SUMMARY:

• Financial Analyst with a specialized interest in the development of reports, plan/budget templates, forecast and business development tools.
• Career experiences have ranged from reporting on business results, forecasting; management of the planning process, analysis tool development, operations management, project coordination, database member management and client relations.
• Great interpersonal skills, superb verbal and written communications, pleasant and positive demeanor.
• Well - rounded technical skills include: Advanced MS Excel, Hyperion, and QuickBooks along with other applications during career.

TECHNICAL SKILLS:

• MS Excel (Advanced)
• Hyperion EAS 11.1.1.4
• Hyperion Enterprise
• Hyperion Essbase Add-In
• Hyperion Finance Management (HFM)
• Hyperion Financial Reporting Studio, Fusion Edition
• Hyperion SmartView
• MS PowerPoint
• MS Word
• PeopleSoft 8.8, n-Vision
• QuickBooks

EXPERIENCE:

Financial & Administrative Coordinator

Confidential, Spring, TX

Responsibilities:

• Set up QuickBooks as the new financial reporting tool for 2017. The set up included: multicurrency functionality; chart of accounts; payroll; bank and credit card accounts; inventory by part, by assembly and by group; classes by department and by expo for tracking of expenses; customized invoice layout for international sales.
• Payroll process improvement: payment method converted from checks to direct deposit and converted the payroll cycle from bimonthly to biweekly. This process change allowed for 3 days to process timesheets, created a consistent payroll schedule, and reduced the cash flow impact for 10 months of the year due to payments being paid out of 26 pay periods versus 24 pay periods.
• Improvement of the cash flow forecasting by improving the tool and the data used within the forecast.
• Developed a sales quote tool for the sales team which allowed each sales person to have a customized sales quote which included their contact information, the customer’s contact information, all products and services offered by the company. This tool eliminated the need to upgrade the version of QuickBooks to support 7 employees versus the 2 seats.

Operations Director

Confidential, Shenandoah, TX

Responsibilities:

• Establish QuickBooks chart of accounts for 2015: business expense by direct, indirect, billable, class and job.
• Desktop support of Mac Notebooks for entire office and set up for new employees.
• Project management of IT conversion from multiple services to Microsoft Office 365.
• Payroll processing for salary & hourly employees and contractors.
• Implementation of payroll processing schedule to include prorated salaries, bonus, commission, employee phone & internet expense reimbursement.
• Business registration within FL, IL and WI for remote employee payroll taxation.
• Invoicing for monthly client agreements, billable expenses, and contractor time worked per month.
• Development of client contract detail and invoicing database within Excel; pivot table reporting of revenue and contract detail.
• Bank and credit card transaction download, coding and month end reconciliation.
• Accounts payable and collections

Technical Analyst

Confidential, Houston, TX

Responsibilities:

• Parallel 3 payroll data analysis for system conversion from PeopleSoft to SAP.
• Documented and tested data conversion defects.

Property Manager/Bookkeeping/Report Development

Confidential, The Woodlands, TX

Responsibilities:

• Property management of commercial property containing five tenants.
• Invoicing, accounts payable, accounts receivable.
• Financial reporting and analysis of monthly results and cash flow forecast.
• Report Development utilizing Excel for Commercial Property Developer including: Build out expenses, capital sourcing and IRR, Unit Sales, Forecasted P&L, and Forecasted Cash Flow.
• Payroll
• Sales Tax Reporting, Filing

Financial Analyst

Confidential, Houston, TX

Responsibilities:

• Data mining, consolidation and allocation from QuickBooks companies to report performance by location and physician.
• Developed sales call tracking tool utilizing Excel for the marketing department.
• Developed revenue reporting tools utilizing Excel which reported revenue by location, physician the type.
• Bookkeeping

Programmer Analyst

Confidential, Houston, TX.

Responsibilities:

• Report development utilizing Hyperion Financial Reporting Studio.
• Training obtained: Hyperion Planning form development, Essbase partition development as used with ASO and BSO cubes, and Hyperion Shared Services Console.

Financial Analyst

Confidential, Houston, TX.

Responsibilities:

• Assisted with data migration from Hyperion Enterprise to Hyperion Financial Management during the system conversion.
• Management of the localized Hyperion Essbase database for headquarters expense tracking
• Month end reporting duties and a heavy emphasis on report development utilizing HFM SmartView.
• Development of a reporting tool which mapped German accounts and values to corresponding Crane Enterprise accounts, then again to Crane HFM accounts. All results were reported utilizing pivot tables and shown in various views such as: P&L, account detail, and FDM load. The account mapping tool reduced manpower conversion time from 24 hours to minutes; and the recurring reports were developed to automatically update with time, year and scenario which again reduced manpower time to maintain and produce.
• Development of a consolidated reporting tool for cost reduction initiatives at both the local currency and USD for 15+ international entities.

Sr. Financial Analyst

Confidential, The Woodlands, TX.

Responsibilities:

• Responsible for reporting month end results to business unit owners and segment leaders utilizing Hyperion Essbase Add-In.
• Financial analysis of month end results by analyzing date in PeopleSoft and discussions with business unit owners.
• Forecast tool development for nine businesses entities which rolled up to a consolidated segment level and designed for upload into Hyperion Essbase.
• New business modeling in Excel
• Management of the plan process for the BPSG business segment (12 businesses and supporting departments); including the development of plan tools for each individual business based on key drivers and designed for upload into Hyperion Essbase.
• Ad-hoc requests as required by the various levels of upper management; revenue accrual, weekly and monthly metrics reporting, and invoicing and contract tracking for two businesses at various times.
• Designed and led the development of an access database to manage the project delivery, revenue accrual and invoice process for three businesses.
• Led 2010 budget process to an on-time completion for the BPSG Segment.
• New team member training.
• Enhanced the capital expenditure plan template with prior year plan detail and clear, concise user instructions.
• Broad business knowledge obtained provided the opportunities to assist the newly formed corporate financial consolidation team, then to transition to the Hyperion Administration team.
• Utilization of business and application knowledge to prepare the Hyperion Essbase plan database for 2011.

SOX Project Coordinator

Confidential, The Woodlands, TX.

Responsibilities:

• Coordination of SOX activities at two levels: for the WW Close and Consolidations (WW C&C) PSG Business Segment assessment and as a coordinator for an additional 31 assessments under PSG Close and Consolidations and Inventory Accounting / Cost Of Goods Sold . Responsible for maintaining the WW C&C process document, risk control matrix, risk transfer matrix and maintaining all document requirements within ICED (the SOX database). For the 32 assessments: provide weekly status reports as compared to completion deadlines; perform quality assurance evaluations; report the completion status of all required stages within ICED, perform weekly reconciliations of issue folders to key controls and provide ICED assistance to the assessment owners.
• Improved assessment status accountability by creating a weekly report of the ICED database for all 32 assessments which highlighted all completed and missing deliverables.
• PSG met all documentation requirements and completed the SOX process on time; reduced assessment owner responsibility by performing the quality assurance reviews for each of the 32 assessments; each assessment owner was then able to make the recommended changes to the individual assessments which resulted in all of PSG rising to a consistent standard.
• Introduced to Hyperion Essbase, SAP and Business Warehouse

Financial Analyst

Confidential, Houston, TX.

Responsibilities:

• Utilizing Excel, developed financial analyst reports into an automated reporting tool.

Financial Analyst

Confidential, Austin, TX.

Responsibilities:

• Capital reporting and analysis from a project level up to a corporate level providing budget, expenditures, variance, labor, warehouse activity, and incremental cash for Network Services, Network Operations and Information Technology.
• Oracle Database Expert - created an Oracle manual for all employees