SUMMARY

• Experienced Financial Analyst with proven ability to analyze key financial and operational metrics to improve operating margins
• Hands on manager experienced with budgeting, cash flow forecasting, cash management, compliance, and financial reporting
• Strong technical management and support skills, specifically able to work with end users to identify and resolve business issues in an innovative manner; enforce the accounting policies and procedures
• Preparation of consolidated financial statements, variance analytics, key performance ratio calculations and other reporting related to the financial statements and footnotes and investor relations materials.

TECHNICAL SKILLS

• Databases: Access, Database, Advantage, Excel, AIMS, Showcase
• Systems: SAP, JDE, Hyperion, Oracle, Great Plains, PeopleSoft, Fundware, and Nxtrend

PROFESSIONAL EXPERIENCE

Confidential

Sr. Financial Analyst

Responsibilities:

• Financial reporting functions of BP Wind which includes general accounting, accounts payable and accounts receivable
• Responsible for the monthly/quarterly/year - end close of the General Ledger. Prepare journal entries including recurring entries for Month End Close. Make materiality decisions on close entries.
• Process invoicing for joint venture and intercompany accounts receivable
• Assist with internal and external audits related to general accounting, accounts payable and accounts receivable functions
• Ensures that the assets in portfolio have accurate and timely financial reporting, sound internal controls and support delivery of business performance
• Administer procurement and T&E cards including audit receipts and preparation of GAP reports
• Review and streamline all general accounting processes
• Keep the BU Assistant Controller apprised of unusual accounting transactions and issues
• Responsible for accounting for two companies AE Power Services and AE Parts Co with ad-hoc requests
• Forecasting and Reconciliation, worked closely with management across various business segments, gaining invaluable forecasting and planning experience
• Revamped Parts Co Accounts Receivable resulting in a dramatic increase of $3.7 million, and collection increase of 33% or 10 million, with a reduction of days outstanding Implemented procedures for billing best practices to keep accounts current restructuring collections, and credit application
• Assisted with the development and documentation of accounting policies and procedures including set up procedures for pay key, check requests, and recurring payments increasing workflow and helping lower employee tensions
• Assisted Planning Team on the implementation of the planning tools including creation of financial structure, review of master data, quality assurance transactions

Confidential

Intercompany Accounting Manager

Responsibilities:

• Provided accounting support and managed period closings of Monthly Close of the General Ledger for procurement, supply-chain for oil rigs. Maintain the close schedule.
• Primary problem solver for all intercompany accounting issues. Analyze, generate and process intercompany entries needed to adjust or reallocate expenses between business units. Prepare, review and/or post Intercompany billing forms.
• Responsible for government reporting, monthly financial statement preparation, accounting analysis, and technical accounting research
• Assist with the development and documentation of accounting policies and procedures both internally and for clients
• Utilized SAP modules, Hyperion Financial Management Reporting and Planning (Excel Add-in & SmartView), to perform detailed database hierarchy validation within the Hyperion environment
• Prepare topside adjusting journal entries and assist IRS reporting 1099, 945 and 1042 annual forms
• Directed major cleanup of accounts receivable resulting in a dramatic reduction, $4.3mil, and of days outstanding, less 90 days increased by 30%
• Implemented procedures for billing best practices to keep accounts current restructuring collections, charge backs, and credit application including weekly sales meetings
• Monitor cash flow and prepare reports, analyze funding contracts for revenue and expense terms, maintain contract budget
• Monitor and review billing error tracking reports, post reconciliation adjusting entries, recommend and prepare budget amendments & maintain detailed excel schedules of general ledger accounts using macros, PivotTables, V-lookups
• Process & review capital AFE projects, capital equipment requisitions, invoices and purchase orders maintenance, update investment cost records for all capital project expenditures, process equipment maintenance reports and capitalize assets

Confidential

Financial Analyst

Responsibilities:

• Responsible for management of all accounting functions including financial statement preparation, G/L maintenance, A/P, A/R, payroll, standard costing, inventory accuracy, variance analysis, budgets, forecasts, and audits Key member of various cross-functional management teams
• Completed integration of diverse corporate accounting cultures by following merger restructuring organization and streamlining processes
• Ad-hoc analysis to support commercial, regulatory, tax and corporate development departments
• Led project to successfully consolidate ADP payroll and timekeeping systems, eliminating redundant tasks and providing more accurate decision-making data
• Developed Access applications that integrated payroll, timekeeping and human resource systems, providing better management of human resources
• Created customer profitability analysis that led sales team to adjust customer decisions to ensure adequate margins
• Revamped A/P processes and controls and developed management reports
• Saved thousands of dollars in property tax payments and sales tax penalties instituting procedures

Confidential

Assistant Controller

Responsibilities:

• Regularly present budgets to division managers, forecasts and work with ad-hoc committees on various financial issues
• Responsible for formalizing policy and procedures for billing, payroll and AP
• Coordinate the annual audits of these subsidiaries and function as liaison with external auditors and other departments in the preparation of quarterly and annual financial statements
• Assist with the development and documentation of accounting policies and procedures both internally and for clients
• Developed budget & forecasting processes
• Trained management team in procedures for effective forecasting
• Review historical and forecasted data for trends
• Assist in the review of balance sheet account analyses for various consolidations
• Served as key member of senior management team in developing manufacturing and sales budget strategies
• Analyzed and reported to corporate on cash flow, actual vs budget and adherence to plant goals

Confidential

Lead Accountant

Responsibilities:

• Approval of expenditures and integrity of inventories, sales accounting including billing timely and accurately providing quality customer service, credit and collections
• Sarbanes-Oxley implementation
• Prepare audit schedules requests and assign responsibilities to other internal and external department personnel as necessary
• Maintain, and update as necessary, documentation of processes in compliance with Sarbanes-Oxley
• Ensure key controls are prepared in accordance with documented processes
• Assist with the development and documentation of accounting policies and procedures both internally and for clients
• Assist with managing and developing financial models for the corporate finance, insurance, working capital, and pension functions
• Served as key member of senior management team in developing manufacturing and sales budget strategies
• Identify and develop solutions to improve business process and reporting

Confidential

Sr. Accountant

Responsibilities:

• General ledger and fixed asset maintenance
• Facilitated work of business managers by automating labor and cost accounting reports
• Directed major cleanup of accounts receivable resulting in a dramatic reduction of days outstanding
• Implemented procedures to keep accounts current
• Consulting with clients executive staff instructing each on how best utilize the tools and processes to position the company to be more competitive and profitable
• Prepare supporting schedules for fuel tracker and cash pool filings
• Identify and develop solutions to improve business process and reporting