Focus: Corporate Accounting • Financial Analysis • Audit • Financial Reporting • SOX
Analytical, energetic, results-oriented Accountant and Financial Analyst seeking a Lead Accounting/Finance role allowing me to leverage my 15+ years of Fortune 500 experience in corporate accounting, financial analysis and SEC financial reporting. Accomplished professional with proven business acumen focusing on audits, G/L, JEs, GAAP, contract reviews, account reconciliations, budgeting, forecasting, SOX compliance, staff hiring/training, executive reporting, project management and process improvement.
15+ years of Accounting/Financial leadership
BS Degree Finance – Le Moyne College
E&Y year-end audits, JEs, G/L, GAAP, SOX
Financial statement preparation, Footnotes
A/R, A/P, bank reconciliations, variance analysis
Budgeting, forecasting, ROI, NPV, Profit Margin
Excel, Access, Word, Oracle, Hyperion, AS400
Effective Team Leader, Mentor & Coach
Excellent Communication Skills
HR Class Training – Managing For Tomorrow, Critical Thinking, Time Management
Employee Performance Evaluations
Interviewing, Hiring, Training Staff
“Team Work makes the Dream Work!”
ACCOUNTANT ANALYST 2014-Present
IMPROVING YOUR LIFE, LLC – Las Vegas, Nevada
General Manager of all accounting & HR functions, A/R, A/P, JEs, G/L of e-Commerce/Forex/SEO firm.
Supervises 4-member VA staff. Directs all purchases, banking, market research and financial analysis.
Prepares year-end schedule C and mark-to market tax filings. Excel-based profitability analysis.
Responsible for account reconciliations, inventory control, performance reporting and financial statements.
ACCOUNTING SUPERVISOR FINANCIAL REPORTING 2005-2014
TRANSAMERICA, USA - U.S. Regional Headquarters, St. Petersburg, Florida
Oversight and management of A/R, A/P, cash management activities, revenue and expense recognition, internal and external financial reporting, G/L maintenance. Full charge Accounting Supervisor for Fortune 500 Transamerica Asset Management (a division of $49 billion AEGON NV) with annual revenues of $360 million.
Managed 2 direct-reports overseeing 100 mutual funds with $60 billion in assets.
Ensured accurate month and year-end close, annual E&Y PWC audits, executive reporting, reviewed journal entries, bank reconciliations, financial statement preparation, budgeting, general ledger and profitability analysis.
Established key SOX accounting policy and procedure control manuals. Expertise in GAAP, SOX, FASB
Project Management and Process Improvement team leader - Increased department efficiencies by 25%.
Processed $25 million in monthly bank/treasury wires and supervised monthly sub-advisory contract reviews.
Reduced monthly book close process by 1 day via establishment of a close schedule with specific responsibilities, deadlines and improved coordination of efforts between operating departments and vendors.
Implemented new reporting controls to maintain the accuracy and integrity of financial results, upholding compliance to GAAP, SOX and the company's internal policies.
Michael Maxwell Page Two
INTERIM CREDIT MANAGER SENIOR CREDIT & FINANCIAL ANALYST 2003-2005
DANKA OFFICE IMAGING, LLC – Global Headquarters, Clearwater, Florida
Acting Credit Manager, supervising and training staff of three 3 Analysts and 10 Collectors. Recruited to initiate credit department operations, policies and procedures covering a customer base of 75,000 accounts and open receivables of $130 million. Created executive management bad debt reporting, key metrics and credit scoring.
Managed multiple financial projects including the integration of Dunning Letters, customer DSO monthly statements, D&B Data processing within an Oracle 11.5.9 framework. Scripted, tested and implemented Credit Management 11i Oracle auto-credit platform.
FINANCIAL MARKETS ANALYST EQUITY TRADER SERIES 7 2002-2003
TRADER ASSOCIATES - St. Petersburg, Florida
Managed a proprietary day-trading business, focused on S&P Futures, Forex and equity investments.
Monitored all financial markets. Directed all accounting, banking, equity/financial analysis and tax filings.
SENIOR ACCOUNTANT SENIOR FINANCIAL ANALYST 1999-2002
RAYMOND JAMES FINANCIAL, INC – Global Headquarters, St. Petersburg, Florida
Responsible for month and year-end closing, JE, G/L, financial statement preparation, NASD/SEC auditing and account reconciliations for this Fortune 500 financial services company with $1.5 billion in annual revenue.
Budget Team Leader - Allocated $25 million in shared annual company-wide expenses to 400+ departments.
Created complex monthly financial reporting packages for executive management, including revenue-expense trend and variance analysis, divisional profit forecasting and bad debt reserves.
Coordinated annual financial industry Advisor survey projects. Forecasted, reported and tracked extensive company-wide financial and operational data. Improved efficiency by 25% while increasing accuracy by 20%.
Maintained Bad Debt Excel spreadsheets, balance sheet reserves and litigation-loan loss Access database.
SENIOR CREDIT ANALYST - COMMERCIAL FINANCE 1996-1999
TECH DATA CORPORATION – Global Headquarters, Clearwater, Florida
Supervised and trained staff of 3 Analysts and 2 Reconcilers. Monitored 2,900 accounts with $1 million LOCs.
Developed procedures to maximize sales & revenue while minimizing bad debt risk using financial and credit analysis of bank statements, NACM, Experian, Transunion and Dun & Bradstreet credit reports.
Established and monitored customer credit limits. Commercial credit line authority of $250,000.
Responsible for monthly bad-debt and credit sales reports for management including DSO, default collectability.
Education & Professional development
BACHELOR OF SCIENCE BUSINESS FINANCE
LEMOYNE COLLEGE – Syracuse, New York
NATIONAL ASSOCIATION CREDIT MANAGEMENT - CBA (Credit Business Associate)
NACM – Tamps, Florida
DUN & BRADSTREET TRAINING - Accounting Advanced Financial Analysis Time Management
Credit Analysis Managing for Tomorrow Collections Critical Thinking
AWARDS AND HONORS – Transamerica Employee of the Month On the Spot Award Tech Data Employee of the Month Tech Data Exceptional Achievement Raymond James Employee of the Month New York Math Regents Scholarship Le Moyne College Dean’s List