Hands on Controller with over 12 years of experience in financial accounting and management, acknowledged for sound decision-making abilities, analytical skills, business acuity and problem solving skills. Strategic, methodical and reliable, enjoy the challenge of resolving long term issues, and influencing positive bottom line outcomes. Enjoy opportunities to think outside the box deriving new solutions to old problems through strategic information gathering, data collection and comprehensive scrutiny. Persuasive and concise communicator; experienced in dealing with all levels of management and coaching subordinates for greater productivity and success.
Financial statement analysis
Account reconciliation expert
Budget forecasting expertise
Complex problem solving
Effective time management
Excellent managerial techniques
Strong organizational skills
Flexible team player
Successfully led globalization of accounting operations resulting in streamlined processes and reduction in month end close cycle.
Designed process and led implementation team of automated invoice and credit memo approval workflow tool.
Implemented monthly operational financial review process resulting in more effective P&L management.
Responsible for preparing division balance sheet and delivered monthly Executive Balance Sheet review to Division CFO and business stakeholders.
Finance Controller July 2014 to CurrentMedsynergies, Inc - Irving , TX
Manage large scale revenue cycle contracts in day to day operational finance & accounting activities including budgeting/forecasting, revenue recognition and financial reporting.
Reviewed and refined operational accounting procedures.
Investigated and resolved capex vs opex discrepancies resulting in a $500k opex adjustment.
Developed processes for review and approval of company capital investments.
Division Controller November 2008 to July 2014Dell Services, Inc - Plano , TX
Managed accounting operations for a $700M IT Services Division, including monthly close, revenue recognition, billing and BS reconciliation
Perform and direct periodic financial analysis, reporting & forecasting
Provide financial decision support to region and account leaders; produce monthly report decks, review and analyze financial variances and provide accounting guidance
Streamlined monthly close process to automate revenue recognition and reduce manual entries
Developed a new process for mapping pricing models on newly signed contracts to provide project level financial proformas
Supported Oracle system integration, developing post go live training for Global Teams & conversion GL reconciliation.
Developed balance sheet reconciliation and review process to ensure GAAP compliance and cleaner P&L's.
Corporate Controller February 2002 to May 2008Universal Hardwood Flooring - Dallas, TX
Managed all aspects of accounting operations and financial reporting for a $45 million hardwood flooring wholesale distribution company with locations in the U.S., Malaysia and Europe,
Developed the accounting and financial infrastructure post-acquisition including the selection/implementation of an ERP system, recruiting staff and establishing accounting policies and procedures.
Automated the foreign consolidation process reducing the monthly close from 15 days to 9.
Improved cash flow decreasing DSO from 96 days to 42 days by securing Letters of Credit for all import customer sales and implementing an EDI billing system with "Big Box" accounts.
Developed key metric reporting and profitability analysis and presented findings to the executive committee to provide guidance on strategic business decisions.
Studied and collected information to determine standard and actual costs of engineered flooring manufacturing including raw material purchases, inventory, and labor.
Evaluated actual manufacturing costs and prepared periodic reports comparing standard costs to actual production costs.
Proven experience delivering clean audits by implementing strong processes and policies leading to the completion of five clean annual financial audits.
Senior Accounting Consultant August 2001 to January 2002GE Digital Energy - Mesquite, TX
Post acquisition integration of vendors and purchasing processes.
Prepared service line profitability analysis and analyzed variable costs and vendor performance and identified "critical to quality" points (CTQ's) Developed processes for transitioning data from legacy system to Oracle to ensure timely reporting to Corporate.
Reviewed accounting policies and ensured compliance and integration with established GAAP.
Streamlined procurement process through the re-distribution of workflow processes, automating purchase orders and reducing headcount.
Selected to serve on the international integration team, travelling to Switzerland in support of acquisition integration of sister company, tasked with FAS 52 analysis, foreign consolidation process and tax reporting requirements.
Sales tax compliance analysis - software selection and implementation.
Senior Business Analyst October 2000 to August 2001ADP, Inc - Schaumburg, IL
Planned and directed the analysis of Industry "Best Practices" to improve financial operations Evaluated and maintained GAAP compliance for reporting Responsible for preparing department budget and P&L Analyzed company's inventory assets resulting in a $14 M obsolescence reduction plan proposal Responsible for overseeing AP, Purchasing and Inventory functions and supervising month end close process ensuring accuracy of data and reporting deadlines were met.
Oversaw the automated subledger reconciliation and accrual entries for over 5000 journal entry lines.
Designed and maintained Oracle financial reports in support of inventory analysis.
Developed accounting and operations processes for Oracle supply chain implementation, analyzing current processes and proposing efficiency improvements.
Ad hoc analysis and reporting for division controllers.
Finance Director Education and Client Support Services October 1996 to August 2000Proamics (Platinum Software Corp) - Lincolnshire, IL
Directed the development of financial software training programs, delivered content and mentored consulting staff, reporting directly to the CFO.
Served as integration expert for Platinum SQL (EPICOR) accounting system, providing critical system support to clients and service partners.
Developed content for job-costing software training manuals, customized for OEM integrations to PeopleSoft, SAGE, SAP and Platinum SQL.
Managed and developed OEM partner relationships Design and development team member of GAAP compliant OEM software integrations and custom solutions including Platinum, Oracle, PeopleSoft and SAP Consistently met and maintained revenue goals of $500,000 annually.
Senior Financial Analyst Platinum Software - Irvine, CA
Analyzed accounting processes, resolved system processing issues System consolidations and budgeting process Managed project deliverables, including development of project plans, budgets and staffing for ERP financial systems imp lementations across varied industries.
Designed and implemented customized daily processing procedures for AR, GL, AP and Inventory functions.
Developed reconciliation methods for reconciling receivables and payables.
Researched ISO compliance issues Financial Analyst (Platinum Software) Performed gap/fit analysis and developed custom business accounting solutions Supported clients with day to day accounting processes including GL, Payables and receivables account reconciliations Financial statement preparation, sales forecasting and SEC reporting Installed client server ERP systems and configured financial software modules (GL, AP, AR, PO and INV).
MBA : Accounting, May 1994Hawaii Pacific University - Honolulu, HI, USAAccounting
Bachelor of Science : Business Administration, May 1993Hawaii Pacific University - Honolulu, HIGPA: Cum Laude