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Senior Financial Representative/analyst resume

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OVERVIEW

Experienced in financial systems analysis including accounting, budgeting, property, database management and reporting.
Operational Fleet Management experience - total company fleet operations.
Management experience with both staff and capital assets.
Supervisory experience both formal and informal

STRENGTHS

  • Superior verbal and written communications skills.
  • Experience supervising, teaching and training both new and experienced staff from classroom environment to workforce assignments
  • Proficiency with Microsoft Office including Word, Excel, Access, Explorer and Outlook. Also, Visio and SAP FI/CO and extensive use of these products in computer software design/development//conversion/implementation process.
  • Fleet Management experience from the ground up - 1000 cars and light trucks, including facilitating all aspects of driver administration activity with the vehicles as well as training and production of policy manuals – also, supervision of drivers
  • Ability to understand and adapt to changing business conditions and lead through change

ACCOMPLISHMENTS

  • With regard to Accounting in the liquid hydrocarbon transportation industry, studied the state of the business, the art of the business and designed a new process around SAP - financial software. Focus was on the CO and FI modules establishing cost and revenue centers and overhead allocations philosophy. The implementation was 100% successful and along with others working in other areas, moved the company from a five day closing to two days. (challenge – business process redesign to fit SAP)
  • As a member of a merger team (Shell/Texaco), co-led the SPLC financial organization through a rationalization of existing business process software, selecting the best from both companies and co-led the subsequent transition and reconfiguration. (challenge – emotions and egos)
  • Participated in the reviews, discussions and analysis of a major corporate merger – the downstream assets of Texaco and Shell which were merged to become Equilon and its sister companies. (challenge – meaningful participation and impact)
  • Organized and imposed efficient fleet policies for all corporate cars and trucks. Identified the fleet as a corporate asset to be managed under enforceable rules and procedures. (challenge – new business)
  • Participated as a member of a four person special task team to develop and implement computerized profit and performance systems. (challenge – evergreen budget)
  • Managed the customization and subsequent installation of a company-wide electronic expense statement system. (challenge – federal regulations… how to keep two sets of books)
  • Managed several teams in the custom design, development, and installation of a Fixed Assets accounting and reporting system. (challenge – sheer size and regulatory rules)
  • Managed installation of IBM\'s Query Management System, eliminating reliance on programming staff for reports. (challenge – personal vision)
  • Participated in \'core\' management of installation of the American Management System\'s OGIS
  • Accounting system as the basis for the company financial system. Oversight responsibilities. (challenge – third party software)
  • Managed user training programs and prepared technical manuals.

EDUCATION

BBA/Accounting,

WORK HISTORY

2011 – Present Confidential in Canton, TX

2010 Confidential– Census Taker

2008 - 2009 Confidential

2007 Confidential

2006 Confidential

Confidential

2002 – 2005 Tariffs - Senior Financial Representative/Analyst 
Responsible for design and development of a “cost of service” model. Also responsible for digesting and interpreting FERC rulemaking notices and drafting comments. Other duties include organizing annual industry training conferences for regulatory reporting under the auspices of the AOPL. Supervised staff from multiple disciplines in collecting and organizing data.

Confidential

2000 – 2001 Treasury and Finance - Project Representative 
SAP Implementation scheduled for 4/1/01. On-time and under budget.

1999 Treasury and Finance - Project Representative
Represent Finance in corporate effort to completely remake the company and replace all business software. SAP R/3 selected and recommended for Financials. Recommendation approved. 

1998 Treasury and Finance - Project Lead Supervisor
All Shell/Texaco computer systems found duplicate. Rationalize systems, retaining best and move work to the suite of surviving systems. Make systems Y2K compliant. Successful financial close on time for January 2000 business. Shared oversight duties in moving Texaco staff from Denver to Houston.

1997 – 1998 Treasury and Finance - Pipeline Representative 
Pre Merger/Merger Activity – Shell Pipe Line Company/Texaco Pipeline, Inc.

Confidential

1993 - 1997 Treasury – Financial and Business Systems - Fleet Manager Nationwide fleet of cars and light duty trucks; current count 1000+.

Duties include establishing and implementing fleet policy, asset verification, definition  of and retention of Department of Transportation records, collection of vehicle performance data, statistical performance and expense reporting, supervision and training of drivers.

Member of special task activities teams, including performance benchmarking against other companies in the oil products pipeline business, design of profitability data and reports to assist management in identifying unprofitable line segments, and the design, implementation and training of staff for an electronic Purchasing system. 

1989 - 1992 Treasury - Financial and Business Systems – Financial Representative
Development and installation of a Short Term Operating Plan Budgeting System. Application of relational database concepts to a reporting subsystem supporting
major financial systems. Integration of mainframe systems and PC.

1984 - 1988 Treasury – Systems – Senior Financial Analyst
Installation of an accounting system replacing outdated system. Combined outside purchase of AMS\'s OGIS (G/L, Joint Interest Billing, Allocations, and AFE Budget modules) with in-house development of Fixed Asset accounting system. Provided post implementation support. Implementation supervision.

Confidential

1975 - 1984 Transportation & Supplies/Products – Various control and supervisory roles

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