Profile
Extensive expense and capital budget and forecasting experience with two multinational companies on projects and programs with annual budgets of $150m to $300m. Was regularly assigned to lead process fitness projects by senior management, utilizing my capabilities to manage both transactional level detail and leadership requirements. Used aggressive cost control, staff reorganization and rebuilding cross-functional teams to align the expectations of all stakeholders and exceed expected profits.
Experience
Sevan Multi-Site Solutions 2010 – Current Chicago, IL Senior Project Accountant
McDonalds - Home Based – ECC (2015 – Current)
Assigned to client full time to manage commercial aspects of 300 site renovation program in southern California
oManaging McDonalds compliance requirements (PO, Contracts, Environmental, and Document Retention)
oCoordinated with McDonalds and internal team
oDeveloped macro-enabled reporting tool for McDonalds to charge franchise portion of renovations
Corporate Office – Senior Project Accountant (2012 – 2015)
Recruited and Trained accounting staff for start-up company
Developed SOPs for expenses, timekeeping, and standard accounting processes
Instituted systems and processes for A/R, A/P, Payroll
Created budget, reporting, and forecasting tools for owners
Managed annual external audit
Managed cash flow
Instituted multiple integrated cloud based software packages for expense and time reporting for coast to coast staff (as team grew from 10 to 150 different solutions were required)
oInsperity – TimeStar & Expensables
oTenrox
oReplicon
Managed client billings and contract compliance
o7-11 ($10M - $30M)
oBP ($5M)
oStarbucks ($2M)
Multi-Site program management start-up consulting (2010 – 2012)
Creation of sales effort tracking models
Creation of Excel pricing models for proposals
oCost modeling to include linear and non-linear expenditures
Strategic guidance and research on potential clients and markets
Consulting on contract terms (focusing on scope of services clauses)
Lend Lease 2002 – 2010 Chicago, IL Performance & Risk Manager
BP Property Solutions – Houston, TX (2008 – 2010)
Project Rodeo - $250M LEED Platinum building on BP campus.
Assigned by COO of Lend Lease to manage and resolve financial issues; to reestablish constructive cooperation among principal players
oAudited cost projections from E1 and Prolog
oCreated transparent reporting and change process meeting the needs of both Lend Lease and BP executives
oCoordinated, responded to, and finalized third party audit by BP
Managed monthly senior management meetings to review overall project for policy compliance and benchmark progress
Forecasted final cost within 5% of final cost on a 60% complete design build project
Created transparent reporting and change process meeting the needs of both Lend Lease and BP executives
Coordinated, responded to, and finalized third party audit by BP
Campus redevelopment - $200M in annual spend across multiple projects on BP campus
Restructured Lend Lease Houston team to meet BP’s revised requirements (including the recruitment or removal of 30 individuals)
Advised program team on tax implications of competing project scopes depending on type of work being done
Managed and forecasted cash flows for BP for entire annual $200M program by leading program teams to gather information and create accruals
Grew one-team environment across multi-employer and functional individuals
Renegotiated contract, redefining the terms of the BP/Lend Lease relationship
oModeled and presented multiple business and relationship scenarios in Excel allowing senior management to fully investigate options, and understand opportunities and risks.
Delivered double net income commitment to Lend Lease for three consecutive years
Global Alliance – Americas (2002 – 2008)
Managed all financial aspects of BP Retail capital programs in North America (annual budgets of $100m - $300m)
oRegional tenders of General contractor works
Invigorate program (2000 – 3000 sites annually)
New Build / Raze and Rebuild Program (10 – 30 sites annually)
oForecast annual BP capital program spend utilizing SAP Project System (PS), Cost Object (CO) and Financial (FI) Modules
oCreated estimating and reporting tool to manage program costs from SAP data downloads of up to 3000 active projects resulting in improved GFO forecasting for BP Business Unit.
oTrained Lend Lease teams on BP policy, SOX, and IFRS compliance on programs
oAudited projects for compliance on BP policy, SOX and IFRS compliance, retraining individuals when appropriate
oContinuously developed process improvements for Capital Spend projects in order to streamline procedures (consulting with BP procurement, Legal, and Tax) to assure spend was categorized under proper WBS Elements and Asset Categories
Negotiated and tracked contractual annual performance metrics that measured BP satisfaction and Lend Lease profitability
Managed and trained Lend Lease team on BP Retail conversion to SAP MM / P2P processes for capital programs in SAP
oDeveloped and documented process on all capital purchases from request for proposal through payment compliant with SOX and BP controls policy
Managed team that delivered the financial close documentation of 4000 projects including validation and correction of IFRS component accounting compliance allowing BP to take advantage of accelerated depreciation for fixed assets
vanDijk, Pace, Westlake Architects 2001 – 2002 Cleveland, OH Project Manager
Due diligence studies on numerous development opportunities
oDeveloped cost and revenue estimates for gated process approval
oInvestigated zoning and permitting challenges with local municipalities
Grubb & Ellis Management Services 2000 – 2001 Vienna, VA Construction Project Manager
Owner’s representative for tenant fit out projects
oCoordinated all contractor activities from scoping of original project through closeout and final accounting of projects
Washington Place Condo Association 2010 – 2017 Oak Park, IL President & Treasurer (unpaid)
Education & Other
Virginia Intermont College, Bristol, VA - BA – Business Administration – Management
Selected by Lend Lease for special executive training:
Leadership Development Program – Lend Lease - Multi-Site
Springboard – Lend Lease Leadership Seminar, Adelaide, Australia
OSHA 300
LEED AP
BLL IIF & GMR