Financial Controller

Results driven, resourceful candidate with 10 years of controllership experience. Key member of senior management team developing and driving strategic operating plans. Champions transparent collaborative approach to provide meaningful financial data to assist in business decisions. Finds, develops and retains talented people for high-performance teams by leveraging individual strengths and leading by example. Strongly believes in managing by objectives. Effectively communicates complex financial information to non-financial audiences. Areas of expertise include:

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●Financial/SEC Reporting & Analysis

●Internal & External Auditing

●Financial Planning & Forecasting

●Accounting Operations

●Balance Sheet Management

●Credit & Collections

●End of Lease Process & Reporting

●Team Management

●Infolease Database Management

PROFESSIONAL EXPERIENCE

ADP (AUTOMATIC DATA PROCESSING) COMMERCIAL LEASING, LLC

Controller Jun 2004-Nov 2014

Directed all aspects of financial operations, reporting, planning, analysis, credit and collections. Directed an effective audit process and coordinated the Sarbanes-Oxley (SOX) internal audit and year-end financial audit with Deloitte & Touche. Completed SEC reporting on a quarterly and annual basis. Provided effective financial leadership to enable strategic foresight into the business and manage results of operations.

●Provided income statements, balance sheet, and other ad-hoc reporting on a monthly basis.

●Analyzed existing operations and implemented effective systems, strategies, and processes to improve organizational performance and profitability. Migrated general ledger to Oracle and Hyperion platforms increasing reporting capabilities.

●Streamlined and standardized reporting and budgeting process which reduced the need for manual input and increased productivity by 25%.

●Created and implemented the loss to liquidation financial model to evaluate adequacy of loss reserves and minimize credit losses. Financial model adopted by external auditors Deloitte & Touche.

●Maintained portfolio delinquency under 1% by assessing portfolio risk and monitoring and refining credit and collection processes. Implemented effective credit risk rating system.

●Developed key performance indicators (KPI) to monitor and improve results of operations.

●Ensured compliance with new FASB requirements by organizing and leading internal reviews in compliance with GAAP and Corporate accounting policies.

●Promoted teamwork and quality service resulting in associate engagement scores consistently exceeding Corporate expectation. Bi-annual engagement scores ranged between 90% to 95% versus industry and Corporate benchmarks of 75%.

●Established and maintained strong working relationship with key functional Corporate departments including Tax, Treasury, Legal, and Internal Audit.

●Maximized and exceeded revenue expectations by developing and implementing the end of lease process. Implemented steps to proactively contact clients before end of lease and allocated resources to focus on maximizing revenue.

Assistant Controller Jan 1998-May 2004

Prepared financial statements, coordinated internal and regulatory audits, supervised daily activities of the accounting staff including planning, prioritizing and delegating the workload of the accounting function, established internal accounting controls, promoted and implemented process improvement initiatives.

Additional Positions at ADP (Automatic Data Processing) Commercial Leasing, LLC

Manager of Financial Accounting and Reporting Jan 1992-Dec 1997

Supervisor of Accounting Operations Jan 1987-Dec 1991

ADP (AUTOMATIC DATA PROCESSING) INC.

Senior Internal Auditor Sept 1984-Dec 1986

Executed walk-through and test plans. Documented work in accordance with department practices. Communicated test results to process owners, Local Project Management Office (LPMO), and senior management. Determined root cause failures and business impact noting and monitoring trends. Assisted with control streamlining/rationalization and benchmarking.

DELOITE & TOUCHE

Senior Auditor – Public Accounting Sept 1980-Jan 1984

Designed audit approach, conducted field audit engagements, and performed accounting and auditing of balance sheets and income statements. Participated in the completion of client annual reports and interacted with clients to discuss field audit issues. Participated in pre-audit planning for audit engagements, reviewed client accounting and operating procedures and systems of internal control and conducted audit tests sufficient in scope to support professional opinions as to the fair representation of client financial statements. Participated in the preparation of financial statement reports, performed analytical reviews of audit documents and prepared documentation to support audit opinions. Performed accounting research to solve issues that arise during the course of an audit or compliance engagements.

EDUCATION & PROFESSIONAL DEVELOPMENT

Bachelor’s Degree in Accounting May 1980

CALIFORNIA STATE UNIVERSITY FULLERTON

Annual Conferences, ELFA (Equipment Leasing and Finance Association)

SKILLS

Infolease Portfolio Management System

Microsoft Excel

Microsoft Word

Microsoft Outlook

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