Susan B. Foster, MBA

Experience

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  Verizon

  Jan 1998 - Jan 2015

  *Conduct financial analysis and interpret results to provide periodic reports and analysis for management.*Responsible for annual budget process and statistical reporting, including financial performance, variance explanations and cost analysis.*Develop, interpret and summarize recommendations for financial plans, trended future requirements and operating forecasts.*Develop budget presentations and ad hoc presentations.*Manage and report on the financial close process, which may include research, analysis and assisting with communicating trends and financial results to management.*Assist with month-end and year-end processes, including analysis of $90M+ profit and loss statement.*Research budgeting trends and variances, and prepare reclass and accrual journal entries.*Prepare annual budget using Hyperion planning system.*Identify budget variances, strengths and opportunities.*Audit purchasing and corporate card usage for over 500 users and report to management.*Prepare quota models using CCRS Oracle for more than 700 retail sales employees and maintain account modules for over 44 Major Account Managers in B2B channel.*Manage capital projects and requisitioned funding.*Prepare NPV models used by management in the decision process for business cases for new stores, relocations, and remodels.*Frequently key communicator and liaison between retail channels, Area Finance support and Headquarters. Show less

  • Senior Finance Analyst Planning & Budgets

    Jan 2005 - Jan 2015

  • Finance Analyst

    Jan 1998 - Jan 2005
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  Ob Hospitalist Group

  Aug 2016 - Aug 2018

  Budget Analyst Financial Planning & Analysis

  *Assist in the budgeting and forecasting processes using SaaS, Adaptive Insights, Adaptive Office Connect and Intacct. *Update departmental budget requests & forecasts.*Responsible for the preparation of regular, ad hoc budget and forecast reports. *Analyze department budgeting, forecasting and accounting reports to maintain expenditure controls.*Provide advice and technical assistance with forecast and budget preparation and using Adaptive Insights. *Examine estimates for completeness, accuracy, and conformance with company policies and U.S. GAAP.*Interpret budget and forecast directives and help establish policies for carrying out directives.*Summarize budgets and submit recommendations for the approval or disapproval of management.*Reviews operating budgets and forecasts to analyze trends affecting budget needs.*Consult with managers to ensure that budget adjustments are made in accordance with organization goals.*Compile and analyze accounting records and other data used by other departments for project completion.*Interpret service PS agreement contracts to ensure proper budgeting and forecasting of revenue and COS.*Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses, assets, liabilities and cash flows and provide advice.*Review hospital invoices for accuracy in accordance with the executed PS agreement contracts.*Review and approve expense reports in Concur.*Assist in month end close, quarter end and year end accounting duties as required.*Responsible for accounting and reporting at the corporate and departmental levels.*Heavy user of Adaptive Insights, Intacct and Office Connect.*Prepared JE’s as needed. Show less

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  TD

  Aug 2018 - Apr 2019

  Financial Analyst III

  * Primarily responsible for the Financial reporting of Troubled Debt Restructures (TDRs), including monthly listings, roll forwards, quarterly and annual financial statement disclosures.* Prepared monthly GL account reconciliations. Prepared monthly journal entry balance sheet reclasses for proper loan category classification on the balance sheet for Bank of Canada reporting. * Prepared monthly journal entries for Fair Value (FV) adjustments for Originate to Sell portfolio both under GAAP and IFRS accounting guidance. * Maintained responsibility matrix for Loan Accounting department’s deliverables as well as the inputs from various lines of business to complete month end close and financial and regulatory reporting.* Prepared monthly journal entry to reclass loan suspense items to appropriate loan accounts to aid in Financial and Regulatory reporting.* Assist with procedure documentation and revision.* Assist in ad-hoc analysis and projects as assigned including semi-annual reporting to the State of Maine.* Used MS Excel for creating pivot tables, V-Lookups, Hyperion and Smartview. Show less