SUMMARY

• Ascertain knowledge in financial analytical principles, theories and techniques. Detail and process oriented.
• Developed independent approaches, reach tentative solutions and recommendations with supporting documentation when reporting results of analysis of operations.
• Uncompromising levels of integrity, ethical and personal values in decisions, communications and actions. Experience working in a global business environment with sound understanding of global process and transactional flows.
• Excellent interpersonal, written and verbal communication, organizational skills with the ability to quickly build credibility, influence and make recommendations to all levels.
• Continuously strive for a high degree of expertise in all areas assigned.

PROFESSIONAL EXPERIENCE

Business Analyst

Confidential, Houston, TX

Responsibilities:

• Prepared custom credit and collection reports for management to be used for their planning and decision - making.
• Responsible for weekly reporting of revenue for 5 Air Liquide operating units.
• Reported and analyzed key metrics and KPI's
• Created reporting dashboards and updated on daily basis for daily financial reviews.
• Proactively interacted and communicated with various departments to resolve issues.
• Key contributor in establishing and maintaining the methodologies used in the integration of processes affecting the credit and collections operations.
• Monitored and measured the methodology criteria’s implementation for successfulness.
• Identified system processes and technology improvements that would increase reporting efficiency.
• Ensured reporting processes complied with internal and external policy regulations.
• Extensive knowledge in Pivot tables, Vlookup and data analytics.
• Developed SQL queries to research, analyze, and troubleshoot data and to create business reports.
• Worked with the development team to investigate and correct software bugs and deficiencies.

Team Lead Financial Analyst

Confidential, Houston, TX

Responsibilities:

• Reduced inter-company payables by 71% by working closely with department managers.
• Manage ACH, EDI, Check printing processes.
• Handle bank reconciliations.
• Reconciled and analyzed general ledger accounts.
• Critically analyzed current system and streamlined the approval process for freight charges.
• Processed unclaimed/abandon property - identify, track, age and report to Corporate Tax
• Maintained excellent customer/vendor communications Analyzed and reviewed inventory account.Reconciled internal/external invoices monthly.
• Provided historical and current data extracts from various systems for evaluating any financial risk exposure.
• Implemented new innovative procedures and processes for A/P.
• A liason between IT and the business owners for new system applications and enhancements of existing systems.
• Conducted business unit functional analysis and needs assessment for a preliminary cost and benefit analysis for system upgrade.
• Analyzed general ledger accounts and reconciled to sub-ledger.
• Accounts Receivable duties.
• Handled cash management activities.
• Analyzed monthly financial results and identify trends/variances using Oracle/Mesonic reports.
• Effectively converted 98% of vendors to ACH/Wire Payments saving 10 hours a month in staff hours.
• Prepared and reviewed monthly journal entries.
• Processed monthly/quarterly/yearly accurals.
• Key contributor with month and year-end closing procedures, in addition to 1099 preparations and submissions.
• Project Leader for tracking and managing the financial and performance measurements - actuals to budgets and forecast.
• Key contributor in weekly status meetings.
• Trained and supervised financial analysts to comply with procedures

Financial Analyst

Confidential Houston, TX

Responsibilities:

• Assisted with financial and operational management.
• Conducted weekly A/R financial reporting with department managers.
• Compiled consolidated financial reports and intercompany accounting transactions for 14 GE operating units in US and International locations.
• Reconciled and invoiced US and International subsidiaries.
• Analyzed monthly financial results and identified trends/variances using Oracle reports.
• Effectively worked with cross functional teams through various closing and reporting cycles.
• Analyzed general ledger accounts and reconciled to sub-ledger.
• Prepared and reviewed monthly journal entries.
• Managed and participated on various project management teams.
• Formulated test plans with other business units prior to requesting business user testing.
• Implemented new processes and procedures for A/R, A/P, P/O and GL.
• Knowledgeable in functions of Accounts Receivable, Accounts Payable, Purchase Orders and General Ledger
• Tracked and managed financial and performance measurements - actuals to budgets and forecast.
• Developed key metrics to measure the effectiveness of business processes in Project billing.
• Set clear expectations and goals for project teams.
• Track progress against timeline, milestones and budget, revise as needed.
• Collaborated with technology team to reduce/eliminate system disconnects and improve processes.
• Timely and accurately performed accounting closing functions and processed month-end accruals.
• Assisted with Oracle Time & Labor entries and corrections for Project billing.
• Analyzed and reviewed product cost information and updated costs and physical inventory.
• Prepared reliable financial results via review and knowledge of revenue recognition, cost liquidation, accrual for bad debt and other project costs
• Proficient in Oracle Financial applications particularly in the areas of Oracle Projects, Accounts Receivable, General Ledger, Financial Statement Analyzing & reporting data to plan and predict project/unit sales & profitability
• Assisted with internal and external audit process and provided all necessary worksheets/data to minimize billable hours.
• Analyzed U.S. and foreign country requirements covering all areas for tax and compliance requirements-these included local country Corporate Tax, Sales & Use Tax, VAT, Withholding Tax, foreign currency dealings.
• Communicated with various government taxing authorities to ensure VAT invoices were government compliant for monthly reconciliation and submission.
• Executed intercompany billing process and assisted with its reconciliation.
• Consulted on Sabrix tax engine application and integration with Oracle ERP.
• Liaise with various tax teams and systems within GE O&G and GE corporate.
• Key contributor in Oracle upgrade implementations system wide.
• Trained and supervised junior analysis to comply with procedures.

Specialist/Educator

Confidential, Houston, TX

Responsibilities:

• Key contributor in preventing home foreclosures for homeowners.
• Counseled homeowners on credit management.
• Provided first time homebuyers and housing counselor’s homebuyer’s educational workshops.
• Provided training on Fair Housing Laws to consumers and Housing Counselors.
• Tax Preparer Services for clients.
• Knowledgeable in Conventional, FHA, VA mortgage lending practices.
• Designed and upgraded investor properties and single family homes for clients.
• Conducted market analysis of neighborhoods/communities for investor properties.
• Secured financing through grants and personal investments.
• Conducted consumer training classes on HUD Loss Mitigation Options.
• Developed Training Curriculum/Classes for housing counselors and homeowners (TFHC Board of Director).

Senior Accountant

Confidential Houston, TX

Responsibilities:

• Responsible for weekly reporting $95MM+ in accounts receivable for 14 GE operating units in US and International locations.
• Conducted weekly accounts receivable status calls with management to drive resolution on past due accounts.
• Responsible for lowering past dues from $25MM to $9MM for 3rd quarter 2001.
• Analyzed and reported quarterly reserve to management.
• Managed three collectors.
• Reconciled proposed budgets for various departments.
• Monitored project expenditures for compliance for grant awards and University policies.
• Assisted in preparing activity reports for sponsors.

Loan Processor

Confidential, Houston, TX

Responsibilities:

• Ensured loans were processed in accordance with established guidelines Conventional, FHA, VA and with Truth-in-Lending rules and regulations.
• Ability to find solutions to problems.
• Knowledgeable in calculating income and assets accurately.
• Analyzed loan documents.