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Summary

 Accounting professional successful in leading accounting teams and advising executives on financial, budget and audit-related issues.    Proficient in directing end-to-end accounting cycles while adhering to policy and procedure and internal controls.   Extensive experience in general ledger accounting, financial reporting, budgeting and financial analysis. 

Skills
  • Strong analytical skills
  • Ability to meet deadlines in a fast paced environment
  • Experience in the transition of accounting software to new/complex system
  • Familiar with US GAAP accounting principles
  • Experienced in Excel, SAP, Ultimate Payroll, Marketron, Deltaflex
  • Strong interpersonal skills, ability to work with employees and management at all levels
Experience
N.C. Conference UMC Disaster Recovery Center Newport, NC, NC Administrative Assistant 02/2019 to Current
  • Coordinate weekly schedules and monthly calendar obligations for volunteers arriving from across the U.S. to assist with the Hurricane Florence rebuild
  • Process financial documents including expense reports and invoices
  • Assist Case Managers by tracking expenses for each client, using excel
  • Assist Site Manager in all functions of operations of the Disaster Recovery Center
WSFL Radio Station, W & B Media, Inc. New Bern, NC Business Manager 01/1994 to 10/1996


  • Prepared and reviewed monthly financial statements.
  • Processed accounts payable and cash disbursements.
  • Monitored collections of accounts receivable.
  • Prepared cash flow projections & submitted monthly to corporate office. 
  • Processed semi-monthly payroll.
  • Maintained confidential information, such as pay rates, bonus targets, and personnel files.
  • Developed and processed annual budgets.
  • Assisted in the planning of promotional events for radio station.
Beta Broadcasting, Inc. Goldsboro, NC Controller 03/1989 to 01/1994


  • Prepared monthly financial statements.
  • Implemented new payroll system for preparation of semi-monthly payroll.
  • Updated and maintained corporate fixed asset system for asset additions and disposal.
  • Performed internal audits for compliance with corporate policy.
  • Prepared various state tax returns, information reports, quarterly and annual payroll tax reports.
  • Processed accounts payable and cash disbursements.
  • Trained Business Managers regarding company policy and procedures.
  • Collaborated with external accountants during year-end audits.



Beasley Broadcast Group Naples, Fl Assistant Controller 07/1987 to 03/1989


  • Coordinated and reviewed the preparation of monthly financial statements for eighteen corporations.
  • Updated and maintained asset additions and retirements in fixed asset system.
  • Performed internal audits for compliance with corporate policy and procedures.
  • Assisted external auditors during annual audit.
Beasley Broadcast Group Goldsboro, NC Business Manager 05/1987 to 07/1987


  • Prepared monthly financial statements for five radio stations.
  • Processed station accounts payable and cash disbursements.
  • Prepared semi-monthly payroll and quarterly payroll tax reports.
Brent R. Honeycutt, C.P.A. Benson, NC Staff Accountant 08/1985 to 05/1987


  • Maintained accounting records for an array of clientele.
  • Prepared monthly and year-end financial statements.
  • Prepared individual, partnership, and corporate tax returns.
Tiller School Beaufort, NC Finance Officer 04/2019 to Current
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Professional Summary
Innovative, strategic, goal driven MBA with advanced knowledge that is required to manage Finance and IT organizations, qualified with fifteen years of success in various finance and accounting roles. Exceptional management, leadership, communication, and relationship building skills across all levels of staff, customers and vendors

Ambitious finance professional with superior analytical and problem solving skills that are required to manage Finance and Accounting organizations. Innovative, strategic, forward-thinking and excited to bring an eighteen-year background to a strategic organization. Successful in advising business executives in the development of  business and financial strategies. Exceptional management, leadership, communication, and relationship building skills across all levels of staff, customers and vendors.



Ambitious finance professional with superior analytical and problem solving skills that are required to manage Finance and Accounting organizations. Innovative, strategic, forward-thinking and excited to bring an eighteen-year background to a strategic organization. Successful in advising business executives in the development of  business and financial strategies. Exceptional management, leadership, communication, and relationship building skills across all levels of staff, customers and vendors.


Ambitious finance professional with superior analytical and problem solving skills that are required to manage Finance and Accounting organizations. Successful in advising business executives in the development of  business and financial strategies. Exceptional management, leadership, communication, and relationship building skills across all levels of staff, customers and vendors. Innovative, strategic, forward-thinking and excited to bring an eighteen-year background to an organization.


Ambitious finance professional with superior analytical and problem solving skills that are required to manage Finance and Accounting organizations. Successful in advising business executives in the development of  business and financial strategies. Exceptional management, leadership, communication, and relationship building skills across all levels of staff, customers and vendors. Innovative, strategic, forward-thinking and excited to bring an eighteen-year background to your organization.

Skills
  • Exceptional interpersonal communication
  • Organized and effective leader
  • Adept at conflict resolution
  • Staff training/development
  • Consistently meets goals
  • Efficient multi-tasker and coordinator
  • Financial modeling capability
  • Process improvement
  • Recruiting and human resource management
  • Strategic financial planning and analyisis
  • Aptitude to relay key financial information to diverse audiences
  • Capacity to learn and apply new information and multidisciplinary skills
  • Self-motivated professional
  • Exceptional interpersonal communication
  • Aptitude to relay key financial information to diverse audiences
  • Strategic financial planning and analysis
  • Organized and effective leader
  • Staff training/development
  • Adept at conflict resolution
  • Capacity to learn and apply new information and multidisciplinary skills
  • Consistently meets goals
  • Efficient multi-tasker and coordinator
  • Self-motivated professional
Work History
Finance Manager Current
FedEx Corporate Services Collierville, TN
  • Supervised a team of Financial Analysts and Financial Systems Analysts 
  • Led team of Financial Systems Professionals responsible for the systems management and administration of all tools used by FedEx Services Financial Analysts  
  • Cooperated with other Finance teams to identify opportunities to leverage financial systems and tools to  automate data collection and aggregation for analysis
  • Managed the development of  FedEx Services Cross Operating Company IT Chargebacks.
  • Socialized IT Chargebacks to IT, Finance and Business Officers & Directors
  • Responsible for management and maintenance of the Technology Business Management Model that is used for IT Service and Application Costing 
  • Drafted and socialized guidelines for the development of an Financial Planning and Analysis Tools  Center of Excellence 
Finance Manager 05/2015 to Current
FedEx Corporate Services Collierville, TN
  • Supervising a team of Financial Analysts and Financial Systems Analysts 
  • Leading a team of Financial Systems Professionals responsible for the systems management and administration of all tools used by FedEx Services Financial Analysts  
  • Cooperating with other Finance teams to identify opportunities to leverage financial systems and tools to  automate data collection and aggregation for analysis
  • Managing the development of  FedEx Services Cross Operating Company IT Chargebacks.
  • Socializing IT Chargebacks to IT, Finance and Business Officers and Directors
  • Responsible for management and maintenance of the Technology Business Management Model that is used for IT Service and Application Costing 
  • Drafting and socializing guidelines for the development of a Financial Planning and Analysis Tools  Center of Excellence
Finance Manager 06/2015 to Current
FedEx Corporate Services Collierville, TN
  • Supervising a team of Financial Analysts and Financial Systems Analysts 
  • Leading a team of Financial Systems Professionals responsible for the systems management and administration of all tools used by FedEx Services Financial Analysts  
  • Cooperating with other Finance teams to identify opportunities to leverage financial systems and tools to  automate data collection and aggregation for analysis
  • Managing the development of  FedEx Services Cross Operating Company IT Chargebacks.
  • Socializing IT Chargebacks to IT, Finance and Business Officers and Directors
  • Responsible for management and maintenance of the Technology Business Management Model that is used for IT Service and Application Costing 
  • Drafting and socializing guidelines for the development of a Financial Planning and Analysis Tools  Center of Excellence
Executive Advisor 11/2011 to 06/2015
FedEx Corporate Services Collierville, TN
  • Led the development and consolidation of FedEx Services IT's annual Business Plan and Strategic Outlook
  • Partnered and provided thought leadership in cross functional teams that supported major initiatives that include Alternate Delivery Staffing, Demand Management and Technology Business Management
  • Responsible for coordinating, scheduling, assigning and managing Business Plan deliverables for the team of Finance Analysts and IT Business Planners
  • Power User of Hyperion systems
  • Coached team members through the planning process
Executive Advisor 11/2011 to 06/2015
FedEx Corporate Services Collierville, TN
  • Led the development and consolidation of FedEx Services IT's annual Business Plan and Strategic Outlook
  • Partnered and provided thought leadership in cross functional teams that supported major initiatives that include Alternate Delivery Staffing, Demand Management and Technology Business Management
  • Responsible for coordinating, scheduling, assigning and managing Business Plan deliverables for the team of Finance Analysts and IT Business Planners
  • Power User of Hyperion systems
  • Coached team members through the planning process
Executive Advisor 10/2011 to 05/2015
FedEx Corporate Services Collierville, TN
  • Led the development and consolidation of FedEx Services IT's annual Business Plan and Strategic Outlook
  • Partnered and provided thought leadership in cross functional teams that supported major initiatives that include Alternate Delivery Staffing, Demand Management and Technology Business Management
  • Responsible for coordinating, scheduling, assigning and managing Business Plan deliverables for the team of Finance Analysts and IT Business Planners
  • Power User of Hyperion systems
  • Coached team members through the planning process
Executive Advisor 06/2015
FedEx Corporate Services Collierville, TN
  • Led the development and consolidation of FedEx Services IT's annual Business Plan and Strategic Outlook
  • Partnered and provided thought leadership in cross functional teams that supported major initiatives that include Alternate Delivery Staffing, Demand Management and Technology Business Management
  • Responsible for coordinating, scheduling, assigning and managing Business Plan deliverables for the team of Finance Analysts and IT Business Planners
  • Power User of Hyperion systems
  • Coached team members through the planning process

 

Financial Advisor 10/2010 to 11/2011
FedEx Corporate Services Collierville, TN
Senior Financial Analyst 10/2007 to 10/2010
FedEx Corporate Services Collierville, TN
  • Developed business cases for major IT Operations projects
  • Trained and coached other IT team members on how to process and manage funding for initiatives that were under the Platinum Core effort 
  • Partnered successfully with IT to provide financial oversight and leadership for the Platinum Core project 
  • Developed templates and models to collect data required to provide financial updates on data center construction to senior IT management
  • Spearheaded a cross functional initiative which developed framework used by IT to provide financial forecasts for Capital expenditures
  • Worked with IT Directors and their teams to develop methodologies used to chargeback expenses to the operating companies
  • Provided finance leadership on the cross functional team that developed the framework for the Infrastructure Funding process
  • Represented the finance team in the negotiations for major software enterprise agreements

 

Financial Advisor 09/2010 to 10/2011
FedEx Corporate Services Collierville, TN
Senior Financial Analyst, Promoted to Financial Advisor 2010 10/2007 to 11/2011
FedEx Corporate Services Collierville, TN
  • Developed business cases for major IT Operations projects
  • Trained and coached other IT team members on how to process and manage funding for initiatives that were under the Platinum Core effort 
  • Partnered successfully with IT to provide financial oversight and leadership for the Platinum Core project 
  • Developed templates and models to collect data required to provide financial updates on data center construction to senior IT management
  • Spearheaded a cross functional initiative which developed framework used by IT to provide financial forecasts for Capital expenditures
  • Worked with IT Directors and their teams to develop methodologies used to chargeback expenses to the operating companies
  • Provided finance leadership on the cross functional team that developed the framework for the Infrastructure Funding process
  • Represented the finance team in the negotiations for major software enterprise agreements
Senior Financial Analyst, Promoted to Financial Advisor 2010 10/2007
FedEx Corporate Services Collierville, TN
  • Developed business cases for major IT Operations projects
  • Trained and coached other IT team members on how to process and manage funding for initiatives that were under the Platinum Core effort 
  • Partnered successfully with IT to provide financial oversight and leadership for the Platinum Core project 
  • Developed templates and models to collect data required to provide financial updates on data center construction to senior IT management
  • Spearheaded a cross functional initiative which developed framework used by IT to provide financial forecasts for Capital expenditures
  • Worked with IT Directors and their teams to develop methodologies used to chargeback expenses to the operating companies
  • Provided finance leadership on the cross functional team that developed the framework for the Infrastructure Funding process
  • Represented the finance team in the negotiations for major software enterprise agreements
Senior Financial Analyst, Promoted to Financial Advisor 2010 09/2007 to 09/2011
FedEx Corporate Services Collierville, TN
  • Developed business cases for major IT Operations projects
  • Trained and coached other IT team members on how to process and manage funding for initiatives that were under the Platinum Core effort 
  • Partnered successfully with IT to provide financial oversight and leadership for the Platinum Core project 
  • Developed templates and models to collect data required to provide financial updates on data center construction to senior IT management
  • Spearheaded a cross functional initiative which developed framework used by IT to provide financial forecasts for Capital expenditures
  • Worked with IT Directors and their teams to develop methodologies used to chargeback expenses to the operating companies
  • Provided finance leadership on the cross functional team that developed the framework for the Infrastructure Funding process
  • Represented the finance team in the negotiations for major software enterprise agreements
CFO/ Financial Operations Principal 03/2006 to 09/2007
VDM Trading New York, NY
  • Coordinated the collection and creation of documentation required to set up VDM Trading as a legal entity and a broker dealer 
  • Directed the project team assigned to execute membership applications for NASD (National Association of Securities Dealers) & CBOE (Chicago Board Options Exchange)
  • Hired and led a staff of 4 Accounting and Human Resource professionals
  • Established operational policies and procedures to ensure compliance with legal and regulatory standards
  • Developed and maintained relationships with bankers and clearing agents  
  • Responsible for reviewing daily trading activity for profit and loss and balance sheet reporting, thereby guaranteeing the accuracy and timely submission of daily regulatory reports
  • Oversaw the preparation of GAAP financial reports (Balance Sheet, Income Statement and Statement of Cash flows).
  • Advised management on accounting processes and financial performance
  • Liaised with internal and external auditors providing all audit requirements
CFO/ Financial Operations Principal VDM Trading New York, NY
  • Coordinated the collection and creation of documentation required to set up VDM Trading as a legal entity and a broker dealer 
  • Directed the project team assigned to execute membership applications for NASD (National Association of Securities Dealers) & CBOE (Chicago Board Options Exchange)
  • Hired and led a staff of 4 Accounting and Human Resource professionals
  • Established operational policies and procedures to ensure compliance with legal and regulatory standards
  • Developed and maintained relationships with bankers and clearing agents  
  • Responsible for reviewing daily trading activity for profit and loss and balance sheet reporting, thereby guaranteeing the accuracy and timely submission of daily regulatory reports
  • Oversaw the preparation of GAAP financial reports (Balance Sheet, Income Statement and Statement of Cash flows).
  • Advised management on accounting processes and financial performance
  • Liaised with internal and external auditors providing all audit requirements
CFO/ Financial Operations Principal 03/2006 to 10/2007
VDM Trading New York, NY
  • Coordinated the collection and creation of documentation required to set up VDM Trading as a legal entity and a broker dealer 
  • Directed the project team assigned to execute membership applications for NASD (National Association of Securities Dealers) & CBOE (Chicago Board Options Exchange)
  • Hired and led a staff of 4 Accounting and Human Resource professionals
  • Established operational policies and procedures to ensure compliance with legal and regulatory standards
  • Developed and maintained relationships with bankers and clearing agents  
  • Responsible for reviewing daily trading activity for profit and loss and balance sheet reporting, thereby guaranteeing the accuracy and timely submission of daily regulatory reports
  • Oversaw the preparation of GAAP financial reports (Balance Sheet, Income Statement and Statement of Cash flows).
  • Advised management on accounting processes and financial performance
  • Liaised with internal and external auditors providing all audit requirements
Senior Financial Analyst 09/2007 to 09/2010
FedEx Corporate Services Collierville, TN
  • Developed business cases for major IT Operations projects
  • Trained and coached other IT team members on how to process and manage funding for initiatives that were under the Platinum Core effort 
  • Partnered successfully with IT to provide financial oversight and leadership for the Platinum Core project 
  • Developed templates and models to collect data required to provide financial updates on data center construction to senior IT management
  • Spearheaded a cross functional initiative which developed framework used by IT to provide financial forecasts for Capital expenditures
  • Worked with IT Directors and their teams to develop methodologies used to chargeback expenses to the operating companies
  • Provided finance leadership on the cross functional team that developed the framework for the Infrastructure Funding process
  • Represented the finance team in the negotiations for major software enterprise agreements
CFO/ Financial Operations Principal 02/2006 to 09/2007
VDM Trading New York, NY
  • Coordinated the collection and creation of documentation required to set up VDM Trading as a legal entity and a broker dealer 
  • Directed the project team assigned to execute membership applications for NASD (National Association of Securities Dealers) & CBOE (Chicago Board Options Exchange)
  • Hired and led a staff of 4 Accounting and Human Resource professionals
  • Established operational policies and procedures to ensure compliance with legal and regulatory standards
  • Developed and maintained relationships with bankers and clearing agents  
  • Responsible for reviewing daily trading activity for profit and loss and balance sheet reporting, thereby guaranteeing the accuracy and timely submission of daily regulatory reports
  • Oversaw the preparation of GAAP financial reports (Balance Sheet, Income Statement and Statement of Cash flows).
  • Advised management on accounting processes and financial performance
  • Liaised with internal and external auditors providing all audit requirements
CFO/ Financial Operations Principal 03/2006 to 10/2007
VDM Trading New York, NY
  • Coordinated the collection and creation of documentation required to set up VDM Trading as a legal entity and a broker dealer 
  • Directed the project team assigned to execute membership applications for NASD (National Association of Securities Dealers) & CBOE (Chicago Board Options Exchange)
  • Hired and led a staff of 4 Accounting and Human Resource professionals
  • Established operational policies and procedures to ensure compliance with legal and regulatory standards
  • Developed and maintained relationships with bankers and clearing agents  
  • Responsible for reviewing daily trading activity for profit and loss and balance sheet reporting, thereby guaranteeing the accuracy and timely submission of daily regulatory reports
  • Oversaw the preparation of GAAP financial reports (Balance Sheet, Income Statement and Statement of Cash flows).
  • Advised management on accounting processes and financial performance
  • Liaised with internal and external auditors providing all audit requirements

 

Assistant Controller 07/2005 to 10/2007
Van Der Moolen Specialists New York, NY
  • Reviewed monthly financial reconciliations and analytics on profit and loss and balance sheet accounts
  • Created and updated new and existing fixed assets schedules and generated reconciliations and depreciation reports
  • Worked with senior executives to create monthly forecast submissions; prepared exhibits that detailed business drivers for all forecast changes
  • Strengthened the company's performance measurement data by working with traders to produced monthly budget -vs- actual exhibits by trading posts 
  • Initiated outsourcing of clearing activities which increased efficiency, automated reporting processes and saved $800,000 annually
  • Partnered successfully with IT resources and the clearing agent to automate transfer of daily trading data to the general ledger
Assistant Controller 06/2005 to 09/2007
Van Der Moolen Specialists New York, NY
  • Reviewed monthly financial reconciliations and analytics on profit and loss and balance sheet accounts
  • Created and updated new and existing fixed assets schedules and generated reconciliations and depreciation reports
  • Worked with senior executives to create monthly forecast submissions; prepared exhibits that detailed business drivers for all forecast changes
  • Strengthened the company's performance measurement data by working with traders to produced monthly budget -vs- actual exhibits by trading posts 
  • Initiated outsourcing of clearing activities which increased efficiency, automated reporting processes and saved $800,000 annually
  • Partnered successfully with IT resources and the clearing agent to automate transfer of daily trading data to the general ledger
Assistant Controller 06/2005 to 10/2007
Van Der Moolen Specialists New York, NY
  • Reviewed monthly financial reconciliations and analytics on profit and loss and balance sheet accounts
  • Created and updated new and existing fixed assets schedules and generated reconciliations and depreciation reports
  • Worked with senior executives to create monthly forecast submissions; prepared exhibits that detailed business drivers for all forecast changes
  • Strengthened the company's performance measurement data by working with traders to produced monthly budget -vs- actual exhibits by trading posts 
  • Initiated outsourcing of clearing activities which increased efficiency, automated reporting processes and saved $800,000 annually
  • Partnered successfully with IT resources and the clearing agent to automate transfer of daily trading data to the general ledger
Assistant Vice President 06/2000 to 06/2005
UBS Financial Services Inc Weehawken, NJ
  • Performed monthly expense variance analysis
  • Prepared and verified accuracy of monthly journal entries.
  • Acted as a finance liaison to various business units
  • Created and maintained quarterly balance sheet reconciliations
  • Participated in monthly financial review meetings with business unit managers
Assistant Vice President 07/2000 to 07/2005
UBS Financial Services Inc Weehawken, NJ
  • Performed monthly expense variance analysis
  • Prepared and verified accuracy of monthly journal entries.
  • Acted as a finance liaison to various business units
  • Created and maintained quarterly balance sheet reconciliations
  • Participated in monthly financial review meetings with business unit managers
Accomplishments
  • Led the team that was recognized by the Technology Business Management Council with the "IT Services Transformation Award" for the utilization of application cost information to drive the retirement of legacy applications and leverage new technologies to transform the delivery of IT services 
  • Collaborated with IT team members at FedEx to develop multi-year financial impact models for major IT initiatives that included the construction of the EDC-W Data Center, EDC-W Data Center Migration, Platinum Core, the Expansion of the WTC Data Center and Project Falcon
  • Advised IT Vice Presidents in the development of each organization's transition and financial plan for the FY13 Voluntary Buy Out program within Project Falcon
  • Led the annual IT Business Plan through various transitions acting as a liaison between Finance and IT management while communicating financial constraints and priorities during each planning cycle
  • Consulted with cross functional teams in the development of the framework used to develop the Infrastructure Funding process
  • Received various awards and recognition from IT and Finance Management
  • Key player in the creation, staffing and management of new trading entity
Honors and Recognitions
  • Technology Business Management Council IT Services Transformation Award, 2016
  • Recipient of FedEx Services Five Star Award, 2014 (Project Falcon and Demand Shaping)
  • Graduate of the FedEx Services FY12 Professional to Leader (P2L) class
  • Three time Inductee into FedEx IT Hall of Fame (EDC-West Data Center Expansion, 2011/IT Alternate Delivery, 2014/Workday Transition, 2017)
  • Recipient of multiple Bravo Zulu awards
  • Graduated Magna Cum Laude and inducted into the Phi Beta Kappa Honor Society
Education
Bachelor of Science: Finance 2000 Kean University - Union, NJ
MBA: Finance/Management of Technology 2003 New Jersey Institute of Technology - Newark, NJ
MBA: Finance/Management of Technology 2003 New Jersey Institute of Technology - Newark, NJ
Certificate in Financial Analysis : Finance 2004 New York University - New York City, NY
Certificate in Financial Analysis : Finance 2004 New York University - New York City, NY
       
This resume is created in 7 minutes.
Summary
 Capable Accountant successful at managing multiple projects and consistently meeting deadlines under pressure. Extensive knowledge of accounting software and processes. 
Skills
  • Strong knowledge of Generally Accepted Accounting Principles and regulations
  • In-depth understanding of accounting and financial processes
  • Experience of analyzing financial data and forecasting future condition
  • Skills in supervising, coordinating, and working with the accounting staff
  • Knowledge of Sox Compliance
  • High attention to detail, computer proficiency, and problem-solving ability
  • QuickBooks proficient 
  • Proficiency in Excel (VLookup and Pivot tables)
  • Microsoft PowerPoint 
  • Oracle database
  • Informatica ETL 
  • Expensify 
  • NetSuite 
  • Grow BI 
  • DropBox 

Experience
June 2015 to June 2017
AMERICAN BILLING COMPANY Stockton, CA Assistant Controller
  • Present Prepare General Journal entries, including quarter end accruals and cost deferrals
  • Performed debit, credit and total accounts on computer spreadsheets and using QuickBooks.
  • Completed monthly, quarterly and annual bank reconciliations for 9 small companies.
  • Reconciled bank statements to clients' books and prepared financial statements from client documents.
  • Assisted CFO with the production of the monthly financials, management reports and board packages.
  • Process payroll information, and audit quarter end payroll tax reports
  • Supervise accounting clerks and front office staff
  • Handle special projects for management
  • Maintain cash flow spreadsheets
  • Assisted CFO in the preparation of internal budget, filing tax, and audits
  • Maintaining records and detail information of the assets and income of the company. 
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  • Helped clients preparing form 571 L.

 
December 2001 to December 2014
HARVIN ENTERPRISES, INC Wood River, IL Senior Accountant
  • Managed accounting operations, accounting close, account reporting and reconciliations.
  • Prepared monthly reports for account payable, accounts receivable, general ledger.
  • Created and maintained cash flow analysis, balance sheets and income statements.
  • Resolved AP issues with external vendors and internal personnel.
  • Tax preparation experience with corporation (Form 1120).
  • Collaborated extensively with auditors during preliminary and year-end audit processes.
  • Prepared annual budget, compared it to actual results, and reported variances from the budget.
  • Suggested budgetary changes to increase company profits.
  • Monitored compliance with generally accepted accounting principles (GAAP) and company procedures.
  • Processed vendor invoices and maintained accurate accounting records and files.
  • Processed monthly journal entries and maintained journal entry log with all supporting documentation.
  • Prepared monthly financial statements.
  • Performed various accounting duties; Processed expense reports, monthly accounts payable accruals.
  • Performed yearly inventory reconciliation and audited and reconciled outgoing cash.
  • Prepared, analyzed and communicated monthly and annual forecasts.
  • Executed various journal entries in preparation for financial close.
  • Addressed and resolved non-routine, complex and unexpected variances.
  • Executed taxes and sales and use taxes on a monthly basis.
  • Researched, identified, and submitted reports to the management on business opportunities, supervised accounting activities
  • Developed systems for internal controls and policies and ensured accounting process are in compliance with the legislation
March 2000 to October 2001
DATALODE INC San Rafael, CA Data Analysis Consultant
  • Worked with Company's important client Hewlett Packard to create reporting database.
  • Prepared and presented technical proposals for clients.
  • Assisted in the monitoring and reporting on website traffic and performance.
  • Worked with clients to analyze computing and network needs and installed appropriate solutions within each organization's budget.
  • Served as ETL Developer to create Reporting database.
  • Designed, documented and executed maintenance procedures, including system upgrades, patch management and system backups.
February 1999 to March 2000
FYI INC Brisbane, CA Software and Database Developer
  • Troubleshoot and resolved web application issues escalated from customer support and other departments with a 100% success rate.
  • Used Informatica tool to create reporting Database for Hewlett Packard.
  • Developed application framework that served as the cornerstone for a highly successful thin-client web applications strategy.
  • Created HTML email templates and newsletters for e-mail marketing campaigns.
  • Developed web-site mock-ups for clients to ensure quality control and client satisfaction before project development phase.
  • Executed and monitored standards for user interfaces, page design and graphics development.
BONFARE MARKETS, INC Milpitas, CA Management Accountant
  • Maintained daily record of all transactions.
  • Monitored the sales floor regularly, managing staff and customers, and identifying and resolving urgent issues.
  • Dealt with employment issues such as interviewing/hiring potential employees, conducting appraisals and performance reviews.
  • Updated superiors on business performance, new initiatives and other issues.
  • Investigated and resolved discrepancies in monthly bank accounts while under tight deadlines.
  • Processed vendor invoices and maintained accurate accounting records and files.
  • Assisted the controller in the preparation of financial statements, monthly income and expense variation analysis and annual budget.
Education and Training
University of Delhi, India
Bachelor in Accounting and Management
India Education Center, India
Computer Programming and Database
Wintec Software, Sunnyvale,CA
Oracle Database and Web Programming
This resume is created in 7 minutes.
Summary

18+ years experience in project management of conversions, acquisitions and mergers for insurance subsidiaries and financial services. Roles include developing strategic partnerships while providing liaison and consultant services for technology delivery. Expert in the areas of Accounting, Disbursements, Financial Reporting, Management Reporting, Treasury and General Ledger Mergers.

Highlights
  • Specialization in preparing budget and forecasts for international branches and work with corporate accounting for justification.
  • Assisted internal and external auditors with preparation of financial statement, balance sheet and cash flow statement to comply with overseas and U.S. accounting standards as well as tax requirements these statements detail an operating earnings of approximately $259.5 million.
  • Supervised and approved over 640 general ledger accounts done monthly by other reconcilers and managed 64 general ledger mergers.
  • Led six direct reports in accounting services such as accounts payable, accounts receivable, collections and payroll.
  • Managed cash disbursements and preparation of draw requests to the lending institutions for a 6,000,000 hospital construction and renovation project.
Core Competencies
  • Acquisitions, conversion and mergers
  • Annual review processing, calibration and audits
  • Associate, project and disaster recovery management
  • Banking: chart of accounts and system conversions
  • Cycle balancing; month-end and year-end processing
  • Data analysis and statistical data
  • Business analyst
  • Finance transformations
  • Fresh start planning and processing
  • Front end systems analysis, support, troubleshooting, and maintenance
  • General ledger conversion and mergers
  • Goal setting, preparation, prioritizing and planning
  • Strategic initiatives and projects
  • IT Liaison and Individual as well as team contributor
Professional Timeline
Manager 03/2015 to Current Cognizant Inc.
Director 01/2009 to 01/2015 CNO Financial Group
Associate Vice President 01/2005 to 01/2009 Conseco Inc.
Senior Manager 01/2001 to 01/2005 Conseco Inc.
Manager 01/1998 to 01/2001 Conseco Inc.
Manager, Financial Accounting 08/1993 to 03/1998 Crossroads Rehabilitation Center
Assistant Controller 04/1990 to 08/1993 Mercy Hospital, Inc.
Education
Bachelor of Science - Majors in Accounting, Finance, and Marketing and Minor in Economics Purdue University West Lafayette, IN
Technical Applications

Oracle E-Business Suite; Mainframe; Sungard - ABC/CDS; Microsoft Office Professional 2013– Excel, Word, Access, Project, Power Point; Chesapeake - Total Reconciliation Solution

Experience
Manager 03/2015 to Current Cognizant Inc.

Cognizant is a leading provider of information technology, consulting, and business process outsourcing services, dedicated to helping the world's leading companies build stronger businesses.

  • Provided consulting services in financial services, health-care, manufacturing, retail, logistics and other industries in an effort to provide strategic direction and efficiency for organizations in these industries.
  • Subject matter expert in IT strategy consulting, program management consulting, operations improvement consulting, financial/account strategy, strategy consulting as well as business consulting services.
  • Provided consulting on application design and development, systems integration, enterprise resource planning, and customer relationship management implementation services.
  • Consulted on application testing services; and develops, licenses, implements, and supports proprietary and third-party software products, as well as helps its clients in implementing social, mobile, analytics, and cloud-based technologies to their businesses.
Director 01/2009 to 01/2015 CNO Financial Group

CNO Financial Group are dedicated to serving the basic insurance needs of the fast-growing but under-served middle-income market.

Associate Vice President 01/2005 to 01/2009 Conseco Inc.

CNO is a holding company. The Company manages its business through three operating segments: Bankers Life, Washington National and Colonial Penn.

Senior Manager 01/2001 to 01/2005 Conseco Inc.

CNO Financial Group, Inc. is a holding company for a group of insurance companies operating throughout the United States that develop, market and administer health insurance, annuity, individual life insurance and other insurance products.

Manager 01/1998 to 01/2001 Conseco Inc.
Manager, Financial Accounting 08/1993 to 03/1998 Crossroads Rehabilitation Center

Easter Seals Crossroads has been helping individuals with disabilities and special needs, and their families, live better lives for over 75 years. Easter Seals Crossroads offers a variety of services to help people with disabilities address life's challenges and achieve personal goals.

  • Converted the General Ledger and Accounts Payable computer systems in an internal environment using Traverse account software.
  • Supervised staff of seven in the following support functions: Accounts Payable, Accounts Receivable, Collections, and Payroll.
  • Accountable for a computer system conversion form a DOS to Altos based environment to Windows based environment.
  • Prepared monthly financial statements and associated documentation used in reporting to the agency's administration, Fiscal Committee and Board of Directors.
Assistant Controller 04/1990 to 08/1993 Mercy Hospital, Inc.
  • Prepared monthly financial statements. Maintained the general ledger and all subsidiary ledgers for the hospital, hospital foundations, and hospital health insurance fund.
  • Accountable for he coordination and installation of the general ledger, accounts payable, payroll, patient management, and materials management to Shared Medical Systems (SMS)
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Professional Summary
I'm an office assistant primarily proficient in all aspects of daily accounting functions and payroll. I've been working for small family-owned companies all of my adult working life. Smaller companies off the ability to work in many different departments, allowing for more variety and the ability to learn every aspect of the business, while gradually taking on more responsibility.
Skills
  • Proficient in Netsuite, MS Office, and Quickbooks
  • Team Player
  • Customer Oriented
  • Exceptional organization
  • Effective time management
  • Superior attention to detail
Accomplishments

Successfully collaborated with one additional person the creation of a new department and launch of an e-commerce website, selling items additional to the company's primary product in order to attract a market not previously tapped.  This was accomplished completely in-house, through the use of the company's pre-existing content management software, Netsuite.  The department head handled procurement and site design and functionality, and I handled the day to day management, customer interaction, order processing, and ongoing website maintenance.

Work History
03/2016 to 11/2016
Bookkeeper Foster Hospitality Group Springfield, MO

Worked as bookkeeper for two separately identified companies, handling accounting duties for each as noted:

  • Processed manual payroll, including payroll tax deposits and manual quarterly payroll tax reconciliations, as well as trained to handle W-2 and W-3 preparation.
  • Accounts payable.
  • Bank reconciliations.
  • Quarterly consumer's use tax return preparation.
  • Monthly billing statement preparation for residential customers of owner's well water service.
  • Office supply administration.

11/2015 to 02/2016
Inventory Auditor RGIS Springfield, MO

Worked part-time as an inventory counter for local businesses such as warehouse and home goods stores and retail clothing outlets.


02/2006 to 08/2013
Assistant Controller All-Safe Pool Safety Products, Inc Orange, CA

Worked independently accomplishing:

  • In-house payroll processing for 30-50 employees, including regular, commissioned, and alternate workweek.
  • Maintained timeclock and Timeclock Plus software.
  • Accounts payable, accounts receivable, loan amortizations.
  • Calculated and filed quarterly sales & use tax return, and monthly prepayments.
  • Reconciled credit card and bank statements, responded to credit card chargebacks, prepared bank deposits, and reconciled daily credit card deposits.
  • Managed the credit card processor and merchant account.
  • Prepared annual 1099's.
Education
1986
High School Diploma:
Taylor Center High School - MI
1986
Advanced High School Study: Office Administration: Accounting
Taylor Career Center - MI
Accounting
Rancho Santiago College - Orange, CA
Additional Information
  • ADDITIONAL INFORMATION I attended accounting courses to increase my understanding of the day to day bookkeeping duties I was taking on early in my career.