Business Analyst

Senior professional with 15+ years of business experience seeking Business Analyst role

User Acceptance Testing/IT Liaison
Staff Supervision and Training/Project Management
Business Requirement Documentation/Procedure & Policy Development
Compliance/SOP 98-1 Subject Matter Expert

Senior Accountant , Confidential, Plano, TX 2008-Present

User Acceptance Testing: Prepared test case scenarios and user acceptance testing for Sales Commission Eligibility Extract Project. Created PeopleSoft allocations in test and production mode. User acceptance test PeopleSoft allocations. User acceptance test PeopleSoft combo-edits.
Business Requirements: Created business requirements document for Sales Commissions Eligibility Extract Project.
Procedure Documentation: Documented and created Sales Commission Calculation procedures.

• Drive monthly financial close process.
• Prepare and post journal entries (including accruals and prepaids).
• Prepare amortization schedules for prepaid assets and monthly financial reports for corporate departments.
• Reconcile and analyze assigned balance sheet accounts and prepare narratives for variance analysis (actuals versus forecast and budget).
• Oversee Health, Worker’s Comp, Auto & General Insurance accounting and analysis.
• Create monthly & long range forecast for Insurance expenses.
• Conduct insurance reserve analysis.
• Calculate quarterly sales commissions (requires vlookups, pivot tables and creation of advance Excel formulas).
• Serve as a member of the PeopleSoft Enhancement Committee for corporate accounting.

PeopleSoft Proficiencies (Version 9.0): Create, copy, update and post journal entries, upload spreadsheet journal entries, edit queries, purchase order inquiries, query manager, request allocations, schedule queries, AP voucher inquiries

Confidential,Dallas, TX 2007-2008

IT Liaison: Liaison between IT Project Managers/Project Funding Committee and accounting on CLEAR (Capital and Lease Expenditure Authorization Requests) process.
Compliance/Subject Matter Expert/SDLC: Served as SOP 98-1 (Statement of Position-Accounting for the Cost of
Computer Software Developed or Obtained for Internal Use) Subject Matter Expert. Reviewed project transactions and
activities to determine if costs were capitalized or expensed according to each stage of the Software Development Life
Cycle.
Procedure and Policy Documentation: Developed CLEAR company policies and CLEAR training PowerPoint
presentation.
Data Validation: Validated real estate obligations; interpreted lease agreements, calculated lease obligations and reported discrepancies between real estate lease system (Portfolio Path) data and lease agreements.

• Reviewed accuracy and completeness of CLEARs. Drove reviewing, processing for approval, setting up, and reporting on project requests for capital, lease and expense funds.
• Submitted and tracked CLEAR status.
• Generated and created multiple CLEAR financial reports for internal management and Board of Directors. Created pivot tables and project analysis reports.

Confidential,Dallas, TX 2001-2005

IT Liaison: Liaison between IT Project Managers and Accounting
Compliance/Subject Matter Expert/SDLC: Served as SOP 98-1 (Statement of Position-Accounting for the Cost of
Computer Software Developed or Obtained for Internal Use) Subject Matter Expert. Reviewed project transactions and
activities to determine if costs were capitalized or expensed according to each stage of the Software Development Life
Cycle.
Flowcharting: Flowcharted and documented the processes and system workflows for Accounts Payable, Fixed Assets,
and Equipment Leases identifying gaps and controls with recommendations for improvements
Programming/Coding: Self-taught coder using FOCUS, RAMIS and Oracle Discoverer to create ad-hoc reports
Procedure Documentation: Developed procedures on software invoicing, invoice processing, project tracking
and reporting.
Supervisor/Training: Hired, trained and supervised up to 15 Fixed Assets accounting staff

• Developed expertise on IT department initiatives/projects. Met with IT Department to understand and define accounting requirements for current and future projects.
• Advised IT Department on invoicing requirements and classification of expenditures related to software based on current GAAP.
• Reconciled accounts to Oracle General Ledger.
• Calculated capitalized interest. Supported external auditing.
• Orchestrated setup of software & IT equipment assets from CIP accounts into Oracle Fixed Assets.
• Served on SOX Implementation Team

Revenue Assurance Specialist-Confidential,Dallas, TX 2000-2001

Project Management: Lead team that eliminated credit balances on 7,000 accounts totaling $800K+.
Data Validation: Audited and documented reporting process for reconciling call detail records through billing system to ensure all billable Call Detail Records were billed.

• Audited and documented bill verification process.
• Created procedures for research, identification, and treatment of credit balances.
• Developed detailed log of system and training issues uncovered during research of credit balances.
• Implemented process improvements for Call Detail reconciliation and bill verification processes.

Other Work Experience: Systems Support Analyst/Accounting Systems Control Specialist for Ameriserve and Project Analyst (Credit Extension) and Financial Reporting Assistant (Financial Reporting and Budgets) for JCPenney.

EDUCATION

Bachelor of Arts in Business Administration; Computer Information Systems

PeopleSoft 9.0, Word, Advanced Excel, Access, Visio, JD Edwards, RAMIS, FOCUS, Discoverer, Oracle, Hyperion