SUMMARY:

• Solutions - driven manager with experience leading cross-functional Agile teams in the development, documentation and delivery of process innovations driving the attainment of business goals.
• Possesses excellent communication and partnership skills in which to interact and communicate with key stakeholders at all levels across the organization to manage, inform and influence outcomes
• Ability to extract, analyze and report data to support and assist in management decision making. Able to use strong reasoning to understand end user’s requirements and transform them into operational application
• SME (subject matter expert) in the field of accounting as it relates to financial reporting, budgeting, fiscal responsibility and financial planning. Working knowledge of accounting for NPO (non-profits), commodities (oil, gas, coal), construction, government and card accounting
• Computer knowledge consists of Confluence, Peoplesoft, Sharepoint, JIRA, Microsoft Excel, Word, Powerpoint, OneNote, Visio, Project, Publisher, Access, Adobe Acrobat, Sage 50 Accounting 2017, Peachtree, Quickbooks, CCH, AS400, Great Plains, FRX, MFASYS, NSB (Auditworks), Nucleus, JD Edwards, SAP Financial, WHIRL and TSYS

PROFESSIONAL EXPERIENCE:

Accounting Manager

Confidential

Responsibilities:

• Working closely with the Product Owner, this position is dedicated to the delivery of the RPM (Retail Platform Modernization) Project
• Contributes to the completion of milestones associated with project
• Serving as Card Accounting SME, supports the conversion of the PLCC and Partner Commercial Card portfolios that reside on Whirl to two new TS2 instances
• As a project manager, this position coordinates and follows up on project action items, gathers necessary documentation and attends meetings for information gathering to support RPM project
• Manages Confidential team as it relates to Card Accounting deliverables and requirement gathering efforts
• Communicating across multiple Swimlanes, position utilizes Cross Enterprise coordination of associates to ensure project team goals are met
• Proactively identifies impediments and appropriately resolves issues using network of peers and formal channels (including escalation if required)
• Responsible for compiling and reconciling WHIRL reports to TSYS canned documents across the BSR, MBS, FDM and Partnership Accounting groups within Global Finance-Card

Business Analyst

Confidential, VA

Responsibilities:

• Project consisted of 5-year reconciliation of Confidential Account to Sage 50
• Provided executives with analytics and business support tools for reorganization, consolidation and streamlining strategies
• Created adjusting JEs, reclasses and accruals within Sage 50
• Partnered with developers to automate manual bank reconciliation processes, performed business requirements analysis
• Provided oversight in the areas of budget formulation, budget execution, resource allocation, accounting, and internal review.
• Collaborated with stakeholder groups across the organization to ensure business and technology alignment.

Project Manager/Scheduler/Business Analyst May

Confidential

Responsibilities:

• Business Requirements analysis
• Maintained project schedules for several corporate clients
• Exceptional experience in scheduling projects in MS Projects and using MS Office
• Create and keep Peachtree, Quickbooks and inhouse financial system up to date for purchases, expenses, travel and employee payroll.
• Create and manage budget, recognizing the timing of revenue expenditures and the importance of cash flow controls
• Manage resources to ensure project scope is maintained, allocating resources (people, cash, equipment, computer hardware/software) as needed to ensure deadlines (milestones) are kept
• Managed the requirements development process through the elicitation, analysis, specification and verification of multiple levels of requirements (business, stakeholder, solution) and support the ongoing management of the requirements

Business Analyst

Confidential

Responsibilities:

• Managed $110 million cost budget and $58 million capital budget,
• Provided oversight in the areas of budget formulation, budget execution, resource allocation, accounting, and internal review.
• Managed the Accounting Supervisor
• Using Microsoft Powerpoint, created the Annual Strategic Planning Model and Monthly Board Reports for meetings.
• Prepared periodic and ad hoc budget reports for internal and external use. Reports responsibility included: Monthly Board Report, Income Statement, Statement of Cash Flows
• Prepared quarterly and yearly Australian Securities Exchange Notice (10Q) and (10K) according to GAAP, IFRS and SEC guidelines
• Performed capital management tasks from CIP/WIP to fixed asset management including review of procedures, justifications, reconciliations, forecasting, budgeting, additions and disposals/retirements, asset verifications, management of asset registers and support of project managers.
• Assessed and evaluated business cases for recommendation to Regional GM and VP Finance
• Created detailed financial costing models for company-wide use
• Analyzed and approved all capital proposals, utilizing sensitivity analysis, ROI, NPV, ROC and IRR,
• Position served as backup to US Region Controller
• Position also served as Project Manager/Scheduler for Brink project

Project Manager/Scheduler

Confidential

Responsibilities:

• Defined project scope and objectives
• Coordinated weekly project meetings
• Ensured that project deliverables were within time, scope and budget
• Ensured resource availability and allocation
• Developed financial project plan to monitor and track spending progress
• Position successfully managed client relationships with stakeholders
• Created and maintained project documentation including WBS

Accountant

Confidential

Responsibilities:

• Utilized Six Sigma certification (Blue Belt) to develop departmental best practices
• Performed Back Office Accounting for energy trading floor
• Served as the point of contact for the back-office accounting department,
• Prepared GL adjustments, accruals, reclass and other adjusting journal entries
• Applied professional auditing principles, techniques, and theories to solve intercompany and financial discrepancies for gas, coal and emissions accounts
• Determined accuracy of account balances, financial postings and calculations; through researching of energy publication indices and trading discrepancies

Accountant Senior

Confidential

Responsibilities:

• Maintained $2.5 million budget, accounted for state, local and federal grants,
• Prepared weekly profitability forecasting and budget analysis
• Directed the activities of 5 full time staff accountants
• Ensured that journal entries, expense coding, voucher preparation, and check issuance were accomplished accurately and timely,
• Audited between 7,000 to 10,000 documents monthly.