Professional Experience Financial
Resume:
Marcel Powell
240-***-**** acz77j@r.postjobfree.com
OBJECTIVE
Over 7 years of progressive XBRL and SEC reporting experience in content creation, training, directing and motivating teams of over 25 individuals onshore and offshore in XBRL detailed footnote tagging.
Possess in-depth knowledge of XBRL content creation and successful deliverables using multiple industry leading interactive data filing platforms. Possessing strong US GAAP taxonomy acumen covering all financial industries (Commercial and Industrial, Oil and Gas, Banking and Savings Institutions, Brokers and Dealers, Insurance, Real Estate).
Several years of experience with industry leading SEC and XBRL reporting proprietary software platforms; Interpreting financial statements and XBRL process design with strong communication skills and the ability to work and collaborate with cross functional teams and management.
EDUCATION
CPA Eligible – Plans to pursue CPA by 2017
Bachelor of Business Administration, Finance and International Business (2006)
University of Technology, Jamaica
TECHNICAL SKILLS
Expertise in: Workiva (formerly Webfilings) Wdesk XBRL and SEC reporting platform, RR Donnelley XBRL and SEC reporting platform, Vintage Filings XBRL and SEC reporting platform, SAP, MS Office suite applications, Proprietary XBRL validation Tools.
PROFESSIONAL EXPERIENCE
Tesoro Corporation, San Antonio, TX November 2013 – January 2016
External Reporting Analyst
Processing SEC filings to assign appropriate XBRL tags for the financial statements and footnotes for two entities (TSO and TLLP). Appling necessary assertions and resolving any XBRL processing errors, collisions, or conflicts ensuring successful 10-K and 10-Q SEC interactive data filings.
Creating and updating the Company's XBRL taxonomy for any new line items or disclosures in external filings. Determining if elements of the filings fall within the standard taxonomy or required extension, created appropriate extension elements.
Remaining informed of XBRL taxonomy updates and best practices to ensure compliance with the SEC requirements.
Providing assistance, drafting and rolling forward SEC filings (10-K, 10-Q, and 8-Ks), press releases, and other financial compliance reports, including preparation of financial information for footnote disclosure.
Assisting in the tie-out of SEC filings and the preparation of SEC filing tie-out binders
Participating in the review and tie-out of the quarterly earnings release
Playing an important role in the continuous improvement of Corporate and company-wide processes, including reviewing and updating XBRL reporting process.
Participating in special projects covering all aspects of accounting and financial reporting and other ad-hoc analyses as required.
Powell, Marcel, Page 2
XBRL Consultant August 2012 – October 2013
Creating and updating assigned Companies’ XBRL taxonomy for any new line items or disclosures in external filings. Determining if elements of the filings fall within the standard taxonomy or require extension, and be able to develop an appropriate extension if necessary.
Reviewing XBRL formatted documents and tagging data to ensure accuracy and consistency with SEC filings.
Providing clients with assistance drafting SEC filings 10-K, 10-Q, 8-Ks and other financial compliance reports, including preparation of financial information for footnote disclosures.
Performing other related duties and participates in special projects as assigned.
Assisting in the tie-out of SEC filings and the preparation of SEC filing tie-out binders
Participating in the review and tie-out of the quarterly earnings release
Vintage Filings, Manhattan, NY (June 2012 – July 2012)
XBRL Associate
Working with stakeholders, both internal and external, to deliver SEC compliant XBRL files to clients in a timely fashion.
Coordinate with account teams to manage the creation, review and filing of financial statements to the SEC.
Managing workflow, communications and timelines for assigned clients on multiple, concurrent projects while also participating on decision making processes.
Maintain understanding of client prepared financial statements and align them with predetermined XBRL concepts.
Edgar Online Inc., Rockville, MD April 2008 – September 2011
XBRL Team Manager (April 2010 – September 2011)
Mentoring and training of Junior Analysts (on-shore and off-shore resources) to advance their knowledge and abilities of XBRL processing requirements
Consulting with external clients on their XBRL filing queries
Planning, scheduling, and managing the content creation and delivery of XBRL filings
Optimizing workflow to meet stringent service level agreement requirements
Overseeing team needs and directing team to successfully attaining managements objectives
Overseeing and establishing continued data quality initiatives
Collaborating with internal and external resources during production process to develop and drive new quality and efficiency processes
Senior XBRL Analyst (April 2008 – April 2010)
Consulting with clients on the XBRL process, technology and use of the systems that guide the XBRL process on the more complex financial reporting projects.
Reviewing and applying US-GAAP knowledge to detail footnote tag and create customized XBRL documents from clients’ quarterly form 10-Qs, Annual form 10-Ks and 20-Fs for filings with the SEC.
Applying knowledge of current SEC and XBRL.US requirements for evolving XBRL compliance requirements and addressing client questions related to their specific compliance requirements.
Creating customized XBRL documents using the US-GAAP taxonomy and extension elements to detail footnote tag the clients’ recent filings with the SEC.
Consulting with clients to determine and confirm which financial statements map directly to the US-GAAP Taxonomy and which financial statements require customized extension elements to create the final XBRL document.
Reviewing and providing quality control checks on XBRL documents for accuracy, consistency and completeness of data tagging.
Managing escalated workflow from junior analysts, and communicating revised timelines for assigned clients on concurrent projects.
Ensuring on time delivery of final approved XBRL tagged documents to clients.
acz77j@r.postjobfree.com
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