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Accounting Financial

Location:
New Rochelle, New York, United States
Posted:
November 12, 2018

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Resume:

BELINDA AKSU OCHOA

*** *** ***** ***** *** Rochelle NY 10801 H: 973-***-**** ac7n7k@r.postjobfree.com

Summary

Experienced Accounting and Financial Reporting professional bringing years of excellence in various financial landscapes. Successful in leading accounting teams in accurate and timely financial close process, and advising executives on financial, reporting, compliance, budget and audit-related issues. Eager to apply wide-ranging accounting, reporting and management skills in a team-oriented environment.

Core Qualifications

Month-end and year-end close

Public and private accounting

Financial and tax audit management

Contract and debt compliance review

Cash management and cash-flow report generation

Organizational restructuring and reorganization

Fresh start accounting

Financial reporting

Skills

Great Plains, FRX reporting, Excel, Word, Access, Power Point

Experience

HCC Inc. and Triumph Learning LLC, New York, NY 07/2008 to 09/2016

(A non-public, a former SEC registrant, $250 million, publishing company)

Financial Reporting and Corporate Accounting Director

Managed an accounting team of six professionals, ensuring accurate and timely financial reporting in accordance with US GAAP;

Coordinated the consolidation process and prepared financial reporting and presentations, including variance analysis;

Liaised with external financial and tax auditors for the consolidated interim annual financial audit and annual tax returns;

Assisted the CFO with preparation of the Company’s annual budgets and forecasting process, providing detail analytics of financial data to identify issues, opportunities and trends;

Communicated with department heads monthly to review their departmental P&L and make recommendations to the executive management to reduce costs, manage cash flow and scale for the future spending;

Prepared financial models that are used in the compilation of annual audit schedules and bank compliance reporting;

Restructured accounting office locations and functions while maintaining and effective internal control environment and creating proper documentations of procedures, controls and responsibilities;

Effectively sourced and developed the finance and accounting teams through coaching, training and cross training while creating an environment in which individuals and teams can excel and grow their skill-set;

Performed treasury function for the consolidated business by administering bank access, monitoring lock-box collection and merchant services accounts and closely monitoring and managing cash balances and distributions;

Spearheaded and coordinated with the outside consultants, as needed, the preparation and supervision of state sales tax, payroll and NYC rent tax audits;

Worked closely with CFO, CAO, legal team in preparing required financial reports for pre-pack Chapter 11 filing, as well as providing cash flow reporting to the bankruptcy trustee during the bankruptcy period. Upon emergence from Chapter 11, assist CAO in accounting for the new capital structure and fresh start accounting journal entries.

Financial Reporting and Corporate Accounting Manager 03/2006 to 07/2008

Trained and supervised the senior accountant and accounts payable positions for corporate management company;

Responsible for preparing and managing the Company’s annual report and quarterly/annual filing with SEC (10-Q, 10-K and 8-k) which included compiling required information from subsidiaries for preparing financial disclosures and assisting the CFO and CAO in preparing MD&A;

Researched, implemented and trained staff on new SEC and FASB disclosure requirements in line with recent developments;

Communicated with auditors, attorneys and financial printers to ensure timely completion of the audit and the SEC filings;

Prepared support work papers for and wrote the annual report as part of the annual SEC filing in accordance with the proxy rules;

Assisted CFO and CAO on a non-consummated IPO registration filing;

Assisted controllers and CFO's of the subsidiaries in researching complicated accounting issues and prepare internal memos for accounting procedures;

Researched and assisted in implementation of accounting issues as they related to the company, including but not limited to debt restructuring, recapitalization, reorganization, acquisitions and dispositions, going concern considerations, restructuring and discontinued operations;

Assisted CAO on calculation of annual and quarterly tax provision estimates;

Assisted CFO and CAO on preparing presentations to Board of Directors packages.

Prepared monthly, quarterly and annual compliance packages and loan covenants for noteholders and banks.

Senior Accountant 03/2005 to 03/2006

Responsible for monthly close for the parent and management company;

Reviewed and post monthly journal entries for corporate accounts;

Reviewed account analysis for significant balance sheet accounts;

Reviewed the calculation of inter-company allocations, communicate to subsidiaries and eliminate inter-company transactions;

Reviewed consolidated results and preparing consolidated schedules to be used in internal and external financial reporting;

Researched and assisted in implementation of accounting pronouncement as they related to the company, including but not limited to debt restructuring, recapitalization, reorganization, acquisitions and dispositions, restructuring and discontinued operations;

Assisted in preparing annual and quarterly SEC filings.

VERTRUE, Inc, Stamford, CT

(A publicly-traded $750 million membership purchasing service entity)

Senior Financial Reporting Analyst 2003-2005

Participated in the monthly close process which included:

preparing the consolidated financial statements;

reviewing the financial statements received from subsidiary entities;

analyzing key performance indicators by entity for reasonableness;

Responsible for preparation of budget vs. actual analytical for key indicators, by subsidiary and consolidated level;

Prepared monthly/quarterly packages, debt covenant calculations for analysts, senior management and Board of Directors;

Assisted with the preparation of annual report and quarterly/annual filing with SEC (10-Q, 10-K and 8-k);

Prepared potential risk and exposure analysis including coordinating Sarbanes-Oxley control test as it relates to corporate reporting;

Assisted senior management with the research of technical accounting issues;

Prepared impairment test for goodwill and other intangible assets.

ERNST & YOUNG, LLC Stamford, CT

Experienced Staff Auditor 2000 -2003

Assisted in the preparation of financial statements, footnote disclosures, 10-K's and 10-Q's;

Performed and reviewed numerous analytical and substantive audit procedure on balance sheet, income statement accounts;

Responsible for overseeing the completion of audit and reconciliation of audit issues with the client, including compilation of Audit Committee and Management Recommendation reports;

Observed and evaluated clients' internal control procedures and recommend improvements to such procedures for Audit of Financial Statement and Employee Benefit Plans;

Researched industry issues applying FASB, GAAS and GAAP standards;

Supervised and trained junior staff personnel;

Industry exposure to public and privately held entities primarily in the service/transportation industry as well as extensive audits of pension and defined benefit plans.

CONDON, O'MEARA, McGINTY & DONNELLY, LLP New York, NY

Staff Auditor 1999 - 2000

Responsible for audits of non-profit organizations under the supervision of senior staff auditor;

Performed substantive test of GL accounts and tested the internal controls of the client;

Assisted in making necessary adjusting entries to proper G/L accounts and management letter comments to client;

Prepared tax returns for non-profit organizations (990, 990-T and 990 PF.).

Education and Training

B.B.A: Public Accounting May 1999, PACE UNIVERSITY Pleasantville, New York



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