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Management Accounts Payable

Rochester, Massachusetts, United States
October 27, 2016

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Home 508-***-**** Cell 508-***-**** E-mail


Strong business skills; optimizes operations through analysis of key processes, development of key performance indicators and automation

A strong IT, software and financial acumen with the ability to see the big picture, trends and patterns to reveal a deep understanding of financial dynamics needed to make informed decisions.

A strong IT, software and financial acumen that can identify suboptimal software configurations and applications, and collaborate with stakeholders to reconfigure and implement software changes to improve processes and produce more accurate reporting tools.

Expert Excel proficiency with emphasis on using lookups, pivot tables, Visual Basic, and macros for data mining, manipulation, financial model building and streamlining work flow.

Develops advanced case specific queries.

Results oriented. Optimistic and able to face challenging problems with enthusiasm. Cultivate a trusted advisor relationship with cross functional teams to realize key strategic objectives.

Build strong consultative relationships that garners insight into departmental strategic objectives and success criteria and facilitates organizing departmental data and identifying opportunities for enhancements to current reporting systems.

Broad knowledge base and experience with accounting and budgeting processes


Expert level Microsoft Excel, VBA, MS SQL, SAS Crystal Reporting, Microstrategy, MS FRX, Solomon, Great Plains Dynamics, SAP, PeopleSoft Financials, and Query development and Epic Clarity Data Model and Report Writing


Feb 2016 – Sept 2016

SAMSONITE – Contract assignment through Stephen James Associates

Business Analyst

Participate in the Month end closing process. Prepare journal entries to the general ledger and reconciliations, and analysis of accounts.

Daily Sales Updates and weekly, monthly and quarterly business recaps for senior management and stakeholders.

Monthly sales and inventory reporting

Credit Card Chargeback analysis

Analyzed all aspects of outbound freight expense for Samsonite Company stores and ecommerce based sales.

Consulted on corporate project to review and analyze the post re-alignment effects from recent changes to distribution channels upon outbound freight expense for both retail and on-line sales.

August 2015 – Nov 2015


Senior Financial Analyst

Analyzes financials of all cost centers periodically to report on key indicator performance. Monitors variances and trends. Identifies errors or key areas of concern and works with relevant parties to resolve issues.

Plays key role in the annual budget process through data organization, process automation and optimization, and visualization of budget materials.

Works closely with the Operation and Clinical Support teams, and all budget liaisons.

Assists with benchmarking analyses, other strategic analyses in support of business decision making and developing relevant metrics.

Responsible for up-keeping finance database and maintaining all financial data/files pertaining to the financial operation and capital portfolio of the department.

Evaluates and improves departmental financial reporting system and process, especially in relevance to Epic

Dec 2013 – Aug 2015


Financial Analyst

Responsible for financial analysis of new and existing business initiatives and opportunities to support business unit management decision making. Analyze monthly P&L variances and inform leadership of significant discrepancies and trends. Work in collaboration with management and operational directors to resolve issues.

Provide process enhancements and create efficiencies used in analytics used to support the business.

System Integrity – Responsible for reporting, auditing, and analyzing data within systems. Performs high level review of accounting system and provide recommendations for profile and allocation adjustments. Audits monthly updates and changes to ensure integrity of the database and its data elements.

Budgeting – Supports the management team in the development of the annual operating plan by providing data, analysis, and recommendations.

Information Generation – Develops accurate monthly reports of financial and statistical data and develops new reporting models in support of budgeting, forecasting, process improvement and decision support.

March 2011 –December 2013


Winter Wyman

Senior Financial Analyst

Designs, develops, and prepares high level weekly, monthly and quarterly flash reports for senior management.

Prepares monthly manual Accounts Payable accrual and Income Statement Analytics.

Created general Ledger close process structure and spearheaded project team to implement new process for nineteen global business units to give senior managers real time monthly close progression, standardized account analysis tools, and reduced close process requirements.

Built Accounts Receivable sub-ledger model to provide transparency on billed and unbilled Account Aging, days billed and days to collect and reduced update process time by 60%.

Created key operational metrics used by senior management to evaluate time and resource allocation, Accounts Payable throughput and effectiveness and monthly close processing efficiency by functional area.

In conjunction with global ERP rollout co-authored nineteen Finance Department policies, related procedures and guidelines to standardize work flow, enhance internal control and maximize work flow efficiency across all business units.

Built interactive income statement financial model with budget versus actual comparison, horizontal and vertical trend analysis and general ledger drill down capability.

Liaisons with IT and Finance staff in developing new PeopleSoft queries and report enhancements for optimizing the close and reporting process.

Analyzed Help Desk process and developed structure to categorize request and route to proper resource.

Developed general ledger chart field matrix for identifying protocols to ensure general ledger chart field integrity, maintenance and reporting.

Devised macro based journal entry upload and invoicing templates to streamline existing processes and reduce user process time by 20%.

Developed general ledger coding scenario manual to maximize chart field coding accuracy by worldwide finance staff.

Provided training and live instruction on oral presentation techniques to prepare Advent staff for teaching PeopleSoft skills to international finance staff as part of global rollout.

Served as Excel SME and provided ongoing Excel training, assistance and troubleshooting to staff.

Created financial model used for identifying changes in Accounts Payable module setup parameters.

January 2009 – February 2011


Financial Analyst

Managed $5 million inventory for Northeast Regional Vending Company spread across five states, six distribution centers and 25,000 points of sale.

Calculated and prepared monthly journal entries for Cost of Goods Sold for $100 million operation.

Developed key Business Metrics used by Senior Management to gauge business performance, profitability and efficiency.

Reduced Inventory Days on Hand (DOH) by 30% by implementing a Just in Time Inventory process – a $55,000 reduction in carrying cost.

Performed field audit and training in inventory best practices for six regional distribution centers.

Developed inventory usage schedule utilizing advanced Excel techniques for monitoring and optimizing field inventory levels and minimizing product waste.

Compiled, analyzed and communicated to management reports that compared actual results to forecasts/plans.

Exceptionally strong data modeling and data management skills using multiple database sources.

May 2005 – November 2008


WELLINGTON MANAGEMENT, Boston, MA (July 2008 – November 2008)

STATE STREET, Boston, MA (August 2007 - May 2008)

GRAND CIRCLE TRAVEL, Boston, MA (June 2007 – August 2007)

OMGEO LLC (Division of Thomson Financial), Boston, MA (January 2007 – May 2007)

SAPPI FINE PAPER, Boston, MA (November 2006 – December 2006)

TYCO HEALTHCARE, Mansfield, MA (October 2006 – November 2006)

BEARINGPOINT INC., Foxboro, MA (May 2005 – September 2006)

Senior Accountant – Wellington Management

Supervised monthly domestic accrual entries.

Control Cash account reconciliations.

Balance Sheet and Income Statement Account analysis.

Utilized advanced MS Excel techniques and PeopleSoft Financials.

Custody Accountant – State Street

Prepared accurate and timely custody account statements.

Monitored cash and asset variances and income activity.

Reviewed and reconciled foreign cash exceptions and trades.

Reviewed all manual and automated trades.

Utilized MS Excel and proprietary software.

Senior Accountant – Grand Circle Travel

Assisted with monthly general ledger close.

Reviewed General Ledger accounts and prepared monthly Journal Entries.

Performed account analysis and reconciliation of investment accounts, foreign currency contracts and sub-ledger accounts.

Posted monthly and quarterly accruals.

Utilized MS Excel and Lawson Financial Reporting System.

Accounts Receivable Accountant – Omgeo LLC

Performed accurate and timely cash application, researched discrepancies.

Prepared and posted monthly cash and revenue journal entries.

Worked as customer liaison with clients to resolve outstanding discrepancies.

Reduced unapplied cash to lowest level in 5 years.

Utilized MS Excel and PeopleSoft.

Senior Accountant – Sappi Fine Paper

Employed advanced Excel tools to analyze, modify, and create over 100 individual customer incentive agreements.

Utilized MS Excel and SAP.

Senior Accountant – Tyco Healthcare

Performed Inter-company Account Analysis using MS Excel and SAP to support monthly close.

Financial Analyst – BearingPoint Inc.

Researched, prepared, organized and analyzed source documentation in support of 2000-2003 Financial Restatement, 2004–2005 Financials, and quarterly 10k filings.

Supported annual audit, SAB 99 and on-going Sarbanes-Oxley compliance.

Skilled user of One Globe, PeopleSoft Financials, and MS Excel Pivot tables and filtering tools.


Rutgers University, New Brunswick, NJ

Bachelor of Arts – Majoring in Economics with 24 credit hours in Accounting and a Minor in Computer Science


UNITED STATES NAVY, Highest Rank – Lieutenant Commander

Logistics Officer – USS Mauna Kea

Director of Semi-Perishable Distribution Facility

Managed 100 person Logistical Support Staff.

Oversaw $5 million annual operating budget.

Authorized fiduciary for US Treasury.

Directed payroll, supply management, food service, and retail functions for 325 person cost center.

Oversaw 130,000 square foot distribution facility in support of 150 sea and land based units for Pacific based fleet.

Recognized as one of top units in customer service.

Qualified as Supply Surface Warfare Officer.

Awarded Navy and Joint Service Achievement medals.

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