Accounting Human Resources

Tony S. Lochard, MBA

**** ******** ***** ? Conyers, Georgia 30094 ? phone 770-***-**** ?

*********@*****.***

SENIOR FINANCIAL ANALYST

Versatile and accomplished Senior Financial Analyst with 12+ years of

extensive expertise in accounting, budgeting, forecasting and auditing.

Diversified experience in corporate and public sector environments.

Demonstrated excellence in meticulously analyzing, reporting and

consolidating financial data. Specialized skills in budgetary preparation

and grant administration. Acknowledged for problem resolution capabilities,

project management and multi-tasking skills, adaptability and detailed

financial/economic research.

AREAS OF EXPERTISE

Financial Analysis Forecasting Accounting Grants and Funding

Budget Process Funds Redistribution Financial Modeling Ad Hoc Reporting

Account Payroll Auditing Compliance

Reconciliation

TECHNICAL SKILLS

Certifications: Certified Microsoft Windows 2000 Professional (MCP),

Certified Microsoft Window Professional 2000 Server, Network + Technician

Certified, Certified Sun Solaris 8 Systems Administration

Software: Microsoft Dynamics Great Plains (GP), Microsoft Office (Excel -

Pivot Tables, Access, Power Point, Word), Spectrum, QuickBooks

Systems: ADP Enterprise HR, AS/400 Fiserv, Effort Reporting System (ERS),

PAYplus Wire Transfer System, PeopleSoft V8

PROFESSIONAL EXPERIENCE

Georgia State University, College of Education Educational Research Bureau,

Atlanta GA

Budget Analyst - Pre & Post-Award Administration

September 2008 - Present

. Assist principal investigators in budgeting grants during pre- and

post-award stages, budgetary preparation of interim, annual and final

performance reports and grant renewals upon request, and rebudgets

using the IPAS, itemized budget and Spectrum budget

. Duties involve reviewing contracts, updating database records,

creating and maintaining grant and contract files, preparing invoices,

monitoring accounts receivable and deliverable reports, developing

queries and reports on the financial system and works closely URSA to

resolve accounting issues and support account closeout reporting

. Knowledge of federal regulations, funding policies, procedures and

applicable local, state, federal and university regulations (i.e. OMB

circulars A-21, A-122, A-133, etc.)

. Assist RFS with project closeouts and process no-cost extensions using

IPAS

. Monitor and check grant expenditures compared to written contract

requirements

. Responsible for resolving any requested expenditure issues found on

sponsored accounts

. Prepare monthly budget statements for both sponsored and state funds

. Assist in training of college faculty and staff on basic budgeting

principles related to sponsored activities and navigating within the

Spectrum system to facilitate review of budgets

Georgia State University, Department of Human Resources, Atlanta GA

Payroll Accountant

February 2007 - September

2008

. Performed reconciliation and payments of health, dental and vision

life insurance premiums for university employees

. Reconciled journal entries, the increase/decrease of premium wire

amounts for accuracy and determined necessary action to correct errors

. Interacted with staff from Data Processing and Systems to review

changes, updates and improvements to Spectrum and PeopleSoft Time

Reporting Payroll Systems

. Prepared and submitted monthly premiums and state disability insurance

payments via electronic transfer

. Interacted with various representatives of insurance departments,

bargaining units, outside agencies and the state regarding payroll

issues, policies and procedures

. Performed month-end and quarterly GL closing for insurance accounts

and, prepared and submitted fiscal year reports to director and

recommended methods of compliance and implementation

S. Davis & Associates P.A. Certified Public Accountants & Consultants,

Hollywood FL

Staff Auditor

October

2005 - January 2007

. Performed audits for governmental nonprofit and for profit

compilation, review and audit engagement

. Obtained the bank reconciliation, bank statement, deposit slips,

canceled checks, escrow trial balance and escrow receipts and

disbursements ledgers for largest escrow bank account and others

selected for testing

. Analyzed accounting books, tax returns and accounting records to

determine appropriateness of accounting and tax methods employed and

compliance with statutory provisions

. Ensured totals of bank reconciliation, escrow trial balance and escrow

receipts and disbursement ledgers agreed. Scanned bank statement daily

balance and investigated unusually low or negative balances, ensuring

compliance with Sarbanes-Oxley experience

. Prepared constructive comments based upon audit findings, observations

and prior audit experience and resolved technical accounting and audit

issues

Career Education Corporation (A.I.U.), Miami FL

Staff Auditor

May

2002 - October 2005

. Performed audits by reviewing accounting entries, verifying

documentation, and ensuring that controls are in place for compliance

with all internal policies and procedures as well as in compliance

with government regulations

. Evaluated the reliability and integrity of financial information and

reporting in accordance with GAAP

. Created and estimated budget sheets for different programs funded by

title four funding to ensure adequacy of internal controls, compliance

with policy and regulations

. Kept management and the audit committee informed of any significant

findings and/or problems, by transmitted completed audits in a timely

manner

. Identified opportunities for cost controls and process improvement.

Also responsible for developing and implementing the improvement

initiative using cross-functional teams

General Motors Corporation, Buffalo NY

Financial Analyst

May 1999 - May 2002

. Prepared Budget and Forecast Models by region for revenue, cost of

goods and product expenses and preparing variance Vendors Accounts

reconciliation

. Performed accounts payable functions, account reconciliation and work

with management in decision-making and cost savings analysis

. Ensured timely and accurate processing of all invoices, prepaid

account reconciliation, inventory control functions and accurate

processing of A/P processes utilizing correct General Ledger accounts

. Prepared FINANCIAL statements on a consolidated basis for multiple

entities and multiple regions and preparing elimination entries

. Analyze unit cost of engine lines, investigate expenses and create

performance charts to summarize data

. Assisted with the month-end close and preparation of monthly financial

reports including analyze and report variances/adjustments

EDUCATION AND ASSOCIATIONS

Education Memberships and Associations

Master of Business Administration Clark Atlanta University Alumni

(Finance), June 2010

Strayer University, Atlanta GA Alpha Phi Alpha Fraternity, Inc.

Bachelor of Finance, May 1999 National Council of University Research

Clark Atlanta University, Atlanta GA Administrators

Certification - Certified System Engineer,

October 2002

Omnitech Institute, Decatur GA

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