SUMMARY:

• Financial Analysis & Reporting | Cost & Revenue Management | Process Improvement
• Highly skilled and accomplished Senior Finance Professional with a strong career history of driving organizational success through the strategic management and support of complex business operations.
• Demonstrated aptitude working with high - profile, global organizations.
• Unique combination of finance and technical expertise spanning over large IT project estimations, systems implementations, strategic budgets and forecasts, and complex financial/business modeling.
• Repeated success identifying and addressing subpar operations; developing and executing robust action plans to facilitate positive change, improve forecast accuracies, minimize costs, and drive stakeholder satisfaction.

EXPERTISE AREA:

• Financial & Business Models
• Budget Administration & Analysis
• Strategic Planning & Analysis
• GAAP Revenue Recognition
• General Ledger Management
• Regulatory Compliance & SOX
• Key Performance Indicator (KPI)
• Auditing Processes
• Variance Analysis
• Team Development & Leadership
• Risk Management & Mitigation
• Problem Resolution

TECHNICAL SKILLS:

Advanced MS Office: Excel (VBA Macros, pivot tables, lookups, etc.), Power Point, MS Access, Word, Oracle Developer/MS SQL Server, Tableau, Concur (expense management), Oracle JD Edwards EnterpriseOne, Oracle Billing and Revenue Management (including implementation), Oracle Hyperion Financial Management, Oracle Essbase, SAP, Microsoft Dynamics GP (formerly Great Plains)

PROFESSIONAL EXPERIENCE:

Confidential

Senior Cost Specialist & IT Service Senior Specialist

Responsibilities:

• Lead creator and developer of complex cost estimation models for all of Confidential ’s Global Infrastructure technology projects critical to the success of Project Management Governance and IT Finance in the accurate estimation of IT project costs used to support financial cost recovery for hardware, software, and labor expenditures.
• Partner with technology designers to provide accurate estimations of complex Infrastructure technology projects with a $300M annual IT budget. Estimates are produced throughout the initial, planning, and design phases to monitor costs and to minimize cost overruns.
• Foster and cultivate open and collaborative partnerships with senior leadership to devise and develop innovative cost recovery strategies for 35+ information technology product offerings.
• Create KPI and monthly metrics reporting for upper management in Excel and Power Point for the tracking of costs and estimate completion speed of delivery for the over 600 high impact complex project estimates. Use Oracle Developer and MS SQL Server to data mine for statistical metrics reporting and to create dashboards in Tableau.
• Key player in the implementation of Clarity Project and Portfolio Management (Clarity PPM); a human resources IT project cost tracking platform to cover 3,000 resources throughout the Confidential . Proactively became Subject Matter Expert (SME) for Clarity PPM to provide end user support.

Confidential

Senior Data Analyst & Senior Financial Analyst

Responsibilities:

• Supported a diverse portfolio of clients in their complex analytical needs.
• Developed high-level statistical and metrics reporting for the engineering group at Sikorsky for senior leadership reporting and daily tracking. Reporting utilized MS Access, Excel, Power Point, and Hyperion database tools.
• Managed the creation of monthly financial reporting for IT finance at Confidential, including expense and capital scorecards interfacing with both the Concur expense system and the Oracle JD Edwards EnterpriseOne Financial Management system. Prepared journal entries for month-end accruals. Developed projections for budget and forecast reviews.
• Performed business analysis and support for Confidential Hotels, including month-end reporting, variance analysis, forecasts and budgets. Developed business models using Oracle Hyperion Financial Management, SAP and advanced Excel and PowerPoint.

Confidential

Business & Financial Planner

Responsibilities:

• Built and maintained ongoing lines of communication between the sales, engineering, service, and finance teams through weekly forecast meetings to drive and optimize the divisions’ over $500M annual revenue production backlog and identify any potential revenue risks.
• Developed detailed strategic profit and loss forecasts and budgets for both yearly and long-range planning for the division and its subsidiaries. Served as Subject Matter Expert to effectively update SAP Profit & Loss (P&L) financial reports.
• Facilitated in the monthly accounting close including revenue accrual entries for both hardware and software based on GAAP revenue recognition principles. Reviewed financials and developed variance analysis and explanations.
• Consolidated monthly financial and statistical data for financial reporting including dashboards for upper management. Maintained proper Confidential controls on all financial processes and worked with auditors to ensure compliance. Used best practices to help facilitate process improvement.

Confidential

Manager of Accounting & Senior Financial Systems Analyst

Responsibilities:

• Began tenure in an Analyst capacity to receive a promotion in recognition of exceptional capabilities.
• Oversaw and managed a cross-functional team of 6 in the payment processing of a select division bringing in $20M per month. Directly involved in the monthly accounting close.
• Developed monthly and yearly strategic forecasts for revenue and expenses including monthly presentations for upper management. Created detailed revenue and expense analysis and developed risk assessments.
• Directed the thorough Confidential internal audit to ensure all existing practices and policies functioned in strict accordance.
• Designed and created reader intuitive dashboard reporting and analysis on behalf of senior leaders.

Confidential

Manager of Billing & Revenue Accounting

Responsibilities:

• Developed a highly efficient billing and accounting department for a start-up IT infrastructure solutions company including establishing best practices business processes, billing systems implementation, accounting and auditing procedures.
• Reviewed and audited all contract billing accounting entries as per GAAP revenue recognition principles.
• Managed internal and external teams in the implementation of Oracle Billing and Revenue Management billing system integrated with Microsoft Dynamics GP accounting application which included extensive end-to-end user acceptance testing.
• Became a subject matter expert in both the systems and led projects regarding enhancements to both. Ensured all processes passed SAS 70 auditing standards.
• Managed daily billing, cash receipts, credit and collections functions, and evaluated credit risk for new and existing customers.