Finance, Accounting

DINA M. GREINER, MBA

Cell 845-***-****

Email: *******@*******.***

PROFESSIONAL EXPERIENCE:

Broadridge Financial Solutions, Jersey City, NJ

Lead Financial Analyst, BPS Finance Apr 2010 - Apr 2015

Responsible for month-end closes, accruals, deferrals, allocations/cross charges and re-classes for revenue and expenses for multiple Business units (30 depts.); analyzed all expenses which includes a $25M consulting budget for client conversions, BPSSIS migrations, FATCA, cost basis/Year-End and PWC PMO consulting, prepared 6 commentaries for BPS Conversions, Service Delivery, Ridge Outsourcing, Back Office Admin, Endeavor/TLE and DCCA/DCCR and explained forecast and budget variances; reviewed and submitted headcount for total BPS/IBD/DCUSA/SPSAD which included 180 India Hyderabad associates analysis for month-end close, forecast and operating plan. Prepared top level headcount schedule for the VP of SPS outlining open requisitions for all segments within BPS. Consolidated total headcount of 600 associates for US & Offshore for BPS/SIS for month-end and budget/forecast submissions.

Performed daily duties using Oracle R11/R12.

Reviewed and approved PO’s; tracked PO status and matched invoices against the PO’s for HW/SW purchases

Informed the business unit partners of the PO status and provided an analysis of all costs processed to date/still outstanding and book any necessary accruals for month-end/year-end

Processed consulting/other invoices and worked closely with the consulting agencies/other vendors and business owners to track/process outstanding invoices in Markview/Shared Services

Contributed to a project to update all the consulting invoice payments to once a month instead of bi-weekly for cash flow benefit

Reviewed journal entries, account reconciliations and month end close commentaries with the Sr Director and Controller of BPS Finance.

Prepared high level analysis dashboards for BPS Management Meeting showing total revenues of $200M, total expenses of $100M, sales data, headcount at 650 and EBIT for month, YTD and Full Year forecast results and explain variances to forecast and plan; prior year month and Year over Year data is also included.

Prepared financial packages for each BU and meet with my business partners monthly to review headcount and financial results

Responsible for preparation of quarterly forecasts for several business units, working very closely with my business partners to capture costs related to compensation, benefits, headcount, capital, training, laptop purchases, software, T&E, security pricing, telephone, consultants. Reviewed all allocations to other Business Units for security pricing, Remedy and India resource support. Prepared detailed consultant cost and conversion revenue forecasts by client conversion. Provided consultant and associate deferrals by client conversion for monthly closes, forecasts and operating plan. Prepared forecast commentaries to summarize each area for DCCA/DCCR, Print Center, Ridge, Service Delivery and Conversions explaining Plan vs forecast variances.

Responsible for the Annual Operating Plan submission; met with business partners to discuss their expense needs for the upcoming year. Prepared ad hoc analysis to support each revenue and expense line item and present to my Senior Directors within BPS Finance and my business unit management team. Prepared Plan commentaries to support each area within BPS and explain in detail the Plan submission vs latest forecast variances for all revenue and expense line items. Consolidated BPS headcount by area.

Responsible for the 5 Year Strat Plan Submission for my business units.

Prepared supporting documentation for quarterly SOX compliance requests and interact with both the internal and external audit teams to complete quarterly and year-end audit requests for balance sheet reconciliations explanations and invoice payments by vendor and other miscellaneous requests.

Responsible for the supervision of one business analyst and review of BPS_SIS consultant accruals/deferrals schedule of $10M budget for SIS client migrations to the BPS platform and BPS Canada intercompany transmittal.

Prepared due diligence for a potential target acquisition reviewing the balance sheet and P&L’s for the last 5 years and documenting all findings and presenting it to my Controller and the M&A team.

Created new business units and departments for an acquisition within BPS that took place in Sept 2011. Was responsible for uploading the opening balance sheet, fixed asset write-offs less than $5k NBV, booking the monthly results for the first few months and training the staff on our general ledger systems.

Worked very closely with my Business Units Management teams, all shared services departments (A/P, Fixed Assets, Payroll, H/R, Consolidations), my BPS Finance team, audit teams, outside vendors and provide support to the recent BPS acquisition company.

Led and assisted with the Technology Project of $400M budget for total Broadridge tracking headcount (Local and Offshore) and salary dollars by Business Unit, dept, Ossining (infrastructure and technology). Ran ADI/Oracle reports to confirm total headcount and expense labor.

Worked closely with the CFO on special projects identifying the expenses rolling up into the individual expense categories on the FP&A financials; breaking out labor dollars by Ossining (sales, client support, development, conversions, finance/admin) to identify labor intensive areas as a percentage of revenue.

Senior Financial Analyst Dec 2008-April 2010

Responsible for month end closes, quarterly forecasts, annual operating plan. Explain actual to plan and actual to forecast variances for all expense categories for BPS Conversions, Service Delivery, Ridge Outsourcing. Prepared month-end and forecast commentaries by area within BPS.

Responsible for headcount reporting for my business units explaining variances to plan and forecast by department.

Trained Company personnel on the TNT System to research wireless plans, monthly charges by associate/dept.

Prepared detailed phone and travel analysis by associate/wireless device/client and dept on a monthly basis by creating pivot tables. Utilized the run rates to prepare the quarterly forecasts and the annual operating plan.

Resolved excessive telephone charges by researching and choosing the most cost effective mobile plans for all associates, resulting in the company receiving a $15,000 invoice credit from ATT. Responsible for BPS pager cleanup, resulting in 80% pager deactivations saving the company $25,000/year.

Prepared Pro-Forma analysis for BPS Conversions showing Actual Net Earnings vs Plan Net Earnings net of all associate and contingent worker deferrals for consultants, associates and travel.

Prepared software, hardware and equipment leases quarterly schedules for footnote support for the S.E.C Form 10-Q and 10-K filings. Prepared CPA firm quarterly fees schedule for full year forecast

Ad hoc requests for consulting costs, consultant count by department.

Consulting Experience (MasterCard, Purchase, NY – Supresta, Ardsley, NY, - Cadbury Adams, Parsippany, NJ) 2007-2008

Performed daily duties using SAP at Cadbury Adams (consulted at Cadbury Adams twice)

Used Cognos at Cadbury Adams to build queries to retrieve valuable financial data in dollars and volume to present to management

Prepared monthly elimination entries for MCE, Maestro, MUMSL using ADI and Oracle software.

Analyzed all company Balance Sheets and Earnings Statements and researched ledger accounts, providing variance analysis to management and regional controllers.

Recorded monthly prepaid amortization and worked closely with the Marketing Finance & IT Departments to ensure accuracy.

Prepared monthly account reconciliations for all prepaid and intercompany accounts.

Reviewed monthly journal entries and corrected any account coding misclassifications; prepared monthly journal listings and filed journals based on Sarbanes-Oxley requirements.

Prepared quarterly prepaid expense footnote for the S.E.C. Form 10-Q and 10-K filings.

Worked on finance system conversion from Supresta to ICL, who acquired Supresta in late 2007.

Prepared the account mapping table to convert active Supresta accounts to ICL accounts; built in an ICL chart of accounts hierarchy within the table; built in statistical items (salary, benefits); maintained account mapping table for the duration of my assignment adding new accounts and remapping if necessary; communicating changes to the finance and planning teams.

Set up new variants by company for the extraction program to download Supresta SAP financial data and upload the data into the ICL consolidation system; modules contained in the variant include AR/AP sub ledgers, fixed assets, cost center accounting (CCA), Profitability Accounting (COPA).

Provided account mapping for COPA value fields and prepared the COPA/GL reconciliation by month.

Assisted in the preparation and completion of the extraction tool manual providing step-by-step instructions and definitions for the required fields used in the variants.

Prepared Year-End depreciation adjustment using the revised useful lives provided by external auditors.

Reviewed open deductions by territory and graphed the aging status; followed up with field broker mgrs and deduction specialists to clear deductions; cleared entire sunset deduction balance of $1.5M with uncommitted trade funds.

Prepared monthly rack reset & trade show forecasts; export actuals by cost center from SAP; communicated to field.

Closed out 2006 Trade Fund Year in Siebel (TRACC); downloaded data from TRACC and created pivot tables by territory; worked very closely with field sales team to process outstanding deductions and payments and captured remaining liability in LE spend level; set up post audit reserve for outstanding promotions.

Built broker commission expense model to be used for forecasting; prepared sensitivity analysis based on growth percentage of prior year GSV; calculated broker commission % by channel/cost center.

Identified risks/opportunities for rack reset and tradeshow activity; reconciled balance sheet reserve for indirect costs. Trained the new hire on SAP, TRACC and month end closing process.

Avon Products Inc., Rye, 2006 - 2007

Senior Analyst – Corporate Finance

Reviewed intercompany reconciliations for 60 countries for merchandising and royalty activity.

Reduced the number of reconciling items pertaining to the intercompany reconciliations by over 50%.

Reviewed intercompany loan amortization schedules for all Holding companies and booked principal revaluation, interest income/expense and Foreign Exchange (FX) gains/losses; Reconciled loan activity to the general ledger on a monthly basis.

Responsible for FAS 133 Hedge & Derivatives Accounting; prepared the reconciliations for Other Comprehensive Income (OCI) and FX Gains/Losses using the reports generated by FXpress and recorded the necessary journals/reclasses.

Worked closely with tax to ensure that the correct tax withholdings were being booked for dividends and royalties.

Prepared AIO cash flow and input into Hyperion.

Prepared monthly journal entry and financials binder for AIO; tested internal controls on a monthly/quarterly basis for proper journal entry documentation and OCI reconciliations and country intercompany reconciliations.

Supervised one Senior Accountant.

Received Avon spot award after 5 weeks for recognition of outstanding achievement.

Reduced Avon’s month end closing process by 2-3 days.

Cingular Wireless, (formerly ATT Wireless) Parsippany, NJ 2002 - 2006

Finance Manager – Decision Support for NYC

Promoted from Senior Marketing Analyst to Finance Manager.

Responsible for analyzing and managing the entire Profit & Loss statement; Total Revenues of $215M/month and Total Operating Expenses (Acquisition, System, Maintenance, G&A) of $200M/month; Reviewed financial results with management and verified that all accruals were processed accurately and in a timely manner.

Analyzed all HQ allocations by functional area and informed management of overruns to budget.

Prepared product margin analysis for total gross activations/handsets by channel.

Prepared Monthly Management Report for Gross Adds, Net Adds, Total Revenue, Churn, ARPU, CPGA & OI and explain actual vs. budget and actual vs. manage to forecast variances and prepare volume vs. rate variance calculations.

Tracked Commissions expenses by agent; submitted reclasses to Corporate Accounting as needed and streamlined the monthly accrual process by working closely with Corporate Accounting in Atlanta.

Tracked, monitored and analyzed Marketing and Advertising/Promotions expenses to identify opportunities for additional media placement in the local market by comparing actuals to budget.

Prepared Travel & Expense analysis by Director/employee/account on a monthly/quarterly basis.

Prepared ad hoc reports upon request for management

Senior Marketing Analyst – Marketing Communications - AWE

Analyzed actuals vs. accruals on a monthly basis for marketing budget of $730M.

Prepared monthly forecasts for both Mobility and MMS and reviewed with management.

Participated in and lead budget/forecast/accrual calls and meetings on a monthly basis.

Assisted in the preparation of presentations for the annual budget and quarterly reviews.

Reviewed and reconciled balance sheet accounts/accrual reserves on a monthly basis.

Provided actual vs. forecast/budget variance analysis for all marketing expense categories.

Identified risks and opportunities for all marketing categories (Media, fees, production, sponsorships).

Supervised accounts payable team of two specialists and one financial analyst.

Worked very closely with the Internal/External Audit teams for Sarbanes-Oxley Compliance.

SONY, Woodcliff Lake, NJ Jan 2001-Feb 2002

Senior Financial Analyst – Information Systems and Solutions of America

Responsible for $35.6 million ISSA Business Unit budget and presented analysis to management

Prepared P&Ls for business units and identified major business drivers causing actual vs. budget variances

Responsible for business unit budget submissions to Tokyo and corporate planning

Generated Crystal reports that depict the project profitability by business unit and function area

The Dannon Co., Tarrytown, NY 1999 - 2001

Senior Marketing Analyst - Advertising and Promotional Spending

Managed and analyzed all aspects of marketing spending budget of $85M; report results to Marketing team.

Responsible for Marketing Program Authorization approvals by the Brand team; review with mgt and monitor budget versus actuals; tracked invoice payments against marketing programs; recorded accruals.

Tracked monthly marketing spending and identified risks and opportunities to planning team.

Maintained client relationship with marketing and advertising agencies and tracked outstanding invoices.

Assisted in the preparation of annual marketing budget and quarterly marketing forecasts.

IBM Corporation, Printing Systems Division, Somers, NY 1997 - 1999

Financial Analyst

Provided revenue and gross profit analysis for European operations; reviewed P&L and presented to planners.

Consolidated worldwide expenses; monitored actual to forecast expense variances.

Recorded monthly journals/allocations and accruals; assisted with division audit by providing detailed analysis.

Texaco, Inc. Texaco Fuel and Marine Marketing, White Plains, NY 1990 - 1997

Financial Accountant/Analyst (1990- 1996)

Responsible for consolidation of monthly results for domestic fuel oil operations; monthly vs. budget variance analysis.

Prepared financial statements and provided variance analysis; tracked and analyzed operating expenses. Used QMF (query based language) to obtain financial information in dollars and sales volume

Calculated revenue and gross margin estimates and analysis for presentation to management.

Managed, analyzed and maintained the general ledger accounts.

Supervised accounts payable processor; prepared T&E analysis report by employee/dept.

Filed sales and use tax returns for aviation fuel oil dept; compiled annual tax reports for revenue and inventories.

EDUCATION:

MBA in Financial Management, Pace University, White Plains, NY, September 1998 GPA 3.4

BBA in Accounting/Finance, Siena College, Loudonville, NY, January 1990 GPA 3.4

Passed Certified Public Accounting (CPA) Examination, May & November 1995

Attended IFRS workshop (2010) and other various CPE classes

COMPUTER SKILLS:

Oracle R12, ADI (used to upload Journal Entries and forecast/plan data and headcount data as well as run financial reports), SAP, Some Essbase experience, Markview, iLog time tracking, Blackline Web-basesd account reconciliation syste, TNT wireless analysis, Data Warehouse Center, Excel (pivot tables & some v-lookups exposure), Word, some PowerPoint experience, Oracle Discoverer, OFA, Hyperion (HFM), AS400 (CODA), Gelco, TRACC (Siebel), Business Objects, QMF, Cognos, TM1, QuickBooks

Involved in the SONY ISSA Profit Center Implementation; worked closely with IBM Consultants

Assisted in the Account4 Labor Tracking System Implementation at SONY Electronics

Coordinated the On-Line Production Estimate System Implementation at ATT Wireless

Assisted the Avon programmers with providing reports and various information for the implementation of JD Edwards

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