Customer Service Training
Resume:
Steven D. Winkler
Broken Arrow, OK 74011
Phone: 918-***-****
Email: *********@***.***
Professional Profile
Staff Business Process Delivery Professional with a 28 years experience in General
Accounting and Financial Reporting. Experienced in systems implementation;
directing the month end close process; Analytical and technical support of
Financial Reporting; Foreign Exchange analysis, calculation & recording;
Business Controls development & assessment in support of SOX & SAS 70;
Cost Allocations; Records Retention Management; and Training development &
delivery. Eleven years experience in using SAP; which includes implementation
and Subject Matter Expert in Special Ledger use for Financial Reporting. Proven
ability to provide high quality work and solutions while meeting deadlines and
building strong relationships with client organizations to insure customer
satisfaction.
Key Skills
Data analysis, skillfully applying professional knowledge, problem analysis,
recommending courses of action, teaching/instructing/training individuals, providing
quality customer service, and prioritizing work
Applications used: Microsoft Office Products (Word, Excel, Powerpoint, Access, Visio,
and Project); SAP; LotusNotes, and Cognos
Experience
October 2002 to Present – IBM Tulsa, OK
Staff Business Process Delivery Professional – Various Clients
• Subject Matter Expert SAP Special Ledger for Upstream Financial Reporting -
Analyzed issues to determine cause and recommend solutions. Worked on the
Implementation team to convert from legacy accounting system to SAP R3.
Designed and developed financial reports based on client specifications as well
as cost allocations.
• Special Projects Analyst - Collaborate with co-workers and client on best
possible solution(s) after evaluating the scope as requested by client.
Implement/execute the solution.
• Month-end Closing Coordinator - Directed and controlled the month-end closing
process to ensure issues were tracked and addressed in a timely manor and that
the books were closed on time or with in reasonable time-frame after problem
resolution.
Steven Winkler – Staff Business Process Delivery Professional
• Business Controls Analyst - Examined and reviewed evidence gather to support
business controls. Also, worked on developing and validating the controls to
ensure they meet the client’s needs.
• Foreign Exchange Analyst - Executed the currency revaluation program in SAP
and analyzed errors to determine what the cause was and the proper action to
correct it. Enhanced the documentation and developed a streamlined and
automated the verification process.
• Records Retention Coordinator - Controlled and provided final authorization for
records to be sent to off-site storage following client's guidelines.
• Trainer - Developed training material based on client's needs and presented
training using shared technologies for foreign locations.
• Finance & Admin Delivery Manager - Supervised a team of 9 Business Analysts
split into two distinct teams. Collaborated with the client and analysts to develop
and implement a process to assist the client in monitoring merger, acquisition,
and divestiture activities and accounting.
November 1999 to October 2002 – PricewaterhouseCoopers LLC, Tulsa, OK
Business Analyst - Client: BP
• Subject Matter Expert SAP Special Ledger for Upstream Financial Reporting -
Analyzed issues to determine cause and recommend solutions. Worked on the
Implementation team to convert from legacy accounting system to SAP R3.
Designed and developed financial reports based on client specifications as well
as cost allocations.
• Special Projects Analyst - Collaborate with co-workers and client on best
possible solution(s) after evaluating the scope as requested by client.
Implement/execute the solution.
• Month-end Closing Coordinator - Directed and controlled the month-end closing
process to ensure issues were tracked and addressed in a timely manor and that
the books were closed on time or with in reasonable time-frame after problem
resolution. Collaborated with all process areas to reduce the closing process
from 15 days to 3 days with a staged approach.
• Trainer - Developed training material based on client's needs and presented
training.
November 1980 to November 1999 - Amoco Production Company,
Various Locations
Senior Accounting Analyst
• Subject Matter Expert SAP Special Ledger for Upstream Financial Reporting
- Analyzed issues to determine cause and recommend solutions. Worked on the
Implementation team to convert from legacy accounting system to SAP R3.
Designed and developed financial reports based on client specifications as well
as cost allocations.
• Special Projects Analyst - Collaborate with co-workers and client on best
possible solution(s) after evaluating the scope as requested by client.
Implement/execute the solution.
Month-end Closing Coordinator - Directed and controlled the month-end closing
process to ensure issues were tracked and addressed in a timely manor and that
Steven Winkler – Staff Business Process Delivery Professional
the books were closed on time or with in reasonable time-frame after problem
resolution. Collaborated with all process areas to develop the closing process.
• Trainer - Developed training material based on client's needs and
presented training using shared technologies for foreign locations.
• Materials/Tubular Coordinator - Controlled all tubular movements within a
production district and developed a strategy to reduce expenditures for trucking
costs.
• Budget Coordinator - Analyzed the spending trends compared to the
budget and developed a set of charts and graphs to present to the Management
team to further their understanding of where they were spending. Coordinated
the development of the annual budget based on the Corporate guidelines.
• Business Analyst - Reviewed invoices and travel & entertainment
expenditure statements for accuracy and proper accounting treatment.
Conducted physical inventory of field equipment and resolved discrepancies
which resulted in writing off or disposing of old obsolete or lost equipment.
Education and Background
• BS, Business Management and Finance (double major), Houston Baptist University
Additional Information:
Industries: Oil & Gas, Consumer Goods, Technology Hardware
Training: SAP Special Ledger (AC220 1 week course); Fundamentals of Oil and Gas
Accounting; Operations Accounting; Introduction to Exploration Economics;
Fundamentals of Economic and Financial Analysis; Email - Local Expert
Training; Introduction to Project Management; PC Troubleshooting –
Maintenance and Upgrading; Local Area Networks; PC Memory Management;
Team Building; Managing Quality through Teams; Interactive Meeting Skills;
Men, Women, and Minorities in the Workplace; Time Management; Team Think;
Employee Involvement – Fundamentals; Basic Petroleum Technology; Basic
Tubular Inspection; H2S (Poison Gas) Training
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