Rick Troia
**** ***** ******, *******, ** *****, Cell: 510-***-****, Home:
Email: abkzjw@r.postjobfree.com LinkedIn: http://www.linkedin.com/in/ricktroia
ACCOUNTING AND BUSINESS PROCESS MANAGEMENT PROFESSIONAL
Achievement oriented accounting professional with a 10+ years experience
and a strong record of reducing systems imposed time by using systems
analysis skills. Flexible, collaborative and goal oriented working with
Finance users and Information Technology in improving PeopleSoft Financials
(spanning releases 7.0 to 9.0) and supporting sub-systems. Savings of 50%
achieved for some enhancements.
Close Process SQL Queries Change Management
Test Scripts Implementation SOX Compliance
Quality Assurance Security Design Data Management
nVision Development Cross Functional Problem Solving
PROFESSIONAL EXPERIENCE
East West Bank, San Francisco, CA 2008 - 2010
Assistant Vice President, Business Analyst
Regional bank with deposits of $20B; serving Asian community in California
and China.
Reporting to the SVP Controller, provides support to users in properly
utilizing PeopleSoft (Financials and some Supply Chain modules). Debug
system, modify security roles, improve usefulness on nVision reports by
insuring drilldown to detail transactions. Lead UAT by providing test
scripts and working with IT to resolve problems. Liaison between PeopleSoft
users and internal IT groups
Key Accomplishments:
. Developed strategy and test scripts for User Acceptance Testing of
over 1,700 bundle issues. Overall, reduced the amount of testing
without great sacrifice in results. Only one flaw discovered after go-
live.
. Corrected manual elimination entries and changed configuration to
automate journal entries. Created automatic email of query results
showing groups of Inter-company accounts and mismatches.
. Ended the manual efforts to generate financial statements in 10K
format. Modified tree setup to match 10K format and directed changes
to nVision layouts.
Pilgrim Home & Hearth, LLC, Benicia, CA 2007 - 2008
Controller
Manufacturer of fireplace screens and accessories with revenue of $5.5M.
Reporting to the CEO,managed 2 full time staff performing
Credit/Collections, Cash Management, Accounts Payable, and General Ledger
functions. In addition, developed analytics, management reporting, cash
forecasting and revamped Syspro Balance Sheet and Income Statements for
improved reporting. Improved audit results by using designed extracts in
prescribed format.
Key Accomplishments:
. Instituted usage of best business practices for Billings and
Collections. Reduced Late Accounts Receivable from $350K to less than
$80K in three months after implementation of changes.
. Created capability to analyze backlog by gross margin percentage and
under targeted percentage. This supported corrective action on pricing
and sourcing to improve margins.
. Designed and implemented systems modifications to insure that "Bill of
Material" was utilized correctly when recording warehouse receipt
transactions.
Rick Troia Page 2
Calpine Corporation, San Jose, CA 2006 -
2007
Senior Corporate Accounting Analyst, Consolidations
Supplier of gas and electric energy with revenue $10B. Reporting to the
Director of Consolidations, provided support to the consolidation process.
This included developing PeopleSoft queries and nVision reports to replace
manually prepared Excel reports. Supported SEC filings and debugged
PeopleSoft elimination sets
Key Accomplishments:
. Revamped Insurance accounting procedures for enhanced accuracy of a
$25M annual program and elimination entries.
. Analyzed business unit reconciliations for disclosures, potential
reclassifications, and driving factors. Consolidation of over 300
business units; automated using PeopleSoft process.
Mervyn's LLC, Hayward, CA 2005 - 2006
Senior Business Systems Analyst, Finance
Soft goods retailer with revenue $1.4B. Reporting to the Manager of
Business Applications, provided IT support for the Lawson system. Developed
design document for the implementation of Lawson's Expense Reimbursement
module; developed rating criteria for purchased software to supplement
Lawson.
Key Accomplishment:
. Despite problems with vendor performance, achieved on time
implementation of check signing and positive pay software.
California Water Service Company, San Jose, CA 2002 -
2005
Financial Reporting Analyst
Provider of water and sewer services in California, New Mexico, and Hawaii;
revenue $400M.
Reporting to the Assistant Controller, was liaison between PeopleSoft
accounting users and IT groups. Expanded reporting capabilities to include
regulatory and analysis reports for input costs, revenue change analysis,
and SEC Formatted Financial Statements.
Key Accomplishments:
. Reduced time to complete regulatory reporting package by 25% using
Nvision.
. Developed countermeasures to improve account coding. Developed plan
to reduce number of accounts from 1,600 to less than 500. Actually
achieved 33% reduction.
. Designed queries of AP transactions to provide side by side spending
comparisons over selected periods or period ranges. Expedited spending
variance analysis for audits and drove budget process changes.
NEC Electronics, Inc., Santa Clara, CA
Manager of Financial Accounting Systems
General Accounting Manager
Senior Financial Systems Analyst
Semi-conductor manufacturer and distributor with revenue $1B. Reporting to
the AVP Controller, successfully implemented user tasks required for
PeopleSoft Financial Systems; part of a multi-million dollar project that
transformed accounting functions. Reduced close cycle to 2 workdays
EDUCATION & CERTIFICATIONS
Bachelors in Arts in Business Administration - Accounting Emphasis, San
Francisco State University; Dale Carnegie Graduate.
Certifications of Completion for PeopleSoft classes for release 9.0
including: General Ledger, Query (Beginning and Advanced), nVision
Reporting, eProcurement/Purchasing, and Crystal Reports.