Management Accounting
Resume:
Jonathan Heleno, CPA, MBA
Lopatcong, New Jersey 08865
*******@*****.***
Summary: Certified Public Accountant with 9+ years of accounting and finance experience. Strengths
include knowledge of U.S. GAAP and IFRS accounting standards as well as significant experience
with financial and management reporting and financial planning and analysis. Enthusiastic team
player who possesses outstanding communication and organizational skills along with the proven
ability to lead successful teams.
Education: Montclair State University, Montclair, New Jersey
Masters in Business Administration – Finance, December 2005
Cumulative G.P.A. 3.58
Saint Peter’s College, Jersey City, New Jersey
Bachelor of Science, Accounting, May 2000
Cumulative GPA: 3.22 Finance G.P.A. 3.38
Training: - Met all NJ CPA training requirements
- Attended numerous E&Y sponsored training classes covering topics such as technical
accounting and tax issues in accordance with both US GAAP and IFRS, finance, economics,
ethics, business management and personal development
Experience: Ernst & Young LLP, Secaucus, New Jersey (February 2006 – Present)
Assistant Director (October 2008 – Present)
Manager (February 2006 – September 2008)
- Co-team leader of Financial Statement Audit Preparedness project reporting directly to
the Americas Controller. (March 2008 – Present)
A special advisory committee to the U.S. Treasury Department issued recommendations that
all major U.S. public accounting firms begin to report their results, based on either US GAAP
or IFRS, on at least an annual basis to the PCAOB. The Financial Statement Audit
Preparedness project team was formed at the request of the Americas’ CFO and Americas’
Controller and charged with preparing the Firm to comply with this statutory requirement.
- Supervised a team of up to 5 staff accountants and auditors. Reviewed work and provided
feedback on a timely basis. Contributed input for personnel reviews on all team members.
- Performed a review the Firm’s FY07 annual financial statements and prepared proforma US
GAAP-compliant financial statements and related footnotes. The proforma financial statements
and a related presentation were presented to the Americas COO and Americas CFO to convey
the magnitude of the differences between financial results prepared in accordance with the US
Firm’s current internal accounting policies and the US Firm’s financial results prepared in
accordance with US GAAP.
- Prepared a bridge analysis that converted the FY07 proforma US GAAP-compliant financial
statements into IFRS compliant financial results.
- Reviewed all significant accounts and policies to determine current compliance with US GAAP
and IFRS reporting standards. Significant areas of review included revenue recognition,
financial statement close process, employee benefit accounting, software developed for internal
use, ownership of global assets, leases, and equity.
- Prepared accounting memos and policies for many areas reviewed with recommendations to
bring the Firm’s accounting into compliance with US GAAP and IFRS. Presented findings and
recommendations to the Americas CFO and Americas Controller.
- Oversaw implementation of certain recommendations and executed mini audits to ensure
compliance with newly implemented reporting requirements.
- Americas Management Reporting (February 2006 – February 2008)
Involved in all aspects of the Firm’s management reporting process with specific
responsibility for the Americas and U.S. quarterly and annual reports to partners and other
stakeholders. Reported directly to the Americas’ Director of Management Reporting.
- Supervised a team of up to 4 staff accountants - 2 based in the U.S. and 2 based in India.
Reviewed work and provided feedback on a timely basis. Acted as counselor and conducted
performance reviews for both U.S.-based staff members,
- Oversaw the preparation of the Americas and U.S. financial statements included in the Americas
and U.S. quarterly and annual reports to partners and other stakeholders. Reports were reviewed
by senior management including the Global Chairman.
- Prepared MD&A for Americas and U.S. quarterly and annual reports to partners and other
stakeholders. MD&A was reviewed by senior management including the Global Chairman.
- Reviewed monthly financial statements for accuracy and quality of variance analysis.
- Participated in monthly financial review calls with Americas’ senior management.
- Performed numerous ad hoc analyses at the direction of Americas’ senior management.
Warner Chilcott, Rockaway, New Jersey (September 2004 – February 2006)
Senior Financial Analyst
- Directed team responsible for monthly Advertising and Promotion (A&P) financial projections.
- Developed and prepared monthly U.S financial reporting package.
- Performed monthly expense variance analysis.
- Prepared 2005 and 2006 A&P department budgets.
- Oversaw A&P spending; Maintained budgetary controls over all purchase orders.
Stryker Orthopaedics, Mahwah, New Jersey (May 2002–September 2004)
Senior Accountant (March 2003 – September 2004)
Staff Accountant (May 2002 – March 2003)
- Directed team responsible for providing monthly financial projections.
- Prepared schedules, reconciliations and journal entries to support the monthly closing process.
- Responsible for expense variance analysis including preparation of “cost structure” reports.
- Worked closely with manufacturing departments on numerous financial issues, such as standard
cost setting, expense management and inventory control.
- Led team effort to improve yearly cost setting process.
- Assisted in the implementation of Cognos data warehouse software.
- Prepared inventory related SarbOx compliance documentation.
Andersen LLP, Roseland, New Jersey (July 2000-May 2002)
Experienced Staff Auditor
- Responsible for financial and operational audits for a variety of clients in the textiles, steel,
plastics and chemicals industries.
- Reviewed forms 10-K, 10-Q and 5500 for accuracy and compliance.
- Examined audit risk in order to assist in the planning and performance of fieldwork.
- Performed analytical and substantive audit procedures on all financial statement accounts.
- Supervised staff of two on a major year-end audit client.
- Participated in recruiting and mentoring events.
Computer
Skills: Microsoft Office: Excel, Word, Access, PowerPoint, Visio;
Reporting Software: Hyperion Enterprise, Cognos data warehouse, GFIS, PRMS, Lawson;
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