SUMMARY:

• Finance and Accounting Professional with specific expertise in general accounting principles that apply to software revenue recognition. Experienced at developing and overseeing the budgeting and forecasting process, providing accurate analysis that support a long - term business plan. Able to balance the management of value-added activities in addition to being able to provide support and guidance on day-to-day activities.
• 7+ years of management experience with various staffing levels.
• 10+ years of general accounting experience.

TECHNICAL SKILLS:

• Experienced in Microsoft Office Product Suite, Softrax, Lawson, Crystal Reports, Salesforce.com, Oracle, SAP, Cognos TM1, Lotus Notes

PROFESSIONAL EXPERIENCE:

Confidential, Chicago, IL

Director of Finance

Responsibilities:

• Liaison for Sales by ensuring compliance with the management agreement and attendant legal documents by understanding how those documents translate into financial responsibilities and how they may affect the Company’s financial position.
• Provide leadership, mentorship, and supervision to a team of four financial analysts.
• Direct all accounting activities. Provided accurate and timely dissemination of financial management reports including, but not limited to, internal and external monthly invoices, financial statements, and annual audits and annual budgets.
• Drive all aspects of financial planning and analysis, including long term financial planning, variance analysis, and forecasting. Develop and maintain complex financial models to support internal and external reporting.
• Establish timely and accurate financial reporting, ensuring that accounting transactions and month-end and year-end closing requirements are effectively completed in accordance with US GAAP, government requirements, and company policies.
• Final Contract review from a Finance perspective with signing authority.
• Aid in the combination of two Finance teams in one Finance group, taking on the responsibility of Revenue and Sales related activity reporting for a combined business unit with $230M in annual revenues.
• Successfully migrated two OTC systems with $230M of Activity without negative business impact.

Confidential, Chicago, IL

Manager of Financial Planning & Analysis

Responsibilities:

• Responsible for overseeing the migration of financial data from Confidential books (SAP) to Confidential Analytics (Oracle).
• Analyze capital projects, developing strategic plans, establishing performance metrics, and working with company organizations to analyze growth opportunities.
• Compile and review profit plans and budgets, previous budget figures, and estimated revenue to provide to senior financial management.
• Prepare financial and operational KPIs, including analysis by segment, product lines and professional service projects as well as modeling of operating expense trends, identifying areas of opportunity to improve results.
• Support the sale of Confidential Healthcare Division to Veritas Capital and aid with the formation of Confidential Analytics Inc.

Confidential, Chicago, IL

Senior Revenue Analyst

Responsibilities:

• Responsible for reviewing sales transactions and establishing the related revenue recognition consistent with internal policies and GAAP.
• Provide direction to sales teams and staff from other functional areas of the organization in structuring revenue transactions and ensuring that revenue transactions meet all the requirements of the Accounting literature.
• Assist in the implementation of new departmental processes to streamline the transaction review process. Compile and maintain metrics to assist in the analysis of workflow to measure efficiency and support continued success of implemented process changes.
• Confirm that transactions within the financial systems are processed correctly by the Order Entry Team. Work with Order Entry Team in increasing the timeliness and accuracy with which transactions are processed.
• Perform VSOE Analysis on offerings where applicable.

Confidential, Evanston, IL

Senior Financial Analyst

Responsibilities:

• Create and utilize extensive financial models for revenue and sales budgeting and forecasting. Coordinate with senior management and sales management in setting and measuring against sales, revenue and expense targets.
• Work with senior management in meeting monthly revenue targets by identifying areas of opportunity and weaknesses.
• Develop and maintain organizational revenue recognition policies. Continually research FASB pronouncements and various position papers to ensure that revenue recognition policies comply with GAAP principles.
• Review all sales documentation, affirming value and reviewing the financial arrangements. Tracking sales and sales pipeline utilizing a web based application. Creation of sales metrics template to effectively communicate sales progress and results via push reporting.
• Work with Product Management and Sales in developing business cases and RIO analyses in support of product development opportunities and track performance against such analyses.
• Assist Senior Management with the development of strategic plan, measuring performance against the strategic plan and communicating results with the various functional areas throughout the organization to obtain a comprehensive impact of strategic initiatives and financial impact to the plan.
• Oversee all royalty and commission arrangements with both third parties and sales staff.
• Assisted Product Management in bringing three new product offerings to market in 2006.
• Successfully managing a position which previously had been handled by two individuals while revenue and transactional activities increased 20%.

Financial Analyst/Associate Accountant

Confidential

Responsibilities:

• Assist in development of annual budgets and monthly forecast updates.
• Prepare consolidated financial statements to include monthly and annual results.
• Assisted in development of processes which reduced the month end close process from approximately ten days to three.
• Invoiced and collected more than one million dollars of previously delivered business which had not been invoiced.
• Promoted to Financial Analyst, Provider Division and a second time to Senior Financial Analyst.

Confidential, Morton, IL

Terminal Coordinator/Capacity Manager

Responsibilities:

• Performed revenue analyses of fleet performance on a per load and tractor basis.
• Negotiate service agreements and line haul/back haul rates. Develop relationships with new and existing customers.
• Responsible for overseeing payroll, accounts payable, billing and account receivable at the terminal level.
• Assisted in the hiring, training and dispatch of a terminal of 30 tractors and support in the system dispatch of a fleet of 130 tractors.
• Assisted in the implementation of Dispatch system to replace manual systems.
• Helped grow the organization from one terminal to six terminals.