1. Dana Richardson
3 Fordham Hill Oval, 17H | Bronx, NY 10468
347 925 1714 | email@example.com
Financial Reporting | Data Analysis | Billing | Payables/Receivables | Accounting | Training
Self-motivated and goal oriented financial analyst with 20+ years of experience in the accounting and financial industries.
Specializes in financial reporting, trends, and billing. Expertise in producing a diverse portfolio of senior management
reporting including key business drivers and metrics such as month end, headcount and utilization analysis to support
executive business decisions. Utilizes excellent communication and public speaking skills to deliver employee training,
presentations and orientations. Leverages technical and analytical strengths to create innovative solutions to automate
processes. Employs strong client relationship management skills to collaborate with colleagues and stakeholders to deliver
quality financial analyses to support leadership decisions.
Starr Companies, Financial Audit July 2015 – July 2016
Performed testing of internal controls to ensure compliance with National Association of Insurance
Commissioners (NAIC), Model Audit Rule (MAR) regulatory requirements for period ending December 31,
2014. Primary responsibilities included requesting materials, reviewing and assessing testing support,
documenting work papers and reporting on issues identified. Provided support to Enterprise Risk Management
(ERM) reporting team while developing various EXCEL files used to collect and analyze risk assessment
Contributed to the team’s successful MAR testing efforts that provided the basis for management’s report of
Internal Control over Financial Reporting.
Assisted management with planning activities in preparation of Model Audit Rule 2015 project activities
including ensuring alignment with COSO 2013 Internal Controls framework.
Assisted ERM management by developing several user friendly EXCEL files to efficiently collect risk
Mediacom 2014 – 2015
Member of Media Strategy team dedicated to Siemens Corporate, Siemens Healthcare, Siemens Product Life Cycle,
Siemens Infrastructure and Cities, Siemens Industries and Siemens Energy. Overall FY2015 budget 10M+
Managed, entered and created insertion orders
Updated traffic sheets, created MAFs from flowcharts
Gathered writer reports from all media teams (print, ooh, cable, radio)
Reconciled digital writer with MAFs and Prisma (digital media software)
Reviewed traffic sheet with planners and made necessary changes
Compiled, formatted and forwarded writer reports and billing registers to clients for review
Work closely with finance teams and clients to resolve billing and intercompany billing issues
PricewaterhouseCoopers, LLP 2005 – 2014
Senior Associate Financial Analysis (2011 – 2014)
One of five senior members of the Internal Finance department consisting of 13 teams covering the New York City Metro
Region including NY, NJ, CT and San Juan offices. Developed comprehensive reports and presentations to update firm
leaders on financial results initiatives. Achieved budget for fiscal year 2013 of $646M compared to the forecast of $647M.
Collaborated with NY Metro regional tax director to provide reporting, detailed financial analyses and deliverables to
deputy tax leader, regional tax finance leader, team leaders and HR to support leadership decisions.
Managed a team of 20-25 Finance professionals who provide billing and collection support to 150+ partners and staff;
monthly average billing and collection goal is approximately $50M
2. Built an automated dashboard using Microsoft Excel that provided key information for a Partner with just one click.
Prepared current year to date (YTD) and month to date (MTD) versus prior year reports around revenue, utilization,
employee statistics and headcount.
Developed flash reports analyzing revenue per hour and utilization by MTD and YTD budget/actuals versus
prior yearresults for US Deputy TaxLeader,MarketsandOperations, team leaders,HRand NY Metro Regional
Created employee headcount analysis for team leaders and HR stating current year MTD employee and prior
Produced overcapacity report for HR presenting current overcapacity and projected overcapacity thru end of
Constructed utilization report for HR highlighting revenue analysis MTD and YTD utilization and headcount
Generated realization report and forecast analysis for HR showing actuals and project HR statistics through end
Created detailed finance presentations using PowerPoint to illustrate statistics on profitability, utilization, revenue,
margin, hours, and timesheet analysis for HR and team leaders.
Conducted various ad hoc reporting and analysis as requested for Partners, HR, Tax Director and staff members.
Delivered new hire training and orientation on time and expense and engagement economics.
Finance Billing Specialist (2005 -2011)
Book of business included Media and Entertainment clients such as Time Warner, Omnicom, Verizon
Completed financial transactions such as setting-up new clients and engagements and creating electronic fund transfers.
Aided partners and client service managers with the Engagement Profitability Tool.
Prepared financial reports, engagement letters and analyzed data including work in progress (WIP), time and
disbursement, foreign invoice reconciliation and billing analysis.
Applied in-depth knowledge of revenue implications associated with billing.
Performed revenue allocations, zero-clears and provided recommendations for increasing profitability.
Ensured engagement team members met Firm Independence requirements.
Distinguished Programs Group, New York, NY 1997 - 2005
Accounts Receivable Coordinator
Responded to broker inquiries and forwarded broker statements.
Posted and deposited daily cash receipts and quoted and generated premium finance agreements.
Exported and reviewed billings and conducted collection calls.
Pace University, New York, NY
Bachelor of Business Administration, General Accounting June 2006
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Prisma, Outlook, SAP, Retain, Documentum, MK Insight