Garland, TX ***44
HIGHLIGHTS OF QUALIFICATION:
●Proficient in preparing financial, government, cash flow statement and analyses reports
●Conversant in many Accounting Information Systems
●Strong communication and organizational skills
●Reliable, cooperative, independent worker and a good team member
RELEVANT SKILLS AND EXPERIENCE:
●Specialized cost analysis experience with focus on project control side of the Total Cost Management (TCM) process
●Prepares and maintain budgets for projects / programs
●Generates cash flow forecasts in collaboration with scheduling resource Accounts Receivable and Revenue Tracking
●Reconciling All General Ledger Accounts
●Preparing and planning for Taxation
●Preparing Earned Value report and project schedules
●Preparing SEC Filings, Office of Thrift Support Reports
●Conducting financial analyses and month end close functions
●Preparing Payroll and Payroll Taxes
●Draft manual for implementation of accounting and accounting control procedures.
●Preparing presentations to provide weekly and monthly statistical/financial reporting, recommendation reports, budget reviews for senior management.
●Advanced Knowledge of Hyperion, Cognos, Vista, SharePoint, SAP ERP Financials, Great Plains, EAS /Oracle, PeopleSoft, eXtensible Business Reporting Language (XBRL), Visio and MS Project.
●Skilled of Python, C++, HTML, CSS, Adobe Creative Suite.
●Developed financial report spreadsheet using Excel & Lotus 1-2-3,
●Developed queries & maintaining database: ACT, Access, & AS/400
●Proficient in Accounting & Tax Software: Quickbooks, Peachtree, ACCPAC, Prosystem.
●Proficient with tax research tools: CCH, BNA, RIA, Brentmark
●University of Phoenix - Master of Science - Computer Information Systems, July 2015
●University of Phoenix - Masters of Science - Accounting, September 2012
●Villanova University - Masters of Business Analytics, August 2010
●Villanova University - Six Sigma - Green Belt, August 2010
●Benedictine University, Lisle, Illinois Bachelors of Arts - Economics, May 1998
Mr. David’s Flooring
August 2016 - Present
Performed financial forecasting, reporting, and operational metrics tracking, analyze financial data – and create financial models for decision support
Reporting on financial performance and analyze past results, perform variance analysis; identify trends, and make recommendations for improvements
Work closely with the accounting team to ensure accurate financial reporting and decision support
Evaluate financial performance by comparing and analyzing actual results with budget and forecasts
Guide cost analysis process by establishing and enforcing policies and procedures,identifying and driving process improvements.
Developing automated reporting/forecasting tools, including creation of standard and ad-hoc reports, tools and dashboards using
Microsoft Excel, data query/data management tools (Access, SQL, Business Objects.)
System One – ComEd
October 2015 – August 2016
Persistently applied the concepts of total cost management and cost engineering, through effective application of professional and technical expertise to plan and control resources, costs, profitability and risk.
Prepared Budget Review for Project Cost Control Managers
Implemented systematic approach to managing cost throughout the life cycle of projects by utilizing tools such as budget, plan and monitor variance to avoid cost overruns and schedule slips. Managed cost analysis for $60M+ annual Capital and Expense budget including monthly forecasting and accruals.
Successfully supported team of 14+ Project Managers, by assisting implementing capacity expansion, reliability, facility relocate, and system performance projects, including multiple Engineering and Construction contractors
Assisted Project Managers in meeting all targets by effectively tracking monthly & yearly forecasting accuracy and budget variances.
Assisted in development of 5-Year Long Range Plan and project prioritization / cash flows
Implemented new PIs including EVA, CPI, SPI, Project Aging, and project variance analysis
Used various computer programs such as Hyperion Financial Workspace, WPT/Clarity, EPS Portal, Passport, Excel, PowerPoint, Access
Madison Street Capital, LLC. Chicago, IL October 2013 – December 2014
Ensured all accounting allocations are appropriately made and documented.
Performed cash management functions, accounts payable, accounts receivable, cash disbursements, payroll and bank reconciliation functions
Responsible for establishing and executing internal controls over the company’s accounting and financial procedures
Drafted Accounting Policy and Procedure for implementation in accordance with GAAP
Responsible for providing accurate and comprehensive financial information to executive management for long-term financial strategizing
Created spreadsheet designs for in-depth financial analysis and providing expert financial perspective and opinions.
Boeing Company. Berkeley Heights, NJ February 2009 - February 2011
Deputy Director Program and Finance
Prepared financial reports, create cash management strategies and direct investment activities
Played a key role in developing the long-term financial goals for organization with Chief Financial Officer. Created and maintained SharePoint site for production of financial reports, such as balance sheets, expense reports and income statements.
Composed reports for Management Information and Project Analysis,
Created Project Master Schedule based on the Project Quotation Schedule
Developed reports as per contract requirements
Liaison with Corporate Supply Chain Coordinator to ensure timely and accurate supply of material and equipment
Cox and Company, Inc. New York, NY June 2008 - January 2009
Responsible for planning, studying, and collecting data to determine costs of business activity such as raw material purchases, inventory and labor
Analyzed data collected and recording results
Analyzed changes in product design, raw materials, manufacturing methods or services provided, to determine effects on cost
Analyzed actual manufacturing costs and preparing periodic reports comparing standard costs to actual production costs. Recording cost information for use in controlling expenditures
Responsible for audits of costs and preparing reports
Making estimates of new and proposed product costs
Provided management with reports specifying and comparing factors affecting prices and profitability of products or services
Maintained Cost Accounting System using SAP ERP Financials modules
Assisted in Month end close of the General Ledger
Conducted physical inventories and monitors cycle count program
Reconciled finished goods inventories
Lehman Brothers, Inc. New York, NY September 2005 - February 2006
Assist in development of audit programs and internal audit
Responsible for Internal Audit deliverable for Treasury Department
Supervised internal audit team juniors
Assisted Vice president of Audit in improving processes, access to audits review,
Played a key role in meeting Internal and External deadlines for Audit Reports
Navigant Consulting, Inc. Vienna, VA March 2005 - September 2005
Senior Consultant - Fannie Mae Restructuring
Responsible for assessing internal controls, applying internal audit methodologies
Create and review work products documentation, procedures performed
Responsible for reporting the findings of internal audits
Responsible for administering Sarbanes-Oxley compliance testing
E*trade Bank Arlington, VA June 2004 - January 2005
Accountant - SEC Analyst
Prepared financial disclosures for the Company’s Form 10-Q, Form 10-K and Earnings Release; quarterly and other financial schedules, liaise with external auditors.
Blackman Kallick Bartelstien, LLP Chicago, IL October 2002- May 2004
Prepared federal and multiple state income tax returns for individual and trusts, including projection and estimated tax payment calculations
TD Waterhouse June 2000 – July 2002
Broker - Risk Management
Review and mitigate risky customer account to avoid margin calls.
Co-ordinate with floor broker to correct errors in completing option trades in timely manner.
Tripp Lite Power Protection, Chicago, IL April 1999 - June 2000
Interacting with internal clients in a clear and concise manner for gathering information and resolving accounts receivable related issues, submitting financial statements for all entities.
VOLUNTEERING AND CAUSES:
• River Grove Public Library - Trustee - Board of Directors