Microsoft Office Suite: Excel, Word, Access, PowerPoint
Business Intelligence Tool
SAP Business Objects
UAT Test Environment
Financial Analyst June 2011 to CurrentUS Bank
Rebate/Referral Structure and Control) Referral rebate and structure control is essential to a business strategy that is key to CPS creating more oversight and process control to ensure the best outcome of a legacy manual business process with minimal system design or controls in place.
The work that has been done to manage and control the referrals and rebates in CPMIS have allowed management reporting to be in place that aides in review and analysis.
Providing financial analyses related to budgets, forecasting, allocation of expenses, ad hoc analysis for business case development and custom financial analyses, peer group analysis and internal consulting for all levels of management.
Another aspect of my position is working with contract services to maintain the proper structure and documents for rebates.
Utilize the Business Intelligence tool to aide in research and provide requested adhoc reporting SAP Business Objects Research and resolve problems and errors in data from financial reporting systems such as Essbase & Business Intelligence Tool queries & reporting Work with referral program managers and give them suggestions on how to support the program to make it more effective Financial & Sales Reporting related to P-card, CC-card, CTS, OC etc Working independently with the VISA and MasterCard contacts to ensure the integrity and completeness of the data being reported Lead contact for 2013 Visa operating certificate audit for CPS Creating and testing finances internal controls Visa & MasterCard Association assessment reporting Control of VISA/MC Integrated Billing allocations - Bank Card Operating Certificates Rebate control: build, calculation, payment, validations Statistical Validation and control for Cost transfer, RPMS & Sales data Tsys GLI table maintenance.
Accounts Payable Lead January 2006 to January 2011Dolan Media Company
The AP Lead is responsible to report any known fraud, suspected or real, regardless of dollar amount, to supervisor or another person in management.
Ensure that internal controls pertaining to processes as documented in the Company's Sarbanes Oxley documentation are adhered to.
Any deviation from the documented controls should be reported to supervisor or another person in management.
For those that are control owners, responsible to update and maintain the Company's Sarbanes Oxley documentation as specified in the Sox control documents and responsible to ensure changes to documented controls and or procedures are communicated as appropriate.
Maintain and update all AP policies and procedures Assist with Compliance, Sarbanes Oxley documentations, and testing Responsible for accounts payable of various subsidiaries Streamline AP practices, workflows, processes and procedures Oversee and assist in the process of 1099's for all Dolan Media Company business units Respond to vendor inquiries regarding A/P Coordinate and communicate with various subsidiaries in order to streamline the centralized accounts payable process Train new AP personnel Communicate with various subsidiaries in order to accurately process A/P Responsible for vendor file maintenance for all subsidiaries Documentation of processes and procedures Maintain the sub and general ledgers of multiple entities Assist in the month-end close accounting process Run reports and provide detailed information of any variances for current and previous months Assist with the quarterly and annual audits Test internal controls Ameriprise Financial-Contractor.
January 2005 to August 2006
Process, reconcile and/or correct entries for the account transfer support of PWA advisors through various internal processing systems.
Work with both internal and external business partners to research and resolve issues in an accurate and timely manner.
Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.
Verification of high volume trade transactions Deadlines for project completion Accurate transaction confirmation Clearing services support Worked on trade floor calculating taxes for trades on securities Transferred monies for redemption of securities.
Bachelor's Degree : Business Administration Automotive Service TechnologyMinnesota School of Business － Richfield, MinnesotaBusiness Administration Automotive Service Technology
Dunwoody College of Technology － Minneapolis, Minnesota
accounting, accounts payable, process A/P, Streamline, ad, AP, A/P, Billing, budgets, business case, Business Intelligence, Business Intelligence, Business Objects, business process, business strategy, consulting, DDS, Documentation, Doclink, Essbase, Financial, financial analyses, financial reporting, forecasting, MainFrame, management reporting, Access, Excel, Microsoft Office Suite, PowerPoint, Word, personnel, policies, process control, processes, file maintenance, reporting, Research, Sage, Sales, Sales Reporting, SAP, Sarbanes Oxley, securities, supervisor, system design, taxes, Validation