SUMMARY:

• Proven success managing planning and implementation of PeopleSoft Financials.
• Solutions - focused and accomplished professional adept at liaising with client stakeholders ranging from executives to individual contributors.
• Skillfully ascertain business goals, develop functional and technical specifications, lead solutions design, and ensure on-time delivery. Innovative problem solver, able to assess risks and proactively address issues to minimize bottlenecks, overcome objections, and facilitate streamlined implementations.
• Strong leader and mentor with talent for guiding project teams and boosting cooperation to optimize outcomes.

TECHNICAL SKILLS:

Platforms: Windows, AS400

Software: PeopleSoft Financials (GL, AM, AP), Oracle, Upside Contract Management, Catalyst, SAP, Lawson, Hyperion, Essbase, Siebel, Salesforce, Excel, Access, Word, PowerPoint, Visio

PROFESSIONAL EXPERIENCE:

Confidential, Waco & Austin, TX

Financial Function Lead

Responsibilities:

• Lead implementation of technical and functional projects for information systems financial operations, including PeopleSoft Financials and PC implementation.
• Provide functional, business process, production, and / or analytical support for PeopleSoft AP, AM, and GL modules, Mediclick, Sage reporting, and other applications.
• Analyze and document existing systems and business processes, identify areas for improvement / enhancement, prepare detailed business requirements & technical specifications, and advise on solutions.
• Communicate with managers, users, and production support team; manage stakeholder expectations and promptly resolve issues. Evaluate project outcomes to measure efficiency improvements.

Confidential, Richardson, TX

Senior Business / Financial Lead

Responsibilities:

• Held responsibility for managing all aspects of schedule and prioritization.
• Liaised with and supported management, sales, and finance teams.
• Managed budget and analyzed reporting data. Assisted finance team in completing quarterly commit and tie-out process.
• Improved accuracy by minimizing variance between forecast and actual.
• Prepared ad-hoc analysis and reports; resolved errors / discrepancies.
• Collaborated and led policy and process assessment efforts and business impact analysis.

Confidential, Dallas, TX

Senior Financial Analyst / Manager

Responsibilities:

• Established annual department goals and continually reviewed existing workflows to recommend areas for improvement.
• Maintained knowledge of all regulations, rules, policies, and laws applicable to finance and contract management; ensured compliance of vendor contracts.
• Communicated with hospital system executives to support contract development efforts; conducted research into complex financial issues impacting contracts and financial accountability.
• Designated key point-of-contact regarding fiscal and budgetary matters.
• Assisted in preparing capital and operating budgets and reviewed performance reports, GL transactions, and financial / statistical activity for multiple cost centers; monitored variances and updated budgets as needed.
• Generated monthly reports for Board of Directors and financial analysis for management team.

Confidential, Irving, TX

Senior Financial Analyst

Responsibilities:

• Maintained annual plans and monthly reporting for individual projects and divisional accounting.
• Audited balance sheets, P&L, cash flow transactions, and ad-hoc financial analysis.
• Monitored business drivers and financial transactions to ensure alignment with forecasts.
• Liaised with colleagues and clients to support key objectives.

Confidential, Dallas, TX

Senior Financial & Accounting Consultant

Responsibilities:

• Evaluated process / control information and transactions for compliance with SOX regulations and GAAP standards.
• Audited accounting, reporting, batch balancing, and posting procedures. Analyzed historical and project accounting data.
• Prepared month-end financials, reporting packages, budgets, reports, variance analysis, reconciliation status, productivity, quality, and revenue & profit reports.
• Analyzed bank and customer accounts; reconciled newly acquired loans.
• Researched and resolved variances; handled QC of monthly liquidation data.
• Reviewed headcount and created narrative employment summaries featuring operating forecasts and budgets.

Confidential

Accounting Manager

Responsibilities:

• Responsible for the daily management of accounting functions within the Operations division, this included GL, bank reconciliation, journal entries, month-end and annual closings, and financial statements
• Maintained internal financial controls, audit account and ledger activity, forecasting and suggested long and short term strategic planning
• Worked within compliance of SOX and GAAP regulations
• Reason for leaving: company underwent a national consolidation and closed down the Delhi office

Confidential, Dallas, TX

Sr. Financial Analyst - Manager

Responsibilities:

• Assisted in the development of Brand & Category business plans, sales forecast and capital spending projections (Clients included Wal-Mart, Target, K-Mart, Dollar General and Family Dollar)
• Maintained full P&L responsibilities and daily financial operations for international and domestic divisions including Trade Spending analysis
• Compiled competitor data for analysis, consulted with marketing and sales management to provide competitive pricing and development of marketing strategies
• Reduced overall operating costs by 20%, through an efficient implementation of PeopleSoft and Essbase, creating streamlined internal control procedures
• Developed and implemented financial reporting, reconciliation, unified policies and procedures after being acquired by Alberto-Culver including KPI’s and monthly performance metrics.
• Updated internal controls and reporting to be SOX compliant
• Recovered over $50,000 in customer credit accounts through analysis and identify a gap in divisional and corporate reporting functions
• Increased annual revenue by 15% from 2002-2004 and 10% in 2001, through the development better divisional relations, strategic planning and forecasting
• Worked closely with executive management, brokers, sales and marketing departments as needed for ad hoc analysis and reporting as well as resolving discrepancies and/or issues.
• Prior experience as Accounting Manager with Confidential, Senior Financial Analyst / Manager with Confidential (Alberto-Culver), Financial Analyst with Trinity Industries, and Senior Accountant with Rent-A-Center.