CAREER OBJECTIVE

Accomplished Senior Finance Systems and Operations professional with successful track record of overseeing finance and operations activities in support of the project goals and initiatives of the corporation. Strengths financial Management communication Strategic Planning Procedure development; risk management and assessment, business operations vendor relations process improvement administration operational standards budget re-forecasting leadership system implementation. Results-oriented professional who is excellent at reengineering business processes. Support c-level executives for enhancements and standardization of workflow processes and strategies.

EXPERIENCE

MANAGER - New Jersey Community Capital – CDFI, Financial Systems & Reporting

New Jersey July 2019-October 2022

Lead development, implementation, security permission process, and delivery of New Jersey Community Capital’s financial reporting system and controls management, goals, and objectives.

Finance Responsibilities:

Leads implementation, design, maintenance planning activities and support for all financial information.

Prepare budget in collaboration with other departments, and review monthly with line managers.

Approve and post month end journal entries and expenses being paid out to vendors weekly.

Review financial statements with interim chief financial officer (CFO) providing support on initiatives.

Assist CFO with annual budget process and year end audit planning and completion.

Review module assessment with consultant and configure module to organization requirements.

Manage reporting database for entire organization including set user security permissions, train, resolve challenge.

New Jersey Community Capital

Process and Controls Responsibilities

Meet with stakeholders to understand initial project need, timing, and deliverable.

Capture data requirements from resource group and note pain points or bottlenecks.

Update stakeholders at each milestone or as a issue appears that may corrupt deliverable.

Train users on Blackbaud Financial Edge test environment and making updates to ensure completeness before Go Live occurs.

Manage and resolve system functionality issues with support from Blackbaud vendor.

Focus on challenges and issues facing project timelines and provide a workable result to accomplish.

Update users on any downtime issues escalate any delays with the reporting system to vendor.

Source and recommend third party vendors for insurance risk and other business solutions.

Collaborate with all lines of business - lending, technology, asset management and finance on controls.

Define and execute strategic initiatives related to process improvement controls and user training.

Review processes, map current and future state through Visio, provide illustrations of internal control.

Review future state with line of business to show resolution and implementation timeline.

Collaborate with CFO on all complex initiatives and delivery results that effect organizational compliance risk.

Oversee and support operations of the business integration team, ensuring efficiencies for each LOB.

Provide change for control weaknesses or recommendations discovered by external auditors.

Assist with annual budget, audit planning, compilation, and completion.

INDEPENDENT CONSULTANT, Finance and Operations

New York (Tri-State), Jan 2011 – June 2019

Finance Responsibilities:

Update the deliverable reports monthly for staff of 6 to ensuring all work completed on time.

Oversee month end close approve and post all teams entries, review reconciliations, run financials.

Provide recommendations to management on challenge with internal controls.

Responsible for developing, tracking, and controlling spend and review budget regularly with managers.

Develop and implement best practice procedures as liaison to finance department.

Collaborate with managers on implementation then review quarterly and follow up for changes.

Oversee the process of reporting the monthly analysis of the industry revenue report for the salesforce.

Create detailed reports that provide strategic analysis for salesforce to make recommendations.

Provide robust commentary specific to competitor earnings call presentations, for review.

Lead the annual sales analytics project from ramp up, select team, delegate, execute and follow up.

Prepare detailed slide decks utilizing power point with clear, effective strategic analytics.

Oversee all activities of a sub team within the organization supporting the Senior Directors initiatives.

Liaison with regional finance team preparing high level reporting of the program accrual reconciliation.

Process Controls Responsibilities:

Manage and resolve SAP system functionality issues with support from internal IT network team.

Focus on challenges and issues facing project timelines and provide a workable result to accomplish.

Update users on any downtime issues escalate any delays with the reporting system to vendor.

Focus on challenges and issues facing timelines and provide a workable result to accomplish.

Conduct weekly meetings including setting agenda, lead and facilitate meeting, document minutes.

Improve processes by developing current workflow internal controls to establish future state process.

Develop procedures for process improvements and review team workflows before implementation.

Plan and review project schedule and maintain project deliverable schedule requirements.

Lead the planning and development of new programs and new business initiatives.

Point contact between multiple departments, sales operations, finance, marketing, product management.

CONTRACTOR - Nestle Nutrition Inc., Senior Analyst

New Jersey 2009 – 2010

Review the general ledger day minus 4 thru 1 for upcoming close

Prepare all related entries in support of nutrition team revenue, prepaids, marketing and interest expense

Prepare all accrual entries after reviewing with team to ensure amounts hit financial statements

Prepare allocation spreadsheets for payroll and prepaids insurance.

Review balance sheet accounts and prepare all intercompany entries.

Prepare balance sheet account reconciliations for review with controller.

SENIOR FINANCIAL ANALYST - Maersk Inc.,

New Jersey 2007- 2009

Review the general ledger day minus 4 thru 1 for upcoming month end close

Prepare all related entries in support of nutrition team revenue, prepaids, marketing and interest expense

Prepare all accrual entries after reviewing with team to ensure amounts hit financial statements

Prepare allocation spreadsheets for payroll and prepaids insurance.

Review balance sheet accounts and prepare all intercompany entries.

Prepare balance sheet account reconciliations for review with controller.

FINANCIAL ANALYST – Managed Healthcare Associates

New Jersey 2002- 2007

Collaborate with sales and contract management team to review data requirements of pharmacy purchases.

Share details with programming department to complete requirements setup.

Run data sets based on requirements of sales purchases and match rebate dollars.

Take total sales purchased by customer and aggregate percent spread to sales dollars purchased

Create formula to set percent level to payout rebate amounts by customer pharmacy.

EDUCATION

MASTER OF BUSINESS ADMINISTRATION CONCENTRATION in STRATEGIC MANAGEMENT

Northcentral University – La Jolla, CA 2018 - 2020

AWARDS & HONORS

National Society of Leadership and Success - Inducted 2021

BACHELOR OF SCIENCE IN ACCOUNTING

Fairleigh Dickinson University – Madison, NJ 1996 - 2000

SYSTEM SOFTWARE

Software: Blackbaud Financial Edge NXT MS Office, MS Access, VBA, Hyperion Financial Management, HANA S4, NetSuite, SAP, Oracle.

SKILLS

Complex Problem-Solving Business Analysis

Supporting Senior Executives Procedural Streamlining

Critical Thinking Budget and Re-forecasting

Income and Expense Management Managing Operational Efficiency

Finance and Accounting Operations Highly analytical

Project Management Resourceful and Organized

Administration and Reporting

Phone: 908-***-****

Email: adtpb2@r.postjobfree.com

Stephen A. Broome

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