SUMMARY

• Managed a $100m capital budget, including 60 company - wide projects, in addition to tracking inventory totaling $3bn, utilizing complex Excel functions and formulas, 6-12 month forecasting projections, and managing cost mitigation techniques.
• Delivered an 8% reduction in overage spending on capital projects resulting in better budgeting while retaining more cash to be applied for future acquisitions.
• Drove a 20% improvement in project reporting by creating robust accounting reports that aided in the transparency and ownership resulting in a 30% improvement in project accounting ability.
• Directed the downsizing of the fixed assets department while effectively upholding functionality standards during data migrations, improved and implemented new procedures, maintained accountability and thoroughness of reporting across multiple levels of senior management.
• Created a metrics and performance-based framework of desk procedures to objectively evaluate, set goals, and asses accountability to perform month-end close, project creation and completion, asset acquisition, transfer, and disposal, and depreciation.

Core Competencies

• Balance Sheet Recon
• Fixed Assets
• General Ledger
• Project Accounting
• Budgeting & Forecasting
• Bank Reconciliation
• Financial Reporting Analysis
• Process & Procedures
• Revenue Tracking

PROFESSIONAL EXPERIENCE

Confidential, Greeley CO

Fixed Assets Manager

Responsibilities:

• Led the implementation of a new Authorization Of Expenditure (AFE) system that increased proficiency and accuracy all the while saving the company $25K annually in labor.
• Prepared the annual budget and forecast while preforming the actual to budget variance analysis.
• Manage the month end close, General ledger impact, approving journal entries, reconciliation and the entire end to end fixed asset process.

Confidential, Broomfield CO

Fixed Assets Manager

Responsibilities:

• Managed and implemented processes and procedures to preform project accounting, record fixed assets transactions accurately and general ledger impact within Microsoft Dynamics, which resulted in accurate reporting and proper transaction recording from system implementation from JD Edwards.
• Analyzed financial data related to estimates, prior period adjustments, revenues, cost of goods sold, and facility expenses for plants and systems within the organization.
• Head speared the accounting and tracking of leases as well as acquisitions of assets including amortizations, buy/sell decisions, repayment of leases, provide NBV and recommendations on equipment with average lease costs of $18mil, capital.
• Pioneered training sessions with plants and controllers on a quarterly basis to drive down over-spending on capital projects that totaled a $70m spread over 160 projects and improved upon budgeting resulting in 8% savings and better quality reporting.
• Created documentation for projects and fixed assets desk procedures, led training sessions for accounts payable, procurement and sourcing.
• Assisted in the system migration of Microsoft Dynamics (D365) from JD Edwards (JDE), being tasked to consolidate the fixed assets group while upholding current procedures and making improvements to streamline procedures to new system.

Confidential, Denver CO

Senior Accountant

Responsibilities:

• Analyzed financial data related to estimates, prior period adjustments, revenues, and facility expenses for plants and systems within the organization and provided month-to-month variances to Sr. Leadership.
• Performed the bank reconciliation of accounts, accurately and in a timely manner, with attention to unusual items that were outstanding at month-end close.
• Assisted in the preparation of the quarterly and annual financial statements within assigned time limit while maintaining a high degree of accuracy.
• Developed the required schedules for the annual and quarterly audit by obtaining all required supporting documentation and answering all internal and external audit questions promptly, accurately and courteously.
• Participated in the monthly financial reporting analysis to catch any error before producing financial to shareholders.

Confidential, Denver CO

Sr. Fixed Assets Accountant

Responsibilities:

• Managed $1m grant funded projects along with grant reimbursements contracts with XCEL Energy and Waste Management for renewable energy, as well as led new processes being implemented by the federal and state governments regarding grants.
• Responsible for grant accounting by ensuring that contract expenses and activities are compliant with grants requirements and federal, state and local law.
• Managed, developed and implemented new internal controls and procedures to improve company efficiency, accountability and transparency that increased the accuracy of recording of Net Book Value (NBV) of the assets.
• Managed audits specific to individual grants.
• Oversaw the sales, deposits and bank reconciliations for multiple subsidiaries assigned to me by location or acquisition.
• Supported subsidiaries by focusing on analyzing financial data related to estimates, prior period adjustments, revenues, cost of goods sold, and facility expenses for subsidiaries.
• Responsible for resolving internal and external doctor’s and vendor inquiries, including internal and external audit inquiries.
• Upheld the monthly account reconciliations, journal entries, monthly variance results on the balance sheets and income statements for all the locations assigned, and prepared monthly financial reporting schedules for doctors.
• Piloted the full network of the fixed asset sub-ledgers along with working with various levels of management to perform audits of existing assets, while maintaining all capital loans for all entities nationwide.

Confidential, Denver CO

Operation Accountant

Responsibilities:

• Managed the weekly operational site updates and provided summary notes of incidents for executives in the organization.
• Analyzed price/volume variances on operating results on a monthly basis to be able to make payments to well owner’s based on their contractual agreement.
• Responsible for resolving internal and external customer inquiries, including internal and external audit inquiries, along with producers.
• Focused on analyzing financial data related to estimates, prior period adjustments, revenues, cost of goods sold, and facility expenses for plants and systems within the Mark West organization.
• Focused on analyzing financial data related to estimates, prior period adjustments, revenues, cost of goods sold, and related facility expenses for the business unit.
• Worked very closely with the field / project manager to obtain the useful life of assets as well as appropriate documents for transfer of assets from one project to another.