Zeljana Zoric
@zeljanazoric
Senior Financial Analyst driving reporting efficiency and executive financial insight.
United StatesWhat I'm looking for
I am a Senior Financial Analyst who transforms complex financial data into actionable strategy, partnering with senior leadership to build forecasting models, KPI dashboards, and workforce planning frameworks that align operations with long-term growth. I have a track record of improving financial visibility and accuracy, including redesigning P&L workflows to cut monthly reporting cycles by 50% and implementing capitalization policy changes that reduced operating expenses by $1.2M.
My experience spans budgeting and consolidation for multi-department organizations, hands-on delivery of executive-level modeling and ad hoc analysis for the CFO, and leading small accounting teams to strengthen internal controls and improve transaction efficiency. I combine advanced Excel proficiency and experience with SAP and finance systems with a business-focused mindset to support strategic decision-making and cost optimization.
Experience
Work history, roles, and key accomplishments
Senior Financial Analyst
Triad Financial Services, Inc.
Jan 2024 - Jan 2026 (2 years)
Redesigned P&L reporting and standardized consolidation to reduce the monthly reporting cycle by 50%, implemented capitalization policy changes that lowered operating expenses by $1.2M, and delivered executive financial models and KPI dashboards used in strategic planning.
Financial Analyst
Triad Financial Services, Inc.
Jan 2023 - Jan 2024 (1 year)
Led budgeting for 14 departments, supported forecasting and variance analysis with the CFO and Finance Director, and implemented QA measures for incentive compensation oversight to improve data validity for executive decisions.
Lead Accountant
Triad Financial Services, Inc.
Sep 2021 - Jan 2023 (1 year 4 months)
Managed a team of five accountants overseeing origination funding activity, strengthened internal controls and review procedures, and improved workflow coordination to enhance transaction efficiency and reduce processing errors.
Staff Accountant
Triad Financial Services, Inc.
Jul 2019 - Jan 2021 (1 year 6 months)
Journalized cash transactions, investor fundings, and origination revenues in SAP, prepared monthly ledger reconciliations, and supported audits by preparing documentation and validating transactions.
Student Union Budget Assistant
University of North Florida
May 2017 - Jul 2019 (2 years 2 months)
Prepared and optimized monthly and annual reports, processed payroll and wages, and handled reconciliations and clerical duties to support Student Union financial operations.
Procurement Card Auditor
University of North Florida
Jun 2016 - Oct 2016 (4 months)
Audited departmental procurement card usage for unallowable purchases and produced audit reports with follow-ups to ensure compliance and corrective actions.
Education
Degrees, certifications, and relevant coursework
University of North Florida
Bachelor of Business Administration, Finance
Activities and societies: Student Union Budget Assistant; Procurement Card Auditor
Completed a Bachelor of Business Administration in Finance with experience supporting university budget and procurement functions during studies.
Availability
Location
United StatesAuthorized to work in
Job categories
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