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Financial Leader Resume

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Revenue Aurora, IL

SUMMARY:

  • Successfully completed system conversions to ERP systems (SAP & Microsoft Dynamics AX)
  • Streamlined general ledger close process to reduce workdays
  • Received Presidential Award for resolving $50MM customer dispute
  • Negotiated $2MM IRS assessment down to $20K
  • Secured tax credits resulting in $18MM tax savings
  • Oversaw successful IFRS conversion design, white papers and implementation
  • Completed $185MM asset acquisition including implementation of all financial and management reporting, revenue recognition, and internal controls
  • Team member of vendor selection and the design and implementation of BI Tool and Data Warehouse

PROFESSIONAL EXPERIENCE:

Confidential, Revenue Aurora, IL

Financial Leader

Responsibilities:

  • Manage all aspects of Confidential for the entire Americas Region including both local and international reporting requirements.
  • Managed external audits in four countries, as well as supported Group audit
  • Accomplished team goals by cross - training all positions
  • Established and maintained close relationships with all regional offices across the world as well as external vendors, customers and auditors
  • Managed multiple business priorities and projects, including the development of a Finance Team of twelve
  • Lead the design and implementation for the Risk & Control Project for the entire region
  • Developed internal management reporting in SAP system
  • Successfully reduced monthly close by two full days

Confidential, Revenue Morris, IL

Tax and Operations Manager/Sr Financial Reporting and Tax Advisor

Responsibilities:

  • Managed all areas relating to financial reporting including developing and maintaining Confidential principles, practices, procedures and internal controls (SOX)
  • Provided leadership to staff by assuring work is properly allocated and completed in a timely manner
  • Oversaw tight deadlines and a multitude of Confidential activities including general ledger close, financial reporting, deferred revenue recognition, fixed assets, variance analysis, quarterly, year end and governmental/regulatory audits as well as supporting budget and forecast activities
  • Review and finalize all federal, state and local tax returns to assure accurate and timely filings as well as coordinating outsourced tax preparation work
  • Advise management regarding the tax impact of corporate strategies
  • Coordinate audits and negotiate with various taxation authorities
  • Monitor the activities of all tax and Confidential standard setting bodies, i.e. FASB, SEC, AICPA, EITF, IRS, etc. and evaluate the effect on each entity
  • Plan, direct and coordinate research of technical Confidential issues related to the each entity, including discussions with outside auditors and third party consultants regarding the company’s evaluation of technically complex transactions

Supervisor

Confidential

Responsibilities:

  • Responsible for monthly general ledger close, financial statements, internal management reporting, balance sheet and income statement analysis, and all facets of fixed asset reporting.
  • Oversee all AP/AR and credit functions including staff development.
  • Review and finalize all federal, state and local tax returns.

Confidential

Consultant

Responsibilities:

  • Worked as a consultant for various short term/long term projects including balance sheet reconciliation/analysis, system implementation, SOX design/testing, and fixed asset analysis, reconciliation and process design

Confidential, Plainfield, IL

Realtor

Responsibilities:

  • Assumed full responsibility for planning, financing, sales, lease or rentals for all residential and commercial clients

Confidential, Brook Terrace, IL

Senior Tax Accountant

Responsibilities:

  • Responsible for reviewing state and local forms to ensure accuracy
  • Prepare and analyze federal tax returns including all supporting schedules
  • Analyzed quarterly and extension payments for federal and state income tax returns
  • Other responsibilities included tax research of complex nexus issues, provision calculations and general Confidential

Confidential, Lisle, IL

Senior Accountant

Responsibilities:

  • Responsibilities included general ledger maintenance, monthly close, balance sheet and income statement analysis, and recurring journal entries

Confidential

Tax Accountant

Responsibilities:

  • Completed required tax filings in a timely manner. Created tax data collection systems, updated company sales tax database as rates changed, and prepared and coordinated all governmental audits

Confidential

Benefit Administrator

Responsibilities:

  • Maintained company retirement plan Confidential, including employee contributions, loans and information needs
  • Completed annual reporting of retirement plans, preparation of Form 5500 and regulatory employee testing
  • Researched, presented and implemented plan conversion to a more service oriented provider

Confidential

Responsibilities:

  • Responsibilities included invoice processing from receipt thru payment. Prepared and posted journal entries, balance sheet reconciliations, and provide details and support analysis for standard costing

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