Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ann Baker Phillips

Louisville

Summary

Detail-oriented financial analyst with expertise in budget support, financial management, and Excel. Proven ability to analyze complex financial data and strengthen interdepartmental coordination.

Overview

22
22
years of professional experience

Work History

Financial Analyst

University of Louisville
Louisville, KY
07.2025 - Current
  • Analyzed financial data to support budgeting and forecasting processes.
  • Assisted in preparing financial reports and presentations for departmental review.
  • Monitored departmental budgets, ensuring compliance with university policies and procedures.
  • Collaborated with cross-functional teams to gather financial information and insights.
  • Strengthened relationships with external partners through timely communication and collaboration.

Budget & Reconciliation Manager

University of Louisviile
Louisville, KY
01.2017 - 06.2025
  • Led reconciliation processes to ensure accuracy in financial reporting and compliance with regulations.
  • Developed and implemented streamlined workflows, reducing discrepancies in financial data reconciliation.
  • Collaborated with cross-functional teams to resolve reconciliation issues promptly, ensuring operational efficiency.
  • Analyzed complex financial statements to identify trends and variances, providing actionable insights for decision-making.
  • Enhanced reconciliation accuracy by implementing automated processes and streamlining workflows.

Policy & Budget Analyst

University of Louisville
Louisville, KY
11.2004 - 12.2016
  • Conducted comprehensive budget analysis to support strategic financial planning initiatives.
  • Collaborated with departments to align budget proposals with institutional goals and priorities.
  • Assisted in the preparation of annual budgets, working closely with department heads to gather necessary information.
  • Established strong relationships with key stakeholders throughout the organization, facilitating effective collaboration on budgetary matters.

Education

MBA -

Western Kentucky University
Bowling Green, KY
12-2002

Bachelor of Arts - Elementary Education

Transylvania University
Lexington, KY
05-1993

Skills

  • Microsoft Excel
  • Financial and operational reporting
  • Financial management
  • Financial statement analysis
  • Excellent attention to detail
  • Budget support
  • Interdepartmental coordination
  • Administrative support

Timeline

Financial Analyst

University of Louisville
07.2025 - Current

Budget & Reconciliation Manager

University of Louisviile
01.2017 - 06.2025

Policy & Budget Analyst

University of Louisville
11.2004 - 12.2016

MBA -

Western Kentucky University

Bachelor of Arts - Elementary Education

Transylvania University
Ann Baker Phillips