SUMMARY

• Business Operations
• Project Management
• Technology/Innovation
• Leadership
• Communication
• Budgeting/Profit/Loss Analysis

PROFESSIONAL EXPERIENCE

Confidential, Dallas, Texas

Senior Consultant / Business Systems/IT Finance

Responsibilities:

• SAP upgrade & SAP HANA BW Reporting Tool Replacement w/ Cognos Project - Agile / Scrum Methodologies, SDLC Planning
• SME, Leading the Accounting Automation team in communication efforts to work wif various groups in launching the new reporting tool.
• Working as a liaison between the Accounting Automation & IT groups, gathering requirements to move the project to each stage.
• Communicating wif Stakeholders the phase of each project
• Review & writing test scripts for integration, enhancements & system maintenance.
• Engage in & Review systems testing to ensure the project meets requirements for audit.
• Prepare business documentation/communication for team & stakeholders.
• Coordinating, Planning & Facilitating training for 500+ employees for the new Cognos reporting tool.
• Leading & working through the final project stages which include user support.
• Manage/Supporting multiple projects & meeting critical deadlines for project launch. (PMO)

Confidential - Dallas, Texas

Financial Business Analyst- Senior Role

Responsibilities:

• Served as sole FBA for Global Operation; Supported 3 divisions in US & international support for Europe & Asia /Pacific
• Manipulated financial data for daily/ monthly reports in addition to formatting data specific to managers & vice presidents
• Analyzed information, forecasting methods, schedules, systems processes & procedures to determine most useful business solutions for the company
• Proposed alternative solutions to management for courses of action dat best met the organization's goals.
• Initiated & led automation projects related to accounting & finance
• Managed monthly tasks of 5 indirect reports
• Trained new & existing staff for sales dashboard operation
• Developed business plans and market research using third party information in support of management directions and initiatives.
• Reported directly to the Executive VP of Administration/Operations
• Documented business processes wif the objective to identify, implement, document, test, & audit key internal process controls dat directly relate to accurate company financial statements
• Tracked & determined the need for additional and new data elements
• Provided daily support to staff for dashboard/new process operations
• Daily Ad hoc reporting for VP’s and CFO/ CEO
• Edited /Maintained SQL Queries for Monthly Reporting
• Created training manuals for new & existing processes
• Trained 8 employees between 3 departments to take on duties upon transition.
• Successfully created & streamlined an auditing process for reconciliation
• Worked closely wif the VP of Finance for submitting monthly reports

Confidential - Dallas, Texas

Consultant - IT Finance (Capex)

Responsibilities:

• Engaged in the (CAPEX)/Capitalizations process of assets which includes developing procedures, resolving issues, and ensuring dat assets are capitalized in an accurate and timely manner
• Communicated wif project managers to ensure accurate reporting of assets and expenses related to capital appropriation request.
• Audited & Reconciled accounts for project managers in the IT Department
• Created & Analyzed Microstrategy reports for specified budgets
• Monitored project status to insure timely close out/capitalization of project activity for internal and external labor resources.
• Successfully managed projects remotely
• Served as a liaison wif accounting to insure timely transfers/capitalizations are processed and appropriate asset set up.

Confidential - Plano, Texas

Consultant - Data Analysis (SAP Implementation)

Responsibilities:

• Coordinating project work for the Implementation of SAP
• Worked wif FI /CO & Master Data modules of SAP
• Data Cleansing of information being transported from the current systems to SAP
• Creating reports of work activity/metrics & de duplication reports
• Effectively communicating findings and recommendations to management for managing customer data quality, cleansing and enrichment.
• Responsible for data accuracy, performing and reporting on periodic audits and data integrity checks, using Data Quality Applications to verify and correct data
• Analyzed customer data in the system, developing, and implementing data quality initiatives using Data Management Organization tool
• Control data redundancy (i.e. duplicate records) through system and manual visual analysis.
• Coordinated wif internal/external team members to meet deadlines of data cleansing before mock testing

Confidential

CAS Consultants

Responsibilities:

• Overseeing /Creating Business & Financial Strategy for Startups/Small Businesses
• Successfully created & monetized 3 brands
• Established a social media following of over 30k in less TEMPthan 1 year for branding.
• Collaborating wif media/PR/Editors in contributing to News, Blogs, various media
• Created a strategic alliance for branding partnership wif brands & Organizations
• Speaking at various community events, workshops, etc
• Small Business Consulting - Financials, Reporting & Analytics
• Facilitating webinar courses & creating course content related to business & finance
• Training select staff wifin small businesses & corporate environments on social media platforms & leveraging business

Operations Manager

Confidential

Responsibilities:

• Establish & manage effective, efficient company policies, procedures and processes in core areas of operations.
• Develop & Maintain client/vendor relationships related to billing
• Supporting Brokers & Agents in client/vendor requests
• Oversee Financials of the Brokerage & service division, including payroll
• Managing 3 direct reports, 2 indirect reports
• Manage and assign field service work projects
• Initiate process improvement, reporting & technology to the Broker & Agents
• Providing Analysis & reporting of financial data along wif industry trending data
• Oversee activities & task of administrative staff & field contractors
• Prepare & track annual budgeting, wif quarterly review/updates

Confidential - Dallas, Texas

Portfolio Account Manager - Analyst

Responsibilities:

• Managed commercial client portfolios & portfolio invoicing/billing process
• Analyzed & reported pricing and error trends using Excel
• Recommended a plan of action for negative trending
• Coordinated purchase order numbers wif checks for reconciliation
• Analyzed portfolio data in SAP using master data & FI/CO modules
• Data mining & extraction using Excel & Access