SUMMARY:

• Certified Project Management Professional (PMP) with over 10 years of experience leading technology projects for accounting and finance teams.
• Excel in managing all phases of technical projects including planning, executing, monitoring, and completing projects.
• Strengths in Enterprise Resource Planning and business analysis with a proven record of success in improving and documenting business processes focused on efficiency and compliance.

TECHNICAL SKILLS:

ENTERPRISE RESOURCE PLANNING (ERP) SYSTEMS: PeopleSoft, Deltek, SAP 7, Hana

PROJECT MANAGEMENT SOFTWARE: BaseCamp, Microsoft Project, Microsoft SharePoint

ANALYTICAL SOFTWARE: Minitab, Business Objects

REPORTING TOOLS: SQL, Clarity, Hyperion

MICROSOFT OFFICE: Word, Excel, PowerPoint, Access, Outlook

PROFESSIONAL EXPERIENCE:

Confidential, Washington, D.C.

Business Process Analyst

Responsibilities:

• Spearhead the design and functionality of corporate business processes by recommending improvements to existing systems and designing enhanced processes. Subject Matter Expert with success in creating metrics and reports, analyzing and mining data, ensuring data integrity, and measuring process performance. Support business systems by analyzing technical specifications and data, defining requirements, configuring workflow changes, and establishing requirements for IT resources to complete. Partner with business units and internal staff to resolve operational issues.
• Introduced internal audit documentation for new business processes created since implementing SAP ERP CRB system for cash receipts including flow charts, narrative, and control matrix.
• Automated the billing for 300 accounts valued over $300K by resolving PeopleSoft 9.2 interface issue.
• Standardized cash balancing reconciliation process to reconcile cash received from various sources in SAP and transfer to contracted cash receipts professional service provider.

Confidential

Senior Specialist

• Led financial billing, accounts receivable, and recovery of costs for business unit. Coordinated daily section workflow in compliance with company policies with success in meeting deadlines and maintaining accuracy. Verified accuracy of required balance sheet reconciliations and journal entries, prepared and reviewed supporting analyses and benchmark computations, and assisted with escheatment process of unclaimed property by searching for outstanding payments.
• Influential in project success and on - time completion of deliverables by managing test scripts, assigning work area project documents, and documenting user acceptance test scripts. Attended project meetings and updated team schedules, policies, and procedures as needed. Organized user acceptance defect tickets and tracked issues through to resolution.
• Documented project scope and project charter, led stakeholders’ analysis, and managed and documented project risk to develop a change management plan. Obtained resources through project sponsorship and proactively promoting the project to various business units. Led project team providing management updates and new best business practices. Formalized and obtained final stakeholder project acceptance and delivered final project overview and results presentation.
• Led training of technical software including SAP, ECC, and IC Web products to end users across the company with success in effectively training new business processes, policies, and relevant transactions related to Project VISION.

Benefits Accounting Specialist

• Managed financial reporting and accounting for benefit plans including OPEB, health, welfare, pension plans, incentive compensation, and SERP plans in compliance with IRS and DOL. Requested and reconciled payments from VEBA trust fund and assisted auditors with variances, budgets, and forecasts.

Confidential

Operational Risk Assessment Specialist

• Concluded Financial Rotation by leveraging deep understanding of design, impact, and potential risks of internal controls.
• Led annual SOX Sectio 404 certification process including research, meetings, and process interviews.
• Prepared risk assessments, narratives, control matrices, flow carts, testing results, and business plans and maintained all process and control documentation.
• Determined viability and effectiveness of process and control documentation by control testing. Recommended improvements to existing controls and consulted leadership on recommended changes.

Senior Specialist

• Business unit liaison to Finance department and reinforced financial reporting team by preparing and filing financial reports and statements by collecting data and researching transactions in compliance with regulatory requirements.
• Reviewed and analyzed varying reports to present to shareholders, SEC, regulators, and Board of Directors.
• Advanced to financial metrics team focused on developing, monitoring, and reporting on O&M and capital budgets, forecasts, and variance reports for business units. Researched and analyzed unit costs, capital expenditures, account payable payments, and accruals. Led review meetings to identify cause of variances and approve budgets.
• Led annual budget planning process by initiating, planning, and managing the development of O&M and capital. Documented analysis monthly in support of due diligence for business unit costs and capital expenditures. Planned, organized, and led monthly meetings to assist business units with monthly capital and O&M actual costs.
• Organized planning for the preparation of quarterly SEC reporting and financial reporting system updates. Assessed and updated department policies and procedures. Documented accounting research and compliance with SEC reporting and SOX 404. Managed gathering and documenting reporting deliverables and prepared SEC reports and earnings releases, final reporting review, and XBRL tagging.