SUMMARY:

• Extensive experience conducting high level of accounting and financial analysis, preparing financial models, analyzing large amounts of data, and developing budgetary/human resources systems.
• Background as Finance Manager/Controller/Senior Financial Analyst including financial reporting, controlling and analysis.
• Technical experience as IT Business Analyst including gathering business/system requirements across multiple functions.
• Able to present analysis in formats appropriate for staff and management.
• Expertise in framing issues and structuring data appropriately for analysis.
• Advanced software skills in MS Office Suite; in depth experience in manipulating financial reporting enterprise systems including use of report writing software and queries.
• Excellent research, reading comprehension, and professional writing skills.

TECHNICAL SKILLS:

Financial Reporting: Hyperion, Hyperion Smartview, Hyperion Financial Management (HFM) Administrator, HFM Adhoc & Smart View retrieve, Hyperion Planning, PeopleSoft, SAP, Oracle Discover, Essbase, Panther, Lawson, BakerHill, Crystal Reports, Vista Plus.

Computer Skills: Cognos, Ford s CCAPS, MICS System, ITMS, DCX s Rumba Mainframe, GM s Dacor, Olimpic, Stars Streamliner, EDSNet, MIAP, GRS, CMA s Savid, OpenLink, HOGAN Mainframe System, BCBSM SS&C CAMRA, Fiat HFM, Chrysler Essbase PRISM, International Volume Cube, Ally s Blue Print and Version One, Java, Cars, SAM BK, SHAW Collections, MS Office Suite.

PROFESSIONAL EXPERIENCE:

Financial Business Analyst

Confidential, Detroit, MI

Responsibilities:

• Hyperion Training - Query and Report writing
• Financial Analysis of assigned depts.
• Reporting of Hyperion Month end
• Smartview Consolidation, Net Revenue consolidation
• Finance Systems Support to DMC Entities
• Create / Consolidate Status Models
• Quarterly Forecast
• Budget workbooks - understanding and pulling information from Hyperion
• Streamline all reports to pull from Hyperion

IT Business Analyst

Confidential, Troy, MI

Responsibilities:

• Rationalized current state accounting and finance landscape impacted by change of core service technology.
• Determined how current accounting will map and be configured in the future state system.
• Provided direct input into project schedule for required tasks and effort to accomplish full requirement lifecycle delivery e.g. defining requirements, testing requirements, training and adoption of solution, utilized agile environment.
• Developed and executed the test plan and cases related to finance and accounting.
• Authored and maintained data mapping documentation required to support future state accounting output.

HFM Administrator / System Process Integration Analyst

Confidential, Auburn Hills, MI

Responsibilities:

• Reviewed all volumes by CPOS, compare IWIT/ISP volumes to volumes loaded by planners.
• Audited actual and planned CPOS for missing cost/price; audited PRISM for missing/inaccurate data during submissions; supported in-country finance personnel during actual/plan submissions on technical/accounting issues; validated accuracy on forecast loading of the HFM System.

Senior Finance Manage r

Confidential, Troy, MI

Responsibilities:

• Provided comprehensive and complex financial analyses, with an emphasis on reporting and forecasting.
• Prepared and supervised the preparation of complex analytical and financial reports.
• Conducted and directed highly technical accounting-based research and analysis projects.
• Compiled and analyzed financial information or studies, detailed financial plans, interest rate analysis, operating forecasts, expense analyses, projections, reports, and presentations. Created 2016 budget. Presented financial results to CIO, etc.
• Identified trends and developments in competitive environments and presented findings to senior management.
• Provided financial support including reporting of flash, forecast and/or budget and variance analysis for IT production support, projects and depreciation.

Lead Investment Analyst

Confidential, Detroit, MI

Responsibilities:

• Managed monthly/quarterly/annual GAAP & STAT preparation of filings/schedules/footnotes, analytics and financial reporting of investment income activity on balance sheet and income statement for BCBSM subsidiaries Blue Care Network (BCN-MICH $1.4BN AFS holdings, $104MM trading), BCI ($4.3MM), Blue Cross Complete ($82.7MM), MedMal ($93.2MM), Service ($24.5MM), StopLoss ($51.9MM) and Life Secure ($223.8MM) legal entities, securities housed in SS&C CAMRA system.
• Led recording, reconciliation and reporting of investment activity and balances in investment system and general ledger for parent company.
• Performed investment-related activities for subsidiary companies and provided monthly reports to subsidiaries for recording general ledgers.
• Prepared and published financial/regulatory investment reports/statements for management.
• Verified cash trade activity both internal/external and researched non-matches from custodian banks.
• Provided primary support for crystal reports, special projects, and research and problem resolution.
• Interfaced with end users; developed end user requirements for reports, interfaces, conversions and extensions, patch testing, user acceptance testing, and document system design requirements.

Senior Business Financial Analyst

Confidential, Detroit, MI

Responsibilities:

• Prepared A/R and uncollectible expense (UCX) SAP financial, analytical, planning and forecasting, and financial reporting for DTE Electric & DTE Gas.
• Managed monthly/quarterly provision calculation based on complex reactive reserve model and booked JE’s for both DTE Electric and DTE Gas monthly provision/bad debt expense and extracted data from crystal and vista reports.
• Supported $35MM Revenue Management and Protection (RM&P) business unit; submitted critical data for inclusion in metric review meetings monthly/quarterly deck to VP of Customer Service; adapted to regulatory/management changes; prepared and reviewed all adhoc projects.
• Presented variance commentary to business partners and DTE Electric Controller & DTE Gas Controller on a monthly basis; assisted DTE Energy internal/external auditors on all UCX audit related questions.

Senior Finance Process A nalyst

Confidential, Farmington Hills, MI

Responsibilities:

• Completed Hyperion integration financial, planning & forecasting of the P&L statements for TDAF U.S.; margin analysis and calculation of related interest income; variance analysis of P&L line items on a monthly basis.
• Developed use cases to test for different budget scenarios.
• Interfaced with client to gather requirements, coordinated enhancements, and generated adhoc reports.

Senior Financial Analyst

Confidential, Detroit, MI

Responsibilities:

• Managed $17 billion Hyperion SmartView financial reporting for Confidential derivative products, consolidated energy derivatives with 100% accurately, and reported ASC815 derivatives in quarterly regulatory reports to executive accounting management.
• Prepared schedules for monthly close extracting data from Savid and OpenLink derivative system and developed internal controls and procedures resulting in departmental efficiency and compliance by improving critical SOX spreadsheets and passing all internal/external audit evaluations successfully.

Aftermarket Controller

Confidential, Farmington Hill, MI

Responsibilities:

• Assumed Controller position within one week period with responsibility for $9M in sales.
• Prepared Hyperion Essbase & Oracle Discover financial statement performance reporting and reconciliation for all line items on Detroit Diesel income statement.
• Oversaw revenue, gross profit and direct profit analysis, including current month actual vs. prior month actual vs. current month plan levels and variance analysis for all product lines to control gross profit margins at range of 25% to 35%+.
• Managed all month-end close activities for a diverse range of income statement accounts, determined correct warranty reserve accrual percentage, pricing discounts, competitive allowances, excess and obsolete inventory accounts; reduced costs.

Pricing Analyst

Confidential, Plymouth, MI

Responsibilities:

• Evaluated SAP/Essbase costs from plant in Mexico, determined price controls for sales managers; expedited critical customer quotations to coordinate global pricing between divisions in Panther system.
• Managed transfer price quotations for Germany, France, and Japan business in SAP system.
• Facilitated quotation price decisions and design changes within product price strategies for sales team and product team managers to generate accurate purchase orders to Bosch customers.

Senior Financial Analyst

Confidential, Detroit, MI

Responsibilities:

• Analyzed forecast and plan variances for central office of $4.4 M, sales portfolio of $6.2 M, and rebill portfolio of $46.5 M for monthly reporting package used in review meetings with Directors and Project Managers.
• Created and implemented automated quarterly accrual report for finance that improved efficiency by 95%.
• Managed transactional accounting of 25 different supplier invoices resulting in $1M in savings.
• Wrote RFPs, SOWs and SLA documents.

Server Billing Analyst

Confidential, Dearborn, MI

Responsibilities:

• Developed business and technical requirements for IT billing.
• Implemented new asset tracking tools; produced associated metrics reports on IT billing revenue and rejects.

Financial Analyst

Confidential, Auburn Hills, MI

Responsibilities:

• Developed financial graphical data analysis charts for suppliers and dealers out of DCX’s rumba mainframe system and calculated rebates with a 60% reduction in costs.
• Determined supplier payments in SAP to legal contracts to drive dealer savings.