TECHNICAL SKILLS:

• Highly proficient knowledge & advanced experience using Microsoft Excel
• Highly proficient knowledge & advanced experience using Microsoft PowerPoint
• Previous experience working with accounting software such as SAP, Oracle, Hyperion, JD Edwards, etc.
• Experienced presentation skills (both written & verbal)

PROFESSIONAL EXPERIENCE:

Confidential, Charlotte, NC

Budget and Audit Manager

Responsibilities:

• Developed and led an internal project resulting in over $500K of additional county revenue and expense savings of over $200K
• Managed the audits of business personal property taxes for over 30,000 businesses in the jurisdiction
• Directly supervised a staff of 2 people and oversaw the outsourcing of these audits by the staff of Tax Management Associates (TMA)
• Responsible for developing the annual forecasting model for the $125B overall property tax budget for Mecklenburg County and seven surrounding jurisdictions
• Responsible for the timely and accurate reporting of results to the Tax Assessor of Mecklenburg County (i.e. assessments, billings and collections)
• Development of statistical analysis of local economic trends for in corporation into tax base forecasts

Confidential, Charlotte, NC

Controller

Responsibilities:

• Provided direct financial support for the Confidential headquartered in Oslo, Norway (reporting, budgeting, forecasting, detailed analysis, etc.)
• Responsible for the successful migration and implementation of FAST operations onto Microsoft platforms
• Development of proactively driven, forward - looking financial reports to help support my business partners
• Construction of miscellaneous ad hoc financial analyses as needed and requested

Senior Business Analyst

Confidential

Responsibilities:

• Preparation of weekly financial updates for Confidential Directors for revenue, operating expenses, pipeline, quota attainment, etc.
• Development of semi-annual quotas for the Category Development group
• Preparation of proactively driven, forward - looking financial reports to help support my business partners
• Construction of miscellaneous ad hoc financial analyses as needed and requested

Senior Business Strategy Analyst

Confidential

Responsibilities:

• Construction of monthly P & L forecasts
• Preparation of monthly actual vs. budget / forecast dashboards and detailed analysis
• Presentation of weekly financial updates for GM and Regional Directors
• Construction of miscellaneous ad hoc financial analyses as needed and requested

Operations Manager

Confidential

Responsibilities:

• Managed and advised the FSG Admin team spread out across the US (Charlotte, NY, SF, and Chicago)
• Responsible for the accurate and efficient use of the Changepoint time-keeping and reporting tool
• Provided regular financial updates to the FSG management team from Changepoint data via the FS Store reporting application in Excel
• Provided timely updates of AR aging status as well as its financial impact to the business
• Preparation of miscellaneous ad hoc operational analyses as needed and requested

Regional Business Analyst

Confidential

Responsibilities:

• Construction of monthly P & L forecasts
• Preparation of monthly actual vs. budget / forecast dashboards and detailed analysis
• Presentation of weekly financial updates for GM and Practice Managers
• Construction of miscellaneous ad hoc financial analyses as needed and requested

Confidential, Charlotte, NC

Controller

Responsibilities:

• Supervised an accounting staff of 8 people, including all G/L, A/P and payroll functions.
• Consolidation of monthly financial results of five domestic theme parks and one international park for corporate reporting.
• Preparation of quarterly estimates and annual budgets.
• Reported directly to the Senior VP of Finance.

Confidential, Charlotte, NC

Controller

Responsibilities:

• Supervised an accounting staff of 9 people.
• Presentation of monthly financial results at monthly Board of Director's meeting.
• Coordination of annual budget process.
• Successfully negotiated significantly lower bank fees with various financial institutions.
• Redesigned a more user-friendly financial reporting package for presentation to physicians.
• Reported directly to the Chief Financial Officer.

Confidential, Monroe, NC

Accounting Supervisor

Responsibilities:

• Supervised an accounting staff of 6 people.
• Development and monitoring of internal calculations of A/P productivity.
• Reduced department overtime hours by 40% in six months while improving productivity.
• Preparation of monthly financial reporting package for division headquarters.
• Development of monthly financial forecasts and quarterly estimates.
• Reviewed internal control procedures for three plant locations.

Confidential, Charlotte, NC

Senior Financial Analyst

Responsibilities:

• Implemented Micro Control financial reporting package into the Charlotte facility and had it functionally useable within 30 days after its introduction.
• Administered autonomous Micro Control system for the Charlotte division.
• Automated the monthly financial reporting system saving valuable man-hours.
• Redesigned financial reporting package for non-financial users.
• Budgeted revenue and expenses for annual budgets and three year strategic plans.
• Serviced five vice-presidents with timely explanations to financial inquiries.