SUMMARY:

Results - oriented Finance and Accounting professional with more than 10 years’ experience in the areas of Corporate Finance, Management Consulting, Business Process Creation/Improvement and Project Management. Strengths include: strong analytical skills, effectively presenting results, clearly developing business strategy, and efficiently managing projects. Thrives independently or as part of a team working in a collaborative, fast-paced, deadline-driven environment. Work Experience encompasses a variety of business organizations - from Confidential 50 to Not for Profits.

COMPETENCIES:

Finance Process Improvement - Accounting, Finance and Treasury processes

Merger and Acquisition Integration Management

Project Management - Business Process Improvement Initiatives, Finance Systems Implementations

Business Case Development and Performance Metrics Reporting

Business / Financial Analysis

Creation and Delivery

Effective Collaboration in a Matrix Organization

TECHNICAL SKILLS:

Technology Utilized: Microsoft Suite Word, Excel, PowerPoint, Visio, Access, Quantum Treasury Systems (Sunguard), SAP - GL FI/CO; PeopleSoft Financials - GL

EXPERIENCE:

Confidential, Chicago, IL

Lead Business Analyst

Responsibilities:

• Responsible for ensuring AML policies and procedures were properly incorporated into the Lines of Business Operating models/Directives and Procedures.
• Managed the implementation of AML Manual updates into the line of business SOPs/ desktop procedures.
• This was accomplished by: Interviews with LOB SMEs/Leadership to determine where a new or changed procedures should be incorporated into the LOBs business process;
• Creating Process Documentation (SOPs/Flows) that documented the new process and changes to the existing process.
• Ensured the changed desktop procedures were approved by all levels - AML office, Legal, Compliance, etc.
• Reported project status, issues and risks. Created Change Management processes communicating and socializing the new/updated procedures thru-out the company.

Confidential, Chicago, IL

Lead Analyst/Project Manager

Responsibilities:

• Responsible for ensuring all payroll-related US and Foreign payments were properly recorded in the SAP GL.
• Activities included: Led the identification and documentation of International Accounting requirements for all Payroll accounting processes for a new company that was created as a result of a spin off from its’ parent company.
• Also ensured requirements for automated as well as manual SAP entries were properly documented so that the entries were appropriately recorded in the SAP General Ledger in accordance with IS GAAP, IFRS and/or Local Statutes as applicable.
• Additional activities included status reporting, issue identification and resolution as well as communication of new and improved processes to business units affected by process changes.

Confidential, Chicago, IL

Lead Business Analyst

Responsibilities:

• Responsible for gathering model data requirements and Ensuring these requirements adhered to the firmwide model management process.
• Interviews with Model Owners to determine whether the tools they utilized met the criteria to be deemed “Model”.
• Ensured that model owners were compliant with the and model registration requirements and created a continuous improvement process for updates to Models.

Confidential, Chicago, IL

Team Lead

Responsibilities:

• Responsible for providing team leadership for MLR year-end reporting project.
• Ensuring GL as well as data external to PeopleSoft was accurate and information was provided to Management in a timely fashion.
• Also ensured that appropriate data analysis was performed in order to determine if there were unusual trends or inconsistencies in the data.

Confidential, Chicago, IL

Senior Associate

Responsibilities:

• Responsible for providing Finance Process Improvement consulting services to top tier clients. Areas include Management and External Reporting; Close Process improvement, Performance Metrics as well as Change Management activities through-out the project lifecycle.
• Responsible for providing Merger and Acquisition management and support to top tier clients. Areas include Integration Management and Change Management activities throughout the integration.

Confidential, Chicago, IL

Senior Accountant - Corporate Finance

Responsibilities:

• Responsible for providing Cost Accounting Policy guidance to Confidential Corporate as well as Confidential Business units.
• Responsible for the defense of Boeing’s Cost Accounting practices to Government Audit Agencies.
• Ensured compliance of Cost Policy decisions, deliverables and processes to Federal Regulations (FAR), Generally Accepted Accounting Principles (GAAP) and Confidential Financial Policies/Procedures.
• Senior Finance Process Analyst - Finance Systems and Process Architecture
• Managed the life-cycle activities of Finance process-improvement initiatives within the Financial Accounting and Treasury organizations.
• Created and Defended Business Case and Opportunity Evaluations for Strategic/Process Improvement initiatives. Implemented Enterprise-wide improvement solutions.
• Facilitated understanding, input and buy-in to issues as well as improvement options and solutions.
• Managed Enterprise-wide Sarbanes-Oxley creation and rollout activities.
• International Cost Accounting Policy Lead - led the successful implementation of a common (Entity-wide) cost accounting and forecasting process and across all countries where Confidential does business.
• Objective of this implementation was to create/implement a Confidential Company common accounting/forecasting processes that would withstand Confidential Audit as well as to comply with GAAP and relevant local accounting requirements.
• Finance Transformation Process Lead - managed several efforts that led to the successful optimization of several Finance processes including Financial Planning and Analysis, Close Performance Metrics Reporting and the Automation of Earnings per Share (EPS).

Confidential, Chicago, IL

Senior Consultant - Financial Management Solutions Practice

Responsibilities:

• Provided consulting services to Confidential 500 clients in the development of Accounting Process Improvement solutions encompassing various areas of the accounting process: Month End Close, Period Reporting and Planning processes.
• Primary goal of consulting engagements was to provide/implement process improvement solutions and proactively advise of technology changes that if implemented, could lead to increased productivity or expense reduction. Performed Business Analysis for PeopleSoft implementation - activities included requirements definition, Test Plan/Scenario/Script creation and post- implementation support.
• Primary role on client engagements included Engagement/Project Management, Communication Management, as well as role of Lead Process Consultant.
• Developed / implemented process improvement solutions.
• Facilitated client understanding, input and buy-in to the improved processes as well as developed and performed on the new processes.
• Detail on Selected Major Projects
• Led the end-to-end assessment of the Finance and Human Resource processes for a leading global manufacturing firm as part of an Organizational Transformation effort.
• Successful outcome of the project was the identification of processes that were inefficient/needed improvement, the determination of whether the inefficiencies were transition-related or processes that would require the implementation of process improvement solutions, and then the recommendation of appropriate solutions.
• Process specialist in the Monthly Close reduction effort at a global leader in providing integrated waste management services.
• Successful outcome of this project was to shorten the monthly close cycle from 9 days to 6 days or better. Results of the project included: decreasing the time necessary to produce critical data, improving efficiency and effectiveness of the closing process, and the improvement of financial information accuracy. Primary Role encompassed communicating project goals to Senior Management as well as other stakeholders, analyzing and solidifying organizational roles and responsibilities that resulted from a changed organizational structure and communicating those changes - both Accounting Process and Finance Organizational changes across all levels of the organization.
• Process specialist involved with the development and implementation of accounting process improvement solutions in the Monthly Close, Account Reconciliation, Corporate Consolidation and Management Reporting/Review processes at a major financial institution.
• Interviewed client Finance/Accounting Staff and Management regarding their "as-is" accounting processes, then analyzed and recommended specific "to-be" actions to address the deficiencies in the current process. The goal of the initiative was to improve the accounting process, thus ensuring the accuracy of the accounting entries created Primary Role involved leading the process analysis and solution creation as well as effectively communicating the purpose of the proposed changes to the client's current accounting processes to ensure the “buy in” and involvement of stakeholders from all areas of the Finance Organization of the company.