Associate Director Client Service

PHONE: 908-***-**** EMAIL: ************@*****.***

Associate Director – Business Finance

Financial Planning and Analysis Account Administration Account Reconciliation and Analysis

Client Service and Relations Regulatory Compliance Financial Reporting and Documentation

Cash Flow Management Organizational Leadership and Collaboration

QUALIFICATIONS PROFILE

Globally competent, detail-oriented, and multifaceted professional, with extensive experience and proven expertise in overseeing financial and accounting operations within diverse industries

Adept at maximizing performance of financial operations with emphasis in process automation, system integration, internal control implementation, cost reduction, and profitability improvement. Effective at identifying and resolving complex accounting issues as well as formulating innovative solutions to achieve management goals. Known for proven skills in managing group dynamics and leading multidisciplinary teams of professionals toward the successful attainment of business objectives. Equipped with excellent communication and interpersonal aptitudes in cultivating productive relationships with professionals of all levels. Bilingual in English and Spanish.

PROFESSIONAL EXPERIENCE

SYNEOS HEALTH SOMERSET, NJ

Associate Director – Business Finance May 2021 – Dec 2023

Partner with both Internal and External Auditors on a monthly basis to ensure SOX compliance.

Managed monthly close process, performing monthly and quarterly variance analyses.

Reviewed monthly P&L across BUs and researched any variances for proper reporting during close.

Drive process changes in the Finance area to ensure ongoing compliance with financial and regulatory requirements and best-practice financial and accounting procedures.

Review contracts or contract material to understand the financial attributes of projects including, but not limited to the contract value, billing schedule, cost estimate and related details

SYNEOS HEALTH SOMERSET, NJ

Revenue Account Manager Jan 2019–May 2021

Partner with revenue assistant director in executing monthly revenue-related tasks and analysis, while boosting business efficiencies of the revenue process

Collaborate with global sales center selling managers and directors, and provide effectual assistance with monthly and quarterly revenue-related closing procedures and reporting

Carry out planning and executing book closure activities, while serving as a liaison with the Revenue Accounting Team to communicate necessary inputs to outsourcing partners

MARTHA L. DEPAOLA

ADDRESS: 609 ROCKPORT ROAD, HACKETTSTOWN, NEW JERSEY 07840

Conduct formal analysis of contracts for revenue recognition through the following initiatives:

Coordination with the Corporate Controller and Internal Audit teams in dealing with the financial policies and procedures for revenue recognition and internal controls;

Assessment of internal controls based on revenue accounting operations, ensuring compliance with the company policies, SOX requirements, and process improvements;

Administration of internal and external audit activities, as well as the monthly reconciliations and reporting;

Analysis of business revenue contracts and creation of proposed accounting treatment based on deal terms;

MARTHA L. DEPAOLA

ADDRESS: 609 ROCKPORT ROAD, HACKETTSTOWN, NEW JERSEY 07840

PHONE: 908-***-**** EMAIL: ************@*****.***

Performance of monthly revenue and deferred revenue journal entries;

Review of project revenue calculations for 404 SOX compliance

Render hands-on support in facilitating flux analysis close process for BU projects which involve reviewing and posting journal entries, as well as verifying calculations and variance analysis and other ad hoc analysis

SYNEOS HEALTH (FORMERLY INVENTIV HEALTH) SOMERSET, NJ

Accounting Manager Jun 2011–Dec 2018

Oversaw the closing process and preparation of monthly flash and analysis of shared services operating results

Took full charge of preparing, examining, and reconciling various reporting schedules for reporting packages to corporate headquarters in Boston, Massachusetts

Directed and communicated with a staff of four in Bangalore, India, in charge of coordinating monthly closing activities, including general ledger maintenance, intercompany, and reconciliations

Created both profit and loss and balance sheet financial reports for shared services, including monthly and quarterly variance analyses

Assisted with the implementation of a third-party legal expense system through replacement of manual input of legal invoices to direct feed to AP sub-ledger through CounselLink

Keenly examined all month-end accruals, deferrals, provisions, and journal entries to maintain the accuracy and completeness of financial statements

Drove efforts in enhancing and maintaining internal controls for Section 404 compliance, which involved providing key assistance to the company’s external auditors

Efficiently administered the reconciliation of the intercompany balances with all of inVentiv segments which streamlined reporting across the business

Succeeded in automating manual processing of payroll journal entries by establishing ADP payroll services that enabled seamless import of file from ADP general ledger to local corporate ledger

LIGHTSPEED ONLINE RESEARCH, A WPP COMPANY WARREN, NJ

Senior Accountant Sep 2010–Jun 2011

Displayed competency in reconciling intercompany balances with all of sister operating companies

Administered month-end accruals, deferrals, provisions, and journal entries for financial statements

Assumed accountability in preparing monthly financial statements for North America, global, and Financial Services Group

Provided guidance to accounting staff by coordinating activities and responding to questions

Assumed full responsibility of the preparation and evaluation of all balance sheet accounts on a monthly basis and conducted monthly P&L trend analysis and commentary, variance analysis, and budgeting

Made major contribution in instituting new intercompany consolidating system that optimized reporting across the BUs with WPPs

Senior Financial Analyst/Consultant Mar 2010–Aug 2010

Observed strict compliance with all accounting policies, procedures, and reporting on a global basis, subject to local statutory requirements

Demonstrated adeptness in consolidating the company’s monthly financial results and handled submission of report to WPP, Lightspeed’s parent company

Oversaw accounting function of the Lightspeed’s headquarters unit involving monthly and quarterly financial reporting

Generated financial reports in accordance with predetermined schedules, and executed ad hoc financial analysis and reporting as requested by the chief finance officer and controller

Determined deficiencies in financial reports and streamlined financial and accounting processes across businesses

Maintained involvement in monthly regional accounting book close for the headquarter unit along with monthly results meetings with CFO, controller, and business unit finance director

EARLIER CAREER

Realogy Franchise Group Parsippany, NJ

Accounting Manager

MARTHA L. DEPAOLA

ADDRESS: 609 ROCKPORT ROAD, HACKETTSTOWN, NEW JERSEY 07840

PHONE: 908-***-**** EMAIL: ************@*****.***

AVAYA, INC. BASKING RIDGE, NJ

Financial Planning and Analysis Manager Senior Financial Analyst

HEWLETT-PACKARD FINANCIAL SERVICES MURRAY HILL, NJ

Senior Financial Analyst

PERSHING TRADING CO., LP (A BNY SECURITIES GROUP CO. JERSEY CITY, NJ

Assistant Vice President– Financial Control Group

GIORDANO, COHEN, SHAFMAN & HAIMANN, CPAS FLORHAM PARK, NJ

Senior Staff Accountant

CARUSO & COMPANY WARREN, NJ

Semi-Senior Staff Accountant

HOLTON LICHTIG & ASSOCIATES RUTHERFORD, NJ

Junior Tax Specialist

EDUCATION

BACHELOR OF SCIENCE IN ACCOUNTING

CALDWELL UNIVERSITY, CALDWELL, NJ

TECHNICAL SKILLS

Microsoft Office Oracle Hyperion Financial Management Essbase EMP Cloud Account Reconciliation Microsoft Power BI ARC Account Reconciliation Tracking Tool Blackline Account Reconciliation Tool PeopleSoft ProSystem FX

Contact this candidate