SUMMARY:

Strengths in accounting, financial analysis, database management, financial statement preparation, building finance models, preparing consolidated financial statements, internal controls, audit preparation, financial reporting for both executive teams as well as all end users in organization, budgeting, forecasting, identifying opportunity for performance and process enhancements, month end closing, general ledger account reconciliations, creating and processing journal entries, fixed assets, cost accounting, external reporting, cash forecasting, evaluating risk, policy and procedure documentation, SQL, Hyperion, testing systems reports and outputs, as well as the training and managing personnel which are constantly updated and improved through professional experience, certifications and/or continuing education.

TECHNICAL SKILLS:

• Excel
• SQL
• Access
• TOAD
• Hyperion
• Essbase
• Smartview
• Oracle
• SAP
• Microsoft Office
• Peachtree
• PowerPoint
• Crystal Reports
• Quick Books
• Great Plains
• Lawson

PROFESSIONAL EXPERIENCE:

Confidential, New K ensington

Finance Business Analyst

Responsibilities:

• Enhanced performance of several production functions which resulted in over a 5 million dollars in savings annually
• Created reports that streamlined the closing process and provided an enhanced financial insight for executive team.
• Increased organizational processes transparency by creating financial reports and models which led to operational improvements.
• Identified, created, and implemented KPIs which enhanced the financial performance by over 10 million.
• Identified improvement opportunities for company processes which enhanced financial and operational performance of several departments resulting in 20 million worth of operating improvements.
• Produced and distributed reports to executive team and private equity group to enhance visibility into strengths and opportunities for improvement within the organization which also resulted in greater profitability.
• Successfully led/ participated in several task force groups to identify finance and operational efficiency enhancements.
• Produced financial reports and ad hoc reporting for all areas of the business utilizing Access, SQL, Toad, and Excel.
• Prepared and managed segments of annual budget, forecasts as well as daily and monthly ad hoc reporting
• Analyzed operating results, provided explanations on variances as well as trend and year to date reporting.
• Created financial reports presented to executive team providing enhanced transparency into performance of the organization.
• Monthly, quarterly, annual preparation of financial deck and dashboard that was presented to the ownership group.
• Designed forecasting models to project revenues and sales based on several factors such as YTD, current market trends agreed upon by various VPs of sales.
• Successful documentation and implementation of new finance policy, procedures, and internal controls.
• Created, distributed daily dashboards and financial reports providing financial performance for end users respective departments.
• Created and calculated sales performance matrixes as well as calculated commissions that were distributed several times a week to the sales VPs and teams.
• Created financial reports that trended sales performance which provided sales with tool for targeting key opportunities for growth.
• Created financial reports/ models that monitored performance of production and identify strategies for improvement.
• Successfully performed user acceptance testing to create reporting tools that were utilized by finance and accounting departments.
• Successfully conducted all financial reports in the closing process. These reports were the foundation for the monthly, quarterly, and annual reports that I distributed to the organization.

Confidential, Pittsburgh

Principal Finance Project Manager

Responsibilities:

• Successfully created financial reports and models that increased transparency of financial performance for executive team.
• Built and created financial reports that identified key revenue opportunities and KPIs for increased profitability.
• Worked with MIS, IT, project management, finance, and accounting ensuring system wide compliance resulting in reduced closing cycles.
• Successfully completed the Customer Profitability project prior to deadline and under budget.
• Built several forecasting models to analyze efficiency and profitability through several areas of bank
• Built financial models to analyze monthly variance trends which identified opportunities to increase profitability
• Led and participated in the budget preparation process
• Project manager for the Customer Profitability Project from initiation to closing phases
• Performed various financial calculations including WACC, IRR, valuations, NPV, LCR, actual versus budget variances as well as fund transfer pricing, mark to market valuations, financial modeling and cost benefit analysis.
• Audited and performed trend analysis on GL accounts and financial statements
• Held meetings with executives to share financial performance and budget status for their various areas or lines of business
• Successfully wrote, modified, tested queries in SQL/Toad to produce financial reports and business data analysis
• Creation of pro forma financial statements and cost allocations which ran through jobs in OFSA
• Successfully identified key requirements and ensured effective implementation while identifying and isolating risks.
• Successfully created various cost benefit analysis to aid in executive team decision making.
• Performed user acceptance testing and test case scenario analysis which led to increased operational efficiency.
• Successfully created policy and procedure documentation and process flow diagrams which increased operational efficiency.
• Created financial models and reports using Hyperion and Essbase for various financial trend and cost analysis.
• Performed accounting and finance reconciliations between systems such as OFSA, Peoplesoft, and Hyperion Essbase.
• Prepared journal entries and reconciled balance sheet and income statement accounts.
• Acted as liaison between the MIS, IT, and Finance Departments ensuring accuracy and compliance in system deliverables.
• Created and performed cost allocation computations in a waterfall cost environment and created allocation rules in OFSA.
• Created and ensured that the waterfall cost allocations ran accurately and were compliant with corporate initiatives

Confidential, Pittsburgh

Financial Data Reporting Analyst

Responsibilities:

• Improved several accounting and finance procedures by holding meetings between VPs, budget owners, finance, and accounting to bridge the gap between available data resources and desired deliverables.
• Implemented new financial reporting models that brought utmost transparency to department VPs and budget owners.
• Created new policies and procedures for accounting and finance procedures that have maximized efficiency.
• Researched and implemented processes that shortened the monthly close cycle and budget preparation period.
• Participated in budget preparation process and acted as liaison between accounting and finance departments
• Testing and implementing internal controls.
• Monitored financial performance of projects and various departments within HMHS.
• Held meetings with VPs and budget owners to report status of financial performance within their respective departments.
• Preparation and reconciliation of financial statements as well as various accruals and G/L Accounts
• Computing job costs including cost of resources pertaining to workforce and materials.
• Successfully designed financial models to better track costs against the budget.
• Created and Audited HMHS financial statements..
• Reported on and monitored P and L statements and contribution margins for all lines of business.
• Reported on sales projections, margin analysis and cash flow projections.
• Prepared monthly closing reports, dashboard reports, and various ad hoc financial and accounting reports.
• Wrote and published several standard operating procedures and processes as well as process flows.
• Prepared profit and loss statements for each IT department and a consolidated one for entire IT division and cost benefit analysis
• Prepared and presented financial trend reports as well as monthly dashboard reports for executive team.
• Successfully performed cost accounting and financial reporting functions such as NPV, IRR, and cash flow analysis.
• Successfully prepared CAPEX and OPEX budgets for the IT departments.
• Developed internal controls to bring greater control and visibility to certain expenses enabling better cost control.

Confidential, Pittsburgh, PA

Principal Accountant Analyst

Responsibilities:

• Created processes and procedures that did not previously exist as a means to ensure accuracy in accounting processes including but not limited to WIP and fixed asset analysis for internally developed software.
• Increased efficiency in accounting process and as result of decreased time demands my team and I were able to increase production and value added deliverables within department and organization.
• Represented department in the creation and implementation of new accounting software.
• Managed to provide cost savings for organization through shortening audit times.
• Produced and analyzed financial statements in order to illustrate performance for LOB and analyze changes within LOB.
• Accounting and financial analysis to measure performance for various investments as well as Balance Sheet Trending
• Created and managed WIP and fixed asset reporting process for organization.
• Audited and performed SOX testing on company’s balance sheet as well as summarized all activity to executive team.
• Prepared quarterly and annual accounting schedules required by SEC
• Prepared consolidated financial statements and prepared annual budget.
• Reviewed and approved as well as completed monthly reconciliations
• Prepared and booked many journal entries as well as authorize other team’s members journal entries.
• Audited, prepared and analyzed financial statements including balance sheet, income statement, and cash flow statements.
• Participate in decision making teams with concentration on improving processes and efficiency within department.
• Prepare for and manage internal and external audits.

Confidential, Robinson Township, PA

Senior Accountant

Responsibilities:

• Successfully created, documented, and implemented accounting procedure and processes for financial leases.
• Created accounting and finance reporting models in Excel for executive management to aid in decision making.
• Consistently met and beat deadlines for closing processes and producing reports for internal and external customers.
• Responsible for managing the monthly, quarterly, and annual closing process for my respective G/L accounts.
• Prepared, entered, and reconciled journal and adjusting entries, depreciation, accruals and recurring entries within SAP.
• Prepared monthly, quarterly, and annual and consolidated financial statements.
• Responsible for annual audit preparation and providing assistance throughout the auditing process.
• Responsible for various cost accounting responsibilities including establishing standards and various analysis
• Prepared capital budgets and responsible for tracking the authorizations for the capital spending from plant managers.
• Held meetings with other team members to make various accounting processes more efficient and cost effective.
• Performed various financial calculations to determine WACC, ROI, ROE, NPV, cash flow projections, and IRR.
• Responsible for entire capitalization process starting from preparing the budget to tracking approvals to capitalizing assets.

Confidential, Leetsdale, PA

Accounting Manager

Responsibilities:

• Successfully created and implemented entire accounting system including, but not limited to the creation of the chart of accounts, as well as the finance and inventory systems.
• Created and successfully implemented successful accounting and finance policies and procedures for entire organization.
• Created, implemented, monitored, and processed monthly and yearly closings, for accounting department which ultimately reduced closing from 15 to 2 days.
• Built various report models in Peachtree, Crystal Reports, Excel, and Access to manage various accounting and finance projects. These models increased the efficiency of accounting and finance transactions throughout organization.
• Established cost accounting models and standards that efficiently analyzed material and labor variances as a means to identify and improve company’s costs and expenses.
• Prepared monthly and annual financial statements, as well as all general ledger reconciliations and prepared all adjusting journal entries including, but not limited to fixed assets, depreciation, accruals, interest, amortization, variances, payroll, work in process, prepaid and unearned revenue journal entries.
• Established cost accounting reporting and established standard costing processes and procedures.
• Trained and managed accounts receivable, accounts payable, and accounting staff.
• Prepared budget and financial projections financial ratios WACC, ROI, ROE, NPV, cash flow projections, and IRR calculations.
• Implemented, monitored and assured that internal controls were effectively utilized. Prepared for annual audit.

Confidential, Leetsdale, PA

Corporate Finance Manager

Responsibilities:

• Managed and trained finance, accounting, and credit department who consistently met deadlines set forth by the owners and CFO.
• Created various finance reports to optimize performance of revenue stream which resulted in a more efficient cash flow cycle and consistently met objectives set forth by owners of company.
• Led team to organize and complete month end closing, financial statement preparation, general ledger postings, reconciliations, budget preparation, cost functions, evaluating customer's financial statements, and financial reporting.
• Increased cash flow by 32 million by implementing various credit analysis and finance policies which also caused a reduction in company DSO from 51 to record low 32 days and resulted in record high revenues for the US operation.
• Managed and trained a team of 9, 4 finance, 3 accounting, and 2 credit staff.
• General ledger account reconciliations, journal entries, risk analysis, month end closing, gross profit margin calculations and reports to maintain an overall gross profit margin set forth by management, accounts payable, accounts receivable, present and future value, cost accounting, delinquency reports, overhead calculations, weighted average calculations, created allowance for doubtful accounts calculations, bank reconciliations, data analysis, and aided in external reporting.
• Preparation, analysis, and balancing of monthly and yearly budget and cash budget as well as financial statement preparation.
• Successfully established standard costs and the reporting and monitoring of those costs as well as inventory management.
• Managed, improved, and maintained relationships with our banking institutions ensuring bank covenant compliance.
• Critical business and financial operations analysis as means for constantly looking for improved and more efficient operations, financing, accounting methods and reports.
• Performed various financial calculations such as quick ratio, equity ratios, debt to income, and growth ratios in evaluating risk.