EMPLOYMENT HISTORY:

Orange County Office for the Aging

Fiscal Manager, November, 2015-Present

Develop, analyze, and monitor $7M department budget for all grants and agency programs

Advise department head as to spending patterns and cost projections

Direct and supervise work of fiscal team staff

Develop RFPs or RFBs for services as needed; analyze proposed budgets from potential subcontractors to make recommendations for funding

Conduct fiscal monitoring of all subcontractors

Prepare grant applications for federal and state funding

ADP, LLC

Corporate Sales Controllership

Senior Financial Analyst, May, 2013-November, 2015

Worked with sales controllers to create annual sales budgets and monthly forecasts by team and product for the Small Business Services ($300M+) and Insurance Services ($60M+) business units

Reviewed monthly sales results by team and product and provide detailed commentary on variances to budget and forecast to finance and sales leaders

Developed annual budget and monthly forecast for bonus for 60+ sales leaders and commissions for 1000+ sales associates

Analyzed bonus and commissions accounts monthly to identify causes of variances to budget and forecast

Supervised India-based financial analysts in the monthly review of expense accounts (including salary, taxes, benefits, travel and entertainment, telephone, revenue share, programs and meetings, and contests) to identify causes of variances to budget and forecast

Supervised India-based financial analysts in the production of weekly and monthly sales reports

Developed planning and forecast models for SBS sales budget to improve accuracy and efficiency during the annual planning and monthly forecasting cycles

Revised monthly DVP Flash file used by the Sales Finance organization in order to provide more detailed and accurate analysis and commentary to the sales and finance leaders of each business unit

Financial Analyst, February, 2011-May, 2013

Worked with sales controller to create annual sales budget ($300M+) and monthly forecast by team and product for the Major Accounts business unit

Developed planning and forecast models for Major Accounts’ sales budget to improve accuracy and efficiency during the annual planning and monthly forecasting cycles

Created and maintained monthly sales reporting package and dashboard containing analysis of key sales metrics for Senior VP of Sales and Sales Controller

Trained India-based associates in the preparation and maintenance of weekly and monthly reports

Created and maintained monthly sales dashboard for DVP of Core Market Sales

Improved processes for preparing and maintaining various weekly and monthly reports by using MS Access and Brio reporting tools to improve accuracy and reduce processing time

Maintained and prepared various weekly and monthly reports for the leaders of the Major Accounts Sales organization and responded to ad hoc requests as needed

Created reports for tracking contest results for Major Accounts Sales team

Major Accounts Division

Financial Analyst, October, 2009-February, 2011

Developed reporting package for Major Accounts VP of Finance to track all T&E and phone expenses by Service Center; this data was used to create standardized T&E and phone policies for all non-sales associates across Major Accounts

Maintained monthly Sales Book for Senior VP of Sales

Maintained and prepared various weekly and monthly reports for the leaders of the Major Accounts Sales organization, CFO, and Service Center Executives

Associate Accountant/Associate Financial Analyst, November, 2006-October, 2009

Forecasted and planned expense accounts including bonus, travel and entertainment, telephone, relocation, etc.

Reviewed expense accounts and prepared journal entries for monthly close and identified variances to budget and forecast

Prepared and reviewed weekly accounts payable batches ensuring that all invoices were coded to the appropriate expense accounts and cost centers

Responded to accounts payable inquiries from vendors and internal ADP clients

Processed wire transfer and urgent check requests

Small Business Services

Client Retention Specialist, June, 2004 – January, 2007

Reviewed and managed “technical lost business” of both clients and additional business features

Developed process for the review and communication of “No Starts” to sales and service leaders to determine and forecast the monthly impact of No Starts

Coordinated the Monthly Maintenance Billing process with Finance Team and Service Center

Terminated client accounts in the AS400, TOPS, and EPOPS

Contacted at-risk clients to identify their issues and concerns in an attempt to prevent them from terminating their relationship with ADP

Full Level Tax Coordinator, November, 2001 – June, 2004

Managed clients through the Full Level Tax process and coordinated the resolution of out-of-balance issues by working with clients, New Account Coordinators, and Implementation Specialists

Implementation Specialist, July, 2001 – November, 2001

Maintained contact with new clients to identify their payroll needs, to instruct them in the use of ADP’s EasyPay products and features, and to ensure their satisfaction and retention throughout the implementation process

Order Expediter, January, 2001 – July, 2001

Served as a liaison between clients, sales associates, and Conversion Coordinators by reviewing sales orders for completeness and accuracy and contacting clients to obtain necessary information and documentation

EDUCATION:

Elizabethtown College, Elizabethtown, PA, May, 2000

Bachelor of Science in International Business, Concentration in Management, Minor in Spanish

Universidad San Francisco de Quito, Quito, Ecuador, Fall, 1999

Brethren Colleges Abroad Program

SKILLS:

MS Excel, MS Access, Brio Reporting Studio, Hyperion Essbase & Smart View, Oracle

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