SUMMARY:

Over 10 years of diverse and progressive experience in accounting (including month - end close, account reconciliations, journal entries, Sarbanes-Oxley (SOX) controls, etc.), financial reporting planning (budgeting and forecasting), and financial analysis, with a proven record of performance excellence. Key strengths include research & variance analysis, exceptional written and oral communication skills, relationship management, customer service, and consistent results in achieving organizational objectives in a timely, effective, and efficient manner.

PROFESSIONAL EXPERIENCE:

Confidential, Houston, TX

Compliance Specialist

Responsibilities:

• Performs flux analysis of actual revenue and volumes against forecast or prior month/quarters for assigned pipelines and prepares the monthly PLA / Over/(Short) Report for Executive level management team.
• Prepares all required filings with the Confidential, including Form 6 and 6Q, and other regulatory statements.
• Developing and coordinating with management in order to implement a Confidential Compliance Program.
• Pipeline invoicing and volume accounting, reconciliation and related tariff review for complex pipelines.
• Revenue recognition and review of deferred revenue associated with prepaid transportation credits.
• Ensure accuracy of related intercompany and general ledger account information from pipeline invoicing, as well as financial analysis of monthly revenues for crude pipelines.
• Communicate with pipeline shippers and other customers about issues and resolve problems, interface with Business Development (BD). Scheduling, Measurement, Marketing, and Data Administration teams on new projects and provide control functions for existing business.
• Provide support and analysis, as required, to support the Partnership’s Confidential reporting responsibilities, corporate (internal and external) and 3rd party (customer/ Confidential ) audits.

Confidential, San Antonio, TX

Lead Reporting Specialist

Responsibilities:

• Prepares all required filings with the Confidential, including Form 6 and 6Q, and other regulatory statements, as required.
• Applies Confidential ’s regulations under the Interstate Commerce Act, with emphasis on the title 18 CFR and the Uniform System of Accounts to the Corporation's accounting and reporting activities.
• Prepares and reviews work papers supporting financial and operational disclosures.
• Coordinates with other departments to gather supporting documentation.
• Monitors internal policies and processes to determine if they follow Confidential regulations; advise the Corporation’s leadership if any actions or changes are required.
• Maintains knowledge of emerging issues in Confidential regulations.
• Assists with identifying and resolving technical accounting and/or reporting issues.
• Maintains confidentiality requirements when working with sensitive information, results, and communications.
• Systems utilized included SAP, Synthesis, Microsoft Office.

Confidential, Houston / Dallas, TX

Controller

Responsibilities:

• Conduct account analysis to ascertain the accuracy, completeness and validity of balances.
• Maintain an accounting system to properly capture and report on all transactions, assets, and liabilities.
• Compile the annual budget, as well as updated income statement and cash flow forecasts.
• Coordinate the maintenance of historical financial information in the normal course of business.
• Manage the delivery of financial expertise to all aspects of the business.

Confidential, Houston, TX

Assistant Controller

Responsibilities:

• Nominated by senior management and approved by the Confidential .
• Prepared the monthly financial statements and Management Discussion & Analysis for the owners and Confidential .
• Coordinated, with various departments, the compilation and assembly of financial and non-financial information included in the Confidential Company annual audited financial statements.
• Coordinated the planning and execution of the annual external audit of the Confidential Company financial statements, including the scope and extent of internal control and substantive testing procedures, issue resolution, financial statement analytics, and the review of related disclosures.
• Assisted in the annual budget preparation, as well as updated income statement and cash flow forecasts.
• Organized quarterly and annual Confidential Form 6 filings.
• Assisted in managing customer relationships to ensure prompt resolution of inquiries and requests.

Senior Accountant

Confidential

Responsibilities:

• Developed and supervised the performance of one staff Accountant and one Confidential contractor.
• Served as a key resource to senior management and external auditors for the Confidential Development and Logistics business segments for financial reporting and analysis, the monthly close process, field organization support, administration of complex transactions, and SOX internal controls.
• Provided assistance in the coordination of key aspects of the financial planning, budgeting, and forecasting process, including analysis of historical data trends and relationships, financial system capabilities, and relevant reporting dimensions; evaluation and documentation of underlying assumptions; and development of senior management deliverables.
• Performed monthly analyses of budget-to-actual and prior-year variances with respect to revenues, expenses, capital spending, non-financial metrics, and other key performance indicators, for the monthly senior management and Confidential ’ financial-review packages.
• Organized quarterly and annual Confidential Form 6 filings for three of Buckeye’s common-carrier pipeline subsidiaries.
• Developed monthly and quarterly financial reporting packages for district field operations, financial, and corporate senior management.
• Coordinated the month-end close process, including journal entries, Balance Sheet account reconciliations, variance analyses, and daily status update meetings with the team, focusing on the identification and resolution of issues encountered within the scope of the close process.
• Managed adherence to established timelines within the monthly close process.
• Contributed to the integration of acquisitions and coordinated special projects, including system implementations and process-improvements.
• Researched, identified, and recovered over $100,000 in previously written-off company revenue while maintaining professional and profitable customer relationships.
• Implemented an intercompany process ensuring all activity ($5.0-$7.5M per month) is captured and eliminated.
• Assisted in developing new accounting roles within the finance department in order to increase productivity and efficiency throughout the organization.

Confidential, The Woodlands, TX

Senior Accountant

Responsibilities:

• Maintained financial records by creating, posting and reviewing monthly journal entries; assisted management in developing and implementing accounting policies and procedures; supported and participated in the yearly budget process; supported the assistant controller in various key activities including financial analysis and special projects; recorded and reconciled intangible assets related to acquisitions; tested purchase price variances related to inventory.
• Developed and supervised the performance of one staff Accountant and one Accounting Contractor.
• Performed detailed variance analyses at the general ledger account and department level.
• Analyzed and reconciled company rebates related to purchases and store point of sales (average $1.5M per month).
• Prepared balance sheet account reconciliations and assisted in reviewing and analyzing fluctuations.

Confidential, Houston, TX

Accounting Contractor

Responsibilities:

• Assisted with the monthly close process by recording journal entries and performing Balance Sheet reconciliations.
• Developed and restructured excel spreadsheets for budget and audit reports.
• Systems utilized included SAP, People Soft, and Microsoft Office.

Confidential, Deer Park, TX

Accountant

Responsibilities:

• Compiled year-end financial reports for external auditors; prepared month end financial statements; compiled the Assets and Liabilities Committee packet for monthly meetings; prepared monthly reports, reflecting the variances in actual results versus budget; verified monthly dividends posted accurately on all deposit accounts.
• Researched and prepared Confidential for the Asset and Liabilities Committee.
• Compiled and reviewed monthly presentations for the Confidential and Executive Management.
• Forecasted growth of new members, loans, credit cards, and checking accounts.