SUMMARY OF QUALIFICATIONS

Financial Analyst/Senior Accountant MBA 15+ years of Accounting Experience

•More than fifteen years of financial analysis and accounting operations management with increased responsibilities. Strong US GAAP and internal and external audit, monthly close/financial reporting, business advisory across multiple business units, internal controls, budgeting, acquisition costing, indirect and direct allocations, project accounting, fixed/capital assets, cash management, audit preparation and other core accounting functions.

•Supervisory, team, and individual project work experience. Extensive interpersonal communication with key decision makers as well as with all levels both within and outside organizations, internal team building

•Experience in Consulting Services, Government contracting, Federal regulations, Cost Accounting Standards (CAS), Code of Federal Regulations (2 CFR 200), Manufacturing, Financial Accounting and Budgeting

•Excellent computer skills, ERP implementation multiple softwares, proficient in Netsuite, Microsoft Dynamics Navision, JET Reporting, QuickBase, Share Point, Quickbooks, Fiix, Sage Depreciation, Microsoft Office, Word, Excel (Advanced), PowerPoint, Outlook, Adobe, ORACLE and SAP. Experience with ERP switch, new ERP, and ERP add in projects.

Professional Experience

Additech, Inc – Houston (Sugarland), TX (July 2019 to Present)

Additech combines the best in world-class fuel additives with the precision of perfect blending ratios right at the fuel pump to provide your car with the performance, reliability and fuel economy you deserve. No messy bottles or trash, and getting Additech is as simple as the push of a button before or during your fuel transaction and by powered by Additech, you can rest easy knowing your vehicle will drive better, farther, longer.

Controller

- Manage preparation of financial reports single handed month end close, cost reports, operations maintenance reports, weekly cash flow projections, bank recons, balance sheets, budget and financial forecast from monthly to yearly basis.

- Act as an integral part of ERP system config and adjustments, assist Logistics team inventory reconciliations and coordinate with all team to ensure smooth month end close and perform all month end close activities.

- Manage Internal teams monthly cycle count and monthly perform formation and software error solving actions.

- Reconcile Year end Inventory recon and analysis and investigations for better performance and post inventory adjustments after review, presentation, explanation to executives.

- Daily assist with AP for allocation of the COGS, issues with technical vendors.

- Monthly review and explanation of the difference to executives for the budget vs actual reports base on the performance.

- Overview of AP and AR process review monthly basis both external resale and internal inventory purchase process.

- Preparation of all SUTA and licensing follow up and submit on timely manner to keep our operation smooth.

- Assist in Audit, preparation of documentation for external and internal auditors, explanations and reconciliations.

- Ad hoc reporting and other non-stop daily accounting projects.

PPC USA, Inc (PPC North America, Inc) – Houston, TX (November 2017 to July 2019)

PPC USA, Inc is the world's leading manufacturer in electric insulation for power generation, transport and distribution.

Sr.Accountant

- Responsible for assisting Financial Controller for monthly reconciliation and annual close process for both USA and Canada books, all month end journal entries, track cost of goods with proper recognition and cost accounting, enter and maintain accruals and payables, billing accounts receivable.

- Act as an integral part of ERP system config and adjustments, assist Logistics team inventory reconciliations and coordinate with all team to ensure smooth month end close.

- Intercompany inventory reconciliation and analysis with Asia and Europe

- Monthly Recon for inventory, purchase and sales order reconciliation with warehouses, adjustment and reclasses of the inventory base on the global dimensions and group business product coding system.

- Assist in preparation and participate in the yearly physical count of the inventory at the warehouses along with external auditors.

- Daily assist with AP for allocation of the COGS, inbound freight and material purchase applying for the correct accounts, assist with AR for outbound and sales cost allocations and sales price review analysis.

- Review and reconcile with HQ in the Europe monthly for fixed assets and overall P&L and Balance sheet stats for each intercompany

- Monthly review and quarterly update (if necessary) for the budget vs actual reports base on the performance.

- Overview of AP and AR process review monthly basis both external resale and internal inventory purchase process.

- Preparation of State, Provisional, and Federal Sales tax reports and filing (PPC USA and PPC Canada).

- Assist in Audit, preparation of documentation for external and internal auditors

- Ad hoc reporting and other daily accounting projects.

SAINBAIN LLC – Consultant/Senior Accountant, Principal (Consulting projects)

Provides Go-To Market Strategies for Technology Companies including Bid & Proposal, Strategic Pricing, and Market Analysis; Financial Analysis, Modeling and Accounting Services and Information Technology Consulting Services including Cloud Hosting, Assessments, On-Demand Storage and Cloud Integration/Federation.

Selected Projects:

Sainbain Contract: SALESSTAFF LLC – Stafford, TX (December 2016 to October 2017)

Privately held Sales, Marketing, and Lead Generation Services Company with over 350+ employees

- Supported VP of IS&T in performing review of accounting software and ERP packages including workflow analyses and best practices reviews

- Assist in modeling and starting proper budget system placement and its review process and policy to set up

- Set up more cohesive reporting process for management customized for each staff's needs and connect different platforms in one to have easy access and productive, efficient reporting process for decision making

- Reviewed time entry, order fulfillment, sales order management processes to improve functional maturity

- Review and suggestions for the Capitalization of the expenses for the ongoing R&D projects.

- Implementing cost based, project level accounting to provide deeper visibility into financials in Quickbooks and send reports responsible parties.

Sainbain Contract: HIGH POINT TECHNOLOGY GROUP, Inc – Katy, TX (June 2015 to October 2016)

Privately held Niche IT consulting & Cloud Services, and Health IT Consulting firm

- Responsible for assisting to build budget templates and cost allocations for new product offerings

- Performed market analysis of top down and bottom up pricing strategies to help optimize margin with market demand

- Created cost allocations for new hybrid cloud offering which leverages a blend of shared services and dedicated cost models

- Instituted indirect cost tracking and allocation to provide more granularity in cost based budgets

- Assisted in implementing ORACLE Small Business ERP for back office functions

Sainbain Contract: SALESSTAFF LLC – Stafford, TX (April 2015 to September 2015)

Privately held Sales, Marketing and Lead Generation Services Company with over 350+ employees

- Supported VP of IS&T in performing review of accounting software and ERP packages including workflow analyses and best practices reviews

- Assist in identifying critical evaluation factors to aid in selection of new ERP system

- Evaluated SAP, ORACLE, JD Edwards, NetSuite and Intacct to determine functional alignment performed a cost benefits analysis

- Reviewed time entry, order fulfillment, sales order management processes to improve functional maturity

- Implementing cost based, project level accounting to provide deeper visibility into financials

DYONYX, LP – Houston, TX (September 2014 to March 2015)

Privately held Niche IT consulting & Cloud Services, and Energy Consulting firm with 130 + employees

Senior Accountant and Budget Analyst

- Responsible for assisting to build budget templates and build next year budget for each project managers and their functioning departments.

- Assist in monthly close out with various accounts accruals, accounts reconciliations, and bank reconciliations in Nav AX.

- Allocate Fringe Benefits to correct accounts and adjust automated software allocation errors.

- Prepared statements for both internal and external audit review

- Performed analysis of Franchise Tax and State Sales Tax Liability and collaborated with various States to true-up or refund excess payments.

SERVICE EMPLOYEES INTERNATIONAL UNION –Washington, DC (Nov 2010 to Sept 2014)

Largest labor union representing about 1.9 million workers in over 100 occupations in the United States (including Puerto Rico), and Canada and is focused on organizing workers in three sectors: health care; public services; and property services. It operates with 700+ employees and more than 300 million budget

Senior Accountant, Budget and Reporting Supervisor

- Started as Intern to prep reports for Government grants hired as Senior accountant after 3 months and worked up

toward to be a supervisor

- Responsible for instructing Department heads and their financial staff in developing and managing budgets in accordance with financial policies. Review departmental plans for process changes and providing guidance to department heads during budgeting process using Jet reporting to capture current up to date reports..

- Meet weekly with department managers and administrative staff to develop understanding of financial reports and tools throughout the organization by walking them step by step guidance for reading and understanding the reports, spot problems, and ways to solve the issues.

- Recommend methods to department heads to mitigate budgetary concerns.

- Monitor data quality for department customers and addresses quality control issues through appropriate channels.

- Reconcile and recommend resolution for report discrepancies and problems.

- Coordinate with internal and external clients including auditing firms and provide pertinent information as required.

- Monthly close reviews journal posting and internal reporting.

- Responsible for Navision set up for Accounts Department. Set up new codes, dimentions, set up rules for posting so it will block them from posting if wrongly ot missing the coding, set up and close posting for monthly close ups.Write Jet reports to expedite Nav closing for GL accountants and help AP and GL people to associate with their allocations.

- Responsible for training new employees for Navision and posting and reversing and running reports.

- Responsible for all Education and Support Funding Grants Financial Activities, inclusive, General Ledger and accounting; Accounts Receivable and Collection; Accounts Payable and Payment Processing; and preparation and submission of Federal Reports.

- Supervised a team of four direct reports

JUSTIN BRADLEY – Washington, DC (July 2009 – November 2010)

Recruiting firm has been in market for 10 years and serves over 50 and more cities

Justin Bradley Contract: Catholic Charities USA – Alexandria, VA

Sr. Accountant, Financial Reporting and Audit Compliance

- Responsible for preparing financial reports and billings for various non-profit organizations

- Reviewed contract requirements for financial reporting and invoicing for contracts with Federal government agencies (Department of Human Health Services and Department of Labor)

- Insured reporting and invoicing complied with government FAR, FTR and A-122 requirements

THE WORLD BANK, Washington, DC, (August 2005 to September 2009)

The World Bank is a United Nations international financial institution that provides loan to developing countries for capital programs.

Financial Analyst/Sr. Accountant

- Responsible for preparing financial projections of $40 million turnover electricity distribution company

- Negotiating with management and assisting in preparation of annual business plans

- Selection of consultant and TOR preparation

- Responsible for performing grant-related post-award functions, including budget and expense analysis, periodic invoicing, financial reporting, reconciliations, and re-budgeting;

- Responsible for performing grant closeout including reconciliations, financial status reports, final invoices, zeroing out budgets, and final reporting; reviews general ledger transactions to ensure accuracy and complete journal entries.

THE NATIONAL ACADEMY OF SCIENCES, Washington, DC (January 2007 to January 2008)

Non Profit Organization whose members serve pro bono as "advisers to the nation on science, engineering, and medicine."

Accountant / Analyst

- Responsible for managing and auditing for various federal fund award types including

Cost plus fixed-fee (CPFF), time and materials (T&M), Firm Fixed Price (FFP) etc.

- Balance sheet accounts reconciliations

- Revenue recognition

- Preparation and presentation of monthly and quarterly financial reports (SF-269, SF-270, and SF-272) to the government Agencies

THE WASHINGTON GAS LIGHT, Springfield, VA (March 2006 to November 2006)

WGL Holdings, Inc. subsidiary Washington Gas Light Company subsidiary distributes natural gas to more than one million customers.

Consultant/Intern

- Led the “Achieving Operational Excellence Project” implementation

- Assisted with the preparation of the operational implementation effectiveness analysis included performing NPV assessments, ROI and cost benefits analyses for various business unit performance across the Utility

FUEL AND ENERGY AUTHORITY OF MONGOLIA, Ulaanbaatar, (June 2000 to October 2004)

The Fuel and Energy Authority the Implementing Agency of the Government of Mongolia (Department of Infrastructure)

Project Financial Specialist

- Responsible for certain accounting and financial aspects of the Joint Project of the Government of Mongolia / International Development Association (World Bank) including budgeting, policies and procedures, internal controls, accounting and financial reporting.

- Acted as Project Controller for accounting and financial aspects for all grant programs implemented within the FEA.

- Preparation and review of financial statements and reports to the government of Mongolia and the World Bank

- Managed payroll and accounts payables functions

- Responsible for budget preparation and monitoring of project expenses

- Reconciliation of bank accounts

Education

Strayer University Arlington, VA, 2007

Masters in Business Administration (MBA), Finance, Management

Mongolian University of Management and Computer Science Ulaanbaatar, Mongolia, 2000

Bachelor in Business Administration (BBA), Finance and Accounting

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