plan and Forecast of the enterprise, monitoring of implementation,
 analysis of deviations;
Verification and control of calculations of final sales prices for all product groups of the enterprise;
Daily display in the 1S: Accounting program (Quickbooks version): brokerage, invoices, delivery and
cleaning of wagons at the oil depot, storage of oil products at the oil depot;
Creating new vendors in the system; Review and prepares reconciliations of vendor invoices and
statements to include investigation of past due balances on invoices;
Managing bank accounts: display of income and expenses from the bank statement in the system on a
daily basis, compare bank statements with internal financial records to identify and resolve
discrepancies;
Processed payables and receivables on a daily basis to ensure timely payments and collections to
maintain liquidity and avoid late payments; Assessment of customer creditworthiness to minimize the
risk of overdue or unpaid receivables;
Management of the company's payroll project: communication with the bank, preparation documents,
payment of salaries, vacations, travel advance, taxes, data display operations in the system;
Implementation of other types of operations as needed: making payments in banking program, buying
and selling foreign currency, preparation of regular certificates and other documents for creditor banks.

Specialist in Financial Work Jul 2012 - Jul 2017
BNK-Ukraine LLC, Kyiv
Import and sale of products of the petrochemical industry (wholesale) produced in the Republic of Belarus

Implementation in monthly forecasting of financial and economic indicators enterprises, budget
preparation.
Achievement of transcripts of accounting reporting articles on a quarterly basis (Balance, Report on
financial results) for the needs of creditor banks of LLC 'BNK‑Ukraine' and the parent bank companies.
Making payments, opening and maintaining current accounts, placement of deposits, registration of
corporate accounts cards, analysis of the company's fulfillment of terms of credit agreements
(covenants).
Daily display in the 1S: Accounting program % by lending; purchase and sale of foreign currency.
Management of the company's payroll project: communication with the bank, preparation of
documents, payment salaries, vacations, travel advance, taxes, display of transaction data in the
program.
Daily monitoring of payments, analysis of payables and receivables.

Education and Qualifications

Master's - Economy and Enterprise/Banking Jan 2013 - Feb 2014
Kyiv National University of Economics named after V. Hetman, Kyiv, Ukraine
Specialization: Investment financing projects

Bachelor's - Finance and Credit Sep 2008 - Jun 2012
Kyiv National University of Economics named after V. Hetman, Kyiv

Skills

Financial Analysis

Budget Analysis

QuickBooks & MS Office

Process Optimization

Bookkeeping

Leadership & Multitasking

Courses

Assets/Liabilities and Equity in Accounting/Financial Statemen Analysis Apr 2024 - May 2024
Intuit Academy

Finance Management Jul 2022 - Aug 2022
Training center LABA

Budgeting with budget templates and a financial model Oct 2019 - Oct 2019
Business Center "National"