Project Manager Financial

Patti Hall, MBA, MAFA

***** *. ****** ***** ******, Oklahoma 74055

*******@*********.*** Cell 918-***-****

SUMMARY:

Extensively experienced and goal-oriented Plant Controller, Financial Analyst and data miner with a demonstrated track record of leading the preparation and analysis of unit costs and financial reports to summarize and forecast financial position. Proven expertise in driving efficiency and productivity through evaluation of financial management systems and implementation of process improvements. Experienced in software installations and implementations such as Hyperion Essbase, Business Objects, PeopleSoft, SAP and Great Plains.

Education:

Masters of Science, Accounting & Financial Analysis

Northeastern State University – Broken Arrow, OK 2011 3.75 GPA

Masters of Science, Business Administration

University of Phoenix – Tulsa, OK 2002 4.0 GPA

Bachelor of Science, Accounting

Oklahoma Christian College

Computer skills:

SAP Financials and B/W, PeopleSoft, Business Objects, Hyperion Essbase, Cognos, Great Plains, Microsoft Excel, Word, PowerPoint and Access, Terra Data, QuickBooks, Quicken, Sabre, J.D. Edwards and Lawson.

PROFESSIONAL EXPERIENCE:

Serva Group LLC Catoosa, Oklahoma Plant Controller 2010 – Present

Maintain costing and WIP valuations in JDE. Roll costs for new product or parts, or as other cost changes are needed.

Review and analyze costs. Review variance accounts: production variance, purchase price variance, etc. Review closed work orders and ensure invoicing is correct.

Approve all items for recognition of revenue. Maintain documentation to support revenue recognition.

Monthly financial closing, ensure all entries are posted, all jobs necessary to close the books are complete, balance sheet accounts are reconciled, and that account balances are reasonable in relation to the budget and to prior periods.

Analyze revenue and margins, and compare to budget and to prior periods. Report month end financial results to leadership.

Ensure invoices are coded to the correct accounts and locations.

Train and assist local users on the use of JDE. Coordinate JDE issues with the IT staff for solutions.

Lead quarterly and/or annual physical inventories. Analyze and post the results of physical inventories.

Analyze inventory monthly, perform cycle counts, research and fix errors, ensure all tasks related to inventory are completed timely.

Maintain the accuracy of the fixed asset ledger. Ensure all items are capitalized, tagged, and are amortized appropriately, as noted in the property and equipment policy.

Ensure compliance with all company policies and procedures. Perform ad hoc tasks for plant manager. Assist with day to day decisions, implementing procedures, and attend production and/or other meetings.

OSU Medical Center Tulsa, Oklahoma Sr. Financial Analyst 2009 – 2010

Decision support for hospital. Prepared Ad Hoc and periodic reports for CFO, CEO, Controller, Education department, Niche Program and Physicians.

Data mine information using Business Objects and Hyperion Essbase to enable Administration to make informed decisions on revenues and expenses for hospital.

Assisted with contract negotiations for Health Care providers such as Blue Cross Blue Shield.

QUIK TRIP Tulsa, Oklahoma Financial/Tax Analyst (Contract position) 2009 – 2009

Prepared monthly Motor Fuel, Cigarette and Tobacco returns.

Spearheaded implementation of new procedures for increasing accuracy and efficiency of returns.

Strategically restructured processes in accordance with organizational changes.

Served as key leader in effectively managing delegation of work.

VANGUARD CAR RENTAL Tulsa, Oklahoma

IT Capital Asset Financial Manager 2004 – 2008

Data Warehouse Manager

Created and implemented tracking processes and documentation for IT assets. Project manager for internal and external audits. Partnered with IT directors and security for ongoing fraud investigations with positive results.

PCI compliance project manager – compliance was achieved in October 2008.

Reduced monthly billings for the IT department by $20,000 per month.

Project manager of special project that resulted in the removal of 1,500 phones being charged to the company in error.

Trained new Business Objects users for entire company.

Created invoice-recreation process that resulted in capturing an average of $10,000 per month in vendor nonpayments.

Senior IT Internal Auditor

Trained audit department in Business Objects and PeopleSoft. Member of CISP team for Visa credit card compliance.

Member of findings committee for Sarbanes Oxley compliance(SOX) and GAAP

Recovered $25 million of company’s accounts receivable by retrieving information for billing using data mining skills.

AMERICAN AIRLINES Tulsa, Oklahoma

Senior Financial Analyst/Controller MD 80 Fleet 1997 – 2004

Built annual budget of $100 million using SAP, Hyperion Essbase, Terra Data and Excel. Worked with mechanics and engineers to control costs after acquisition of TWA as the fleet was in disrepair.

Used continuous improvement to reduce the cost of an MD80 “C” check by 50%.

Variance analysis comparing actual to budget; analyzed standard costs for accuracy as company used an average cost system with outdated data.

Database Administrator - Hyperion Essbase

Maintained Essbase database and imported data into SAP using scripts.

Increased the usage of the database and OLAP tools.

Supported monthly accounting close.

Contract/Cost Analyst M & E Finance

Financial/Cost Analysis for work outsourced from other airlines for DC10 engines. Worked with mechanics and engineers to control and capture costs for billing as process was not in place. Analyzed and reported variances for clients using SAP, Hyperion Essbase and Excel.

Developed a process to track costs of materials, labor, and outside services.

Professional Development: Lead Faculty at University of Phoenix, Adjunct professor in Accounting and Finance.

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