SUMMARY

A strong financial and accounting background with over 20 years in the insurance and banking sector. Over 10 years experience in Oracle implementations for clients across multiple industries resulting in significant contributions to bottom-line performance and ROI through development and implementation of enterprise-wide cutting edge technology systems to meet changing business requirements and organizational objectives.

PROFESSIONAL HIGHLIGHTS

Confidential. Vista, CA May 2002-Oct 2009

Assistant Controller Oct 2007-Oct 2009

• Responsible for overall functions of the finance department and managed a staff of 8 employees.
• Monitored the preparation of GAAP & Statutory financial statements covering multiple legal entities including state compliance reporting.
• Provided financial analysis for variance reporting and profitability reporting by state and product for a $250M revenue base.
• Coordinated and implemented internal controls to meet requirements for Sarbanes-Oxley and included continuous external and internal audits of controls in conjunction with Section 404.
• Integrated finance functions between two organizations as a result of Unitrin, Inc.’s acquisition of other direct companies. Responsible for integrating the financial systems within a tight timeframe and assumed all functions without an increase in staff.

Director of Financial Systems & Planning May 2002-Sep 2007

• Implemented Oracle E Business comprising of General Ledger, Accounts Payable, Internet Expenses & Fixed Assets modules and responsible for all phases of project management including extensive testing of applications, patch updates, system administration and end user training.
• Coordinated development of feeds from company’s policy and claims system into Oracle resulting in a shorter monthly closing cycle.
• Migrated the entire company from using excel based expense reports to Oracle Internet expense reports which resulted in speedier reimbursement
• Utilized MS Access to write queries linking Oracle tables and pivot tables in MS Excel to create reports required for internal and external analysis & reporting.
• Coordinated and consolidated the expense & capital budgets in excess of $100M of all departments within the organization for incorporation into the bi annual profit plans.
• Assisted in project to implement imaging and workflow for Accounts Payable function. Project resulted in the elimination of paper invoices, and full electronic invoice and expense report approval. Process improvements resulted in improved cycle time and the ability to grow the company without adding accounting staff

Manager

• Oracle Purchasing. Functional lead for a successful implementation of Oracle Purchasing for a Federal Government Agency. The biggest challenge was to meet the Agency’s requirements within the confines of the Oracle Purchasing module’s standard functionality with minimal customizations. Responsible for training over 30 super users nationwide who in turn trained over 500 purchasing users. Assisted users with writing of training material in Oracle Tutor.

• Oracle Assets. Functional lead for implementing Oracle Assets in UK for the fastest growing coffee retailer in the world within an aggressive 10-week time frame. Although the UK solution leveraged as much as possible from the US implementation, the UK solution took into account the UK requirements together with future plans of expansion for European & Asia Pacific locations. Oracle Assets involved setting up Corporate & Tax books together with the conversion of over 5000 assets utilizing Fixed Assets Desktop Integrator. Assisted with the implementation of GL, AP & CM modules and provided postproduction support and training to the end user community.

• Oracle Purchasing & Payables. Providing postproduction support for the Oracle Payables & Purchasing modules, implemented by the client. The scope of the work involved helping Oracle users resolve technical problems, recommending and making set up changes to support business requirements, developing work arounds for the more persistent problems and recommending changes to the business processes. Training of clerical end users and supervisors to become super users.

• Oracle Payables. Providing support for the Oracle Payables module, implemented by the client. The scope of the work covered helping Oracle users resolve technical problems, recommending and making minor fixes, developing work arounds for the more persistent problems and recommending minor enhancements to support business process change. Providing secondary support for the General Ledger & Cash Management modules and training end users.

• Oracle Purchasing. Purchasing module lead for a large multi-location heavy equipment manufacturer. The major objective of the engagement was to standardize Oracle applications with an overall core configuration across all divisions of the client corporate organization. Responsibilities included developing future process flows, and the mapping of key business requirements to determine the level of functionality fit with the Oracle Purchasing Application. Worked in the Inventory and Costing modules to setup standard costing for items. Assisted and trained client on using the Purchasing and Payables modules.

Utilities Industry (15 Month Project)- Confidential

• Oracle Payables. Functional Lead for Payables implementation. Responsible for all phases of the Payables and Cash Management modules from business requirements through to post production support. Developed a contingency data flow & conversion document for the Purchasing, Payables and Cash Management applications addressing conversion issues and workflow processes in the production environment.

(Financial Indemnity Co)

Assistant Controller

• Responsible for the completion and detailed review if all areas of financial reporting which included GAAP and Statutory financial statements, audit packs and premium taxes.
• Responsible for developing and maintaining documentation of accounting systems and reconciliation controls.
• Assisted in the successful implementation of Oracle General Ledger, Accounts Payable, Fixed Assets and Purchasing Applications resulting improved efficiency in the corporate accounting department through reduced staffing levels and shorter closing cycles.
• Customized Financial Statement Generator Reports by defining row sets, column sets, content sets and report sets which enabled the speedy and accurate completion of quarterly and annual financial statements in a manner prescribed by the regulations of the NAIC.
• Supervised the daily processing of invoices utilizing the Oracle and Purchasing & Payables applications and for the monthly closing cycle utilizing the Fixed Assets & General Ledger applications. Customized menus in the Oracle Applications Systems Administration by assigning menus to responsibilities and assigning responsibilities to users, which control access to forms and functions within an application. Trained staff on using the Oracle General Ledger, Accounts Payable and Fixed Assets.

EDUCATION

• Postgraduate Diploma in Business Studies
• Fellow of The Chartered Association
• Associate of The Chartered Institute