ERIC W. RICHARDSON

713-***-****

ad2sz2@r.postjobfree.com

https://www.linkedin.com/in/eric-w-richardson/

Background Summary

Managed IT projects and conducted PMO budget and forecast modeling

Accounting, FP&A Lead experience

Leader in management of time, scope, budget, risk, integration, performance improvement, & safety across all workstreams per PMI

Analysis of relationships between operations, contracts, e.g., Purchase Orders, SOW and other financial documentation in Procurement

System Development Lifestyle Process, Waterfall, Agile Scrum

Fluency– Japanese 日本語, Spanish

Financial Banking & Fund Analysis of Mergers & Acquisitions: Department Review, Discovery, Remapping, & Process Improvement

Oil & Gas Project Management experience

Software Application Modifications, Upgrades, Migrations; SAP and Oracle user with multiple organizations

Mitigation, Risk and Cost Analysis experience

MBA in Finance, PMP Certified 2178120, Professional Scrum Master Certified (see https://www.scrum.org/certification-list), ITIL training

Education

Master of Business Administration - Finance

University of Saint Thomas, Houston, Texas

Bachelor of Arts - Spanish & Mathematics

University of Houston, Houston, Texas

Professional Experience

CONSULT PRO MBA LLC

October 2011 – Present

Consultant – PM, Senior Accounting, Business Financial Analyst, and PMO with 15 + years’ experience

Since 2011, I have offered accounting, business financial analysis consulting services (e.g., Agile Scrum sprints, accounting month-end close, general ledger accounting per GAAP, and SOX (Sarbanes-Oxley), audit process management, merge-acquisition consulting, budgeting and forecasting, banking, human relations, financial analysis, Kanban, ITIL processes (Strategy, Design, Transition, Service, and Continual Service Improvement), P&L (Profit & Loss) and balance sheet analysis and reconciliation, internal auditing, database creation and administration, financial modeling, server upgrades and retirement, project management and PMO (project management office), KPI (key performance indicator). Note that I have worked in multiple industries from Banking, Chemical Distribution, Construction, Manufacturing, Oil & Gas to Trading. For personal and business purposes, I have traveled extensively to Japan, Mexico, Central America, South America, and Europe, which has enhanced my language skills and breadth of cultural knowledge. As a PM, & business/ financial analyst working for international corporations, I often worked on – and shared information with -- multi-national, multi-lingual, cross-disciplinary teams.

CLIENT PROJECTS

Raymond James

May 2022 – Present

Sr. Consultant - IT

Remote Sr. Consultant at Raymond James upgrading, retiring, and migrating of Microsoft servers. Tracking project progress, risk management, resource costs, and general finance of overall IT program.

BDO

July 2019 – April 2022

Manager – PM Accounting, FP&A

TechStars from Oct 2021 to Feb. 2022: Project Manager Lead for FP& A group; Banner Bank Accounting Process Improvement Cost Model SQL Server Project since April 2021. Worked at Invesco from 2019 thru March 2021 assisting with post M&A (Merge & Acquisition) in mapping, financial reporting, and process improvement. Creation of Microsoft Assess, Excel macros, VBA code, Pivot tables, Dashboard creation, Org charts, Financial trackers, etc. Focus was working with multiple departments, understanding their processes and assisting to improve, upon discovery, then implementation and training given.

SHELL

2017 – May 2019

Manager – Sr. Finance, Business Analyst, PMO

Provided accounting, finance and project management services, Agile two-week sprints using Scrum, PMO, Business analyst, & Financial analyst who managed services for Shell IPPD on (IAM) Identity Access Management Program totaling more than $25MM.

FAAS decommissioned and 109 applications migrated to PING ID thru SOW contract between Shell, AT&T, and Simeio Solutions

Worked with Scrum Master and software VSTS to track sprints of applications in line to go-live

ITIL process supporting the third-party vendor Simeio Solutions, and Shell LOI

Service Now support for multiple requests by Shell architects, integration managers, and third-party vendor Simeio Solutions

Provided integrated service management consultancy around ITIL processes and up-to-date progress of applications onboarded thru Excel Pivot Tables using macros, data charts, Word, PowerPoint, etc.

Worked in close collaboration with Operations and key stakeholders to support major service management change activities

IT Strategic Roadmap, Risk Mgmt., and structural improvement, along with process enhancement focus.

SHELL

2014 – 2016

Sr. Financial Business Analyst and PMO Lead

Contracted to provide accounting, finance and project management services for Shell IT on over 30 global real estate projects totaling more than $30MM.

Projects included handling accrual management with account reconciliations; developing tracking systems in Microsoft Access and Excel for procurement, inventory, ad-hoc requests; serving as key contact and finance lead for HP (Hewlett Packard, AT&T, T-Systems and other global third-party vendors about their IT hardware and services; tracking actual versus budget expenses using administrative systems per GAAP (generally accepted accounting principles), financial trackers, and online programs such as Aries, PM (Project Management) Dashboard, PRT, and SERP Time writing; supporting business units from downstream to upstream and from real estate to service operations; and conducting weekly reviews of resources and vendors.

British Petroleum (BP) NORTH AMERICA

September 2013 – March 2014

Contractor – Sr. Financial Business Analyst

Supported line managers on BP’s trading floor in Commercial Energy, Power, and Natural Gas Liquids to help them maintain, operate, and conduct forecast analysis of IT-related hardware, software, and services. Built database of employees and contractors using Microsoft Access. Conducted accrual analysis and implementation per GAAP. Fulfilled ad-hoc requests of financial-related analysis for teams throughout BP.

SODEXO (Remote Sites – North America & Europe)

August 2012 – September 2013

Contractor – Sr. Business Financial Analyst

Supported the COO, VP of Finance, Country Directors and Country Managers in the following locations: Alaska, Gulf of Mexico, North America, Dominican Republic and Northern Europe (Denmark, Netherlands, Norway, and the UK). Built Microsoft Access database linked to Excel and PowerPoint presentations to analyze and report monthly financial results consistently across all locations in North America and Northern Europe to track revenues; gross profit; SG&A (selling, general and administrative expenses); inventory; and accounts receivables. Advised business entities of possible process problems, losses and risk exposure. Identified opportunities for development and implementation of improvements in the operations and financial infrastructure processes. Assisted management in the development and implementation of HR (Human Resources) company-wide policies, procedures, process improvements, and best practices to maximize performance and reduce risk exposure. Ensured that HR policies and procedures were followed consistently by implementing accounting controls, improving operational processes, and promoting GAAP compliance.

BANK OF NEW YORK MELLON

October 2011 – August 2012

Contractor – Sr. Business Financial Analyst

Conducted analysis of financial and legal indentures. Handled model and stress testing using Microsoft SQL (structured query language) Server relational database management system of multimillion-dollar financial contracts for private and commercial investors. Continuous adherence to SOX (Sarbanes-Oxley Act) and GAAP rule and regulations.

SERVICE CORPORATION INTERNATIONAL

June 2007 – October 2011

Sr. Accounting Financial Business Analyst, Corporate Accounting – Full Time

Developed, managed and administered corporate accounting month-end close accounting files per GAAP and SOX rules and regulations, reports and procedures using Data Warehouse/Excel Cube Pivots for upper management and other department heads, internally and externally. Reports included Operating Profit Statements, Balance Sheets, Actual versus Budget Analysis, and more for numerous departments. Developed and administered Microsoft Access and SQL Server tracking and reporting databases for various departments, including HR (Human Resources), Sales, Real Estate, Leasing, Construction, Top 500 Acquisition in analysis of mergers and acquisitions, & business valuations, Legal, and Procurement. Created ad-hoc files and reports using Microsoft Excel, Access, and SQL Server.

AGGREKO LLC

Financial Business Analyst – Full Time

August 2006 – June 2007

Conducted accounting, financial modeling and usage analysis. Created periodic financial results. Investigated variances of rental equipment relating to rate, volume, and quantity. Did ad hoc reporting, budgeting and forecasting using Cognos Finance & Planning per GAAP and SOX rules and regulations. Designed, implemented, and maintained database in Microsoft Access, Excel and SQL Server.

CONSULTING

April 2003 – August 2006

CLIENT PROJECTS

BRENNTAG LATIN AMERICA, INC.

April 2004 – August 2006

Contractor – Sr. Financial Business Analyst

Executed financial modeling and metric analysis. Created periodic financial results and investigate variances. Conducted ad-hoc reporting, budgeting and forecasting. Designed, implemented, and maintained Corporate Radar system using Microsoft Access and Excel plus SQL (structured query language) Server. Established policies and procedures for management per GAAP and SOX rules and regulations, security, maintenance, and database use. Trained and ran quarterly workshops for employees in 14 Latin American offices. Supported budgeting and forecasting. Helped lead CPM (Cost Performance Management) team on project that saved $1 million dollars annually.

AON RISK SERVICES

April 2003 – April 2004

Contractor – Financial Analyst II

Analyzed and interpreted operating database tables from financial system applications. Prepared monthly and periodic financial reports for month-end reconciliation per GAAP and SOX rules and regulations. Developed, implemented and updated effective financial and operational reporting systems to meet current reporting needs and future enhancements. Provided operations and financial organizations with timely, accurate and meaningful information. Maintained and prepared records to ensure completeness and accuracy and brought inconsistencies to the attention of management. Managed department accounting requirements using PeopleSoft to track accounts (receivable/payable). Served as a reference for and maintained files of information frequently requested by management.

COMPUTER SCIENCES CORPORATION

Jan 2001 – Dec 2002

Senior Financial Analyst – Full Time

Handled analytic management of accounts related to IT contracts for the Chemical Energy Group. Managed department accounting requirements using SAP and Paper Vision to track accounts (receivable/payable) for major energy clients per GAAP and SOX rules and regulations. Prepared forecasts and project budgets. Conducted variance analysis and month-end P&L reporting using Hyperion Pillar. Involved in SAP conversion and received training in Business Warehouse in Ft. Worth, Texas.

SERVICE CORPORATION INTERNATIONAL

Jan 1999 – Dec 2000

Accounting/Financial Analyst, Risk Management – Full Time

Managed department accounting requirements using AS400. Handled monthly journal entries, monthly reconciliations of actual vs. budgeted costs, annual department and insurance budgets, and quarterly insurance reserve analysis per GAAP and SOX rules and regulations. Developed and analyzed management reports to chart and schedule premium costs, claim costs, claim frequencies, trends, causations, etc. Developed and implemented methodology to track, record, and analyze total cost of insurance risk. Automated monthly financial reports.

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