SUMMARY:

A Senior Finance Leader position that uses my proven analytical abilities, and allows me to work closely with management providing tailored and effective solutions for strategic financial management. Exceptional people skills, great under pressure, and driven towards results. Fortune 500, Manufacturing, Financial Services, Project management, Consulting, and Federal Experience.

SKILLS:

Strategic Financial Planning and Analysis (FPA)

Budgeting & Forecasting & Operating Plans

Financial Reporting and Management Reporting

Financial Statements including P&L, Cash Flow, Balance Sheet, Variable Cost Productivity, and Variance Analysis

Month End Close, General Ledger, and Journal Entries

Project Management, Financial Systems & Procedures Analysis, Financial Modeling, SQL (Structured Query Language)

ERP Implementation

Fund Accounting, Project Accounting & Federal Acquisition Regulation (FAR) Codes; Cost Accounting Standards (CAS)

Access, Strong Excel, MS Project, PowerPoint, Oracle 11i & 12i G/L A/P A/R, PeopleSoft, Hyperion, Essbase, LEX, SAP, Cognos, Visio, Peachtree, Six Sigma, TOPS, Deltek Costpoint, UFMS, Sharepoint

Blackboard, LMS, Moodle

EXPERIENCE:

Confidential

Technical Support Analyst

Responsibilities:

• Provided technical support in Blackboard
• Provided support to faculty online tools. using websites
• Trained users on websites.
• Technical support for online classroom.

Confidential

Economics Professor

Responsibilities:

• Teaches students in Economics in web - enhanced class
• Online Class development and delivery
• Worked on curriculum development

Confidential

Adjunct Economics Instructor

Responsibilities:

• Teaches students in Economics in web-enhanced class
• Online Class development and delivery
• Worked on curriculum development

Confidential

Business Financial Analyst

Responsibilities:

• Prepared and reconciled Financial Information and Statements
• Reviewed and analyzed financial results with Senor Management
• Prepared budgets and forecasts with Department manager
• Consolidated Department Budgets into Summary budget
• Analyzed variances to Budget and Forecast
• Posted journal entries during month end close
• Analyzed key measures including account receivables with Senior Managers
• Utilized Peoplesoft to generate reports and Payroll
• Applied excellent production troubleshooting and problem solving skills under tight timelines
• Served as a daily contact for PeopleSoft application related questions and concerns
• Gathered business requirements, perform analysis and deliver technical specifications for Payroll applications and components.

Confidential

Adjunct Economics Instructor

Responsibilities:

• Teaches students in Economics in web-enhanced class
• Online Class development and delivery
• Worked on curriculum development

Confidential

Adjunct Economics Instructor

Responsibilities:

• Taught students in Economics in web-enhanced class

Confidential

Economics Instructor

Responsibilities:

• Taught students in Economics in online setting
• Managed Course development for online courses in Moodle
• Developed curriculum

Confidential

Business Analyst

Responsibilities:

• Worked directly with pricing manager on budgets for government
• Provided support for government for billing
• Ad hoc support for pricing and contracts
• Posted journal entries during month end close

Confidential

Senior Business Analyst

Responsibilities:

• Managed IT Department with Financial Planning including Capital, Headcount
• Tracked budget and resource usage by project, area and team
• Worked with clients to establish business needs
• Implemented complex financial solutions for projects
• Worked closely with management to develop short-term and long-term forecast
• Performed centralized management of external vendor resources
• Validated the accuracy of Time-Plus, and invoices
• Worked with project managers of new ERP tools
• Gathered requirements for ERP implementation
• Worked with team on Oracle 12i Procurement, Purchasing and Supply Chain Management
• Performed Configurations for Peoplesoft Updates

Confidential

Senior Business Analyst

Responsibilities:

• Responsible for the financial data integrity and accurate databases.
• Audited Employee Performance databases and produced performance reports
• Trained end users on software
• Created and loaded 2008 Performance Plans into Variable Incentive Plan Databases

Confidential

Financial Controller

Responsibilities:

• Responsible for the financial data integrity and accurate GAAP treatment for all revenues and expenses.
• Directed and implemented the forecast and planning process for P&L, balance sheet, cash flow, and taxes.
• Financial controllership including payroll, invoicing clients, general accounting and month-end close.
• Performed financial analysis of new contracts and other ad hoc analysis for CEO.
• Supervised accounting staff
• Used Deltek Costpoint

Confidential

Senior Financial Consultant

Responsibilities:

• Ensured the financial data integrity and ensuring the proper accounting and reporting of revenue, claims expense to all corporate reporting audiences.
• Direct involvement in leading stages of the forecast and planning process for P&L, balance sheet and cash flow.
• Explained statistical and operations metrics to financial results; possessed full command of P&L, Balance Sheet, Forecast & Plan process, and volume/rate variance analysis
• Supported 21 cost centers managers for forecast, plan, and monthly reporting for administrative expenses.
• Super user of Hyperion ---worked with IT on financial reports for Organization

Confidential

Business Manager

Responsibilities:

• Ensured charge codes and labor categories were up in the Accounting system.
• Prepared project budgets; monitored actual expenses; computed, analyzed and explained budget vs. actual variances.
• Prepared all financial reports including customer reports, internal reports and detailed invoices.
• Through coordination with the Contracts office, generated cost proposals for the program.
• Monitored employee travel, training and all other direct expenses.
• Established, tracked, and maintained status logs, milestone charts, action items, and maintenance agreements.
• Used Deltek Costpoint

Confidential

Business Analyst Consultant

Responsibilities:

• Developed the Budget Process for the new Center, CoCHIS
• Prepared multi-year budget estimates covering CoCHIS’ control, research, and training activities. Developed advice and guidance to budget and program officials of the CoCHIS on the preparation of budget estimates, and prepared detailed analyses and critiques of estimates submitted.
• Assembled and/or developed background data and documentation in support of requested program budgets for reference and evidence in the agency budget hearings.
• Developed estimates reflecting the cost of implementing proposed CoCHIS budget and/or program legislation.
• Provided advice and guidance to CoCHIS’ Program and Budget offices on budget formulation and presentation. Coordinated the formulation and presentation of budgets for assigned programs with budget personnel who are responsible for the administration of complimentary programs and services.
• Performed Configurations for Oracle Financials Implementation
• Led a team of 6 consultants at a key federal client responsible for Oracle 11i management reporting, exception handling, data clean-up, business process reengineering, project implementation.
• Developed, documented and implemented standard operating procedures within the new Oracle environment, reporting directly to Directors and the CFO.
• Used Deltek Costpoint

Confidential

Budget Consultant

Responsibilities:

• Served as senior financial advisor for PGO; primary contact for transition to the new Oracle environment
• Developed and executed a comprehensive program of financial budgetary policy and budgetary control with procedural and regulatory guidance concerning availability of or limitations on the use of funds.
• Monitored the use of funds throughout the year. Ensured that obligations incurred and resulting expenditure of funds are in accordance with pertinent laws and regulations. Continually monitored control point expenditures in relation to planned levels. Identified differences between current spending and the projected estimate and made recommendations to accommodate future needs.
• Prepared a variety of reports on a monthly and quarterly basis related to the status of funds, expenses, obligations, FTE and workload. Also compiled ad hoc reports for PGO Management and the Chief Financial Officer.
• Created and implemented a new system for ordering supplies that reduced paperwork by 80%; 10%.Standardized use of VISA cards across PGO in compliance with existing Federal rules.
• Performed Configurations for Oracle Financials Implementation
• Trained Users on new ERP systems
• Used Deltek Costpoint

Confidential

Assistant to the Controller

Responsibilities:

• Supervised daily general accounting responsibilities.
• Oversaw weekly and monthly reporting to management, departments, and field staff. Oversaw A/R process: statements, aging, reconciliation, and miscellaneous entries.
• Performed monthly closing procedures, general ledger and bank statement reconciliations.
• Assisted with yearly budget process and audits.

Confidential

Supervisor, Reporting and Analysis

Responsibilities:

• Analyzed and reported actual results for $3.5 billion division on a monthly basis. Reports included volume reporting, price variable mix reports and business profit and loss reports and ad hoc analysis.
• Lead a team that included Technology group, Accounting, Manufacturing Finance to establish an offline excel model to provide the business with category level detail, which was unavailable in the transitioning systems.
• Managed a team of two financial analysts.
• Worked with IT department on ERP implementation from merger with Ft. James.
• Reconciled on a monthly basis the various systems currently in use, SAP, Olaris, and Infinium.
• Key player in the 2002 Operation Plan preparation.

Confidential

Financial Analyst, Financial Planning and Analysis

Responsibilities:

• Consolidated, analyzed and reported actual reporting results, variances and productivity analysis for global businesses.
• Lead in routine and controls of P&L, balance sheet and cash flow, including forecasting, reporting and account reconciliations.
• Consolidated and prepared strategic and short term operating plans. Created weekly sales forecast.
• Reconfigured the accounting structure to allow the integration of overseas acquisitions.
• Prepared ad hoc analysis for senior management.
• Supported financial analysis of growth strategies through acquisitions, partnerships, strategic sourcing, and integration activities.
• Performed Configurations for Oracle Financials Implementation for AR and AP

Confidential

Financial Analyst

Responsibilities:

• Performed financial analysis in support of the following lines of business, Credit Products, Syndications, Bridge, and Par Loans.
• Assisted in the maintenance, building and development of financial models for Credit Products.
• Prepared periodic and ad hoc reports for management and regulators.
• Prepared profitability analysis, strategic planning and forecasts.
• Analyzed both Syndications and Credit Products deals to ensure the proper accounting treatment.

Business Analyst

Confidential

Responsibilities:

• Developed, recommended and managed the implementation of solutions to complex financial system issues involving very diverse constituencies.
• Acted as liaison between various levels of management and MIS Project Team.
• Provided support including status updates, work plan issues for Regulatory Reporting, Multi-Currency, and Finance Data Warehouse projects.
• Assisted project manager with ERP implementation
• Analysis included collecting, consolidating, compiling, and organizing data for presentation to management and regulators.
• Assisted in the maintenance, building and development of complex financial models for consolidated Global Finance reporting.
• Developed profit plan/strategic plan/forecasts. Prepared monthly variance analysis, monthly earnings analysis, and other standard reports for Global Finance and Confidential Overseas Corporation.
• Supported ad hoc reporting requests from Global Finance CFO.
• Prepared GAAP and SEC reporting for all required state filings on a monthly, quarterly and annual basis.
• Involved in special projects, for e.g., the post Confidential /BankAmerica merger transition of key items including 10Q and 10K for Investment Banking Income.