Self motivated finance professional with superior communication and team leadership abilities. Strategic and financial planning expert with excellent research and analytical skills. Experienced in several areas of accounting and finance in varying industry environments.
Complex problem solving
Financial reporting expert
Accurate budgeting and forecasting
Regulatory compliance (Reg W, SEC, SOX, internal and external audit)
Variance and budget analysis
Advanced computer proficiency (MS Office Suite)
Project, cost and inventory accounting
Proficient in SAP
Hyperion (HRM) specialist
Enterprise Resource Planning (ERP) software system assessment
Analyzed ERP systems software in order to build financial reporting tools to allow Management to view big picture in order to make informed business decisions. Increased cost-effectiveness by analyzing functional group processes and reducing redundancies and inefficiencies. Developed processes and procedures that promoted desired behaviors from individuals to improve organization's success.
Financial Liaison for Specialized Lending Group, encompassing twelve subsidiaries and affiliates of the organization.
Responsible for both IT and corporate finances.
Built financial reports (Income Statements) combining financial data for both project resource allocation and asset allocation to provide total view to Group's Executive Leadership and Sub and Affiliate Presidents.
Allowed Executive Management to compensate Management including profit data that included IT allocation expense not included in organization's financial reporting.
Prepared individual organization financials and summary financial statements to be presented in monthly meetings to Executive Leadership and Management teams.
Responsible for preparation of groups' annual plans and monthly forecasts to be compared with actual spend as well as summaries to be provided to Executive Leadership Work with individual finance representatives and operational management to build reports from project level up and summarize same.
Design and oversee monthly allocation process to ensure Regulation W compliance.
Financial Liaison for Corporate Mergers and Acquisitions Group tracking both IT and corporate finances.
Worked with financial teams of any subsidiary or affiliate affected by mergers, acquisitions or divestitures to ensure accurate reporting of spend throughout the project.
Co-ordinate with Management and Project Managers to initially set up all procurement and financial reporting transactions for each project.
Ensure all actual spend is accounted for according to initial set up of projects.
Responsible for oversight of all inter-company allocation transactions for group services provided Work with Executive Leadership and Management to determine monthly accruals based on plan and forecast assumptions.
Provide ad reports and complete research requests for Executive Leadership and Management as requested.
Financial & Account Analyst, 09/2004 to 09/2015DOW REICHHOLD SPECIALTY LAT － Durham, NC
Researched and established foreign Sales Office legal entity in Shanghai, China
Worked with external legal and audit teams to develop proposal to be presented for initial set up
Recorded entities' transactions in accordance with GAAP and IAS
Established and initiated automated method for forecasting foreign business activity (Europe, Latin America and Asia)
Responsible for preparation of budget and forecast for all operational expenses
Provided monthly variance analysis to Operational Cost Center Managers
Developed metrics for evaluating organization's performance measuring Accounts Payable, Accounts Receivable and Cash Conversion Cycle
provided monthly analysis of CCC to Leadership Team documenting reasons for increase/decrease
Reduced CCC average from 49.5 days to 41.8 days
Identified and initiated corrective action to improve working capital position
Created internal SOX compliance questionnaire and attestation to be sent to applicable individuals in the organization
Responsible for drafting or co-drafting corporate finance policies
Travel and Entertainment, Transaction Authority and Approval, Record Retention, JE preparation, Revenue Recognition and Customer Refunds
Prepare asset securitisation and pension interest entries in accordance with GAAP
Responsible for currency hedging contract management
Senior Financial Analyst, 10/2003 to 09/2004Paradigm Genetics, Inc. － Research Triangle Park, NC
Developed operational and executive reporting
packages for distribution using Crystal Reports
Launched internal web-site to deploy reports
using real time data
Directed and oversaw the transition from
departmental to project accounting and reporting
Revised GL structure to reduce number of
departments and accounts, improving reporting and accounting efficiency and
Developed methodology to track departmental data
within Project Accounting module
Implemented, maintained and reported data in
Inventory Accounting module
Teamed with Purchasing Manager to develop and
document new Purchasing Policy
Financial Analyst II, 07/1999 to 10/2003ABB, Inc. － Research Triangle Park, NC
As member of Shared Services Finance, provided financial support to Operational Business units within the organization.
Tasked with developing reports specific to each unit that clearly defined costs associated with and benefits received as a result of centralization of services.
Provided full scope support for Supply Chain Management and Training Business Units.
Prepared rolling forecasts and budgets specific to these services to determine and measure allocations effectively.
Developed service catalog pricing model using ABC costing model.
Analyze methods to effectively report cost savings associated with centralization to Operational Business Units
Determined facilities billing rates and monitored over/under absorption for several operational sites
Improved methods for booking internal cross-charges
Financial Analyst for Automation Services Business Unit
Prepare and analyze monthly financial statements
Manage AP, AR and GL including monthly reconciliations
Developed allocations to distribute Unit's expense throughout organization
Researched undefined asset purchases on books for purposes of depreciation
Monitor job costing and revenue recognition
Account Payable Process Analyst in Central Finance Center
Named as Manager during Manager's leave of absence
Prepared cash forecasts for AP
Bachelor of Science:Finance and Accounting,2002Franklin University － Columbus, OH, United StatesGPA: Summa Cum LaudeSumme Cum Laude
Norman Adrian Wiggins School of Law － Raleigh, NC, United StatesCoursework towards law degree