SUMMARY

• A seasoned senior financial analyst with extensive experience in finance and accounting in different industries like Manufacturing, Consulting, Real Estate and Software.
• Provided financial support focusing on several areas including budgeting, financial management, forecasting, variance analyses, profitability and expense analyses, financial analyses and modeling, project management, produce billable hour reports and sales reports for monthly invoicing.
• Performed reconciliation, intercompany accounting, analyzed balance sheet and P&L budget variances. Presented comprehensive financial reporting packages to multiple management teams that played critical role in strategic planning efforts. Led company’s forecasting, budgeting process and corporate accounting groups.
• Analyzed various aspects of annual expenses to determine main expense drivers and find operational efficiencies. Evaluated and improved compliance with SOX, supporting internal audits. Effectively completed multiple ad - hoc accounting tasks in a dynamic team environment.
• Developed a strong working relationship with the team and all other relevant support providers resulting in greater teamwork and help accomplish the company’s vision.

• GAAP Analysis and process reviews.
• Proficient in Microsoft Word, Excel, Access and PowerPoint.
• SAP ERP, CRM, Net Weaver, General Ledger and Business warehouse reporting.
• Power BI dashboards, Ariba, Adobe and Share Point.
• Oracle Fusion and Art 12 software.
• Budgeting, Forecasting and Variance Analysis.
• Metrics and Reporting Specialist.
• Banking/Financial reconciliations.
• Accounts Receivables, Payables and Collections reconciliations.

PROFESSIONAL EXPERIENCE

Confidential

Major Accounts Analyst

Responsibilities:

• Handled effective operational management of the largest and most complex customer accounts in Commercial Finance portfolio.
• Reconciled and conducted financial analysis, led problem solving activities and created proactive account maintenance objectives for customer accounts to minimize delinquency.
• Reviewed customer supply agreements to validate and interpret payment terms and conditions for customer rebates for retail national accounts.
• Collaborated with business partners and other finance team members on cross-functional projects to gain alignment and improve client and dealer satisfaction.
• Monitored and responded to internal and external inquiries through financial operations and improved financial management of special projects and completion of project deliverables.
• Monitored credits in SAP/ERP Clarification in both aging and dollars.
• Reconciled and analyzed accounts to identify issues and solutions to address root causes of billing and payment discrepancies.
• Achieved resolution of aged debit and credit balances.
• Provided support in each functional area to Major Accounts specialists and help resolve escalated issues.
• Prepared reports, presentations and correspondence as needed by upper management.
• Identified opportunities to streamline and build efficiencies. Performed process documentation.
• Monitored and guided specialists in maintenance of customer accounts assigned to MAS, including manual invoicing, payment posting and purchase order creations.
• Developed strategies and improved servicing of TICF customers, including opportunities to streamline the billing, customer remittance and payment application processes.
• Analyzed trend data and recommended solutions for improving performance.
• Generated monthly reports for each customer through SAP.
• Monitored and reviewed portfolio changes, including billing setup for new units, pending maturities, recent terminations and lease transfers to ensure alignment to customer needs
• Reconciled complex accounts to identify any variances between billing and payments.

Confidential

Senior Financial Analyst

Responsibilities:

• Developed annual financial plan including revenue quotes by channel, product and market.
• Created year over year and month over month analysis reports.
• Assisted in the preparation of an annual budget. Analyzing and reporting the variations between forecasts and actuals.
• Performed currency translation and consolidation of financial statements.
• Measuring overall financial performance and providing financial reporting to management
• Assisted in developing financial planning and analysis for global processes
• Prepared accurate opportunities, forecasts, trend and financial analyses to senior management.
• Sales reporting, margin, commission, and compensation analysis.
• Performed supervisory functions including planning, solving problems, directing subordinates, making decisions and interpreting policy.
• Created standard and ad hoc sales reports, through Business Warehouse (BW).
• Expertized in BW reporting for an SAP general ledger system.
• Coordinated, negotiated and resolved financial compliance issues with various agencies
• Performed supervisory functions including planning, problem solving, directing subordinates, making decisions and interpreting policy.
• Prepared complex analysis and variance reports, tables, charts, and graphs.

Confidential

Senior Accountant

Responsibilities:

• Initiated accurate financial transaction and accounting for Confidential corporate and support segments as per US GAAP.
• Prepared monthly and quarterly account reconciliations.
• Prepared financial results on a timely basis each month including cutoff of key financial processes (invoicing, AR, AP, and Inventory) and preparation of associated journal entries.
• Processed and fulfilled check requests and wire transfers.
• Reviewed and Approved Invoices in Business Application.
• Setup and maintained vendor filing system.
• Reconciled monthly payable and Properties Expense reports for individual corporations.
• Performed monthly General Ledger account analysis.
• Capitalization of expenses and Identify Recurring and One-time expenses.
• Handled month end and quarterly close activities.
• Worked on interbank money transfers and monetary regulations.
• Prepared monthly allocations, accruals and reversal entries.
• Communicated with Leasing Team, Construction Team, and Treasury Team for query resolution.
• Maintenance and organization of financial records.
• Supported audit (SOX / Internal).

Confidential

Project Controller Analyst

Responsibilities:

• Had been a part of the project management administration team.
• Partnered in Planning and Estimate and Project Closing process.
• Created and maintained Financial Trackers with Incepting to date info on Project.
• Made recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies.
• Forecasted the Project from inception to date which includes Labor, Expenses, Contingencies.
• Worked meticulously with PMs and Partners from bid stage to contract delivery and completion.
• Designed and deployed metrics and reports that provide business oversight to leadership.
• Administered LTD ledgers vs Forecast vs Variance to Approved plan/Budget, Perform Actual vs Approved Variance Analysis.
• Prepared comprehensive and systematic financial reports that includes analysis of key business trends, and budget vs actual variances.
• Guaranteed the attainment of key milestones by proactively tracking metrics and project outputs.
• Created and Manage ad-hoc reports requested by Project team for High level reporting - PC metrics, DESC reports, WBS tracker, Weekly operating metrics, Backlog update, etc.
• Performed general ledger functions such as journal entries, account analysis, financial reporting and account reconciliations.
• Tested in the database application when new process / functionality / policies launched.
• Supported in preparation of Global Fee file for the Super Audits/Consulting Projects.
• Handled Queries of Internal and external auditors.

Confidential

Business Operations Analyst

Responsibilities:

• As a Business analyst in operations worked and coordinated with different teams in Oracle consulting line of business from project set up, Revenue Reconciliation Reports and closing the PA during the month end & quarter end.
• Took a major leadership in migrating the revenue from One-Flex system to Oracle system, during the time of FUSION implementation in Oracle.
• Prepare forecasts as required by the Company
• Drive productivity and profit improvement opportunities for the company.
• Processed various operational duties such as check requests, refunds to customers, authorizing invoice approvals, bad debt write-offs, credit memo’s etc.
• Reviewed project performance and other trends or indicators were brought to management’s attention
• Coordinated with the GL specialists in order to resolve the revenue related issues of various southern Europe countries.
• Worked with AR & Cash Managements teams in order to resolve the Invoice & Credit Note related issues.
• Reviewed the accuracy of data underpinning the reports, identify opportunities to improve data collection and accuracy
• Developed Desk Manual for Project Accounting Globally.
• Managed SLA targets and ensured the standards are exceeded on a daily basis to meet all the deadlines.
• Took a lead during month end close process for both Domestic and Global entities (Project Accounting closure).
• Involved in testing the new version of fusion application and provided valuable outputs.