Finance Analyst Skills

• Reviewed monthly and annual financial statements of Wealth and Assets Management, analyzed and linked financial results to operational performance.
• Prepared and analyzed financial statements, balance sheet reconciliations, variance analysis and quarterly forecasts for the Core Technology Division.
• Created and distributed management reports, financial statements and analysis to executive management team and parent company and affiliated companies.
• Prepared and analyzed monthly financial statements for the Service Organization and presented analysis to Service Department Management and Executive Management.
• Performed revenue recognition and created financial statements for the sales and marketing departments, to ultimately prepare departmental budgets.
• Created dynamic reports and financial statements for various uses including management reporting, accounting monthly closing and forecast/budget updates.
• Analyzed financial statements and provided industry and company analysis reports for two subsidiary banking firms and petty loans.
• Developed consolidated monthly and quarterly financial statements for executive management as well as the Board of Directors.
• Analyzed financial statements and budgets of grant recipients and monitored compliance with state and Federal regulations.
• Completed and distributed month-end management reports including financial statements, inventory fluctuation and A/R collection analysis.
• Provide financial analysis and reporting including financial statements of cost centers, internal departments and affiliates.
• Updated and analyzed Capital Models to reflect current financial information, using updated Statutory Financial Statements.
• Collaborated with Corporate Finance Departments to publish Business Unit Financial Statements and satisfy financial reporting requirements.
• Perform a variance analysis of financial statements and explain significant deviations from actual to budget.
• Processed financial transactions, produced financial statements and prepared tax returns for approximately 45 Trusts.
• Created and analyzed financial statements and other financial documents to aid management in decision-making processes.
• Prepared monthly financial statements and conducted forecasting and variance analysis for clients including BP Pipelines.
• Procured financial statements and statistical data from various organizations for potential investors and financial institutions.
• Compile and analyze financial information to prepare financial statements including quarterly and annual reporting.
• Prepared and analyzed financial statements for SouthCrest Medical Group and Northeast Oklahoma Medical Group.

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• Provided general ledger account variance analysis and explanation of monthly reconciliation of general ledger accounts and follow-up on outstanding items.
• Prepared financial and operation analysis reports for the management, analyzing general ledger accounts including cash and bank reconciliations.
• Reviewed financial statements, bank statements and general ledger accounts for property management, capital improvement and construction operations.
• Reviewed, analyzed, and documented activity in assigned general ledger accounts and reported expenditures associated with budgeted projects.
• Provided leadership and technical expertise to various Finance teams relative to the analysis and reconciliation of General Ledger Accounts.
• Reconciled general ledger accounts, performed bank reconciliation, monthly analysis of investor loans, and partnership statements.
• Clean up of old/unresolved items and providing explanation of general ledger accounts and activity to outside auditing firm.
• Performed accruals, reconciled general ledger accounts and presented variance analysis to senior management during monthly close meetings.
• Analyzed various general ledger accounts which included the identification and evaluation of material budget to actual variances.
• Conducted financial trend and variance analyses to audit / investigate extraordinary fluctuations in General Ledger accounts.
• Maintained subsidiary records for all City debt and reconciled these amortization schedules to General Ledger Accounts.
• Performed detailed financial analyst assignments in various accounting functions such as; analyzing general ledger accounts.
• Reconcile general ledger accounts to their related subsidiary ledgers and adjust the general ledger accordingly.
• Involved with configuring foreign currency valuation through assigning valuation methods to the general ledger accounts.
• Analyzed and reconciled general ledger accounts to ensure proper accounting classification and integrity of information.
• Processed monthly journal entries, reconciled general ledger accounts and conducted account analysis and research.
• Monitored and reconciled general ledger accounts to ensure efficient and effective allocation of financial resources.
• Performed general ledger accounts reconciliation and analysis for all USAID managed projects for audit purposes.
• Analyzed various general ledger accounts, supporting schedules and reconcile ledger balances as necessary.
• Gathered other data to analyze specific general ledger accounts for accuracy and profitability.

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• Create weekly and monthly consolidated financial reports with variance analysis, discuss weekly results with internal and parent company senior executives.
• Consolidated and analyzed company worldwide results, along with accounting, forecasting and variance analysis of company headquarters cost centers.
• Transformed the month-end calculation methodology and analysis process to provide a more accurate and detailed accruals and variance analysis.
• Prepared variance analysis actual results against projected budgetary expenditures and evaluated historical production costs for purposes of cost control.
• Conducted quarterly variance analysis on the regions inventory to isolate under-performing leases and recommend solutions to recover lost revenue.
• Automated and improved monthly expense tracking and variance analysis tools and developed insightful dashboards for program performance tracking.
• Provided monthly variance analysis/risks to upper management and prepared presentations on Transmission's Capital Projects' spend/targets.
• Provided detailed analysis on loss cost trends and area of opportunities using variance analysis and logical quantification.
• General Ledger and bank reconciliations, fixed assets and depreciation, variance analysis and financial statement preparation.
• Prepared monthly financial reports for capital budgeting and forecasting, variance analysis, and project status assessments.
• Provided variance analysis and zero-based budgeting analysis for company projects, to achieve desirable firm objectives.
• Provided monthly financial and marketing statistics package, along with variance analysis to various business units.
• Managed monthly revenue/expense forecasting and variance analysis for Federal Telecommunications Service (FTS) 2001 contract.
• Analyzed Balance Sheet and Income Statements, providing variance analysis reporting and resolution of problems identified.
• Perform financial forecasting, variance analysis of actual vs. forecast and reconciliation of internal accounts.
• Provided ongoing support to management and operating personnel which included monthly reporting and variance analysis.
• Provided financial narratives and commentary, variance analysis and trend analyses for Time Warner Globally.
• Generated standard monthly reporting by conducting variance analysis to measure past and present revenue performance.
• Provided financial reporting & analysis including performance, variance analysis, and metric forecasting.
• Complied monthly manufacturing and financial performance reporting and performed variance analysis for assigned plants.

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• Involved in projects of Central America compliance operations, analyzing financial information required for local government, external auditors and corporate.
• Coordinated with external auditors and different finance associates in the company to provide the required information for auditing accurately and timely.
• Supported the divisional controller by developing process documentation for external auditors to aid in their understanding of company policies and procedures.
• Coordinated internal control audits between the external auditors and the respective audit locations for selected United States and European locations.
• Prepared audit schedules and resolve audit issues identified by external auditors, prepare depreciation and other fixed asset-related entry adjustments.
• Provide external auditors with schedules and documentations needed to ensure regulatory compliance and clean opinion on a management letter.
• Consolidated and analyzed financial statements, corporate budgets, and monthly financial reports for external auditors and C-suite executives.
• Provide internal, external auditors and state examiners with reconciliations and fixed asset documentation required by state funding agreement.
• Drive timely audit compliance by assigning team responsibilities to effectively meet the requests of internal and external auditors.
• Considered the liaison for internal and external auditors related to accruals and pricing resulting in successful quarterly audits.
• Perform physical inventory sample counts and document procedure observations to validate physical inventory accuracy for external auditors.
• Collaborate with internal and external auditors to provide useful information regarding requests to resolve issues and questions.
• Collaborated with external auditors during the audit process and carefully managed our relationship to meet deadlines.
• Expedited monthly close process and interacted with senior management to prepare schedules submitted to external auditors.
• Worked closely with external auditors in preparing for quarterly and annual financial audits of telecommunication services.
• Prepare account analyses and related schedules for external auditors to satisfy year end audits and tax preparation
• Directed internal and external auditors throughout the year, effectively supporting and adjusting audited footnotes.
• Work closely with external auditors to ensure timely and successful audits/reviews of cash application reconciliation.
• Streamlined production of audit materials in collaboration with the Corporate Finance team and external auditors.
• Provided all information regarding Raw Material / Finishing Supplies inventory to internal and external auditors.

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• Perform complex general accounting functions, including preparation of journal entries, account analysis, accrual calculations and balance sheet reconciliations.
• General duties included ensuring that all operating divisions posted their journal entries and prepared monthly calendar with updated datelines.
• Reviewed credit/debit notes, validated invoices, ensured billing process reliability, prepared journal entries and performed cost allocation.
• Participated in the monthly ledger close process including preparing/posting journal entries, analyzing expenses, and providing variance explanations.
• Prepared account reconciliation and analysis for external auditors on journal entries for month end processing and accounting functions.
• Assisted in monthly financial close with primary responsibility of preparing inter-company vouchers and journal entries.
• Completed month-end accounting financial close; reconciling general ledger accounts and prepared journal entries.
• Prepared and delivered monthly general ledger account reconciliation and journal entries for Corporate Accounting.
• Consolidate international subsidiaries for financial reporting including journal entries, allocations, and analysis.
• Verified to ensure accuracy and prepared journal entries when necessary to comply with organization.
• Reconciled general ledger accounts and prepared monthly journal entries for assigned business units.
• Prepared journal entries for monthly accruals and ensured proper backup documentation was included.
• Perform accounting functions from posting journal entries to performing account reconciliation.
• Complete on-time delivery of journal entries for accurate business transactions recording.
• Reconciled bank statements and recorded accounting transaction and journal entries.
• Prepared and reviewed monthly journal entries and supporting documentation.
• Prepared journal entries related to assigned functional responsibilities.
• Prepared monthly adjusting journal entries, account reconciliations.
• Monitor company-wide journal entries and general ledgers.
• Prepared month-end journal entries and account reconciliation.

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• Prepared various Balance Sheet reconciliations for management approval; transitioned all reconciliation templates to new format as required by upper management.
• Managed provider receivables resulting from risk pool deficits and collected through capitation payment and reconciliation including management of balance sheet accounts.
• Trained store managers and area supervisors on McOpCo accounting policies and procedures including operating cost analysis and balance sheet analysis.
• Reconciled and analyzed all balance sheet accounts which included reviewing loan documentation and leasing agreements to ensure proper accounting practices.
• Reconcile and analyze assigned balance sheet accounts to supporting documentation and resolve any balancing issues in the reconciliations.
• Audited prepay balances against supporting documents and drafted adjusting entries to bring consistency to consolidated balance sheet.
• Performed financial activities including semi-annually/annually budgeting, capital expense tracking, bookkeeping, and balance sheet maintaining.
• Performed various month-end closing actions and complex balance sheet reconciliations along with preparing and entering correcting entries.
• Performed recurring analysis of major performance indicators and balance sheet accounts to identify non-conformance issues.
• Prepared monthly balance sheet and expense reporting interest report and analysis.
• Supported headquarter accounting month-end close activities and monthly balance sheet reconciliations.
• Prepare monthly departmental balance sheet reconciliations, and expense analysis.
• Prepared bi-annual balance sheet review documentation for executive management.
• Prepared general ledger entries and balance sheet account reconciliations.
• Conducted monthly payment variance analyses and balance sheet reconciliations.
• Reconciled various balance sheet accounts related to assigned properties.
• Balance sheet asset/liability and capital structure analysis and reporting.
• Prepared and analyzed income-related statements and balance sheet.
• Coordinated balance sheet account reconciliations and analysis.
• Monitor and adjust multiple balance sheet reconciliations.

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• Conducted in-depth analysis of A/P and A/R invoices and supported strategic revenue-generating functions.
• Monitored A/P and inter-company transactions to ensure appropriateness & transparency.
• Analyzed A/P general ledger account balance activity.
• Researched and corrected consultant data/pricing discrepancies.
• Reconciled contracts/document numbers by correcting such anomalies as NULO's, JVR's and outstanding obligations, disbursements and A/P balances.
• Analyzed and reconciled T/B, P/L, B/S, A/R, A/P and prepared long term planning models to upper management.
• Processed A/R and A/P, update GL through journal entries and completed financial analyses on budgets to ensure proper fiscal performance.
• Interfaced with Vendors, Procurement, Finance, A/P, shared services at DBSC and End users for cleaning SAP backlog.
• Serve as a liaison between the projects and corporate divisions (A/P, A/R, Payroll, Purchasing, etc).
• Planned, installed, and implemented Computer Associates accounting module applications, including G/L, A/R, A/P and fixed assets.
• Implemented additional process and procedures to avoid late penalty charges including payment method change from manual A/p payment to electronic payment.
• Summarized and monitored monthly Divisional cost maintenance reports which included; general ledger reports, a/p reports & revenue statistical reports.
• Managed A/P, A/R, G/L Integrity Reports, Period and Annual Close--including auditing, ledger evaluation and restatements.
• Provided monitoring and updating of several advanced Excel spreadsheets, including cash flow, budget, A/R, A/P and payroll.
• Key user for implementation for new SAP ERP system for standard cost, A/P, Financial Reporting, and Billing.
• Interfaced with the functions within Accounting to ensure Assets, A/P and A/R for the regions were being reported correctly.
• Reviewed and approved A/P vouchers & debits, and A/R credits/debits; identified areas of corporate exposure and possible risk.
• Position requires extensive McCormick and Dodge G/L and A/P knowledge, strong organizational, communication, and research skills.
• Prepared A/P monthly report, A/P aging report, A/P expense matching report, and subcontractor missing accruals report.
• Provide issue resolution and act as liaison between IT department, A/P and third parties to resolve transmission failures.

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• Saved approximately 40 hours of budget preparation time by developing user-friendly Excel worksheets that aided operations in preparing detailed annual budgets.
• Reviewed annual budget and monthly forecasts and identified areas of opportunity for the Northeast Division Customer Care function.
• Coordinate with executive management to develop annual budgets through analyzing proposals, financial reports, expenditures and forecasts.
• Formulated effective recommendations for cost reduction measures, maintained/created annual budget and produced financial analysis to internal partners.
• Supported Commercial Sales channel with financial decision making including monthly reporting and development of quarterly forecasts and annual budget
• Verify the integrity of data used by senior management of individual cost centers for annual budget preparation.
• Designed uniform budget/forecast templates and gathered and consolidated data during the annual budgeting and periodic forecasting exercises.
• Drafted annual budget formulation in coordination with AFD executive management and review final proposals for accuracy.
• Assisted in the development of annual budgets that incorporate strategic business plan objectives and appropriate assumption.
• Participated actively in annual budgeting process, reconciliation, consolidation and entry into multiple source systems.
• Coordinated preparation of individual locations' annual budgets and implementation of corporate directives within region.
• Prepare annual budgets and quarterly forecasts for several Merchandising departments along with supporting variance analysis.
• Prepared annual budgets for divisional departments and performed detailed analyses of income and expense variances.
• Performed financial analysis to identify monthly cost variances and develop quarterly and annual budgets.
• Provided assistance during the annual budgeting process, consolidating multiple submissions and preparing management summaries
• Assisted in developing an annual budget and periodic forecasts for various operating units assigned.
• Completed monthly and annual budgeting, forecasting and other financial reports for upper management.
• Prepared the initial and annual budget, executed revisions and provided detailed analysis.
• Worked closely with management to prepare and analyze corporate annual budgets.
• Performed quarterly forecasting and detailed annual budgeting for three manufacturing facilities.

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• Developed and implemented management reporting, business performance metrics and monthly/quarterly/yearly reporting solutions for 27 business units and corporate strategic functions.
• Trained business units on budgeting and forecasting activities as necessary and challenged/analyzed results for reasonableness, accuracy and completeness.
• Interfaced across different business units to identify discrepancies and assist cash management in applying proper cash and credit memos.
• Boosted operational efficiency through provision of rigorous financial analysis and planning support to business units including sales and marketing.
• Participated in senior management meetings related to annual budgets, mid-year forecast and challenge reviews of global business units.
• Created Financial Statement analysis to provide in depth understanding of business units, sales teams and key customer profitability.
• Improved inter-company allocation process and methodology and worked directly with business units to ensure understanding of outbound allocations.
• Coordinated and solicited all financial data from outside business units related to purposed tactical and strategic project work.
• Communicated with business units as necessary to obtain account codes and other information as needed to establish payment.
• Worked cross-functionally with local and international business units toward common growth and sustainability objectives as directed by board.
• Prepared and compiled budgets for 10 business units, collected and prepared supporting documentation and consolidated the results.
• Performed variation analysis of product line allocations to ensure business units are meeting projected targets and budget goals
• Performed monthly expense analysis to monitor and ensure accurate forecasting and expense allocation for different business units.
• Created a global inventory reporting process that standardized business metrics and forecasting procedures across global business units.
• Prepared and distributed accurate and timely forecast and management analysis within the Apparel Product Engines business units.
• Resolved pricing discrepancy issues between Account Financial Managers in business units and account receivable analysts in Mexico.
• Designed and implemented an activity based methodology for allocating sales expenses to the various business units.
• Developed and implemented a Cost Center Allocations model to attribute corporate expenses to individual business units.
• Refined various system processes and educated team on Sarbanes-Oxley compliance for invoicing within two business units.
• Developed and establish new strategic business processes required by business units across Europe and North America.

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• Organize and analyze data to develop financial models serving various purposes and to produce high-quality internal or client-facing reports detailing findings.
• Ensured accurate customer statements and interest payments by generating financial models to match contractual agreements and conversing with trustees and municipalities.
• Designed financial models to yield improved forecasting of revenue and operating expenses for resort operations to support corporate financial objectives.
• Developed financial models to analyze profitability of The Walt Disney Company and Ringling Brothers & Barnum and Bailey international performances.
• Prepare and develop financial models for business performance to goal and budgeting/forecasting to ensure incentive plans align with business results.
• Developed financial models including statement and variance analysis, forecasting, budgeting, and cash flow allowing enhanced decision making.
• Integrated data from cross-functional business teams to build complex financial models utilized for monthly and yearly close reporting and analysis.
• Developed financial models to identify opportunities for improvement in the primary clinic's pharmacy business model and made recommendations.
• Utilized and improved financial models to forecast different profit scenarios based on varying assumptions and expectations of film success.
• Assessed risk of business opportunities, designed financial models to support recommendation of mitigating solutions to executive team.
• Determined impact of the sale of hospital-owned insurance company through development of complex financial models and varying scenarios.
• Created financial models and financial statements for the eleven markets and headquarters on individual and consolidated basis.
• Standardized and simplified existing financial models, improving transparency and rigor into the budgeting and forecasting process.
• Prepared complex financial models to evaluate potential LBO transactions with multiple debt structure and financial performance assumptions.
• Established control process to analyze and reconcile data utilized in financial models and consistent monthly reporting.
• Developed financial models for new products to evaluated profitability and its impact on the division /company.
• Performed the input and analysis of property data into financial models for evaluation of project feasibility.
• Developed financial models to analyze firm profitability and monitor short term liabilities and working capital position.
• Developed complete portfolio of financial models including process, data, organization and change management.
• Developed financial models to forecast the financial impact of new business opportunities and operational decisions.

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• Perform business analysis by providing Gross Revenue and Market Capitalization, understanding financial performance through short term liquidity analysis using ratios.
• Developed and prepared customer and vendor profitability analysis by reviewing customer margins impact on financial performance and forecasting ongoing cost/benefit analysis.
• Developed advanced spreadsheet models to streamline performance tracking and increase flexibility in financial performance reporting to both Corporate and Plant Management.
• Reviewed and analyzed financial statements conforming to Statutory Accounting Principles to determine present and future financial performance and provide recommendations.
• Conduct financial research, analyze financial performance against objectives and determine emerging financial trends which allows for more reliable information.
• Prepared all financial performance analysis and annual budgets for 3 manufacturing flows * Presented weekly and monthly results to upper management
• Analyze program's financial performance against initial forecasts and ensure timely bill processing as lead labor administrator and invoicing point-of-contact.
• Partnered with business stakeholders to develop and ensure integrated financial practices and processes that enhanced financial performance and operational decision-making.
• Coordinated business case Profit and Loss statements to interpret data, determine past financial performance, and project financial probability.
• Worked closely with parent company in communicating operational activities and expectations of financial performance for purposes of Wall Street guidance.
• Developed the Operating Statements that enabled department managers to evaluate financial performances and formulate long-term strategic and operating plans.
• Developed and completed various projects to aid in monitoring financial performance, operation efficiency and improving financial reporting methods.
• Supported program managers; tracking and monitoring financial data and making recommendations based on financial performance of the project.
• Identified and reported to regional and center leadership financial performance opportunities, trends and revenue and expenditure budget variances.
• Consolidated global project forecasts; prepared POC revenue recognition entries; prepared project financial performance reports; prepared budget analysis
• Developed customer and product level detail of financial performance to perform root-cause analysis of monthly plan and forecast variance.
• Partnered with business leaders to inform decisions through revenue budgeting, client profitability analysis and financial performance reporting.
• Guided process development and improvement to ensure the effective documentation of all processes related to financial performance reporting.
• Assisted Finance Manager in preparing and analyzing weekly Business Forecast for the division, ensuring sound financial performance.
• Advise senior management on financial performance of the organization by calculating return on capital on a quarterly basis.

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• Interpreted and drafted legal documents pertaining to amendments to partnership agreements, sale of partnership interests and restructuring of debt obligations.
• Provided guidance to Financial Analyst I in contract interpretation, account reconciliation, rebate application procedures and contract variance analysis.
• Worked with global counterparts to re-engineer and produce daily files that properly allocated collateral in order to reduce systematic risk.
• Research and investigate exceptions by gathering, analyzing and interpreting pertinent information and documentation to ensure potential risks are mitigated.
• Interpreted financial and non-financial information to determine current and future earnings stream and/or efficiency enhancements for the Consumer Sales Group.
• Analyzed, interpreted, and reported financial and operating information to businesses using financial models to evaluate business performance.
• Understand, interpret & carry forth company initiatives while monitoring contractual obligations between advertising agencies & internal sales executives.
• Interpreted data for the purpose of determining past financial performance and to project a financial probability through forecasting.
• Analyzed and interpreted monthly financial results enabling better decision making by manufacturing, maintenance, and engineering personnel.
• Perform PowerPoint presentations to upper management on newly developed scholarships to increase student enrollment and company sales.
• Maintained records of client operations and reported information to higher management utilizing MS excel and MS PowerPoint.
• Assist in interpreting financial and operational metrics impact to the business including identification of opportunities and risks.
• Developed, interpreted, and implemented complex financial databases for inventory planning and control utilizing Microsoft Access.
• Created month end presentations for internal customers using Microsoft PowerPoint showing consolidated costs and plant performance.
• Interpreted financial results and prepared financial plans to improve capability and exploit opportunities to enhance profits.
• Analyzed and interpreted operational data including revenue and expense analysis; oversaw annual budgeting process.
• Provided ongoing monitoring and advice in credit union accounting matters especially in Enterprise Risk Management.
• Provide advisory capability and interpretation on all levels of costing and asset management activity.
• Provided interpretation of financial policies, governmental legislation, accounting theory and customer regulations.
• Reviewed and interpreted vendor contracts, identified related invoicing processes, and contract anomalies.

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• Monitored subcontractor funding and invoices on a monthly basis and coordinated with Subcontracts Administrator to initiate subcontractor funding modifications.
• Created and manage multiple executive level dashboards to report individual Physician and overall department performance on a monthly basis.
• Prepared 70 affiliate balance sheet accounts reconciliations on a monthly basis to ensure timely resolution of outstanding reconciling items.
• Prepared revenue analysis based upon geographical region and profit centers on a weekly and monthly basis, respectively.
• Performed and created adjusting entries and reconciliations of medical and operational expenses on monthly basis.
• Reviewed invoices on a monthly basis and provided supporting backup documentation to the government customer.
• Monitor and analyze operating expense accounts on a monthly basis and perform account reconciliation.
• Entered approximately 20 purchase requisitions into GE procurement system on a monthly basis.
• Performed financial forecasting and heavy reconciliation of internal accounts on a monthly basis.
• Formulated commission statements for approximately 50 salespersons on a monthly basis.
• General Ledger journal entry processing and verification on a monthly basis.
• Created several reports utilized by upper management on a monthly basis.
• Prepared accounts receivable analysis and revenue information on a monthly basis.
• Create financial projections for principal investigators on a monthly basis.
• Reconciled several general ledgers on a monthly basis.
• Reconciled departmental spending accounts on a monthly basis.
• Reconciled financial information on a monthly basis.
• Performed variance analysis on monthly basis.
• Completed global consolidations on monthly basis.
• Validate AMEX expenses with receipts received from sales personnel on a monthly basis and classify expenses by a general ledger number.

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• Validated internal calculations by performing discounted cash flow valuation and cash flow forecasting for special projects supporting investment banking operations.
• Completed special projects for CFO and VP/Sales, especially the linking of sell-through analysis to retailer incentive/promotion expense analysis.
• Analyzed Special Projects and prepared control budget speeches and presentations for both Amoco Production Company and Amoco Corporation.
• Provided information and analysis for special projects for five managed care plans and six independent physician associations.
• Perform work related to special projects involving key system analysis and financial management, as assigned
• Participated in the development and analysis of special projects to assess or improve operating efficiency.
• Execute special projects to improve process efficiency and performance as assigned by upper management.
• Prepared economic and business analysis on special projects and submit proposals to various departments.
• Participated in various special projects including merger and acquisition evaluation and contract negotiation.
• Assist with special projects, reporting and analysis primarily involving financial data collation.
• Provided complex and detailed modeling and statistical analysis in support of special projects.
• Performed internal control and provided assistance on special projects to oversea Headquarter.
• Managed all database management activities and coordinated special projects as required.
• Support special projects designed around current departmental priorities and transformation initiatives.
• Participated in special projects and financial problem solving for senior management.
• Leaded special projects for product improvement and Income Statement Opportunity analysis.
• Coordinated special projects that required complex financial modeling and strategic analysis.
• Enhanced management improvement initiatives and assisted with special projects as needed.
• Developed special projects for forecasting and budget cost reduction models.
• Participated in special projects to draft departmental standard operating procedures.

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• Participated on process improvement/development projects.
• Identify and evaluate process improvement opportunities and coordinate with technology to implement innovative time and cost saving improvements reducing overall firm risk
• Created and administered time study across Controlling which enabled management the ability to identify areas for process improvement or process elimination.
• Led process improvement initiatives for the Patient Financial Services and Admitting units to increase department profitability and improve employee performance.
• Facilitated and participated in cross functional problem solving process improvement efforts to document and improve current processes that improve efficiency.
• Process improvement and system redesign of current business processes in coordination with Bank of America compliance efforts related to Sarbanes-Oxley.
• Designed and built new company report using Six Sigma design process improvement techniques and based off executive leadership data requirements.
• Developed and implemented payroll process improvements reducing weekly payroll adjustments, department overtime hours worked and creating new business practices.
• Fostered long term relationships with customer through process improvements, change and responsiveness to customer needs while ensuring financial integrity.
• Created process to facilitate tracking of individual productivity savings including resource optimization, process improvements, and tool enhancements.
• Participate in special project assignments and initiatives requiring functional expertise on expense budget related activities including process improvements.
• Process improvement increased availability and accuracy of financial analysis, resulting in a 30% reduction of man-hours.
• Support budgeting, consolidated financial reporting, internal control, accounting and business process improvement functions for Company.
• Provided guidance on established accounting principles and led process improvement initiatives to enhance financial reporting within Finance.
• Contributed to process improvement across the business area and aided representatives from other organizations to implement lessons-learned.
• Refined gross model logic and identified process improvements that enhanced efficiency and effectiveness of forecast reporting process.
• Provide functional and technical recommendations and automation tools of financial management processes in support of process improvement.
• Partner with leadership in identifying, verifying, and implementing process improvement and process re-engineering opportunities.
• Supported policy and process improvements; identified issues / proposed solutions interacting with managers and directors.
• Promoted continual process improvement by examining existing data and made recommendations for enhancement/efficiency of business systems.

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• Developed corporate accounting policy for the capitalization of internally developed software and implemented a reporting structure to comply with GAAP standards.
• Researched and applied generally accepted accounting practices (GAAP) and regulatory accounting guidance and resolved accounting discrepancies & irregularities.
• Examined and evaluated accounting methods and financial statement presentations in accordance with generally accepted accounting principles (GAAP).
• Satisfied PWC audit requirements by encouraging and driving Manager compliance with corporate policy and GAAP Standards including accrual requirements.
• Assisted in compiling GAAP based derivative valuations and prepared portfolio summary packages to be reviewed by senior management.
• Established and managed controls applicable to business processes in compliance with Sarbanes-Oxley initiatives and GAAP requirements.
• Provided support for internal and external financial statements in compliance with GAAP and/or other regulatory requirements.
• Calculated Statutory and GAAP reserves resulting in companies' ability to report monthly financial statements.
• Performed monthly revenue analysis and ensured that revenue was properly recognized in GAAP accordance.
• Incorporated schedules outlining contractual percentage-of-completion obligations to ensure compliance with GAAP revenue recognition standards.
• Analyze complex accounting problems utilizing established GAAP guidance and make recommendations to management.
• Monitored capital projects expenditure and Software amortization to ensure compliance with GAAP.
• Conducted GAAP to SAP reconciliation to generate monthly statutory financial statements.
• Calculated monthly corporate income tax accruals satisfied GAAP requirements.
• Prepared all financial documentation according to GAAP standards.
• Prepared statutory and GAAP financial statements.
• Maintained accounting procedures of the parent company to ensure that all financial transactions are executed and recorded in accordance with GAAP.
• Communicated and helped drive adherence to Generally Accepted Accounting Principles (GAAP) and the organization's financial goals and policies.
• Prepared quarterly and year-end reports in accordance with GAAP including federal income tax, property tax, commission and insurance reports.
• Work with Sales and Marketing Teams for customer related programs and provide guidance on revenue recognition to ensure compliance with GAAP.

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• Created offering memorandums for exclusive hotel listings, reviewed due diligence materials, conducted market research and calculated property valuations.
• Prepared due diligence report on international education consulting services industry, including detailed financial statement analysis of top 5 firms.
• Assisted management with all aspects of valuation engagements including project administration, oversight, due diligence, and financial analysis.
• Provide financial expertise for business decisions by analyzing rates of return, investment performance, due diligence, and governmental requirements
• Assisted in due diligence review process of new acquisitions by coordinating interdepartmental tasks and outside consultants' productivity.
• Performed corporate and industry due diligence and put together projections and business analysis utilized in making lending recommendations.
• Coordinate lender due diligence, including appraisals, property condition inspections, environmental audits, and underwriter inspections.
• Performed due diligence investigation, abstracted leases and audited expense reimbursement reconciliations to assess property economics and risks.
• Spearheaded due diligence for acquisition of King Pharmaceuticals, identifying key risks factors and forecasting investment viability.
• Prepared, reviewed and managed receipt/distribution of due diligence materials on acquisitions, dispositions and new developments.
• Participated in preparation of commercial due diligence reports for regional expansion and merger and acquisition assessments.
• Supervised due diligence involving the semi-annual execution of a promotional event for our highest volume customer.
• Conducted due diligence, financial analysis and managed deal flow of early-stage media and technology companies
• Conducted collateral and financial due diligence field examinations on portfolio clients and new business prospects.
• Performed due diligence interviews face-to-face and in writing that ensured updated, accurate company information.
• Performed due diligence on alternative investments and money managers and constructed portfolios using proprietary analysis.
• Coordinated with audit services to evaluate institutions for possible acquisition through due diligence process.
• Acquired expertise in technical and legal due diligence required to comprehensively vet investment opportunities.
• Conducted due diligence investigation of commercial and residential properties on behalf of financial institutions.
• Performed due diligence on various acquisition targets and made recommendations based on in-depth analysis.

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• Participated in research on local and regional real estate market and perform regular risk and return analysis on existing investment portfolio.
• Performed underwriting reviews, helped to rewrite real estate lending underwriting guidelines, marketing and secondary market research and development.
• Performed financial modeling/projections, credit analysis and industry/business risk analysis for mid-sized companies, large corporations and real estate developers.
• Performed feasibility studies, market studies, demographic projections and financial forecasts for potential low-income real estate acquisitions and developments.
• Developed financial modeling systems for commercial real estate in order to provide senior management with critical market assessment tools.
• Manage property investment portfolios Organize monthly financial statements Calculate cash flow projections Determine financial projections of real estate market
• Executed credit analysis to US-based real estate developers and identified whether project was appropriate for the institution.
• Designed detailed Excel spreadsheets which identified significant real estate market trends which aided in developing appropriate forecasts.
• Performed market analysis, financial analysis, real estate research, oversaw property management and environmental compliance.
• Performed discounted cash flow analysis for company-owned commercial real estate properties as well as for prospective acquisitions.
• Researched client/investor relations, established client profiles, and created and analyzed real estate development proposals.
• Researched competitive properties and real estate markets and providing asset performance projections based on market conditions.
• Performed financial analysis for real estate development proposals to ensure proper amount of city subsidy.
• Developed forecasts and budgets for data acquisition pertaining to real estate covering the entire department.
• Constructed an in-depth model for real estate analysis and identified a significant opportunity for improvement.
• Offered an e-commerce real estate site a valuation and recommendation regarding a strategic acquisition.
• Prepared valuations and assisted in preparing feasibility studies for prospective real estate investments.
• Conducted statistical analysis of commercial real estate locations utilizing clustering and regression analysis.
• Developed and implemented complex financial concepts for development of commercial real estate projects.
• Worked closely with senior management team on underwriting real estate acquisitions and developments.

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• Conduct research and analysis to provide management throughout organization with definitive financial data and advice for making well-reasoned financial management decisions.
• Draw conclusions and devised solutions to problems relating to improvement of financial management effectiveness, work methods, and procedure efficiency.
• Rendered senior level financial management support regarding all aspects of DON/DoD budget formulation, justification, and execution directly to PMA-281.
• Updated several Service-wide non-appropriated fund activity financial management policies; directly responsible for the thorough revision of severely outdated publication.
• Developed web-based WIA Financial Management solution requirements and performed requirements testing to ensure the solution met WIA program management needs.
• Verified and ensured Requisitions and Batches submitted to Financial Management had proper coding which would reflect correctly on Financial Statements.
• Assist assigned NHQ-Regions and delegations in developing annual corporate budgets, project budgets, and financial management sections within proposals.
• Installed Financial Management and Reporting System for a company experiencing phenomenal production and sales growth in the Consumer Products Market.
• Developed and led 2 semiannual training workshops on financial management tools for 50 business managers to improve departmental efficiency.
• Ensured sound financial management by implementing a comprehensive estimation process and training cost account managers to use it effectively.
• Educated physicians and advanced practitioners regarding contract guidelines, provider compensation, productivity analysis and physician practice financial management.
• Offered daily support, supplying cost analysis for projects, reviewing data and offering recommendations for more efficient financial management
• Experience to interpret budget policy and direct funding decisions that must support operating goals and financial management principles.
• Conduct periodical financial management analyses of performance results (variance analysis, estimation of financial performance metrics).
• Promoted to analyst position due to performance excellence, served in financial management role for global advertising agency.
• Worked closely with financial management, banking system administration/management, payroll, purchasing, information technology assessment.
• Administer financial management decision support services for customers, such as writing reports based on analyzed data.
• Provided superior administrative support to the President, including correspondence, legal documents, and financial management.
• Participated in financial management functions including development of monthly/quarterly financial statements, financial forecasts, and budgets.
• Responded to and completed assigned business and financial management projects, to support effective management and decision-making.

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• Maintained documentation for daily admin and policyholder balancing to insure SOX compliance and controls.
• Developed process documentation and implemented enhancements as a result of the SOX implementation.
• Maintain SOX 404 documentation compliance insuring no material weakness or significant deficiencies.
• Prepared/Maintained SOX documentation, to include performing quarterly departmental testing.
• Assisted in developing and maintaining SOX internal control requirements.
• Compiled the required documentation to support quarter-end SOX certification.
• Verified SOX narrative updates with current inventory information.
• Maintained area support paperwork following SOX guidelines.
• Reviewed and compiled SOX compliance documentation.
• Designed reports to measure SOX, KPI, and Customer gross margin results for management that led to improved results.
• Identified gaps in documented processes / procedures; assisted with redesign / streamlining of existing SOX controls and test plans.
• Completed corporate compliance audits to understand business, establish a healthy framework for the organization and make it SOX compliant.
• Ensured compliance with internal policies and procedures as well as DAR, FAR, SOX and other government regulations.
• Reviewed staff work to ensure SOX compliance and regulatory policies to correct write-off of $500M+ in foreclosed loans.
• Prepare Quarterly Management Discussion & Analysis schedules, and SOX documentation for the quarterly Gross Investment Margin press report.
• Follow up and direct San Diego market unit to ensure they are in compliance with their SOX control audits.
• Analyzed and researched legal contracts, amendments, and pricing mechanisms to ensure billing was in compliance with SOX.
• Create and maintain clear trail of all client financial activity to abide by industry guidelines and ensure SOX compliance.
• Organized and established internal plan for analyzing alliance partner spend with business units and BRRP / SOX corporate compliance.
• Managed $10MM SAP/BW conversion for 77 international subsidiary companies confirming controls consistent with Group Policy and SOX requirements.

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• Conduct cost investigations to determine pricing adjustments using advanced Excel applications; Customer service financial and service level conference calls.
• Developed and implemented financial model improvements and automation, while simultaneously supporting various activities, projects and customer service assignments.
• Provide superior customer service occasionally; address customer concerns about product availability, terms and conditions, and refund/return policies.
• Identified and implemented enhancements to customer service and communication processes to improve efficiency and customer satisfaction; received spot award.
• Key contributor in a collaborative team put in place to continually improve processes and overall customer service and departmental performance.
• Provide customer service regarding application status and problem resolution to applicants via written correspondence and/or phone inquiries on weekly basis.
• Provided timely customer service and ensured all complex research and inquiries were resolved in accordance with customer service policy.
• Coordinated call center error trending reporting across life administration entities to reduce call center referrals and improve customer service.
• Develop financial training for Housing Choice Voucher Customer Service Center and Federal Programs staff to improve operations and efficiency.
• Partnered with sales and customer service representatives to improve customer service opportunities and proactively identify customer trends.
• Utilized excellent customer service skills to discuss credit worthiness with clients and to collect all necessary documentation.
• Resolve billing discrepancies by working with Customer Service Managers, Customer Service Representatives, and Sales Representatives.
• Assist the organization in achieving cost-effective production with increased quality, efficiency and satisfied customer service.
• Performed financial and operational analysis and recommended actions for revenue generating and customer service improvement initiatives.
• Developed and implemented solutions to improve monthly reporting process in order to provide better customer service.
• Developed key reporting metrics for Customer Service group utilizing data to support analysis and recommendations.
• Ensured customer service by collaborating with cross-functional teams to re-mediate any contractual or accounting errors.
• Charged with performing financial analysis and finance business partnering support for five customer service groups.
• Completed 6-month Skills Enhancement Program as a Collections Representative involving customer service and issue resolution.
• Provide customer service to Contract Management during provider negotiation process to ensure consistent dynamic modeling.

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• Recommended, developed, and implemented key performance indicators to be used for identifying potential improvement areas for the operation.
• Analyzed monthly results and provided updates to senior management using PowerPoint to identify and explain key performance indicators and variances.
• Created a Business Continuity Plan, identified key performance indicators and metrics, and participated in other strategic planning projects.
• Developed comprehensive financial models, produced short-term financial statements and supported business operations through analysis of key performance indicators.
• Developed monthly key performance indicators and models on $3.8 billion in annual spend identifying productivity and savings opportunities.
• Analyze financial performance and provide observations and recommendations to division managers and operational managers on key performance indicators.
• Prepare, review, and disseminate operational performance reports summarizing key performance indicators regarding operational and financial performance.
• Implemented operational improvements and developed various dashboards, tracking tools, key operational metrics and key performance indicators.
• Developed several financial models, metrics & project status templates that provide key performance indicators to upper management.
• Developed Key Performance Indicators and scorecards to monitor product sales and operations of vendors and fulfillment centers.
• Analyzed financial and operational information by using financial ratios, key performance indicators, costing and forecasts.
• Facilitate improved financial performance by streamlining process for analyzing variances, trends, and key performance indicators.
• Coordinated the summary of monthly executive level Key Performance Indicators ensuring consistency of reporting across International regions.
• Generated weekly and daily statistical analyses submitted to Executive Management which identified variances in key performance indicators.
• Directed extensive statistical research on key performance indicators pertaining to industry benchmarks and direct/indirect cost elements.
• Updated and calibrated senior management Key Performance Indicators associated with bonus compensation plan under corporate guidelines.
• Develop, implement and manage key performance indicators for operations that facilitate and measure improved performance.
• Key Accomplishments * Developed key performance indicators for Executive Management demonstrating cash value of sourcing negotiations.
• Provided month end Key Performance Indicators report preparation, monitoring and variance analysis for management.
• Analyzed internal data to identify both opportunities of pricing and Key Performance Indicators for profitability.

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• Provided daily reconciliations to capture new and existing transactions, and generated periodical portfolio income and liability reports with SQL/Excel.
• Analyzed, designed and implemented improvements to in-house SQL-based commissions accounting systems in partnership with IT and Commissions Accounting Manager.
• Analyzed and tested new internally-developed SQL/Access budgeting/planning system with new chart of accounts.
• Developed SQL financial queries for internal business managers.
• Develop comprehensive reports, abstracts, and charts in SQL, SAS, STATA to present data and guide investment strategies.
• Created and wrote SQL programs from scratch for our largest cost component, fuel, with less than 0.05% variance.
• Developed automated budget tracking reports and created user friendly card metric report with leveraging advanced Excel, Nautilus system and SQL.
• Work with finance team to streamline this process using SQL and have more accurate and up to date forecast views.
• Created various Showcase and SQL queries for the Customer Analysis Department which reduced the time required to complete numerous analyses.
• Created and maintained Access and SQL based queries used to obtain payment and disbursement records from the company s database.
• Perform Audit of IT Infrastructure and applicable Database- Operating System, UNIX, Mainframe, SQL, Oracle and DB2.
• Worked with SQL to query Data Warehouse information and pull data for reporting and validation in MS Access and Excel.
• Created multiple stored procedures and queries in MS SQL that generated reporting cubes to help track and manage OEM operations.
• Trained on SQL Server and other software to support system: Terminal Service Client, CITRIX, Networking, OS.
• Documented processes, designed user interface, and successfully transitioned Billing process from Access Database to a web-based SQL Server.
• Extracted and analyzed data using mainly SQL language on SAP operating system and occasionally C# on Visual Studio.
• Create queries for data-driven decision making by executives and departments using SQL, Excel, XML, and VBA.
• Created dynamic and visual dashboards through SQL queries in Access, Power BI, SQL Server, and Tableau.
• Worked on SQL query to manage reports and data, and use Microsoft Project Server to implement data process.
• Utilized MS Excel, interpreted loan agreements and code programs using SQL and adjusted models to quality control notes.

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• Suggested restructuring the workforce based on cost analysis thereby resulting in a significant increase of 35% in organizational efficiency.
• Planned, developed and compiled financial reports including: operational budgets, financial statements, cost analysis and other information.
• Ensured timely and accurate payment of quarterly commissions, performed compensation cost analysis on revenue and headcount productivity reviews.
• Collaborated with other Financial Analysts within the division on special analysis, such as acquisition analysis and cost analysis.
• Provided senior management detailed cost analysis on government and commercial projects that resulted in competitive quotes on major contracts.
• Managed and distributed periodic reporting; Key Productivity Indicator, Annual Operating Plan, and Manufacturing cost Analysis.
• Create financial models for special projects and new business lines including projected profitability and detailed cost analysis.
• Conducted cost analysis and break-even analysis for selected financial accounts, company product development and investment opportunities.
• Developed and implemented cost analysis models to determine the profitability of current and prospective trust accounts.
• Prepare monthly comprehensive project reports, variance, and budget/cost analysis for management reporting.
• Prepared job cost analysis for customers resulting in improved customer retention and increased revenue.
• Collaborated with the Marketing Director developing new strategies and cost analysis for advertising campaigns.
• Download tier pricing from database to comparative cost analysis, price activation and implementations.
• Prepared warranty cost analysis, capital asset expenses and depreciation and reported to executives.
• Prepare financial cost analysis, break even analysis and program management and customer reports.
• Performed a cost analysis on selected plants to evaluate discrepancies of inventory levels.
• Led source cost analysis project to analyze monthly reporting and eliminate department errors.
• Develop expected revenue, pricing and cost analysis scenarios for new investment opportunities.
• Completed key product cost analysis and provided recommendations for improvement to top management.
• Participated in month-end reporting, general ledger balancing, and cost analysis reporting.

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• Worked on Several Ad-Hoc Projects for the CFO and President.
• Created Ad-Hoc reports of labor and capital when requested.
• Provided professional support in finance functions including budgeting, forecasting, financial modeling, revenue analysis and ad-hoc reports as needed.
• Develop various ad-hoc reports and performing research projects for upper management based on their individual requests primarily using Hyperion Enterprise.
• Supported the development and implementation of new policies & procedures Completed various additional tasks and Ad-Hoc projects as requested from management
• Prepared ad-hoc reports on cost-per-unit analysis, material obsolescence valuation, inventory over-stock risk, and production efficiency.
• Performed financial analysis, conducted root cause analysis, created briefs, training presentations and performed ad-hoc analysis.
• Developed comprehensive reports, charts, and performed ad-hoc analysis to summarize data and guide executive decision-making.
• Calculated margins, price changes impact, variances, customer/product profitability and ad-hoc analysis for business insight.
• Performed ad-hoc financial analysis of provider cost and utilization trends to support senior management strategy development.
• Performed ad-hoc analyses at multiple levels of complexity and reports as requested and provided informed recommendations.
• Composed effective accounting and ad-hoc reports summarizing harvest data for finance, president/BoD and other departments.
• Prepared ad-hoc analyses to facilitate financial obligations due to collection, contract compliance and negotiation.
• Developed an ad-hoc pricing model for senior management to price potential expansions in multiple states
• Perform financial project analysis activities including budgeting, reporting and other ad-hoc contractual analysis.
• Deliver timely insight on routine and ad-hoc reporting packages to various management levels.
• Prepared Monthly Operating Revenue Reports and ad-hoc reports for senior management as requested.
• Provide reporting on Customer/Program Profitability and complete additional ad-hoc reporting, as requested.
• Reported and analyzed information on an ad-hoc basis as requested by upper management.
• Developed and maintained reports using Hyperion Report Writer for validation and ad-hoc reporting.

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• Created reconciliation reports for operations by analyzing and documenting several data sources and itemizing on pivot tables for upper management.
• Enhance performance by developing and integrating customized Excel reports using Pivot Tables and Charts for staffing exercises and Estimates-at-Complete.
• Provide financial and business support to various Controlling personnel and business unit extensively using Excel pivot tables.
• Constructed and prepared detailed financial performance metrics models utilizing pivot tables and other Excel spreadsheet techniques.
• Identify trends using statistical analysis in Microsoft Excel Macros/Pivot tables to anticipate forecasts.
• Streamlined current reporting tools by making relevant information easily accessible through pivot tables.
• Produced high-level Pivot tables and presented actionable insight to executive management.
• Created and maintained weekly job order reports sent out company wide, summarizing projects and labor using pivot tables and graphs.
• Prepared extensive financial modeling reports like Pipeline and Cash Flow Tape using advance excel skills like look ups and pivot tables.
• Created pivot tables and charts using worksheet data and external resources, modified pivot tables, sorted items and group data.
• Used raw data prepared Excel spreadsheets with functions, formulas, Macros and pivot tables for extensive/ detailed reporting and forecasting.
• Run weekly reports of utilization and forecasting and provide them in various formats, pivot tables, graphs, presentations etc.
• Use SQL queries, macros, and pivot tables in Microsoft Access and Excel for reporting and analysis for upper management.
• Developed Excel pivot tables for use by entire department to reconcile co-pay checks resulting in standardized approach for handling daily tasks.
• Manipulated data using queries, conditional formatting, pivot tables, pivot charts, OLAP cubes, formulas, & macros.
• Update daily practitioner calls, sales calls, and marketing calls with the use of Excel- pivot tables, macros.
• Download Bank transactions to Excel and manipulating data using custom sorting, pivot tables, copy/paste, and sum methods.
• Used advanced Excel functions to generate spreadsheets and pivot tables based on the new clean energy policy for the project.
• Formulate financial spreadsheets and pivot tables to facilitate analysis and interpretation for Shared risk, Capitation and Full Risk contracts.
• Created pivot tables to manage and efficiently locate hundreds of audit statements, which were previously unorganized and system less.

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• Developed and maintained database storing all revenues by department for trend analysis and supply departmental profitability reporting to management as requested.
• Evaluated financial results analysis and conducted variance analysis, trend analysis, and financial forecasting for retro and assumed client data.
• Performed forensic analysis on user productivity reports, while cross-referencing employee invoices, and performed trend analysis of the section-wide databases.
• Performed financial modeling to forecast future revenue and collection activities; provided trend analysis of bimonthly revenue and collection results.
• Analyzed and reported global manufacturing obsolescence financial positions and developed trend analysis for actual monthly/quarterly performance versus forecast and goals.
• Developed annual budgets for the organization and its entities Developed financial model and trend analysis to analyze company s strategy.
• Generated and monitored Key Performance Indicator metrics (KPI) and developed standardized reports to help operational and trend analysis.
• Incorporated Earned Value Management EVM principles by providing Program Management with Financial and trend analysis of program spending and performance.
• Conducted validation, reconciliation, trend analysis, and forecasting of obligations and invoicing to ensure funds were appropriately expended.
• Contribute towards strategic planning by performing strategic analysis, trend analysis, and business modeling reports for upper management.
• Compiled monthly financial statements and developed supplemental reports to facilitate CEO presentations, including investment detail and trend analysis.
• Handled the collection and dissemination of financial data, perform trend analysis on multiple programs and provided management reporting.
• Performed statistical and trend analysis to create competitive intelligence in order to effectively design and manage marketing campaigns.
• Prepared monthly budget-to-actual reports for department managers and upper management, including trend analysis and citing problem areas.
• Forecast expenditures using historical information, trend analysis, appointment information, and data sources on anticipated activities.
• Completed trend analysis, markup determination, profitability assessments, and resource allocation reports for Senior Management Team.
• Provided assistance in donor proposal budget development through cost and pricing analysis and trend analysis of historical expenses.
• Developed models using internal Data-warehousing system to build reporting on product rate and volume variances and trend analysis.
• Prepared financial statements, supportive trend analysis, monitored daily accounting activity and communicating account status to management
• Performed comprehensive credit risk analysis including cash flow projections, financial statement reviews and industry trend analysis.

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• Provided overall financial support to profit centers and senior management related to business system training, job-level monitoring and overall financial performance
• Provide financial support to engineering group including preparation of monthly measurements package, capital appropriation assistance, and expense analysis.
• Communicated and coordinated with Senior Vice President and Division Managers on financial support requirements; prepared presentations to EDS executives.
• Provided global financial support for multiple business units by preparing budgets/targets/forecasts, performing month-end close, and preparing variance analyses.
• Provided financial support to 15 departments within the technology team providing recommendations to management for cost based improvement alternatives.
• Provided comprehensive financial support to the Controller including budgeting, forecasting, strategic planning, and operating expense analysis.
• Provided financial support and analysis to Operations and Financial Management divisions for implementation of strategic and cost saving initiatives.
• Provided financial support to new business opportunities including proposal preparation, competitive analysis and pricing strategy as required.
• Analyzed new business/joint venture opportunities, provided financial support to business justifications and presented recommendations to senior management.
• Performed all accounting functions for two subsidiary companies including preparation of financial supporting schedules and variance analysis.
• Provided financial support to directors of Wireless Networking and IP Communications Business Units and drove forecast procedures.
• Provided financial support and analysis to Sr. management team for strategic business decisions and cost saving initiatives.
• Analyzed payroll and store productivity and provided financial support to store operations' senior management.
• Provided ongoing financial support to several business units for budgeting and financial analyses of results.
• Provided financial support to executive team through the evaluation and interpretation of various performance metrics.
• Provided financial support to the transitioning of Specialty Magnesia business from Chemical to salt business.
• Provided budgeting and financial support for a twelve-hundred person site utilizing an accrual-based accounting process.
• Perform financial support during Incentive compensation plan design process collaborating with Human Resources Compensation team.
• Provided financial support to Global External Manufacturing division - Associate Director, engineers and planners.
• Provide financial support including reporting and analysis of cost cycle production to Director of Manufacturing.

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• Performed quality control of the quarterly close process which includes proposing/reviewing accounting adjustments and finalizing division results according to schedule.
• Performed month end close process and performed variance analysis to budget and forecast, identifying trends and communicating results/findings.
• Supported month-end close process by performing accruals and variance analyses to insure completeness and accuracy of financial statements.
• Performed an accurate and timely monthly close process which included preparing journal entries and analyzing complex financial data.
• Facilitated month-end close processes, journal entries and account reconciliations for two folding carton manufacturing facilities.
• Created & uploaded journal entries during monthly close process and completed account reconciliations with supporting documentations.
• Administered the monthly accounting close process and performed analysis of actual performance against budget targets.
• Participated in month-end close process for journal entry review to ensure accuracy of financial statements.
• Prepared projected financial reports including the close process, collaborating with Senior Managers.
• Carried out daily buy/sell order/entry analysis and month end close process/journal entries/non-trade accruals.
• Participate in monthly financial close process and reporting for senior management review.
• Participated in the accounting month-end close process including general ledger maintenance.
• Participate in month-end close processes, including account and department reconciliations.
• Managed month-end close process of general ledger and updated quarterly valuations.
• Perform monthly close process and account reconciliation for Residential Properties.
• Facilitated month-end close process between communications and finance departments.
• Participated extensively in month end financial close process.
• Manage, report and analyze annual budget, monthly forecast and month end close processes using Oracle JDE and Hyperion systems.
• Prepared journal entries, account analysis, monthly accruals and balance sheet reconciliations in support of the month end close process.
• Performed month-end and year-end close processes to clear up all the outstanding issues and provided high quality data for other team.

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• Provided financial support and analysis to Operations and Marketing, aiding in strategic development of business processes and cost savings initiatives.
• Identified and assessed potential acquisitions, defining areas of cost savings and different methods of financing, including cost benefit analysis.
• Experienced at performing audits of financial expense data, which have successfully uncovered cost savings and improved transparency around spending.
• Analyzed large amounts of diverse data and accounting/finance related transactions pertaining to Company costs resulted in substantial cost savings.
• Provided financial support and analysis to Facilities and Human Resources segments for strategic business decisions and cost savings initiatives.
• Identified and reported approximately $6 million in cost savings from vendor negotiated prices to operational productivity improvements.
• Develop and conduct briefings to FAA management, communicating recommendations regarding efficiency and cost savings in program operations.
• Provided financial support and analysis to Operations and Marketing areas for strategic business decisions and cost savings initiatives.
• Performed profitability analyses per car line and identified cost savings opportunities, resulting in 70% successfully implemented.
• Determined best method for documenting and communicating cost savings associated with service centralization to operational business units.
• Prepared technical evaluations of proposals and assisted in negotiations which provided cost savings to the Government.
• Assisted senior management in identifying key cost savings within operations through detailed analysis and database creation.
• Prepared written audit reports, and reviewed cost savings and performance optimization recommendations with senior management.
• Received 'Program Management Award for Exceptional Achievement' for creating and implementing cost savings initiatives.
• Analyzed monthly financial statements and prepared monthly financial reports, identifying opportunities for cost savings.
• Generate data and analyze potential cost savings efforts to the agency regarding budget preparations.
• Participated in White/Green belt projects that streamlined and improved processes for cost savings opportunities.
• Partner with vertical leaders to identify productivity opportunities and deliver and communicate cost savings.
• Develop recommendations as necessary in terms of cost savings and profit generating opportunities.
• Monitored and analyzed expenses for Marketing Business Group and identified cost savings opportunities.

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• Prepared various management reports, including the divisional financial package, to facilitate managerial decisions and comply with corporate reporting requirements.
• Updated and analyzed project labor and travel costs; developed management reports; and collaborated with engineering and integration divisions.
• Utilize financial reporting skills to prepare and develop timely and accurate daily and monthly management reports for several financial products.
• Extracted, verified and manipulated required financial and reference data from source systems to be utilized in producing management reports.
• Perform financial statement research and analysis, including development and preparation of financial management reports for corporate and site management.
• Focused on performing in-depth financial analysis and producing timely and accurate management reports and recommendations to help influence leadership decisions.
• Analyzed monthly Management Reports from Country Controllers and obtained explanation for significant variances against the plan/forecast and/or prior year.
• Assisted with the preparation of various reports covering budget status, forecast projections and other departmental management reports.
• Analyzed hedge funds with a focus on the long-short equity strategy providing performance attributions and risk-management reports.
• Analyze management reports on a daily basis to ensure non-applicable funds are pended investigated and handled accordingly.
• Prepared financial management reports that provided insightful analysis of budget versus actual and other cost management analysis.
• Prepared monthly management reports including expense/budget analysis balance sheet reconciliations, and general ledger account reconciliation.
• Fulfilled corporate reporting requirements by presenting, management reports and results of operations to subsidiary controllers.
• Prepared management reports related to the capital budget, departmental expenditures, and other departmental operations.
• Conducted profits analyses and developed management reports to support senior leadership's strategic operational decisions.
• Conducted statistical assessment on the consumer complaints program to be included in Executive management reports.
• Develop and maintain complex management reports which appropriately measure performance against budget and strategic goals.
• Utilized SAP software to prepare and analyze internal management reports and perform month-end account analysis.
• Compiled, analyzed and communicated to management reports that compared actual results to forecasts/plans.
• Prepared monthly management reports and presentations related to contract status and compliance for projects.

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• Prepared general accounting practices including expense reporting, budgeting and forecasting, general ledger maintenance on expense reports and account analysis.
• Utilize Management Reporter to build historic department and expense reports and perform analysis and projections and display financial results.
• Handled advanced budgeting/forecasting, advanced variance analysis, financial statement preparation, financial analysis, and expense reports.
• Provided administrative support to the accounts receivable/payable department, updated contract files, processed expense reports.
• Prepared and presented sales revenue and variance expense reports analysis, investigating and resolving reporting discrepancies.
• Utilized SAP to produce detailed expense reports and analyzed resource utilization for the Financial Analysis reports.
• Prepared monthly expense reports detailing variances in carrier costs of telecommunications services, for management review.
• Develop financial packages for lenders including historical income/expense reports, investment summaries and prospect activity.
• Compile, analyze and review operating expense reports submitted by properties and prepare budget comparisons
• Handled internal departmental requests for quarterly variance reports and budget versus actual expense reports.
• Approve staff notification of domestic and international travel; reconcile travel expense reports.
• Reviewed and analyzed all monthly financial data, profitability schedules and expense reports.
• Reviewed staff travel and business expense reports for policy adherence and process reimbursements.
• Audited expense reports for outside consultants and provided training on reimbursement procedures.
• Reviewed expense reports, analyzed and investigated discrepancies and prepared resolution reports.
• Created and managed expense reports and forecasting for presentation to upper management.
• Monitored expense reports and authorized and issued disbursements for three divisions.
• Reviewed and approved department expense reports against company policies and procedures.
• Audited expense reports and educated professionals on expense compliance issues.
• Generated and processed all departmental Travel and Non-Travel Expense Reports.

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• Report, develop and analyze internal metrics for executive management, senior management, and field directors using Microsoft Reporting Services.
• Prepared monthly reporting packages for eight separate markets incorporating financial, statistical, and demographic data for use by executive management.
• Conduct research and analysis of financial data to provide executive management with information for use in financial planning and decision making.
• Maintained open lines of communication between production and executive management to ensure accurate and timely monthly forecasts and semiannual budgeting.
• Charged with preparing financial reporting package for monthly business review meetings and quarterly segment reviews with management executive management team.
• Participated in quarterly earnings conference calls with direct competitors and presented results to Executive Management for analysis of industry trends.
• Created refined quarterly intelligence reports for use by top executive management that includes comprehensive benchmark analysis and executive summaries.
• Maintain accuracy of information provided through a peer review process prior to presenting information to executive management and board.
• Generated weekly and pipeline forecast report packages with Excel for sales team and executive management to achieve department objectives.
• Generate Profitability report for Executive management for current and prospective customer, resulting in 70k quarterly of additional business.
• Developed Financial Metrics Dashboard report aiding executive management in assessment of financial performance at the group and divisional levels.
• Developed and produced a monthly Executive Summary that kept executive management apprised of overall agency performance and client profitability.
• Prepare monthly management and analysis reports using TM1 for distribution to Executive Management and Board of Directors as required.
• Developed and maintained budget, forecast, and quarterly reports used by executive management and for investor relations.
• Interfaced with executive management of publicly held bank-holding company in executing its shareholder relations strategies until its sale.
• Analyze operational performance, provides concise, relevant explanations, observations and recommendations to leaderships and executive managements.
• Provide analysis against regional budgets in preparation for quarterly executive management meetings held to determine overall organizational direction.
• Worked directly with executive management team and perform financial modeling and forecasting by creating complex excel spreadsheet.
• Assisted senior and executive management with corporate budgets and variances while developing procedures to improve cost controls.
• Created journal entries for international locations and provided executive management with financial data and key business metrics.

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• Reported on pricing and product profitability as well as price-volume-mix analysis including monthly FP&A statements for divisional cost centers.
• Coordinated the distribution of monthly expense management reports and salary reports to executive management for over 200 cost centers.
• Prepare and manage profitability models for diverse manufacturing, engineering, testing, and administrative cost centers.
• Reviewed financial operating data related to both physician practice and non-clinical cost centers for completeness and accuracy.
• Determined cost centers and critical activities to provide more accurate information on each customer's profitability.
• Developed cost centers and long-range expenditures projections for inclusion in Congressional Submission by INL-State Department.
• Prepared, analyzed and submitted monthly internal financial statements of cost centers to unit managers.
• Managed the product profitability process and developed profitability methodology for international cost centers and products.
• Collaborated with management to build budgets within Microsoft Excel for cost centers quarterly forecasts.
• Created and updated monthly summary reports of cost centers reflecting actual activity versus forecast.
• Reviewed invoices and prepared documentation to allocate expenses to respective division cost centers.
• Monitored expense transactions for 100 cost centers to achieve accuracy and appropriateness.
• Analyzed all manufacturing cost centers/ direct operating expenses on a monthly basis.
• Prepared and revised financial forecast for external and internal cost centers.
• Simplified chart of accounts by eliminating/merging unused and redundant accounts/cost centers.
• Reconciled vendor accounts and researched cost centers to ensure disclosures accuracy.
• Performed monthly trend analysis and forecasting for twenty-one cost centers.
• Verified accounting general ledger between cost centers units.
• Prepared adjusting/accounting entries and opening/closing cost centers.
• Supported both domestic and international cost centers.

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• Reviewed, edited and consolidated Dormitory program maintenance operating budget estimates to ensure compliance with rules, regulations, and procedures.
• Analyzed contractual obligations to ensure compliance; including the reconciliation of complex high deductible and retro programming for maximized profitability.
• Collaborated with leadership from other functional areas to provide training on financial procedures to ensure compliance with company guidelines.
• Monitored corporate chart of accounts and financial policies to ensure compliance with corporate policy and government regulatory requirements.
• Verified and maintained client records and activity to ensure compliance with pertinent internal and external standards and regulations.
• Established computerized servicing for quarterly and year-end evaluation of client companies to ensure compliance with active loan covenants.
• Monitored operating expenses for Children's Publishing Division to ensure compliance with budget by performing monthly variance analyses.
• Perform internal control reviews and follow-up on audits of non-concurrences and provide recommendations to management to ensure compliance.
• Reviewed participation accounting statements to validate contractual and financial accuracy, and ensure compliance with studio contracts.
• Developed and implement timekeeping policies and procedure to ensure compliance with NASA and company timekeeping policies.
• Apply regulation and policy to ensure compliance with standard financial operating procedures and internal control systems.
• Reviewed and analyzed financial applications to ensure compliance with established requirements, laws, and regulations.
• Monitored expenses of software development process to ensure compliance with budget by performing monthly variance analyses.
• Prepared and executed audit programs to review established systems to ensure compliance with corporate policies.
• Monitored and verified expenditures and ensure compliance with University and sponsoring agency policies and procedures.
• Review details of expenditures charged to capital projects to ensure compliance with corporate capitalization policies.
• Analyzed operational and project budgets of a non-profit organization to ensure compliance with budgetary policies.
• Develop financial reports to evaluate contract/program status and ensure compliance with government and customer requirements.
• Performed monthly reconciliations of the organization's financial assets to ensure compliance with auditing parameters.
• Analyze and monitor program budgets versus actual expenditure to ensure compliance with assigned budgetary limits.

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• Developed and implemented internal controls for U.S. Corporate & Financial Services Ratings revenue process ensuring proper and timely billing of customers.
• Provided support to division operations by solving financial related problems, reviewing internal controls, and making recommendations for administrative improvement.
• Key participant on Sarbanes-Oxley corporate committee including preparation of process charts, evaluation/assessment and testing of internal controls to ensure compliance.
• Reviewed internal controls, payroll, memorandums and other individual financial transactions in reviewing information reported by audited entity.
• Tested organization internal controls and made judgments on significant estimates or assumptions of management on their financial reports.
• Enhanced internal controls and developed and implemented new monitoring reviews based on the changing environment and auditor findings.
• Coordinate financial processes for project executives providing work plan reconciliation and analysis while ensuring compliance with internal controls.
• Audited control systems (evaluated design and implementation, tested operating effectiveness of procedures and internal controls).
• Developed and maintain effective internal controls for proper revenue recognition procedures for Internet and E-Commerce business activities.
• Controlled compliance reviews of policy related activities to ensure the efficiency of internal controls over accounts.
• Consulted with operations to identify, explain and resolve financial issues by designing cost-effective internal controls.
• Researched and suggested process improvements to ensure internal controls and achievement of operation and financial goals.
• Tested internal controls, completed audit reports for dissemination and identified gaps in business process.
• Supervised accounts payable staff to ensure accounting accuracy, efficiency and adherence to strong internal controls
• Developed a SharePoint site to streamline e-mail communication of key reports and internal controls documents.
• Maintained adequate internal controls and coordinated activities with internal and external auditors throughout the year.
• Maintained strong internal controls to ensure compliance with corporate policy and Sarbanes-Oxley processes and policy.
• Strengthened internal controls process by providing recommendations and proactively monitoring controls of business process.
• Created all company's internal controls, processes and procedures to guarantee operational effectiveness.
• Created and maintained departmental methods and procedures documentation to ensure adherence to internal controls.

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• Reviewed incoming contracts to ensure they included necessary financial terms and entered information into PeopleSoft for budgeting and revenue recognition purposes.
• Developed, managed and analyzed monthly reporting and reported actual monthly revenue utilizing PeopleSoft database to appropriate business units.
• Conducted automation of PeopleSoft templates and standardized monthly reports - documented automation of each reports process in writing.
• Produced financial information for analysis and review, prepared financial reports based off of PeopleSoft general ledger activity.
• Created/modified the PeopleSoft accounting queries to support the accuracy and preparation of financial statements, reports and analysis.
• Developed interface for PeopleSoft database into proprietary Excel system for weekly and monthly reports to upper management.
• Converted financial systems to PeopleSoft Project Costing, documented procedures, developed training materials and facilitated training.
• Reconciled accounts using sub-ledger activity schedules, running account queries and trial balances utilizing PeopleSoft.
• Used Vision and PeopleSoft to monitor and provide management information on capital project status regularly.
• Led training and coordination for integrating a newly acquired company into existing PeopleSoft System.
• Assisted with implementation of PeopleSoft financial system, improving sales and manufacturing reporting capabilities.
• Conducted analysis and utilized PeopleSoft queries to identify expenses trends and verify budget data.
• Conducted financial reporting and analysis and general accounting using Oracle & PeopleSoft Financial Systems.
• Performed the financial reporting, variance analysis and forecasting with PeopleSoft accounting software.
• Validated the accuracy of data submitted for Actual plus Budget Analysis utilizing PeopleSoft.
• Collaborated on implementation of PeopleSoft accounting system, including chart of accounts crosswalk.
• Investigate material variances by analyzing details of business transactions in PeopleSoft General Ledger.
• Developed new PeopleSoft data mining techniques and related MS Excel/Access Data Warehouse reporting.
• Support internal and external stakeholders in the utilization of PeopleSoft financial software.
• Analyzed forecast reports produced from PeopleSoft for unexpected variances and any inaccuracies.

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• Developed a logic-based Excel program that identifies breaks between multiple sub-ledgers and derive solutions to eliminate future breaks and ensure accuracy.
• Performed monthly reconciliations of depreciation accounts by comparing GSA Finance and regional postings on a monthly basis to ensure accuracy.
• Recommended new financial tools for inventory management in order to ensure accuracy and consistency with the latest policies and guidelines.
• Reviewed clients operating procedures and internal control systems to ensure accuracy of financial statements and to prevent misappropriation of assets.
• Implemented and established strict guidelines for inventory practices in the Carolina facility to ensure accuracy of annual physical inventory.
• Initiated daily cash upload between banking system and general ledger and validate transactions to ensure accuracy of data elements.
• Coordinated and conducted secondary reviews of claims prepared by colleagues to ensure accuracy and compliance with applicable framework methodologies.
• Conducted research and analysis of loan transactions to ensure accuracy in application of third-party fees and compliance with federal regulations
• Hired to analyze/approve loans, and audit documentation to ensure accuracy and consistency in accordance with stringent departmental requirements.
• Developed process documentation for complex analyses of risk arrangements to ensure accuracy and consistency and to facilitate training.
• Documented process and methodology for completing all exhibits and schedules for both surveys to ensure accuracy and standardization.
• Monitored Minor Material account detail to ensure accuracy and take necessary action to correct errors and maintained rates.
• Reviewed and analyzed monthly reports and communicated discrepancies to ensure accuracy and compliance with company and regulatory standards.
• Provide senior level support for monthly financial closings and account reconciliation to ensure accuracy in all recorded transactions
• Participated in periodic audits of statements and tax forms to ensure accuracy of information and system functionality.
• Audited and documented all customer deductions to ensure accuracy of claims and to perform post performance analysis.
• Validate work of financial analysts and make corrections as needed to ensure accuracy, transparency and comparability.
• Performed additional testing and validation to ensure accuracy and consistency for further advanced queries and visualization reporting.
• Initiate and facilitate establishment of reconciliation techniques to ensure accuracy of financial records for auditing purposes.
• Generate and analyze financial data to ensure accuracy and integrity in support of overall business objectives.

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• Developed questions used by outside counsel in the deposition of Polaroid executives and witnesses and prepared Kodak executives for their depositions.
• Protect the integrity of Detroit Casino operations by using my financial education and experience as a fraud investigative technique.
• Developed and delivered business cases that included Return on Investments (ROI) calculations and non-quantifiable cost/benefits analysis.
• Researched market dynamics, created and delivered presentations providing recommendations on short and longer-range ROI initiatives.
• Develop advanced excel DCF valuation and ROI modeling of restaurant locations considered for acquisition or re-franchising.
• Key responsibility included providing ROI/NPV Analysis, Capital Authorization Request, and Budget and Planning.
• Performed ROI analysis on key capital projects to determine the feasibility of proposed investment projects.
• Performed in depth ROI analysis to assist executives in strategic planning and business improvement initiatives.
• Prepared ROI financial models using sensitivity and scenario analysis to evaluate cost effectiveness of projects.
• Focused on maximizing company ROI and presented results to senior management and Division Controller.
• Constructed a model and prepared prospective store ROI analysis to determine business unit viability.
• Prepare projections of different campaigns using Cohort analysis, Payback analysis and ROI analysis.
• Evaluated billing processes and leveraged findings to provide ROI analysis and site redesign recommendations.
• Updated and maintained engineering project expense tracking and prepared ROI analysis on proposed projects.
• Led developed effective trade promotion analysis that focused on customer profitability and ROI.
• Rationalized manufacturing capacity requirements and capital spending using metrics such as ROIC.
• Initiated variance analysis by division and performed capital investment and ROI analysis.
• Prepared valuation analyses including financial modeling and ROI for potential projects.
• Identified new units of capital productivity measures for enhanced ROI analyses.
• Validated CapEx budgets and verified adequate ROI for executive analysis.

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• Conducted comprehensive data analysis and generated quantitative reports by analysis of client capital structure, debt capacity and credit status.
• Perform data analysis, reports, and epidemiological profiles for different company departments that are required for important decision making.
• Performed monthly, quarterly, and annual financial data analysis including variance analysis, determination of profitability and utilization trends.
• Assisted in integration efforts for company's merger including data analysis and preparation of financial reports for leadership team.
• Evaluate financial problems, situations and crisis; investigate for solutions using data analysis practices and prepare analysis reports.
• Performed and reported on data analysis, finding and strategy recommendations to Senior Management and Executive Management as requested.
• Analyzed financial statements, reconciled inventory statements and provided recommendations based on data analysis and in depth research.
• Provided detailed financial data analysis support to the higher management, required during financial audits and investment activities.
• Facilitated and coordinated the transition of General Ledger financial accounting process and data analysis from India to Philippines.
• Generated data analysis models for brokers to obtain critical real estate data with input of general market information.
• Conducted data analysis for collateral and payments to ensure correct pricing information to be provided for trading activities.
• Perform Data Analysis and make recommendations for the Customer Service department to ensure Customer Satisfaction is accomplished 3.
• Prepared department month-end report of data analysis for Accounts Receivables to submit to senior management for trend analysis.
• Assist in maintaining system data integrity, performs data analysis and uses information to recommend process improvement.
• Performed data analysis of contractual documents and identified discrepancies between Naval and Department of Defense accounting systems.
• Performed technical and data analysis to determine present and future financial performance, model building and predictions.
• Promoted repeatedly to provide accurate data analysis across 391 restaurant locations within 55 regions and nine divisions.
• Assisted partners and senior consultants with engagement pricing, management, profitability, and financial data analysis.
• Provided relevant support and data analysis to automobile lessors in preparation of auto policy deployment process.
• Develop ideas for operational improvements using data analysis and risk management to achieve more enhanced efficiency.

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• Provided support/system administration/training of internal financial reporting systems using Hyperion/EssBase and Hyperion Profitability & Cost Management (HPCM), Applications.
• Compiled financial analysis and occupancy reports using Hyperion and Hyperion-Essbase.
• Assisted in the preparation of the departmental budget, and input to the ESSBASE Budget System.
• Maintain quarterly reporting of same store sales utilizing ESSBASE and SQL queries.
• Used Hyperion SmartView and EssBase to create custom financial reporting files.
• Redesigned and automated existing Consumer Banking monthly reporting in Hyperion Essbase, materially reducing compilation time and potential input error.
• Prepared comparative monthly financial reports utilizing Hyperion Essbase and Excel macros and maintained related queries and spreadsheets.
• Managed security provisioning for Planning and Essbase applications in Shared Services, protecting data confidentiality.
• Streamlined Division Statistical reporting and analysis process by utilizing excel, PeopleSoft and Hyperion Essbase.
• Improved operational efficiency by implementing a Hyperion Essbase/Executive Viewer systems database for regional reporting.
• Developed and managed complex Excel-based financial models using Hyperion Essbase and internal financial applications.
• Transmitted MOR financial information through Hyperion Essbase system and verified accuracy of data.
• Consolidated the monthly financial results for senior management using Essbase financial tools.
• Consolidated operating expenses, capital expenditure and headcount figures on to Essbase.
• Utilized data connectivity Hyperion-Essbase to Excel and generated report by using VLookups.
• Trained staff and developed and prepared Essbase environment for financial measurements.
• Received Recognition award for implementing Essbase as a financial measurement tool.
• Maintained and updated Essbase models to facilitate research and analysis.
• Experienced user of Hyperion budget and forecasting systems including Essbase.
• Retrieved and analyzed data utilizing Oracle and Hyperion Essbase.

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• Provided project/delivery order administration, modification, and reconciliation, and the preparation and analysis of contract financial status reports.
• Maintained historical and empirical data used in the preparation of financial status reports and provided administrative support to senior executives.
• Developed customized financial status reports for government customer with emphasis on Accounting Classification Reference Number (ACRN) specific tracking.
• Analyze and execute financial budgets, project maintenance costs, and effectively communicate financial status with business partner.
• Demonstrated expertise in analyzing company financial status to establish earning potential and devise campaigns to achieve competitive advantage.
• Completed comparison analysis to ensure that financial status is optimal with budget and forecasts are adjusted accordingly.
• Analyze departmental and divisional financial status by collecting, monitoring and studying data gathered from field operations.
• Collected data and analyzed facility utilization, financial status, annual trends, and facility survey data.
• Prepared consolidated financial reports and interpreted financial results for use in presentations of financial status to management.
• Improved financial status by analyzing results, monitoring variance, identifying trends and reporting to management.
• Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans.
• Analyzed financial statements and prepared and analyzed financial reports to represent current and projected financial status.
• Performed all duties involved in the budget execution, financial status analysis/reporting and POM analysis/strategy.
• Worked in collaboration with senior management to accurately forecast and report on financial status.
• Prepared financial status reports for chief operations officer, superintendent and Board of Education.
• Prepared and presented monthly, quarterly and annual financial status reviews to division management.
• Maintained individual proposal project financial statuses and developed overall bid/proposal budget financial status report.
• Produce monthly financial analysis memo regarding staff functions financial status and results of operations.
• Informed senior management of dealership's financial status to proactively reduce loss exposure.
• Prepared and briefed contract/project financial status in quarterly executive level management review meetings.

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• Prepare and present monthly budget analysis, including variance to plan, overhead rate performance and capital expenditures to operations management.
• Developed and reviewed economic evaluations for expansion projects, acquisitions, and major capital expenditures, preparing discounted cash flow analysis.
• Provided business/financial analysis and decision support allowing management to evaluate alternatives, make fact-based decisions, and properly assess capital expenditures.
• Conducted quantitative analysis of financial data to forecast revenue, identify future trends and assess risk associated with capital expenditures.
• Developed strategic recommendations on capital expenditures for senior management; implementation contributed to a 10% reduction in expenses.
• Provided clear and accurate information to support decision making, control capital expenditures and track results against budget/forecast.
• Provided financial analysis to support critical decisions such as those regarding large capital expenditures and mergers and acquisitions.
• Monitored Engineering Department's capital expenditures by collaborating with capital team during forecast process and throughout month-end close.
• Control $22 million in capital expenditures including store remodels and competitive enhancements to drive strategic business decisions.
• Generated detailed financial projections of revenue for 17 international companies, expenses per department, and capital expenditures.
• Developed activity-based cost system used in establishing performance targets, evaluating best practices programs and prioritizing capital expenditures.
• Developed and maintained database to monitor capital expenditures and reconcile fixed asset systems totaling over $350,000 annually.
• Completed analysis for Major Capital Expenditures, and provided monthly senior management reporting on Balance Sheet accounts.
• Assisted in the development of Access Databases to track financial information for operational and capital expenditures.
• Prepared hospital cost reports, performed internal audits, and assisted with operating and capital expenditures budgets
• Performed financial and operational projections on revenue, operating expenses, headcount, and capital expenditures.
• Prepared quarterly profit projections and analyzed business cases for all proposed capital expenditures 7 international plants.
• Analyzed store level inventory using regression analysis to determine appropriate capital expenditures for new store inventory.
• Prepared and monitored capital expenditures for facilities to insure strategic plans and budgets goals were maintained.
• Coordinated and prepared other schedules including capital expenditures, departmental expenses and outgoing freight analysis.

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• Consolidated and analyzed monthly actual results and produced reports for top executives' review; streamlining and facilitating reporting system.
• Provided timely explanations of variances between actual results and forecasts/budgets; provide corrective action recommendations to management, where necessary.
• Reported monthly trends of operating expenses data comparing actual results to projections and explaining variances in concise and compelling summary.
• Proposed & implemented changes/adjustments to forecast based upon review of actual results and individual analysis for all business units.
• Performed in depth analysis including identifying trends, recommending adjustments, comparative analysis of actual results with projections.
• Monitored actual results against budget, explaining significant variations; analyzed corporate expense variances to budget and forecast.
• Prepared various financial reports including actual results, budget variances and current forecasts and presented to senior management.
• Completed actual results vs. budget/forecast/prior month variance analysis and identifying key business drivers including written business performance commentary.
• Reported interim financial results to senior management including variance analysis of budgeted, projected and actual results.
• Provided regional managers with analysis of monthly actual results vs. original budget numbers to evaluate performance.
• Monitored actual results against budget and provided senior management with revenue & overhead variance analysis.
• Prepared reports on fluctuation analysis for variances between actual results and forecast for senior management.
• Researched, analyzed and prepared variance explanations between budget/forecasts and actual results for senior management.
• Interfaced with senior-level group engineering, production and financial management on actual results and forecasts.
• Adjusted forecast based on updated actual results and changes in competitive environment and economic conditions.
• Reviewed monthly actual results against budget/forecast to ensure accuracy and compliance to accounting policies.
• Prepared monthly and quarterly performance reports for operational areas showing actual results v. budget.
• Developed and regulated financial status through comparison of plans and forecasts with actual results.
• Publish monthly Production and Operational Scorecards based on actual results versus established baseline objectives.
• Prepared variance explanation letter to explain variances between actual results versus budget/revised budget.

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• Revised revenue accrual procedures and provided training to managers and billing coordinators to improve compliance and efficiency of revenue recognition process.
• Generated company savings on non-billable personnel by implementing cost-saving initiatives while performing revenue recognition tasks for more than one operational department.
• Complete monthly data validation to ensure accuracy of Revenue Recognition upload process and review data for integrity for the Americas Operations.
• Assisted with quarterly close procedures and review of revenue recognition and reconciliations performed between subsystems and financial reporting systems.
• Corrected margins and profitability of future projects by creating a revenue recognition system that linked product costs and operational expenses
• Analyzed contract tracking system to determine and resolve discrepancies with accounting reporting system for revenue recognition and forecasting.
• Demonstrated expertise in identification and application of cash receipts to significantly improve revenue recognition on a daily basis.
• Revised customer-specific financial proposals that reflected contract compliance, customer affiliations, revenue recognition, and marketing programs
• Administered revenue recognition for all US service contracts and resolved disputed internal warranty claims with overseas factories.
• Calculated and constructed monthly revenue recognition file for business units ensuring accurate and punctual reporting of income.
• Performed financial management audits ensuring SOX compliance, specifically adherence to the software revenue recognition principles.
• Implemented and maintained revenue recognition procedures across the business unit leading to increased profit margin accuracy.
• Specialized in maintaining accounts receivable, revenue recognition, commission, cash/bank and inter-company related entries.
• Prepared monthly financial reports that provided year-over-year validation of nuclear capital spending that supported revenue recognition.
• Reviewed and analyzed contract scope to understand billing information, milestone payments and revenue recognition method.
• Maintained and recorded all sales-type leases and extended warranty transactions to ensure proper revenue recognition.
• Managed subcontractor time reporting and monthly subcontractor accruals to ensure accurate forecast and revenue recognition.
• Analyzed revenue accounts at month-end to ensure appropriate revenue recognition and deferral of unearned revenue.
• Result achieved was 50% improvement in revenue recognition analysis used for capitalized interest calculations.
• Developed and maintained revenue recognition, receivable control and inventory control model for foreign vendors.

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• Demonstrated professional communication skills through daily collaborations with foreign and domestic business partners in explanations of highly complex algorithms and processes
• Investigated and resolved cash discrepancy issues with internal and external business partners, then prepared reconciled reports for management decisions.
• Supported revenue growth by collaborating with business partners through financial analysis activities that provide insight and support business decisions.
• Maintained ledgers and monthly performance analysis to measure productivity against costs and contract specifications with business partners and vendors.
• Provided bookings and inventory insight to management and business partners through weekly dashboards allowing for improvement of their forecasts.
• Consolidated and analyzed monthly vendor reconciliation report to properly reflect services rendered and feedback from vendors and business partners.
• Identified opportunities with business partners for process improvements which immediately saved the company over 10k in invalid refunds.
• Develop and maintain cross-functional relationships with key business partners to ensure alignment on strategies to maximize financial results.
• Established and developed the relationship between several business partners, accounting, and the business analyst functionality.
• Collaborated with business partners from multiple corporate departments to identify and resolve accounting and financial reporting matters.
• Analyzed monthly business results against budgets and operating plans, and communicated results effectively to business partners.
• Worked with appropriate business partners to ensure the accuracy and integrity of client engagement financial data.
• Reviewed and analyzed non-financial data related to Private Lending business partners (Monthly Production Report).
• Launched operational productivity measures and reporting process: Collaborated with business partners to develop productivity measures.
• Prepared, analyzed and disseminated monthly Cost Center Expense and Headcount analyses for assigned Business Partners.
• Mentored peers, managers and business partners which increased overall operational efficiency and decreased staff turnover.
• Identified correct account usage, problem and communicate with business partners in accurately and timely manner.
• Collaborated with key business partners monthly for six quarter rolling forecasts includes revenue and operating expenses.
• Identified reporting gaps affecting revenue recognition and recommended adjustments to business partners for accurate revenue recognition.
• Presented inventory reporting to management for decision making in future orders and potential business partners.

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• Designed and automated company financial systems and established full-range of financial reports supporting P&L management, budgeting and forecasting.
• Perform document number reconciliation between the supply and financial systems to determine if there are invalid document numbers with obligations applied.
• Research, analyzed and collected information using various Chemical and Biological financial systems to preserve the historical data was correct.
• Gathered requirements from sales, inventory and financial systems for fund allocation and analyzed sales forecasts to reconfigure source systems.
• Support manufacturing and sales managers sufficient to support business area activities with all necessary financial reporting and financial systems support.
• Evaluate and assess financial business processes, financial systems and financial statements according to Generally Accepted Accounting Principles.
• Developed and analyzed financial reports for senior executives Performed database testing and analysis on their new financial systems
• Structured financial models in Excel by integrating data pulled from several other accounting and financial systems.
• Launched a firm-wide initiative to migrate financial systems from individual business units to a central repository.
• Evaluated financial systems and user needs to identify opportunities for new implementations or existing system enhancements.
• Facilitated budget process training, explored areas to improve financial systems, developed and managed procedures.
• Analyzed complex accounting information independently, reconciled financial systems account balances, and investigated discrepancies.
• Develop, implement and maintain automated financial systems for budgeting, forecasting and trend analysis.
• Extracted data, developed detailed summary reports from financial systems for Management review of budgets.
• Performed audits of financial systems and produces reports of findings including recommendations for improvements.
• Accessed various financial systems and databases to analyze and prepare business analysis to management.
• Increased departmental funding visibility by 70 percent by creating and implementing new financial systems.
• Develop, monitor and reconcile operating budgets utilizing Columbia University's internal financial systems.
• Participated in critical projects and initiatives like Financial Systems Overhaul and new FCC initiatives.
• Provide maintenance/updates as necessary to ensure the integrity of assigned financial systems and databases.

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• Maintained compliance with the Sarbanes-Oxley act including supporting documentation as well as provide support and explanations to external and internal auditors.
• Maintained Sarbanes-Oxley compliance for all supported contracts by obtaining appropriate invoice approvals and posted back-up invoice documentation to internal databases.
• Worked directly with the corporate controller and external auditors to document processes and implement controls for the Sarbanes-Oxley initiative.
• Assisted management in writing control matrices for Sarbanes-Oxley compliance; to update documentation if new policies and procedures materialized.
• Participated in numerous security and fraud prevention processes, including Sarbanes-Oxley protocols for billing and collections audits achieving EBITDA
• Prepared consolidated daily and monthly cash flow schedules including analysis of available balances, Assisted with Sarbanes-Oxley compliance.
• Managed monthly Sarbanes-Oxley documentation, testing and controls in Revenue Accounting Department for internal and external audit testing.
• Scanned bank statement daily balance and investigated unusually low or negative balances, ensuring compliance with Sarbanes-Oxley.
• Analyzed business processes to ensure Sarbanes-Oxley Section 404 compliance, recommend process improvements and find cost-saving opportunities.
• Acted as liaison between external auditors and organization to ensure timely completion of Sarbanes-Oxley 404 requirements.
• Ensured compliance with Sarbanes-Oxley requirements, and developed supporting documentation for accounting positions taken by management.
• Developed and documented various in-house accounting processes and procedures for Sarbanes-Oxley (SOX) corporate initiative.
• Tested internal control procedures of multiple departments and documented test result to ensure Sarbanes-Oxley compliance.
• Assist in the execution of moderately complex financial and operational audits as required under Sarbanes-Oxley.
• Prepared and submitted monthly Public Relations and Consumer Promotion Accruals - abiding by Sarbanes-Oxley compliance.
• Monitor and correct the infrastructure that would satisfy both internal compliance and Sarbanes-Oxley requirements.
• Assist with compliance to Sarbanes-Oxley and other corporate government initiatives including testing and documentation.
• Led reviews of company's internal control documentation to provide assurance for Sarbanes-Oxley compliance.
• Recorded, classified and summarized financial transactions within accounting policies and Sarbanes-Oxley guidelines.
• Key interface and contributor in Sarbanes-Oxley documentation/audit preparation for Business Unit and company.

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• Work closely with COGNOS modeler/DBA's recommending collection and database editing procedures as needed to improve information collection.
• Conducted forecasting, budgeting and variance analysis support for all 368 restaurants using applications such as COGNOS TM1 and Great Plains.
• Serve as backup to COGNOS system administrator, implementing and monitoring job run schedule for reports and cube data.
• Executed complex statistical cost and financial analysis based on data extracted from Oracle Financial Systems and COGNOS.
• Created Month-end Gross Margin, Variance, Logistics and COGS Reports using Oracle, COGNOS and Excel.
• Worked with underwriting and accounting department to monitor the consistency of reserving data by utilizing COGNOS.
• Maintain compensation units for regions ensuring COGNOS is updated with any changes throughout the year.
• Created, managed and debugged COGNOS cubes, Access and Excel Macros scripts.
• Perform month end close and book revenues/expenses to SAP and COGNOS.
• Maintained the forecast in COGNOS spend forecasting system.
• Maintain and update dashboard using MS SQL and COGNOS BI.
• Utilize COGNOS, Oracle Systems.
• Create accounting and financial database Cognos reports for upper management based on database information needed utilizing SQL based interface programs.
• Prepare and distribute consolidated yearly budgets for Domestic and International Operations using Cognos Planning software and Microsoft Excel.
• Utilized Cognos and Microsoft Excel to develop specialized annual budgets for various corporate departments and the clinical divisions.
• Developed and maintained monthly financial reporting packages that included analysis of key financial data using Cognos General Ledger.
• Constructed economic models in Cognos to interpret past financial performance and to project a financial probability.
• Assisted in the implementation and development of improved corporate account structure and Cognos Finance solution.
• Managed the entire budget process from preparation to forecasting to submission using Cognos budgeting software.
• Automated the complex Northwestern Memorial Hospital flex budget reporting process in Cognos.

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• Performed NPV analysis on marketing campaigns and achieved cost savings through detailed financial analysis and partnering with Marketing Director.
• Confirmed and controlled modifications to the Costing Pricing Models and Corporate Transaction Analysis throughout the business development process.
• Presented Capital Expenditure Proposals for all division capital purchases through research and extensive communication with various departments.
• Researched and identified the impact of investments based on tangible economic indicators through different models.
• Conducted financial analysis on incentive programs offered to fleet customers located throughout the United States.
• Communicated regional financial business results through formal oral presentations and written reports to senior leadership.
• Establish producer incentive-payment automation through Microsoft Access and restructure incentive processing by automating Access queries.
• Develop and maintain three-year forecast modeling for capital expenditures along with all supporting historical analysis.
• Improved operational efficiency of finance systems by 17% through implementation of streamlined data-management procedures.
• Analyzed project obligations and expenditures of funds to ensure regulatory compliance throughout the program.
• Improved operational efficiency on key reports by 33% through implementation of automated procedures.
• Supported a team of four account managers through analysis of advertising and marketing operations.
• Averted imposition of potential contractual penalties through accurate tracking of headcount and related expenses.
• Recognized for outstanding departmental best practice techniques through completion of Six Sigma certification projects.
• Provided accurate statement of inventory position through daily, weekly, and monthly reconciliations.
• Ensured accurate financial reports through self audit financial processes and conducted financial internal controls.
• Managed and led the Firm-wide budget preparation through successful partnerships with internal stakeholders.
• Drive continuous process improvements through automation, consolidation, and quality improvement.
• Analyzed and allocated production costs through collection and assembly of financial data.
• Monitored financial performance of client sectors through daily publications and online media.

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