Management Accounting

PERAU VICTOR

Senior Financial Analyst / Controller

*** ******* ***** ********: 917-***-**** Home: 732-***-****

Rahway, NJ 07065 E-mail: *****.******@*******.***

OVERVIEW

Finance and accounting professional with 15+ years of progressive, fast-

track financial management of large profit and not-for-profit

organizations, experience in financial reporting, negotiation and

justification of capital investment, and business process automation

experience. Highly accomplished and efficient problem solver. Hire and

supervise FP&A staff of 2. Provide staff supervision and training on a

range of accounting, finance, MS Office applications, and Hyperion/Oracle

MDM/DRM hierarchy maintenance concepts. Consistently sought out

opportunities to streamline business processes, resulting in over $5

million in cost savings. Streamline, automate, and manage financial

accounting processes for leading financial service, insurance, and not-for-

profit organizations, leveraging broad experience in:

( Key Performance Indicator report preparation ( Forecasting

( Budget preparation ($3 billion budget) ( Setting up and

maintaining accounting controls

. Cost-benefit (NPV) analysis for capital investment ( MS

Access and Hyperion database development

. Restatement impact, and variance analyses ( Essbase, Visual

Basic Application programming

PROFESSIONAL EXPERIENCE

MARSH INC. 2000 - 2009

Marsh is the world's leading insurance broker and risk advisor - a multi-

billion dollar revenue company.

Marsh Inc. FP&A Department

The Marsh Inc FP&A Department provides financial, budgeting, forecasting

support to the global operations.

Assistant Vice President - FP&A Supervisor & MDM/DRM Administrator

(2005 - 2009)

. Prepare accurate and timely monthly key financial performance indicator

reports for the CFO of Marsh. Enhance the reports by adding Excel macros

to automate the Essbase data retrievals, heading/date updates, proofing,

and automatic printing. These enhancements have reduced the monthly

reports preparation and review time by 50%.

. Manage the restatement update/analysis process and provides a

reconciliation report to the parent company that clearly identifies the

prior year internal and external reporting impact.

. Apply expertise and understanding of the firm's organizational

structures, financial systems, Essbase, MS Access database, and Hyperion-

MDM/DRM hierarchy maintenance to manage the hierarchies:

. Import/Blend new hierarchies, create automators to update properties &

leaf/limb, create books, and Export files

. Develop comparative and property queries, formulas, properties,

versions, and filters

United States Operations Finance Department

The US Ops Finance Department provides financial support to the US based

operations.

Assistant Vice President - Financial Analyst

(2002 - 2005)

. Prepared accurate budget ($3 billion) books for the US Operations

containing key metrics (flash variance, growth target vs. goal, and

expense run rate) for the annual executive management budget review

meetings.

. Managed the preparation and enhancement of the monthly Middle Market (MM)

profitability book which included commentary, financial benchmark,

performance report, forecast, flash, key indicators, and other useful

analyses and charts. This is the principal financial book utilized by MM

leaders in making critical business decisions.

. Provided expert advice and direction to the US & Canada finance community

on restatements, allocations, and organizational changes.

Management Service Organization (MSO)

The Management Service Organization provides purchasing, facilities

management, and office service support to Marsh's business units at the

World Trade Center.

Operations Controller (2000 -

2001)

. Responsible for the financial management of the MSO department. Prepared

financial reports, budgets, and financial justification of large service

and equipment investments.

. Prepared cost benefit analyses that convinced senior management to invest

$350 thousand in various capital equipment/service projects.

. Developed automated applications, using MS Access, to track and prepare

financial analyses and profit and loss reports for senior managers. The

creation of these systems resulted in over $300 thousand in cost savings.

MERRILL LYNCH 1996 - 2000

Enterprise Technology Services (ETS) Finance Department

Assistant Vice President - Financial Analyst/Accountant

(1997 - 2000)

. Responsible for the development of tariff models used for the monthly

direct allocation of over $20 million of the firm's market data and voice

service expenses.

. Prepared budgets, and financial justification of large telecommunications

service/equipment investments.

. Applied technical and accounting knowledge to automate all business

processes for my department. These efforts resulted in multi-million

dollar cost savings.

. Prepared cost analyses that convinced senior management to invest $10.2

million in various telecommunications projects. These decisions saved

over $1 million of the firm's ongoing costs.

Accountant / Market Data Contract Compliance Analyst

(1996 - 1997)

Responsible for streamlining and automating the market data bill

reconciliation process. Provided staff training on the use of this system,

as well as on accrual accounting and expense variance preparation. These

and other projects saved firm over $800,000.

Created and implemented the firm's first fully automated bill

reconciliation system, reducing the reconciliation time from one week to

less than a day. Saved the firm over $500,000 originally budgeted for the

external contracting of the project.

Recovered $239,000 through the bill reconciliation system's streamlined

reporting of exceptions that might otherwise have remained buried in

voluminous detail of manual reports.

Saved $115,000 in development costs by creating applications to

automatically collect journal entry and accrual data files. System checked

for data integrity and consistency.

MOUNT SINAI HOSPITAL 1995 - 1996

Adolescent Health Center

Accountant

Make certain that proper internal and external procedures for grant

administration are followed, and that all grant conditions are complied

with, to include the timely filing and accuracy of reports and requests for

reimbursements.

Complied with all Federal, State, and local assurances, conditions of grant

awards, and other requirements.

Ensured proper accountability for all grant procurements, including

receipts, purchase orders, and other supporting documentation, including a

cost review for eligible grants to ensure compliance with applicable OMB

Circulars. Ensure the accountability, tracking, and placement of all

equipment by established inventory methods.

Maintained financial tracking of the grants to capture all expenditures and

revenues associated with each grant, including the reconciliation of grant

financial reports, assignment of grant expenditures.

Developed an automated system, using Microsoft Excel macros, to replace the

manual reporting process and reduce report processing time from several

days to several hours.

NEW YORK UNIVERSITY 1990 - 1994

Faculty of Arts & Sciences (FAS) Budget Department

Budget Analyst (1993 - 1994)

Developed and administered annual budgets exceeding $100 million for 65

departments. Monitor and authorized expenditures.

Sponsored Research Accounting Department

Accountant (1990 - 1993)

Reconciled and prepared cost analysis and financial reports for

government/state grants and other sponsored contracts in accordance with

Generally Accepted Internal Auditing/Accounting Principles and NYU's

accounting practices

Created customized computer applications to automate cost analysis

processes and eliminate an inefficient manual system. The creation of this

system help reduced the Sponsored Research Accounting Department's yearly

expenses by $10,000.

IBM CORPORATION 1988 - 1990

Computer Consultant

Provided computer hardware/software support to IBM Brooklyn employees.

Generated engineering designs for custom tool manufacturing using IBM's

computer aided design (CADAM).

EDUCATION

B.A. in Accounting, New York University

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