Management Customer Service
Resume:
Usha Shannon, CPA
**** ** ********* **. ***. ** cell:
Bentonville, AR 72712
****.*******@*****.***
ACCOUNTING MANAGER/SENIOR MANAGER
. 15 years experience in various aspects of accounting principals and
procedures, financial analysis, and project management.
. Strong organizational, decision making and time management skills.
. Highly skilled at communicating complex business transactions to both
front-line leaders and senior executives utilizing advanced knowledge
of GAAP
. Results-focused leader, with a record of motivating and inspiring
large and diverse teams of professionals.
PROFESSIONAL EXPERIENCE
Sr. Accounting Supervisor
2014-2015
7-Eleven, Inc., San Antonio, TX
7-Eleven is a fuel company provides the highest quality fuel and services
for its customers. SEI Fuel Services offers 12 major fuel brands as well as
unbranded fuel and sells more than 4 Billion gallons a year throughout 33
states and Canada. Managed $30 billion yearly Accounts Payable and Accounts
Receivable.
. Supervised a team of six professionals, including selection/hiring,
objective setting, performance management, coaching/development and
training.
. Played an important role in month end close process. Completed month
end journal entries and GL account reconciliation.
. Implemented various new and improved processes to reduce past due
Accounts Receivable balance and provided training to the staff to
implement new processes.
. Completed monthly SOX compliance procedures. For example review of
gasoline inventory reports by each store, review month end ARTB
(Accounts Receivable Trial Balance), and Accounts Payable Trial
Balance (APTB) for completeness and reasonableness. Researched and
collected past due balances.
. Worked with internal and external auditors during audit to determine
most effective auditing procedures to complete test work. Provided
financial information for sample selection. Submitted supporting
documents for the sample selected by the auditors.
. Completed GL account reconciliation within 7 days from the date of
month end close and submitted for management review and completed
various adjusting journal entries within 7 days from completion of
reconciliation. Trained staff in completing various monthly GL account
reconciliation.
. Provided customer service to more than 1200 stores in various states
within USA.
. Completed numerous special accounting projects within tight
deadlines.
Other duties: Collaborated various accounting projects with other
departments. Provided and completed reconciliation of revenue accounts and
provided explanation of discrepancies to the management and other
departments staff. Completed projects as needed by the management, team
members and other departments.
Usha Shannon
Page 2
NM Human Services Department, Santa Fe, NM
2008 - 2013
Progressive tenure with the State agency that administers $4.97 billion
dollar budget of state and federal funds and provides services to more that
800,000 low-income New Mexicans through various programs.
Revenue and Reporting Bureau Chief -2010- 2013
Selected for this newly created role to assess and improve existing grants
management processes, implement approved changes and train staff in new
processes.
. Oversaw bureau's compliance with federal and state laws including cost
allocation plan.
. Forecasted revenue from all sources, including private, state and
federal grants.
. Implemented monthly general ledger accounts reconciliation processes
and procedures to ensure accurate reporting and recording of financial
transactions.
. Trained staff in completing various reconciliation projects and
reviewed general ledger accounts reconciliations. Implementation of
monthly reconciliation resulted in additional $50 million in funds for
various programs.
. Assisted in month end close.
. Assisted in quarterly technical reviews and yearly financial audits.
Implementation of new processes resulted in financial audits completed
in a record time.
. Completed/reviewed monthly financial statements, researched variances
for the management and federal auditors. Variance was also used to
assess effectiveness of current processes.
Other duties: Prepared and analyzed various financial and regulatory
reports required by laws, regulations and management. Reviewed and
calculated monthly cost allocation for various federal and state grants.
Reviewed and approved various federal reports to ensure timely and accurate
reporting of
expenditures and revenue. Set up general ledger accounts for new projects
and contracts. Considered subject matter expert by other departments and
other state agencies regarding revenue and expenditure transactions.
Directly supervised 27-member team in addition to indirectly engaging
approximately 50 employees to affect changes.
Accounts Receivable and Cash Management Bureau Chief -2008 - 2010
NM Human Services Department, Santa Fe, NM
. Established monthly reconciliation processes and procedures for GL
accounts. Monthly reconciliation procedure resulted in additional $9
million in revenue. Monthly reconciliation also reduced past due
accounts receivable balance at any given time.
. Ensured that yearly financial audit was completed timely and without
findings or material weaknesses. Monthly reconciliation process
improved internal controls and reduced mistakes. Also mistakes were
corrected in a timely manner.
. Created multi-year revenue projections for the management.
Other duties: Established processes and procedures to improve performance
of the Bureau and Agency.
Ensured accurate and timely recording of revenue from different sources.
Established procedures to collect past due accounts receivable balances in
a timely manner. Prepared year end audit schedules for financial auditors
including, federal receivable, federal revenue and other revenue for
financial auditors. Directly supervise 13-member team in addition to
indirectly engaging approximately 50 employees to affect changes.
Usha Shannon
Page 3
Senior Performance Auditor 2005 -
2008
NM Legislative Finance Committee, Santa Fe, NM
. Performed operations and program evaluation of state agencies, local
governments and other organizations for compliance with state statues
and federal regulations.
. Researched best practices used by other states and federal government.
A New Mexico Department of Corrections audit resulted in the adoption
of several best practices found in other state correctional agencies.
. Audited yearly budget/appropriation bill for accuracy and technical
language.
Other duties: Reported practical recommendations and assisted auditee's to
implement recommendations in a timely manner. Presented audit reports to
Legislative Finance Committee and other political committees.
Internal Auditor 2005 -
2005
Kirtland Federal Credit Union, Albuquerque, NM
. Prepared audit work plan and prioritized audits based on risk
assessment.
. Conducted operational audits of functions and departments.
. Reviewed daily exception reports to ensure no legal activity and
fraud.
. Quickly and efficiently resolved customer complaints.
Other duties: Special projects assigned by the Audit Committee.
Auditor and Treasure 2004 -
2005
GAP Inc. and City of Bosque, Albuquerque, NM
. Completed audit adjustments for yearly financial audit.
. Completed bank reconciliation worth of five years.
. Submitted financial data to New Mexico Taxation and Revenue
Department.
Other duties: Special projects assigned by the Mayor.
Senior Financial Auditor
2004 - 2004
LeCompte, P.C., Rio Rancho, NM
. Performed financial audits of Native American governments and Not-for-
Profit entities.
. Prepared financial statements: Statement of activities, statement of
net assets and statement of cash flow.
. Conducted single audit.
. Proposed and reviewed adjusting journal entries.
Other duties: Trained other staff accountant in various auditing practices.
Usha Shannon
Page 4
Staff Accountant 2003 -
2004
SouthwestRe and TriCore Reference Laboratories, Albuquerque, NM
. Performed bank to general ledger reconciliation and resolved
outstanding items.
. Performed accounts reconciliation and recommended necessary
adjustments.
Other duties: Trained other staff accountant in monthly bank
reconciliation, researched and resolved outstanding items.
Staff Accountant 2002 -
2003
Citi Financial, Baltimore, MD
. Completed monthly bank to book reconciliation by each state.
. Assisted other staff accountants in completing their assignments.
. Trained other staff accounts in bank reconciliation process.
Other duties: Completed special projects.
Staff Accountant
2000 - 2002
Carr Lowrey Glass Co., Baltimore, MD
. Managed the accurate and timely processing of up to 500 invoices per
week for a large organization. Assessed and closed A/P sub-ledger on a
monthly basis, validated content and resolved various issues.
. Instituted thorough cross-checking of pack-lists, receivers and
invoices that halted a previous history of thousands of dollars in
overpayments to suppliers.
. Consistently maintained accuracy in calculating figures and amounts
such as discounts, interest, commissions, proportions and percentages.
. Prepare and maintain bimonthly and monthly payroll procedures for
employees based on union contract.
. Calculate information from time sheets and prepare and issue checks
. Maintain and manage liaison between different departments and with
outside forces to establish and ensure a perfect and working payroll
system.
Other duties: Completed special projects as needed
EDUCATION & CREDENTIALS
Certified Public Accountant (CPA)
BA (with Honors) in Accounting, Delhi University, Delhi, India
TECHNICAL SKILLS
Proficient in: Microsoft Office (Excel, Power Point, Word, Access), Great
Plains, Peachtree accounting software, PDI: Convenience Store Software
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