Financial Analyst

Trent E. Russell

***** ****** ***** ******, ***** 75035

Mobile 469-***-**** ac1ne4@r.postjobfree.com

Qualifications Profile

Industry-leading financial analyst and accounting professional offering comprehensive years of experience in financial statement preparation, analysis and reconciliation complemented with an exceptional understanding of clients’ needs essential in achieving positive outcomes and customer satisfaction.

Areas of Expertise

Financial Statement Preparation

Variance Financial Analysis

Budgeting and Planning

Cost Model and Project Tracking

Financial Reporting and Database

Accruals and Account Reconciliation

Advanced Excel Experience

Oral and Written Communication

Professional Experience

Toyota Motors North America (TMS & TEMA) - Plano Texas February 2017-April 2017

Senior Financial Analyst - Contract

Supporting Business Operational Team with managing the Financials (actuals and forecast) for TMNA

Produce weekly invoice status and open PO reports to the BOT team leaders

Provide monthly Funding Request Notifications for Project Capital Requests

Manage monthly Accruals, Re-classes, Intercompany Rebill and month end Variance Analysis

Approve Purchase Orders for Department and Project validation for reduction of Invalids

Rave Restaurant Group - The Colony, Texas November 2016-February 2017

Senior Financial Analyst-Operations - Contract

Sales and product mix reporting and analyses, forecasting, modeling, budgeting at store and corporate level, store P&L reporting to senior management, ad hoc reporting analyses with daily, weekly, and monthly reporting.

Managing weekly POS reporting for Corporate and Franchise stores

Tracking and reporting weekly Royalties for Pie Five Franchise stores in NCR Menulink and Aloha Insight

Automation of Microsoft Great Plains Pie Five reports for BizNet reporting

Toyota Connected Inc. Plano, Texas May 2016-August 2016

Senior Financial Analyst – Information Technology - Contract

Managing $19M in FY17 Project Spend for sister company of Toyota. Responsible for managing $6.5M Internal Sales (Quotes, PO’s, Invoice and Payment) with Toyota Media Services in Japan. Managing Contractor and student intern labor.

Managing Monthly Accruals and Account reconciliation of $100k for Toyota Motors North America

Managing Statement of Work Contracts for project finance tracking and forecast

Define Financial/Accounting processes and Implementation for start-up company

JCPenney Company Inc. Plano, Texas August 2014-March 2016

Information Technology and Operations (I&O)

Senior Business Analyst

Managing $99M annual forecast for baseline budget for IT. Responsible for hardware, software, rentals and lease maintenance renewals. Tracking monthly adds and deletes for monthly baseline forecast. Completing Provisioning Request/Work Orders for the Finance queue. Cutting purchase orders for purchases. Performed Project Finance Allocation, and performing month end review of forecast to actuals. Managed the Network $8.5M annual and Telecommunication $300k annual forecast. Assisted in Capital Appropriation Committee (CAC) financial analysis for SIP Project. Performed monthly Accruals and Account reconciliation.

Assisted with the reduction of baseline forecast from $154M to $99M for Fiscal Year 2016

Increased Project Finance from $2.2M to $10.4M for Fiscal Year 2015

Average 30 maintenance renewals per month with IT Directors

NTT Data Services (formerly Dell Services) Plano, Texas

Data Backup Storage, IT Finance, Triad Healthcare

Senior Financial Analyst May 2006-August 2014

Responsible for monthly billing for services, setting annual internal billing service rates, capital procurement with Ariba and Service Request Management, Sox Compliance, Financial Review and Analysis, Approve general ledger, account expenses, and time and labor allocations. Managed Dedicated Cost Models to headcount time and labor for compliance. Prepared Accruals and Journal Entries for month end close. Prepared and analyzed capital requests submissions including telecommunication. Responsible for the monthly close activities for the income, balance sheet and profit and loss statements and for providing Variance Explanations. Generated monthly financial and variance reporting for leadership and for month end close, forecast and quarterly flashes. Performed monthly invoice reconciliation for all Iron Mountain tape management sites. Assisted with performing annual Data Center floor audits for space, electric and equipment. Changepoint Project Manager for time entry expense and recovery for global team over 200 associates.

Manage $50M annual budget for Data Backup Storage Operational Team and support fourteen leaders

Manage Access Database for Accounts Payable, Assets, Cross Charges, Headcount, Labor and Time Entry

Manage annual IBM Enterprise License Agreement for Data Backup Storage Operational Team

Manage and validate Cross Charges from internal teams for $300K monthly

Reduced Data Backup Storage Cross Charges by approximately $100K per year due to Data Center Audit

Reduced Verizon and Broadwing telecommunication over billing spend by approximately $223K on Triad Healthcare

Reviewed, validated and approved monthly travel expenses for 20 Cost Plus Projects

Maintained and managed $27M in Circuit Spend with Broadwing and Verizon

Managed Triad Deal Model Capital and Expense of $200M and Invoice Reconciliation

Hewlett Packard/Electronic Data Systems Plano, Texas

Senior Business Analyst February 1991-May 2006

Senior Business Analyst on multiple accounts from Healthcare, Corporate and Sales Compensation, International/Expatriate, Consulting (A.T. Kearney), Carrier Payment Services (Auditing), WorldCom ($6.4B) and the Bank of America ($10B Contract).

Provided financial support to accomplished objectives by facilitating efforts between management and across business functions; Performed in an analyst capacity, defining, researching and analyzing business and technical requirements; worked with team of business analysts to manage various company objectives. Researched and validated wide area network for off-billing savings. Executed, tested and documented test plans to support billing new releases d and validated telecom vendor monthly variances for Data, Voice and Product Tower for SBC and Verizon. Researched, troubleshooting and reconciled telecommunication accounts and services based on customer service records. Responsible for tracking, recording and verification of people, assets and circuits for Non Infrastructure team to WorldCom. Audited Sprint Telecommunication (long distance, local service, 800 service and frame relay) for the EDS Infrastructure, Continental, System One and Base Business Customers. I was responsible for administrating financial reports that consisted of revenue, expense, and cost recovery for EDS and third party contractors; Customized and maintained payroll database for employees traveling overseas; Tracked and calculated hypothetical tax, overseas living allowance, housing deductions.

Recovered $1.8M in project disconnect duplication by providing duplication query in MS Access

Identified $6.1M in Cost Avoidance with vendor billing errors and accruals for SBC and Verizon

Migrated AT&T Thrifty accounts to AT&T discounted plan for cost savings of $2.1M

Created Microsoft Project Plan migration for $28M contract assignment from AT&T to WorldCom

Reported financial in scope and out of scope spend for each line of business ($6.4 B contract)

Researched, audited and provided collections in recovering $10M in over-billing with Sprint

Analyzed line charges, tax exemptions, surcharges, discounts, usage and installation charges

Maintained tariffs on Telview, Netsolve, and COE contact representative

Education

University of Central Oklahoma, Edmond, Oklahoma

Bachelor of Business Administration, Marketing

Technical Skills

Microsoft Project, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Microsoft Visio, Ariba and Service Request Management Procurement Systems, Quest, Symphony, Paradox, Helios, CCI, IRS, Imaging, TEMS, COPS, Anubis, Q+E, Netsolve, Telview, SAS, IBS, Lotus Screen Cam, KPMG/Expatriate Software, PeopleSoft Financials, Oracle Financials, AssureNet Balance Sheet Reconciliation, OPAS V2, OPAS V3, QuickBase, OBIEE, Planview, DocuSign and Sox Compliance, BizNet, NCR Menulink, NCR Aloha Insight, PeopleSoft MFR, Coupa, Smartview, TEMA Check Book

Additional Education

6C Government Security Clearance, ITIL v3 Foundation Certified, Management-Basic Scheduling, Project Management-Startup and Planning, Project Management-Execution and Closedown, PMI and Six Sigma classes

Contact this candidate