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Project Analyst

New York, New York, 10025, United States
May 25, 2010

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*** * **** ****** - *** **B -New York, NY 10025

917 ***-**** (cell) / 212 ***-**** (home)


Temporary Consulting Assignments New York, NY 03/09 to


. Account Analysis.

. Prepared schedules for year-end audit for workers comp and depreciation.

. Credit Card Reconciliations related to year end donations for non-profit


. Financial Analysis for non-profit. Produced models of medical program

costs for nursing services.

. Bank Reconciliations.

. Wrote job aid for closing process. Job aid included screen shots of

necessary entries in the G/L as well as process flows and hand-offs

required from other departments.

. Updated the G/L Database in Great Plains for the Fixed Asset Module.

Acelero Learning, Inc New York, NY

08/08 to 03/09

Senior Accountant

. Bank Reconciliations.

. Processed online cash drawdowns for federal grants and posted cash


. Account analysis related to receivables & cash deposits.

. Entered journal entries in general ledger, wrote up documentation for

entries in Excel.

. Assembled documentation for cash and revenue for other members of the


Burchman Terrio Gebhardt & Quist New York, NY

01/02 to 08/08

Senior Accountant

. Prepared client financial statements. Clients were non-profits earning

between 4 and 30 million in revenue per year.

. Monitored cash each day to insure that accounts were not overdrawn.

. Performed month end adjusting entries.

. Reconciled General Ledger to sub-ledgers for Fixed Assets and Accounts


. Monitored grant budgets and forecasted monthly expenses.

. Prepared budget modifications for grants.

. Analyzed financial statements to identify possible problems and make


. Prepared schedules for external auditors.

. Prepared schedules for the 990 tax return.

. Uploaded agency wide budget into General Ledger.

. Managed data conversion from Fund EZ general ledger system to Great

Plains/Microsoft Dynamics General Ledger. Imported entire general ledger

to new system. Set up new chart of accounts and mapped vendors from old

general ledger to new.

. Trained new employees and reviewed their work.

Public Relations Society of America New York, NY

08/01 - 01/02

Senior Accountant / Assistant Controller

. Updated 2002 Budget in Excel. Budget was 10M and included 20


. Managed accounting functions including credit card processing, AR

invoicing, bank reconciliation, and entering transactions in Great


. Analyzed budget vs. actual results.

KPMG LLP Short Hills, New Jersey

04/98 - 08/01

Project / Engagement Financial Analyst

. Developed ad hoc reports, prepared and issued invoices, established

client and engagement records in the PeopleSoft database.

. Trained other analyst how to use Excel and General Ledger.

. Monitored engagement expenses and revenue, calculate profit or loss, and

close engagements. Researched and processed billing adjustments.

. Resolved overpayments and underpayments.

. Researched unapplied cash to determine where it should be booked.

. Worked directly with Audit Partners and Managers in performing the above


. Created and implemented a new process to reduce outstanding receivables

by automating a way to generate collection letters. Old invoices were

downloaded from the ledger. Using Microsoft Access, a client address

file was linked to invoice data. The Mail Merge function in Microsoft

Word printed out collection notices for each outstanding invoice. This

reduced receivables and minimized the labor involved in generating


AT&T 06/86 -04/98

AT&T (continued) Bedminster, New Jersey (07/95 - 04/98)

Financial Analyst

. Reported expenses for Business Customer Care, (approx 112M per month).

. Downloaded expense results from General Ledger, uploaded data into

Microsoft Access, split data by organization and expense category, and

published results in Excel.

. Prepared analysis of reported expenses by headcount.

. Wrote narrative to explain major fluctuations.

. Analyzed V.P.'s budget and forecast year end expenses.

. Tracked hourly time (and dollars) spent on projects and published monthly


. Maintained inventory of over 1,000 projects.

. Programmed Access database to link employee social security number with

project number and hours spent on project.

AT&T (continued) Bedminster, New Jersey (07/93 -07/95)

Receivable Accountant

. Processed write-offs of accounts receivable totaling over 18 M for

Inbound 800 Services.

. Wrote brief case history of each account to prove that it was

uncollectable before the transaction could be authorized.

. Produced monthly reports of accounts receivable containing product line

and regional data, as well as actual vs. budget analysis.

. Wrote Methods & Procedures related to bankruptcy.

AT&T (continued) Atlanta, Georgia (06/86 - 07/93)

Asset Accountant

. Supported Network Service Division and engineering staff by performing

account analysis, and reconciling account balances.

. Produced adjusting entries for sales of plant property and equipment.

. Traced credit balances in PP&E from the sub ledger to vouchers or other

source documents and corrected.

. Maintained perpetual inventory records for mini computers for the Mid

Atlantic Region.

. Balanced inventory records each month by geographic location and

explaining any changes.


BBA Accounting, Southern Methodist University (Dallas, Texas), 1985

BA English, Austin College (Sherman, Texas), 1978


Texas Licensed Certified Public Accountant


Microsoft Excel, Word, Access and Lotus 123, Great Plains/Microsoft

Dynamics (7 years),

FRX (3 years), familiar with Fund EZ, PeopleSoft, MIPS, and Oracle general

ledger systems.

MEMBERSHIP - Member of the AICPA

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