Senior Financial Analyst with driven to make continuous improvements in the efficiency and accuracy of corporate accounting systems.
Skills
Advanced financial analysis
Budget analysis expert
Project management
General ledger accounting
Flexible team player
Financial and operational reporting
Excellent attention to detail
GAAP and statutory reporting
Work History
Senior Business Analyst, 01/2008
to Current PECO Energy Company
Facilitate the Asset Investment Committee (AIC) and Project Review Committee (PRC) monthly meetings to review and obtain approval of funding for projects greater than $500,000 but do not exceed $3 million.
Provide meetings schedules, conference rooms, agendas, and project presentations.
Facilitate the project presentations to the committee and voting members.
Record votes and document funding approval.
Coordinate the Ledger Transfer process for the Adjusted Budget financial plan type (FPT) to ensure Operation's projects are fully funded.
Process Ledger Transfers monthly using the Checkbook Package procedure within the WPT system.
Reconcile all Ledger Transfers to the Adjusted Budget.
Produce the Ledger Transfer Summary report for Finance to be included in the current month latest estimate (LE).
Product the monthly Category Variance report for Electric and Gas.
Run WPT reports to capture the current month actual data by product and category.
Run a QlikView program, using the extracted WPT data, to produce the Category Financial Performance Variance reports.
Send the variance reports out to the category owners and compile their responses into a PowerPoint presentation for Finance to include in the monthly COO Financial Summary Forum.
Responsible for the support of Work, Planning, and Tracking (WPT) CA Clarity system.
Provide support to the Finance organization when the WPT administrator is unavailable.
Participate in weekly WPT conference calls to discuss the system performance and strategy to maintain the reliability of the Clarity application.
Participate in testing of corrected defects before moving changes to the production environment.
Participate in daily conference calls, during the financial accounting closing process, with ComEd WPT support, to coordinate activities to ensure a seamless execution of the month end closing processes for both ComEd and PECO.
Participated in the WPT Re-Hosting project.
Supported WPT project team with the design and implementation of the new CA Clarity software application.
Participated in the design review sessions of the T-60 design documentation and submitted recommendation to sign off on the design by the project sponsor.
Attended User Acceptance Testing sessions to assist project team in completing system testing of functional design.
Presented training classes for users of the new CA Clarity software application.
Participated in the monthly WPT Change agent meetings to communicate new system design to Technical Services' engineering staff.
Facilitated the two year budget and three year long range plan (LRP) for the Operations organization.
Coordinated weekly conference calls with Operations' budget coordinators to ensure that the budget data is being entered in a timely manner and on target to achieve corporate and company goals.
Create budget vs.
target variance reports using SQL to monitor the data entered in the budget system and address variances to company targets.
Provide budget coordinators with SQL reports to support their variance analysis and assist them in meeting their organizational or category targets.
Alert management team when budget issues arise and targets are not met.
Produce the PRC Adjustment file for Finance to incorporate into the monthly COO Financial Summary Report.
Produce the monthly Investment Spending Report for project managers and financial analyst to monitor their actual spending vs.
budget.
Participate in special projects relating to cost reduction and process improvement for the Operations organization.
Participated in the report conversion project to convert Business Objects reports to Hyperion.
Analyzed projects for capital deployment and helped structure multi-million dollar deals.
Senior Accountant, 10/2003
to 12/2007 PECO Energy
Responsible for supporting the Exelon financial community through the EPS Solution Center Help Desk for their use of the PeopleSoft 8.9 general ledger.
Review, investigate, and resolve EPS Solution Center Help Desk tickets that are created by the Exelon financial community regarding the general ledger, Khalix, and the reporting system.
Create reports when standard reports do not satisfy reporting requirements.
Provide training to those requesting access to the PeopleSoft general ledger.
Participate in special projects as they relate to the financial systems and finance community.
Support PECO Accounting and Reporting groups for data requests.
Provide legacy system data for internal and external audits for all accounting data.
Perform self assessment for all Financial System group SarBox financial controls.
Senior Accountant, 04/2001
to 10/2003 Controller Department
Responsible for coordinating the daily collection of the feeder system's accounting data for posting to the PeopleSoft general ledger.
Research and correct posting errors to the general ledger.
Responsible for coordinating the month end accounting closing schedule.
Develop month end accounting close schedule and communicate with the finance community in order to close company books on time.
Ensure all feeder system month end file are received and posted in a timely manner.
Assist in correcting any feeder system errors and troubleshoot any system problems.
Grant security access to the Cognos reporting cubes and maintain the Cognos license database.
Collect accounting data from legacy systems to satisfy various audit requests.
Pa Sales and Use Tax Audit.
Research and Development tax audit.
PUC/FERC Regulatory Audits.
Federal Tax Audit.
Coordinate and schedule PeopleSoft training classes.
Support accounting staff with various reporting requirements from legacy accounting systems.
Project Manager, 12/2000
to 04/2001 PECO IT
Responsible for the optimization of IT cost reduction opportunities within PECO Energy.
Changed the cost reduction strategy to focus on the review and removal of unused and underutilized assets that now realize the larger dollars savings due to the new BSC billing rates.
Reviewed and updated asset inventory procedures to distribute to asset coordinators.
Developed procedure to inventory phones, pagers, and cell phones.
Monitored CICS region activity for unusual cost shifts.
Researched cause of cost shift and developed process improvement to avoid future cost increases.
Establish IT cost reduction goals for PECO Operations group and develop a plan to implement and obtain annualize savings.
Coordinated the development of project goals and objectives then presented results to Operations management and staff.
Reviewed and revised asset inventory procedure and performed an asset inventory of Christian Street Service building to test revised inventory procedures.
Coordinated the collection of asset reports, inventory procedures, and asset spreadsheet, by region, to distribute to the asset inventory team at the Operations inventory kickoff meeting.
Coordinate a benchmark study of IT services, with an emphasis on Customer & Marketing Services.
Reviewed research information and developed new IT cost drivers.
Collected, analyzed, and presented benchmark data to IT management team.
Consultant, 10/1998
to 12/2000 PECO IT
Responsible for all the duties of an Information Technology (IT) consultant.
Sample of the projects include
Specialist, 03/1998
to 10/1998 Controller Department
Accounting Services Division
Responsible for coordinating special projects for the Director and Managers of Accounting Services Division.
Sample of the projects include
Manager, 01/1995
to 03/1998 Accounting Systems
Accounting Systems Section, Accounting Services Division
Performance managed 12 employees by leading, coaching and providing guidance to ensure successful completion of the department, division, and employees' goals and objectives.
Develop the budget for the operation and maintenance of all the computer applications within Accounting Services Division.
Maintain the budget for the Accounting System Section and for the operation and maintenance of all computer applications within Corporate Accounting Division.
Manage the daily operations of Accounting Services Division's computer applications.
Oversee the maintenance necessary to ensure the integrity of the accounting information and all supporting data files.
Coordinate the monthly accounting closing schedules to ensure that the financial data is available in a timely manner for Sr.
Management and the functional business units.
Communicate with internal/external auditing groups to compile historical accounting information in a timely manner according to applicable standards.
Communicate with all internal/external customers and provide for them procedures to access financial data within the various accounting systems or supply the data to them in a specific reporting format.
Interface with Corporate IS to coordinate the technical support necessary to maintain the computer applications and to ensure compliance with Corporate IS security standards.
Oversee the operation of all Accounting Services Division's computer applications to ensure successful completion and adherence to the daily, weekly, monthly, and yearly schedules.
Develop and execute a transition plan to dissolve the Accounting System Section by 03/31/98.
Eliminate the use of the IBM System 36 Computer and migrate all applications to the corporate mainframe computer.
Coordinate the transition of the Fuels Accounts Payable System (FAPS) from Accounting Services Division to the Fuels Division.
Coordinate the transition of the Inventory Management (IM) system from Accounting Services Division to the Supply Management group.
Coordinate the transition of the Bankers Leasing Corporation (BLC) system from Accounting Services Division to the responsible requisitioning groups.
Coordinate the transition of the Tree Trimming billing system from Accounting Services Division to the Vegetation Management group.
Coordinate the transition of the Athletic Association (AA) and the Beneficial Association (BA) applications to McCall field operations.
6/92 - 1/95 Supervisor, General Ledger Section, Corporate Accounting Division
Performance managed 12 employees by leading, coaching, and providing guidance to ensure successful completion of the department, division, and employees' goals and objectives.
Develop and maintain the budget for the General Ledger Section and for the operation and maintenance of all computer applications within Corporate Accounting Division.
Manage the daily operation of all the computer applications within Corporate Accounting Division.
This included the General Ledger, Inventory Management (IM), Expense Authorization (EA), Bankers Leasing Corporation (BLC), Fuels Accounts Payable System (FAPS), Athletic Association (AA), Beneficial Association (BA), and the Tree Trimming billing systems.
Oversee the maintenance necessary to ensure the integrity of the accounting information and all supporting data files.
Coordinate the monthly accounting closing schedules to ensure that the financial data is available in a timely manner for Sr.
Management and the functional business units.
Communicate with internal/external auditing groups to compile historical accounting information in a timely manner according to applicable standards.
Communicate with all internal/external customers and provide for them procedures to access financial data within the various accounting systems or supply the data to them in a specific reporting format.
Interface with Corporate IS to coordinate the technical support necessary to maintain the computer applications and to ensure compliance with Corporate IS security standards.
Oversee the operation of all Accounting Services Division's computer applications to ensure successful completion and adherence to the daily, weekly, monthly, and yearly schedules.
Coordinate the implementation of the new General Ledger mainframe computer application within Corporate Accounting Division.
Coordinate the training within Corporate Accounting Division for the new General Ledger.
Coordinate the transition to the new business processes and provide adequate job instructions to document new procedures.
Supervisor, 12/1990
to 06/1992 Budget & Control
Business Application Section, Budget & Control Division
Performance managed 4 employees by leading, coaching, and providing guidance to ensure successful completion of the division's and employees' goals and objectives.
Coordinate the collection of the corporate budget data and provide the necessary tools to compile the data in a timely manner.
Coordinate the graphic presentation for the monthly Board of Directors meeting.
Coordinate the operation and maintenance of all the computer applications within the Budget & Control Division.
Provide budget variance reports for the Sr.
Management team and detail report for all business operation sections within the company.
Coordinate the transition from the GENER/OL on-line budget system to the ADABAS platform.
Coordinate special projects for the Office of the Chairman and Vice President/Controller.
Senior Analyst, Staff, 08/1983
to 12/1990 Budget & Control
Participated in the design, development and implementation of a new on-line budget collection system.
Developed and presented a training course on the new on-line budget system.
Provided the graphic presentations for the monthly Board of Directors meetings.
Maintained the computer applications of the Budget & Control Division.
Liaison with Information Systems for all technical issues regarding hardware and software.
Performed special projects for the Office of the President, and for the Vice President of Finance & Accounting.
Programmer/Analyst, 08/1977
to 08/1983 PECO IT
Supported the programming staff of Systems Development Division and the information systems user community in a wide variety of technical support.
Conducted a three day training course for the query language Easytrieve, for both the user community and the programming staff of Systems Development Division.
Conducted training courses for the programming staff of System Development Division for the IBM Utility programs, System Dumps, IBM JCL and Sorting Techniques.
Evaluated, tested, installed, supported, and maintained new software packages for the IBM Corporate Computer.
Assisted the programming staff in trouble shooting production programs.
Maintained the production program libraries and support system.
Assisted in the coordination of the conversion of 720 COBOL programs from Honeywell system environment to an IBM platform.
Programmer, 06/1976
to 08/1977 PECO IT
Assisted in the conversion of the Inventory Management (IM) system from a Honeywell environment to an IBM platform.
Performed the various duties of a maintenance application programmer.
Computer Operator, 10/1971
to 06/1976 Data Processing
Performed all the duties of a computer operator on the IBM 360/370 system and the Honeywell 8200, 800, and 200 series computers.
Programming Experiences
01/2001
Education
BBA: Management,
1987 University of Pennsylvania - Philadelphia,
PA
International Business and Economics coursework
Certifications
Project Management Certification Pennsylvania State University
