Finance

Sonya Perry, MBA

Phone: 404-***-**** and email: ********@*****.***

Finance Professional

OVERVIEW

Over 10 years’ experience in Financial Planning Analysis and Reporting for Enterprise level Publicly traded corporations. Advanced experience in Business Planning, Strategic developments and SEC filling. Leading and supporting audit initiatives and SOX compliances across multiple departments within the organization.

FINANCIAL PLANNING &ANALYSIS

Financial Reporting and Modeling SEC Filing10-Q, 10-K, and 8-K GAAP

Month/Year-end Supervision Business Planning and Strategy Reporting/Analysis

Financial and Cost Accounting Analysis Auditing Review and FP&A Revenue Reporting

Budgeting, Forecasting, Consolidation System Conversion, Implementation Cash Flow

TECHNICAL SKILLS:

Financial Models and Analysis – Business Valuation, Metadata, Scenario Analysis, Project Finance, SharePoint, Financial Systems, Visual Basic, SQL, COGNOS, WebFilings, XBRL tagging

Accounting Software – JD Edwards, Crystal Reporting, MAS90, Lawson, PeopleSoft, Great Plains, Oracle, Discoverer, SAP, Syspro, Hyperion (Enterprise, Essbase, Financial Reporting)

MS Office Professional – Word, Excel (h/v lookups, pivot tables, nested Ifs, finance and logical functions), Text formulas (MID/LEFT/RIGHT/SEARCH), using/reading/modifying/editing/creating macros, charts/graphs; Access, PowerPoint, Outlook,

PROFESSIONAL EXPERIENCE

Financial Control Group 12/12 – present

Finance Project Lead

Prepared and distributed relevant financial analytical reports for corporate headquarter against historical, budgeted, forecasted and actual results to facilitate decision-making towards the achievement of strategic departmental business projections. Create and maintained Executive Board and CFO deck, Performance Matrix and Consolidated FS reports.

Worked with business owners to define and analyze business requirements to design and develop RE, ROI, cash flow solution and performances. Validated data integrity for collection, assembly, analysis and for presentation.

Developed Hyperion financial reports. Developed and published standardized FS reports and dashboards to support operational business objectives and corporate office. Lawson S3 conversion and upgrade, building FS reports and consolidated revenue and analysis reports. Analyze data with statistical methods, interpret results, and provide written concise summaries.

Evaluated technology needs of the Accounting, Finance and Sales department and coordinated implementation to ensure proper allocation of expenses for business clients. Develop programs, methodologies, and files for analyzing to support process improvements and SOX compliances.

Evaluated the client's internal controls, prepared an audit program outlining the extent of sampling required, scheduled the engagement, and document approval by the Engagement Principal.

Reviewed audit working papers for accuracy, completion and distributed financial statements for suitability of presentation and adequacy of company disclosures.

Prepared and assisted with annual/quarterly corporate tax compliance; completed scheduling and provided supporting documents for tax returns and suggested client tax planning.

Metso Automation http://www.metso.com 04/07 – 12/12

Metso is a global supplier of technology and services for the mining, construction, power generation, oil and gas, recycling, and pulp and paper industries. Metso is a 5 billion publicly-held international manufacturing corporation.

Finance Project Lead, Global BI Team (4/09 –12/12)

Promoted into the Global Business Intelligence team

Prepared 10-Q, 10-K, and 8-K financial reports for SEC filling and XBRL tagging.

Managed and prepared system conversion documents for NA, Canada and Europe BU.

Created accounting/finance manuals and assisted in preparing international consolidated packages, analyzed new quarterly/annual reports ensure accordance with GAAP. Work closely with leadership to translate strategic concepts into report formats. Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Designed and publish standardized reports and dashboards.

Developed and support key metrics and drivers of the Division’s performance (history, budget, strategic planning). Create and maintained Executive Board and CFO deck, Performance Matrix and consolidated FS reports.

Prepared target costing models and margin analysis portfolios.

Initiated process improvements related to the operation business units and review and evaluated analytic processes.

Supported the financial planning activities for North America through achievable strategic planning for all budgets and forecasts.

oConverting accounting system -Led in training the new ERP system to Controller/Upper management. Responsible for monitoring pilot and full-scale testing from SAP to Lawson- M3. Converted other systems by regions as needed: Syspro, JD Edwards, Oracle.

oUpgraded the Financial Reporting Package – trained the Controllers and Upper management the new financial reporting package. Hyperion Financial management and Cognos

oProvided analytical support and written commentary to business segments executive – of monthly, quarterly financial performance variance compared to budget and produced forecast models. Financial reporting building and modeling for corporate and Sr departments.

oDeveloped 350M budget – for each (3) Metso NA div. for operating and capital expenditures facilities

Sr. Finance Manager, North America (04/07 – 04/09)

Participated in Quality Control, internal audits and prepared supporting documents for SEC reporting 10K and 10Q

Prepared the FS package, management discussion and disclosures and other complex analysis reports (i.e. ROI, NPV) for Controller, Sale Managers, Directors and VPs.

Prepared Forecast and Budget reports for review and distributed among departments for analysis.

Reconciled complex BS accounts, prepared consolidated financial reports.

oPrepared Sales Manager and Project Engineer Review – initiated a Sales Projection Meeting between executive managers of all division to stimulate, promote and sustain inter-departmental collaboration, which ensure our forecast projections.

Monitored month/year-end closes and ensures reporting was prepared in accordance with the organization’s Accounting Policy Manual and GAAP. Managed an accounting team.

o21% increase in AR Recovery – through in-depth financial analysis and bank investigation of prior contracts with the Treasury Dept.

o30% reduction in month-end closing time – redesigned closing process and duties- 3 days close.

oPrepared and discussed Sales Performance of Business units – w est. 250M – discussed market conditions, product lifecycle, metrics, resources, forecast, initiatives and investments at the division and business units levels reported to Controller, VP and Directors.

Solomon Edwards Consulting 01/06 – 03/07

Giant International – Interim Accounting Manager

Develop of portable audio electronics such as satellite radio and wireless media player and accessories. Their electronic division’s is revenue of 150M.

Presented FS and discussed monthly performances with Controller and CFO.

Supervised and redesigned the accounting department due to acquisition.

Responsible for month/year-end close, FS, consolidation package, prepared annual budget, revenue planning and forecasting, reviewed and approved BS reconciliation, BS Board Deck.

Team with Controller to perform financial analyses to assist in developing strategic options, and creative solutions to complex business issues, as it related to the acquisition – tools used(e.g., NPV, IRR, Discounted CF), managed SG&A consolidation.

Prepared and reviewed 10-Q and 10-K financial reports for SEC filling and XBRL tagging

Led with implementing new business platforms -completed analysis of revenue and cost by business units and product line. Paid Commission for Sales Mgrs, and Sales Directors.

Assisted the Tax Compliance Corporate Office, quarterly/year-end tax reporting and assist with audit reviews.

SWPC – Siemens Westinghouse Power Corp 7/01 – 12/05

Accounting Manager – SWPC Nuclear Powers Division

A global powerhouse in electronics and electrical engineering, that operates in the industry of energy and healthcare sectors. Revenue of 77.3 billion in euro.

Assisted with developing Siemens Nuclear accounting division – hiring staff and general accountants.

Performed and supervised month/year-end close and provided Financial Statements to Controller and Nuclear-Directors.

Acted as liaison between nuclear -project managers, directors, corporate and international offices.

Coordinated activities and reporting reviews with purchasing, ext. customer, and legal dept. to ensure Sarbanes-Oxley compliance.

Led internal and external audit reviews, prepared/managed budgets and forecasts for division and participated in Global budgeting for Siemens Power Generation.

Reviewed and analyzed contracts, proposal and assisted with risk mgmt and R&D director for new/existing businesses.

Prepared FS and ensured standard monthly/quarterly internal financial reporting package were in accordance with GAAP and Siemens Accounting Policy.

Review and approved complex BS reconciliations, consolidated reports and paid commission quarterly to Regional Sales Mgr/Directors

Developed and maintain planning and reporting tools for LAN’s joint venture.

Completed analysis of revenue and costs by business units and product line.

Product and Work flow analysis and assist with the Supply chain group to ensure integrity of data and materials.

oPrepared accounting procedures manual, and performed system operational audits – to evaluate the joint-venture contract of the nuclear division. Implemented accounting system in SAP and JD Edwards for 50 million in construction projects.

oEvaluated process cost accounting system – identified inadequately proportional billing which thereby increased profits 3rd Qtr by 38%. Lead in identifying system and process improvements.

oDeveloped 200M budget – for nuclear division for operating and capital expenditures facilities – resulted in successful cost containment.

oWrote manufacturing cost standards, analyzed cost variances and prepared efficiency reports – for Controller, VP of Sales, Project Engineers other Upper mgmt.

oPrepared /reviewed various SEC filings – including 10Q and 10K. Act as liaison, for Internal Audits dept, Corp tax and other Corp departments

oManual to Automated Process Conversion – automated monthly sales forecasting by implementing an interfaced with the SAP system that supported the work orders accuracy to properly predicted sales for the month. Review of revenue and cost by business units and product line increase by 20%.

EDUCATION & TRAINING

Master of Arts, Organizational Management

oTrevecca Nazarene University

Bachelor of Science, Accounting (minor in Statistics)

oOklahoma State University

Six Sigma Training, 2004

Currently studying for CPA Exam

Contact this candidate