Manager Health Care
Resume:
Kelly K. O’Keeffe
Cincinnati OH 45244
acsnyy@r.postjobfree.com
SUMMARY
Results-driven professional with 20+ years experience in accounting and finance. A builder of long-term relationships based on confidence and trust. A developer of highly complex financial models and analysis used to drive savings. A proven leader of process improvements through detailed evaluation used to drive out inefficiencies. Key skill areas include:
Audit and Assurance
Financial Accounting and Analysis
Transfer Pricing
Communication
Treasury Operations
Process Redesign
PROFESSIONAL EXPERIENCE
Procter & Gamble, Cincinnati Ohio 1995 - Present
A diversified consumer products company with revenues exceeding $80 billion
Manager - Global Internal Audit (2015)
Plan and lead audits for external transactions including divestitures, joint ventures, acquisitions and corporate social responsibility programs. Identify high-risk areas and develop testing plans. Evaluate controls environment and governance processes. Ensure compliance with divestiture transitional services agreements and third party licensing agreements. Develop recommendations to drive increase effectiveness and efficiency of controls.
Manager - Global Taxes Transfer Pricing (2010 – 2014)
Developed and maintained transfer pricing risk models and studies. Managed global cost sharing agreements for research and development, global marketing and intellectual property administration. Managed intellectual property licensing agreements for P&G foreign subsidiaries. Prepare advanced pricing agreement (APA) documentation for submission to the US, Swiss and China tax authorities. Provided support for international and US audits. Developed and maintained Sec 6662 documentation for annual US tax filings. Prepared Controller’s Guide company transfer pricing policies for marketing, research and development and cost sharing programs.
Manager - External Supply Operations Health & Well Being (2007 – 2010)
Owner of the total delivered cost forecast for 42 contract manufacturers (~$300 million). Prepared monthly balance sheet reviews, variance analysis and actuals reporting. Collaborated with P&G’s Product Supply and Purchasing to develop annual forecasts and cost savings plans. Re-designed the annual forecast process to increase accuracy and reduce the turn-around time. Supervised and managed career development for four direct reports.
Competitive Intelligence Manager – Pet Care (2004 – 2007)
Identified key competitor launches that impact P&G’s pet care business, evaluated risks, recommended options for strategic response. Developed key competitor profiles and SWOT analysis. Led multi-functional competitive response modeling sessions to test action plans in response to key competitor market moves. Prepared performance analysis of initiatives and acquisitions against original booklet economics.
Senior Analyst - Corporate Acquisitions and Divestitures, Treasury (2001 – 2004)
Provided accounting oversight for acquisitions and divestitures totaling over $13 billion (Clairol, Wella and Jif businesses). Provided accounting policy guidance and support to business units during the deal process. Collaborated with corporate accounting to create and maintain deal reserves. Managed the divestiture forecast, SRA budget, and other ad hoc financial analysis and competitive research projects. Served as the first level review for all new potential acquisition, divestiture or licensing opportunities. Hired, developed two direct reports.
Senior Analyst - North American Investments, Global Treasury (1999 – 2001)
Managed $1 billion money market, $100 million dollar bond portfolio and company share repurchase program. Created a $700 million dollar money market program in Canada, including selecting dealer banks, issuing and paying agent, negotiating contracts. Led the treasury integration of a $1 billion acquisition (Iams). Prepared the quarterly mark-to-market portfolio adjustments. Managed daily cash forecasting, investments, commercial paper issuance, inter-company loan service and foreign exchange transactions.
Senior Accountant - Financial Operations and Controls, Global Treasury (1997 – 1999)
Recognized expert for treasury security and controls. Supervised back office operations for money-market investments, foreign exchange and derivative activities. Led negotiation of derivative contracts with vendor banks including forwards, options, swaps and non-deliverable forwards. Set and managed counter party credit policies. Served as controls expert on implementation team that implemented P&G’s transition to SAP Core Financials treasury module. Developed analysis for selection of primary bank to partner with P&G for the SAP implementation. Lead the redesign of front office and back office support roles to create better separation of duties.
Accountant – Welfare Benefits Finance, Treasury (1995 – 1997)
Managed seven welfare benefits trusts for health care, life insurance and disability benefits, with assets in excess of $500 million. Responsible for all trust fund general ledger accounting. Managed relationships with outside health care benefits administrators, ensuring adherence to contractual agreements. Owned the forecasting of health care budgets for 30+ plants in North America. Provided training to plant finance managers on the process for developing budgets and forecasting plant health care costs. Calculated incurred but not reported benefits claims exposure and maintained related reserves.
OTHER SKILLS
Proficient in SAP, Word, PowerPoint, advanced Excel modeling skills
EDUCATION
Wright State University
Bachelor of Science, School of Business, Concentration Accountancy, October 1995
PROFESSIONAL CERTIFICATION
Institute of Internal Auditors - Certified Internal Auditor
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