SUMMARY:

Skilled and dedicated Confidential, manager, senior accountant, financial and business analyst, and consultant offering an impressive 18+ years experience in gas, environmental, public, government, and tax accounting. Motivated self - starter and team player with strong analytical and critical thinking skills.

AREAS OF EXPERTISE:

• Accounting
• Commission & Bonus
• Data Analysis
• Cash Flow
• Budgeting & Forecasting
• Accounts Payable
• Accounts Receivable
• Internal Audit
• Financial Analysis
• Training
• Payroll & Payroll Taxes
• Management
• Strategic Planning
• General Ledger
• Month-end Close Process
• Account Reconciliation
• Auditing
• Fixed Asset
• Franchise Tax
• Property Tax
• Sales & Use Tax
• Federal Tax Returns
• Multi-State Tax Returns
• Cost Accounting

SOFTWARE & LANGUAGES:

Microsoft Office including Excel, Word, Outlook, Project, Front Page and PowerPoint, Page Maker 4.0, Smart Plus, AMS, ADP Payroll Software, Turbo Tax, LibTax, Oracle, QuickBooks, Quicken, SAP, Great Plains in DOS & Dynamics, Peachtree Accounting, Drake, Lotus 1-2-3, CorelDraw, Crystal Reports, Hyperion, Act 4.0, Paradox 7.0, Photoshop 5.0, Approach 97, Photo Draw 2000, GroupWise 5.2, Corel Presentation 9, Freelance Graphics 97, Microsoft Publisher 2000, Maintenix, Master Tax, Deltek, PeopleSoft 8.9 nVision, AM, AP, & GL Modules, Oracle, Hyperion Essbase, Discoverer, Microsoft Access, MS SQL Server. Visual Basic 6.0, Visual Studio, C, C++, Java, Salesforce, COBOL, HTML, Active X, and ASP.

PROFESSIONAL EXPERIENCE:

Confidential

Senior Tax Associate, Senior Financial Analyst

Responsibilities:

• QA Consulting - Small to large size companies, all types of industry.
• QuickBooks Consulting - Small to large size companies, all types of industry.
• Full range of Accounting and Bookkeeping services - Small to large size companies, all types of industry.
• SAP, PeopleSoft, Oracle, Microsoft Dynamics Consulting - Mid to large size companies, all types of industry.
• Individual and business tax returns - Small to large size companies, all types of industry.
• Income tax, sales tax, foreign tax audit preparation for external auditors.
• Interfaced with executives, managers and staff to access financial and operational data in order to evaluate performance and identify improvement opportunities. Month End Close- Perform month end close duties, journal entries and reporting/analysis.
• Prepared monthly journal entries, reconciliation of balance sheet accounts and providing variance explanations.
• Prepared yearly budget and forecasting approx $100 million for corporate departments.
• Planned and directed financial and operational audits to provide assurance regarding the existence and effectiveness of internal controls.

Confidential, Atlanta, GA

Senior QA / Business Analyst

Responsibilities:

• Analyze business use cases, user interface specifications, and user requirement specification documents.
• Interacted with Business teams and Developers to understand business requirements and bug fixes.
• Regression testing to daily builds both manually and running automated scripts.
• Developed Manual test cases by decomposing use cases for specific functional requirements.
• Worked with Business Analysts to define and design test scenarios and test data.
• Made recommendations for manual and automated testing of varied functionality.
• Functional Validation of the application for the iOS Devices (iPhone, iPad).
• Demonstrated full requirements of the functional areas. Applied advanced skills, concepts, practices and procedures to complete several projects. Assisted with training and work assignments.
• Used Oracle PL/SQL developer in analysis, design and implementation of business applications using the Oracle Relational Database Management System (RDBMS).
• Used Oracle for fixed asset, accounts payable, accounts receivable, general ledger subsystems implementation.

Confidential, Dallas, TX

Consultant

Responsibilities:

• Accounts Receivable, new software integration in Oil and Gas industry. Participated in implementing test-plans and test-cases built on high-leveled and detailed design.
• Auditing, Cash Recons, and BS accounts recons for Service King and Sterling by yearly, semi annually, quarterly, and monthly for 3 years.
• Prepared all monthly reconciliations, entries, general ledger and balance sheet reporting and analysis related to Month End close process.
• Wrote high quality and well documented Use Cases and Requirements. Created accurate functional test cases and data using Agile, Scrum, and continuous integration.
• Planned and directed financial and operational audits to provide assurance regarding the existence and effectiveness of internal controls. Conducted special investigations, as necessary. Developed audit conclusions, wrote audit reports and presented findings to management for PWC.

Confidential, Flower Mound, TX

Assistant Controller / Senior QA Analyst

Responsibilities:

• Ran and reviewed preliminary income statements, trial balance, and balance sheet for accuracy and completeness. Prepared and entered journal entries as needed to record expenses, assets and accruals.
• Prepared analysis and reconciled balance sheet and income statement accounts for all prepaid, fixed assets, goodwill, legal fees, and professional fees. Prepared and entered journal entries as needed to record expenses, assets and accruals.
• Prepared variance analysis, account reconciliations, ad hoc projects and requests, researched and responded to inquiries from departments regarding their financial activities.
• Prepared all monthly reconciliations, entries, general ledger and balance sheet reporting and analysis related to Month End close process.
• Accounts receivables, collection, accounts payable, process payments, process payroll, sales tax, payroll tax, daily bank deposits, and monthly bank reconciliations.
• Audited Business & functional necessity documents and recognized test scenarios. Participated in implementing test-plans and test-cases built on high-leveled and detailed design. Broadly done manual testing, constraints verification testing, and the functional testing. Involved in the Test Case walkthroughs, assessment meetings.
• Cooperated and performed with development group to resolve the difficulties came across in a test execution.
• Involved in audit meetings and got an initiative to reach QA testing goals.
• Contributed in regular status meetings to state any bugs, problems and risks.
• Wrote high quality and well documented Use Cases and Requirements. Created accurate functional test cases and data using Agile, Scrum, and continuous integration.

Confidential

Senior Financial Analyst

Responsibilities:

• Maintained fixed asset inventory and recorded monthly depreciation in asset management subsystem. Prepared all monthly reconciliations, entries, general ledger and balance sheet reporting and analysis related to Month End close process.
• Prepared variance analysis, account reconciliations, ad hoc projects and requests, researched and responded to inquiries from departments regarding their financial activities.
• Maintained and reconciled journal entries for the accurate recording of tax liabilities. Provides information and assistance to financial reporting team and outside auditors.
• Prepared analysis and reconciled balance sheet and income statement accounts for all prepaid, fixed assets, goodwill, legal fees, and professional fees. Prepared and entered journal entries as needed to record expenses, assets and accruals.
• Prepared and reviewed federal and multi-state tax return for individuals, C and S corporations, partnerships, Confidential . Responded to both client and government inquires. Researched and planning on various tax issues, including analysis of new tax laws and proposed legislation.
• Supported tax customers on special projects, new products and assessments. Researched and determined state and local tax obligations and responsibilities. Prepared and reviewed tax returns to ensure tax compliance. Provided guidance to tax staff on compliance issues.
• Assisted with sales and use tax audits. Performed tax research to keep current with new and changing tax laws.
• Performed compilations and reviews. Involved with both IRS and various state government tax audits and correspondence.
• Analysis and reconciled 63 multi state gas tax and diesel accounts. Reviewed internal controls over specialized processing cycles. Evaluate accounting systems to determine their efficiency and effectiveness .
• Completed audit reports for dissemination to management and ensure proper follow up outstanding items and recommendations. Prepared and entered journal entries as needed to record expenses, assets and accruals.
• Prepared debt covenant compliance certificates, cash flow, translation adjustments, unrealized gain/loss, flux analysis, audit interim field work, cost of sales analysis, prepaid expenses and insurance amortization and schedules. Reviewed and post daily purchasing entries, weekly accounts payable check runs, payroll entries, and payable accruals.
• Managed 14 employees, responsible for hiring and training employees.
• Develops integrated models, revenue/expense analyses, projections, reports, and presentations utilizing Microsoft Access and Microsoft SQL Server.
• Prepared analysis and reconciled balance sheet and income statement accounts for all 57 fixed asset accounts. Prepared account reconciliations, completed ad hoc projects and requests, researched and responded to inquiries from departments regarding their financial activities.
• Planned and directed financial and operational audits to provide assurance regarding the existence and effectiveness of internal controls. Conducted special investigations, as necessary. Developed audit conclusions, wrote audit reports and presented findings to management for Deloitte.

Confidential, Dallas, TX

Financial Analyst; Accounting Analyst; Business Analyst

Responsibilities:

• Prepared analysis and reconciled balance sheet and income statement accounts for all prepaid insurances, prepaid deposits, payroll advances, commissions, bonus, fixed assets, payroll taxes, workers compensation, goodwill, intangibles, non-compete, convention, accrued legal fees, and professional fees.
• Calculated and processed commission and bonuses for 600 recruiters and managers, professional fees, accrued legal fees, prepaid insurance, non-compete amortization, intangible, and convention accruals.
• Prepared yearly budget and forecasting approx $52 million for corporate departments.
• Maintained fixed asset inventory and recorded monthly depreciation in asset management subsystem. Set-up business units, projects, and accounts in PeopleSoft 8.9.
• Prepared all monthly reconciliations, entries, general ledger and balance sheet reporting and analysis related to Month End close process. Prepared documentation to support compliance with Sarbanes-Oxley (SOX 404) controls and procedures.
• Ran and reviewed income statements and balance sheet for 20 locations for accuracy and completeness.
• Prepared account reconciliations, completed ad hoc projects and requests, researched and responded to inquiries from departments regarding their financial activities.
• Responds to questions about business transactions from business units or departments.
• Assisted with external audits and quarterly reviews and prepared audit schedules.

Confidential, TX

Senior Tax Associate

Responsibilities:

• Prepared and reviewed federal and multi-state tax return for individuals, C and S corporations, partnerships, and Confidential .
• Supported clients by effectively handling all accounting and tax matters. Performed compilations and reviews.

Confidential, Fort Worth, TX

Financial Analyst; Accounting Analyst; Business Analyst

Responsibilities:

• Automated monthly transaction counts and revenue upload process to PeopleSoft.
• Prepared and updated monthly forecasts and annual budgets.
• GAAP Analysis, Reports Generation, served as technical and non technical users, Unit testing.
• Conducted and updated profitability analysis for clients and products, created PeopleSoft queries for ad hoc reporting.
• Assisted with implementation of PeopleSoft 8.9 with nVision, AP, AM, and GL modules.
• Liaison between Finance and IT departments to maintain and update custom reports.
• Supported audit requests with data and analysis. Prepared and reviewed governmental reports. Inputted year-end data into corporate annual tax package schedules. Provided work-up for annual Corporate Tax Package & Gross Receipts Tax.
• Coordinated with the site staff to support accounts payable, accounts receivable, payroll and other specific requirements.
• Designed and built database for tracking inventory, customer transactions and employees time.