SUMMARY:

• Lead Level Financial Accounting Systems Analyst (Masters of Science in Finance) with over 10 years of well demonstrated and documented results in full scale accounting and the maintenance and production of both internal and external financial statements for multi million/billion dollar companies including upstream and down stream oil & gas companies. Particularly adept in the use of multiple components of ERP systems including
• Hyperion Financial Management/Financial Reporting Studio, Planning, SmartView/Essbase and FDMEE and BPC (SAP). Advanced Excel and analytical skills honed by daily and extensive use in manipulating large amounts of raw data into meaningful and useful information and routine interaction with senior and executive members of management.

PROFESSIONAL EXPERIENCE:

Confidential

Senior Financial Analyst

Responsibilities:

• Loading manual forecast and topside entries into system via templates
• Validation of consolidations and eliminations, data pushes between systems (SAP, Crystal) and between other BPC models (Cost, Consolidation, Rates etc)
• Resolved end user issues
• Support the North American division of Olefins and Polyolefins business unit to provide variance analysis (forecast v actuals/budget) to be presented to executive team
• Prepare consolidated financial statements for budget and forecast
• Maintain exchange rates model to calculate monthly FX rates; load rates into SAP
• Prepare multiple internal reports and flash reports reporting on EBITDA and key metrics to be used by executive team - insuring accuracy of information and investigating/correcting any issues

Confidential

Senior Accountant (contract)

Responsibilities:

• Carry out all accounting duties within the midstream division of OXY and its subsidiary companies (the oil Terminal, Pipeline and Storage facility) including:
• Create/pay invoices
• Balance Sheet/Income Statement Accruals; Reconciliations
• Intercompany transactions and allocations
• Perform variance analysis for Balance Sheet, Income Statement and Cash Flow statement- actuals vs budget/outlook, with presentation to management to answer question and discuss in detail explanations
• Actively participate in all aspects of creating budget for upcoming year (and monthly adjustments to budget) including working directly with Operations
• Created/maintain extensive standard operating procedures with detailed instruction on carry out day to day and month end tasks
• Maintain and update all documents and reports on Sharepoint site
• Respond to ad hoc request from management, auditors and from other related entities within the company
• Process all checks and wires for payments; reconciliation of banks accounts
• Extensive financial modeling for revenue, Opex and Capex reports
• Work in concert with Operations to produce budget and update monthly forecast on projects

Confidential

Senior Financial Analyst

Responsibilities:

• Primary responsibility is to coordinate with various departments to consolidate financial statements and facilitate all budget and forecast activities through the use of Hyperion Financial Planning, Hyperion Financial Data Quality Management (FDM) and Hyperion Financial Management (HFM)
• Created/maintain various reports in Hyperion Financial Studio to be ran in Hyperion Workspace
• Aided in the mapping of accounts/dimensions from various flat files (SAP/Excel) to FDM into HFM
• Loaded financial plan data (budgets/forecasts) in HFM via FDM
• Created/maintain financial models (using SmartView- HSGet formulas) to calculate monthly inter-company eliminations file
• Reconciliation of Balance Sheets, Income Statements and Cash Flow Statements
• Maintain revenue models for several subsidiary pipeline companies
• Conduct monthly review and variance analysis on Demand and Commodity contracts against budget and identify and explain variances
• Created/maintained complex financial models including Revenue and Forecast models (Excel) for multiple pipelines
• Interact and present regularly with management and executive management on ad hoc issues as well updating on the performance of the business and variance analysis explanations
• Presentation of revenue analysis for several business units to multiple levels of management on monthly basis as well as for general ad hoc requests

Confidential

Sr Accountant (Financial Reporting System)

Responsibilities:

• Hyperion Administrator for Financial Report Systems (Hyperion SmartView/Essbase, Workspace, Planning Applications)
• Maintain the integrity and accuracy of multiple Oracle databases
• Handle all provisioning and security including creating/changing filters (Oracle Essbase Administrative Servicer) and providing access to all applications (Reporting and Planning) via Microsoft Active Directory
• Open/Close all Planning applications via scripts ran using Cronacle
• Create/maintain all reports created in Hyperion Financial Reporting Studio
• Create/Schedule/Monitor all batch jobs for reports distributed globally via Hyperion Workspace
• Performed extensive testing and quality control during upgrade to Hyperion 11.1.2.3.5 including:
• Conversion of legacy reports
• Finding optimal Options settings for users
• Global end user support relating to SmartView/Essbase via a global functional mailbox
• Performed manual loads to Planning applications (via Lock and Send in Excel)
• Created Ad Hoc reports for validation/variance analysis as required by various departments
• Conducted classes on SmartView/Essbase and Workspace
• Worked in concert with Global Master Data, ODI and DRM teams for monthly hierarchy updates to structures and tables
• Validated that all changes (additions, deletions, name changes etc.) to dimensions and account roll-ups are carried out correctly across all environments
• Validate data between Business Warehouse (SAP) and Essbase to ensure data fed to Essbase from SAP is correct- research any variances and submit for corrections in Essbase
• Performed consolidations, journal entries and eliminations via HFM

Confidential

Senior Financial Accounting Systems Analyst

Responsibilities:

• Maintained and prepared various reports to be included in monthly and quarterly financial statements via Oracle Hyperion Financial Management (Essbase/SmartView (HsGet formulas):
• Regional Accounts Payable
• Regional Accounts Receivable Summary, including DSO analysis
• Regional AR Aging Report
• Income Statement Trending Analysis by Region
• Monthly/Quarterly Selling, General and Administrative (SG&A) Expense Report
• Handled all request for new/modified reports to be done in Hyperion Financial Reporting Studio including:
• Actual creation/modification of reports
• Exportation/Importation of reports for testing across various environments (Development and QA) and migration into Production
• Documenting testing results of reports to verify correct data pulls, formatting and formulas
• Documented all changes including advanced suppressions, conditional formatting, POV’s and dimensions
• Set/Modified security access to reports
• Reviewed journal entries posted to General Ledger and reviewed/reconciled Trial Balance
• Performed all aspects of validation and production of Accounts Receivable reports including:
• Reconciliation of account balances
• Ensuring entries to supplemental accounts match those to actuals
• In case of any mismatches between actual and supplemental accounts or other validations issues, research and identify causes of issues including tracking down journal entries and corresponding with all national/international departs in regards to issues
• Create correcting journal entries as needed in HFM/JD Edwards
• Participate in monthly consolidation and close process
• Prepared mid-month and monthly Flash Reports
• SEC 10-Q and 8/10-K Reporting
• Coordinated with External Reporting Department on disclosures and items to be included/explained
• Assisted in financial statement fillings
• Tied out all numbers in financial statements
• Provided documentation and verbiage on major reporting items (MD&A)

Confidential

Financial Analyst

Responsibilities:

• Primary responsibility was to provide monthly actual to budget variance analysis for the Balance Sheet and Income Statement by researching transactions, journal entries and all applicable factors that contributed to variances
• Reconciled all external reports ran in PeopleSoft to account balances in Hyperion (internal reports/Add-Ins/Essbase)
• Assumed responsibility for producing the monthly Executive Finance Report prepared for UTMB Leadership and Texas State Legislature that detailed all substantial variances and significant events that impacted financial statements in the UTMB system
• Made significant improvements including:
• Added/maintained a new section providing an analysis/breakdown of the Balance Sheet (profitability and liquidity ratios, working capital and debt-to-net assets)
• Added multiple charts and graphs depicting vital statistical information for all of UTMB and its associated colleges, hospitals, clinics and Institutional Support
• Reviewed journal entries made by General Accounting to ensure entries are posted correctly and to the right accounts- created entries in case of errors (PeopleSoft)
• Reviewed account balances for all major funds comparing actuals to budget and current year to prior year and explained any unusual events creating significant variances ($500,000 increase/decrease threshold)
• Prepared journal entries for accruals associated with the Finance Reporting Department
• Worked with various business units and departments to explain all variances and in response to ad hoc requests
• Create/maintained reports in Hyperion Financial Reporting Studio
• Provided information and addressed all auditor questions for both internal and external audits
• Developed/Maintained budget and forecasting reports in Hyperion Financial Planning
• This role required a high level of detail and attention to accuracy considering that all end results were reviewed by all levels of leadership within the organization as well as state legislature and auditors

Confidential - Houston, TX

Financial Analyst/Project Manager

Responsibilities:

• Created Financial Feasibility Reports for proposed projects; Financial/Statistical modeling
• Created and managed capital budgets ranging from $400,000 to over $3 million, with 10-20-year life spans using WACC and/or NPV, Payback, IRR and MIRR, Cost-to-Completion and Discounted Cash Flow
• Analyzed multiple variables and extrapolated meaningful business/operational conclusions through the use of data trend analysis
• Issued approval of all capital expenditures for projects
• Managed day-to-day operational aspects of projects including supervision of 15-20 Special Service Technicians; Supply and Inventory ordering and management