SUMMARY OF QUALIFICATIONS
Finance Professional with extensive experience in team leadership and department/project management. I am a team leader with a business background with emphasis in Financial Accounting. I have very strong Information Technology experience as related to financial reporting, budgeting and functional expertise. I am known for excellent people and communication skills and the ability to interact with all levels of management and employees.
Fellowes, Inc., Itasca, IL 06/03-Present
Manager of Corporate Financial Reporting 04/14-Present
Responsible for managing the monthly and annual global financial statement close process, preparation of formal monthly/quarterly financial analyses, communications with the Board of Directors, and bank reporting requirements on a quarterly basis.
Responsible for preparation of the Company’s annual financial statements in accordance with US GAAP.
Manage annual external audit process and relationship with the Company’s external audit firm.
Prepare various analyses for Senior Executives (CEO, President and CFO) regarding reporting metrics, potential acquisitions and divestitures, and cost-benefit reviews.
Lead a team of five Senior Corporate Financial Analysts, including development of goals, mentoring, and performance reviews.
Coordinate, plan and direct the Global Corporate budgeting and forecast process.
Manager of Corporate Budgeting 02/13-04/14
Coordinate, Plan and Direct the Global Corporate Operating, Capital and Cash Flow Budget Function. Coordinate, analyze and challenge/question budget submissions and assumptions and report Budget/Reforecast results to Executive Management.
Interact with Business Team Analysts, Upper Management and Country Heads along with a variety of other professionals to collaborate and reach a consensus on key management decisions.
Provide guidance and recommendations toward operational and capital investment opportunities through analysis of past and pro-forma performance.
Manage capital project expenditures.
Develop and manage IT annual budget and quarterly reforecast.
Work as a liaison between IT and the Business users for all systems software.
Sr. Planning & Financial Analyst, IT 05/05-02/13
Contribute strategies, directions, improvements, etc. to ensure IT stays in line with the needs of the business. Interface with other departments providing functional/technical support for Oracle, Cognos Planning and other systems.
Responsible for quantifying, interpreting and analyzing the IT operational, cost data, and financial activities making recommendations and decisions regarding all expenditures, thereby optimizing Fellowes' investment and minimizing costs.
Manage the IT maintenance contracts and life cycle with annual expenditures of 1.7M along with managing the printer/copier lease program with expenditures of approximately 675k per year to maximize Fellowes' investment.
Act as the functional lead for Cognos Planning for the Shipments and COGS models. Act as a functional/pseudo technical resource for Oracle and Cognos Planning across the company to assist users with using these systems to their maximum capacity. Perform Project Management.
Act as a liaison between IT, Finance and Business Teams.
Provide leadership in month-end close analysis; provide information to interpret department results.
Develop and manage IT annual budget and quarterly reforecast.
Responsible for all Purchase Orders issued by IT. Insure compliance, best pricing, terms and conditions.
Manage all software and maintenance contracts to insure proper coverage and compliance.
Address IT operating and capital action plans and objectives relating to the establishment of milestone goals, annual budgets, future performance expectations and opportunity costs.
Manage the switchboard and personnel.
Review and approve all Telecom related invoices, ensuring compliance with contracts
Corporate Financial Analyst 06/03-5/05
Participate in the timely monthly accounting close and reporting for the US entity and its US divisions.
Responsible for several key account balances, entries, analysis and reconciliations.
Review foreign subsidiaries financial statements to ensure compliance with company and US reporting requirements.
Perform many tasks related to the timely monthly financial consolidation of the US entity and its foreign subsidiaries.
Assist in the implementation of new accounting and SEC pronouncements as they pertain to the worldwide reporting entity.
Participate in the year end external audit.
Primary responsibility for the upkeep and maintenance of standard Oracle GL setups.
Create and maintain financial reports through various reporting softwares to assist upper management in decision making.
Participate in the implementation of new systems.
WhittmanHart, Chicago, IL
Senior Functional Consultant Oracle Implementations 04/00-06/03
Worked as Oracle Receivables and Sales Compensation functional lead in Oracle release 11.03 implementations.
Gathered detailed business requirements, comparing them to the Oracle software.
Identified and resolved all gaps between the requirements and software functionality.
Worked with the client Receivables and Sales Compensation leads and successfully configured Oracle software for production.
Worked with the client and technical staff to create functional specification for modifications to the Oracle Software.
Worked closely with client’s Finance Team to ensure that all financial reporting requirements were met.
Worked with Finance team in reconciling the General Ledger.
Performed account analysis.
Assisted Finance Team in journal entry preparation resulting from account analysis.
Assisted Finance Team in Month End Close Process.
Created Financial Statements for month-end and year-end reporting.
Diamond Home Services, Woodstock, IL
Accounting/A/R Manager 12/98/04/00
Supervise A/R Department of six with annual billings over $100M.
Reconcile bank statements and G/L accounts on a monthly basis.
Review and analyze aging on a consistent basis to ensure accurate reporting.
Prepare and enter journal entries for month end process.
Work with financing companies to ensure timely collections of Accounts Receivables.
Managed the operational conversion to Oracle GUI v10.7 A/R module. Implemented various time and cost saving techniques to assist in the transition and implementation.
Invest Financial Corporation, Tampa, FL
Assistant General Accounting Manager 3/97-11/98
Supervise Accounting staff.
Review all journal entries, related transactions and A/P invoices and batch control reports.
Review all bank accounts and approximately 100 General Ledger accounts.
Assist in preparation and analysis of monthly financial statements, including variance analysis.
Work closely with internal and external auditors to ensure favorable audit results.
EDUCATION AND CERTIFICATION
UNIVERSITY OF SOUTH FLORIDA, Tampa, FL
Bachelor of Science in Business Administration, Major in Accounting, Dean’s List
CERTIFIED PUBLIC ACOUNTANT, ILLINOIS BOARD OF ACCOUNTANCY
Member of the American Institute of Certified Public Accountants (AICPA) and Illinois Certified Public Accounts Society (ICPAS)