Valeriya
Financial Planning, Analysis specialist
- Рассматривает должности:
- Financial Planning, Analysis specialist, Financial controller, Business analyst, Financial adviser, Analyst, CFO, Менеджер із фінансової звітності, Head of analytics, Аналітик баз даних, Accountant
- Город проживания:
- Николаев
- Готов работать:
- Удаленно
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PROFESSIONAL SUMMARY
FP&A Specialist and Financial Controller with 8 years of progressive experience — from accounting through multi-entity
consolidation and forward-looking financial planning and analysis. Built a track record of transforming fragmented,
unstructured data into clean, visual reporting frameworks that owners and CEOs can rely on for confident decision-making.
Experienced in budgeting, cash flow forecasting, scenario and sensitivity modeling, variance analysis with driver commentary,
and KPI dashboards. Equally focused on automating routine finance work — freeing capacity for the analysis and insights that
materially move the business forward. Remote specialist across logistics and service environments; communicates financial
story clearly to both finance and non-finance leadership. Tools: Excel, Google Sheets, Power Query, Power Pivot, Power BI, SQL,
QuickBooks, and AI tools for finance workflow.
CORE SKILLS
FP&A: budgeting, cash flow planning, forecasting, scenario/sensitivity modeling
Variance analysis and driver commentary (actual vs plan/forecast; trend insights)
Management reporting: P&L, Balance Sheet, Cash Flow packs; KPI dashboards
Multi-entity / multi-currency consolidation and intercompany eliminations (management view)
Working capital & liquidity control: AR/AP timing, payment scheduling, cash shortage mitigation
Financial models: three-statement templates, project profitability and ROI-style evaluations
Process automation and data quality controls (mapping, validation checks, tie-outs, reconciliation routines)
Data preparation & presentation: Excel/Google Sheets, Power Query, Power Pivot, Power BI, PowerPoint
Systems: QuickBooks Online/Desktop, NetSuite (exposure), Avalara (exposure), TMS/CRM datasets; SQL for structured
extracts
PROFESSIONAL EXPERIENCE
FLEX PARTNERS — Financial Planner & Analyst | Project-based Oct 2025 – Mar 2026
Kyiv City, Ukraine (Remote)
Produced monthly/quarterly/year-end management reporting for a multi-entity, multi-currency group (12 companies
across 7 countries): consolidated P&L/BS/CF packs.
Built a single reporting model by standardizing transaction-level inputs and GL mapping (source → GL → reporting) with
tie-outs and consistency checks.
Consolidated data from 20+ files and 17 bank accounts to rebuild true financial results for 2024–2025 and enable
group/project visibility.
Performed intercompany eliminations and delivered consolidated results across entities and currencies.
Built KPI framework and executive dashboards (Excel/Google Sheets + Power Query/Power Pivot + Power BI) for
performance tracking and decisions.
Delivered project profitability analysis (cost vs income, margin drivers, sensitivities) and management-ready conclusions;
presented via PowerPoint/Power BI.
Automated reporting workflows with refreshable templates and QC routines, cutting close/reporting cycle from 11 to 6
days (~45%).
Improved reporting quality through validation checks and exception tracking (rework -25%, first-pass accuracy +15%,
unreconciled variances -30%).
WONDER
WONDERLINE
LINEINC
INC&&WONDER
WONDEREXPRESS INCINC
EXPRESS — Accounting & Financial
— Accounting Manager
& Financial | Full-time
Manager | Full-time Jan 2022 – Sep 2025
Independence, Ohio, United States (Remote)
Led finance operations for a US logistics group (4 core companies): management reporting cadence, controls, and
performance analytics; led a team of 4 junior accountants.
Owned monthly P&L/BS/CF packs, KPI tracking, and driver-based commentary; reduced reporting prep time by 30% via
QuickBooks-aligned mapping/validation and Excel automation (Power Query/Power Pivot).
Strengthened month-end controls and reporting governance (checklists, review workflow, exception log) to improve
consistency and audit-ready documentation.
Delivered profitability/variance/cash flow and working-capital analysis (trend + vertical/horizontal views) with actionable
recommendations.
Cash flow forecasting & liquidity control: built short-term cash forecasts and payment schedules; reduced operational cash
shortages by 15%.
Broker bankruptcy / bad debt cases (2023): documentation packs + insurance/bond claims + collectors; improved recovery
outcomes from ~30% to ~80% (up to ~85–90% in selected cases).
Built fleet asset/lease/vehicle sales schedules (cost, principal, remaining balance, payments) and supported financing
decisions; reduced borrowing rate by ~3%.
Integrated SQL + TMS dispatch/load data with QuickBooks GL/AR/AP and expenses via Power Query + Excel dashboards to
support reconciliations, cost analysis, and reporting accuracy; presented via PowerPoint dashboards.
WONDER LINE
WONDER LINEINC
INC&&WONDER
WONDEREXPRESS INCINC
EXPRESS — Bookkeeper & Accountant
— Bookkeeper | Full-time
& Accountant | Full-time Jan 2020 – Dec 2021
Independence, Ohio, United States (Remote)
Supported full-cycle bookkeeping in high-volume logistics: invoicing/billing, bank reconciliations, AR/AP routines, and
month-end readiness.
Improved AR collections by 20% and reduced vendor penalties by 15% through tighter AR/AP discipline, dashboards,
reminders, and escalation routines.
Maintained documentation and tracking for broker claims/collections workflows (insurance/bond coordination) supporting
improved recovery outcomes on at-risk balances.
Built payroll templates (W-2/1099) and structured payout data to reduce manual work and support year-end 1099
readiness; supported transition from direct invoicing to factoring for improved cash speed.
ACCOUNTING BIZ LLC — Accounting Consultant | Part-time Jun 2020 – May 2022
Asheville, North Carolina, United States (Remote)
Managed bookkeeping/accounting for 15 US clients: reconciliations, AR/AP, period close, and reporting packs.
Produced QuickBooks reports (P&L/BS/CF where applicable) and supported clients/CPAs with documentation.
Reduced reconciliation errors by 30% via standardized onboarding and monthly close checklists.
NEXTEUM — Financial & Accountant Specialist | Full-time Jan 2019 – Dec 2019
Cranbury, New Jersey, United States (Remote)
Supported multi-state sales tax compliance; reviewed/corrected invoice tax rates, improving accuracy by 20%.
Automated payroll-related Excel workflows, reducing processing time by 25%; supported recurring reporting files with
structured checks.
Tools: Excel, NetSuite, Avalara.
EUROPEAN CRUISE SERVICE AS — Finance & Operations Assistant | Seasonal | Full-time May 2018 – Oct 2018
Bergen, Vestland, Norway (On-site)
Coordinated port call operations (berth/service bookings, vendor coordination) and ensured payment deadlines; prepared
cost documentation after sailing.
Prepared port cost forecasts and final cost summaries per itinerary (Scandinavia) and submitted reporting packs to
accounting; supported invoicing communication with cruise lines.
EDUCATION
Norwegian School of Economics (NHH), Bergen — Master-level Courses, Business Administration and Management | Aug
2015 – Dec 2018
Oslo and Akershus University College (HiOA), Oslo — Graduate Study, Project Management and Entrepreneurship | Aug
2012 – Jun 2013
BI Norwegian Business School, Oslo — Bachelor-level Courses, Finance and Administration | Jan 2011 – Dec 2012
University of Oslo (UiO), Oslo — Bachelor’s Degree, Public Administration and Management (Economics specialization) |
Aug 2008 – Jun 2011
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