Accomplished financial manager with global experience in the manufacturing and services industry. Regarded as an effective manager with the interpersonal skills and accounting knowledge to build strong teams.
Reduced Financial Shared Services costs $300K through automation, staff development, and process efficiencies. Developed continuous monitoring and training program to implement North America best practices in 23 countries. Successfully led the implementation of Oracle accounts payable, fixed assets, intercompany and general ledger modules.
Established the North America Shared Services function which provides fixed asset, accounts receivable, project accounting, general accounting and accounts payable services for 10 facilities located in Costa Rica, Mexico and the United States.
Developed and implemented continuous monitoring program to standardize Oracle processes and account reconciliations in 23 locations outside North America.
Designed internal controls and created documentation for processes and policies.
Led R12 Oracle ERP system upgrade for accounts payable, fixed assets, project accounting and general ledger modules in North America.
Consistently passed internal and external audits with no issues found.
Created annual Shared Services budget of $1M and developed cost allocation methodology.
Completed Working Capital variance analysis on a monthly basis.
Reviewed and approved journal entries and account reconciliations.
Developed and implemented reporting to compare Oracle financial statements (internal reports) with HFM financial statements (external reports) in foreign currency and USD translated balances.
Set up consolidations in Oracle and automated intercompany eliminations in the Global Data Warehouse (GDW).
Created a process for updating historical exchange rates in Oracle to create correct translated balances.
Reviewed HFM reported balance sheet movements for 40 locations globally on a monthly basis and wrote related footnotes for external financial statements.
Created a standard account reconciliation form to be used for all balance sheet accounts, and trained the locations globally on how to complete the form and attach required support.
Trained global locations on how to record purchase accounting transactions, HFM and Oracle functionality and standard month end processes.
Completed journal entries, financial statements, account reconciliations, and YOY/Actual vs Budget variance analysis for three business units.
Presented financial results to CFO and location controller monthly.
Managed intercompany transactions and netting.
Forecasted balance sheet on a monthly basis.
Conducted SOX testing quarterly and maintained compliance.
Played a key role in two Kaizen projects at a manufacturing facility that significantly reduced price and labor variances.
Implemented a new process for forecasting AP Cash outflows for all North America locations.
Played a key role in the implementation of Oracle 11i and trained peers on the new system.
Consistently received "Exceeds Expectations" in yearly reviews.
Maintained and recorded accruals for fuel, catering, and landing expenses.
Created monthly price/volume/mix variance analysis and made recommendations to management based upon the findings.
Reviewed and approved journal entries and reconciliations for my group of six accountants and analysts.
Converted Fixed Assets system to Oracle 11i.
Compiled and analyzed company-wide capital and depreciation budgets.
Prepared actual vs plan variance analysis for fixed asset and depreciation accounts.
Prepared return on investment analysis on all requests for capital spending.
Completed monthly journal entries related to fixed assets, accruals and foreign exchange gain/loss.
Prepared journal entries and account reconciliations.
Compiled financial statements, maintained depreciation schedules.
Completed property tax returns for over 20+ locations.
Prepared reports and schedules for external auditors.
Minor in German
Management, Oracle, Excel, ERP system implementation, process automation, financial statements, IFRS, US GAAP, fixed assets, accounts payable, forecasting, foreign exchange, general ledger, purchase accounting, intercompany, consolidations, month end close, policies, Sarbanes-Oxley, systems support, variance analysis, budgets, staff development.
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