MONA M. WILSON

PO Box **** * Channelview, TX ****0-8081 * 281/862-2468 * 713/444-8260 * ad498d@r.postjobfree.com

Seasoned Financial/Business Analyst/Manager: Accounting professional with the majority of that experience in Oil & Gas/Energy to include: internal and external customer service, financial planning/analysis, heavy budget management preparation & review/analysis, financial reporting, intercompany/commodity settlements, cash forecasting, human resources, payroll, accounts payable, accounts receivable, PP&E (Inventory), financial statements, non-profit/fund accounting, severance/royalty taxes, mentoring, audit requests (internal/external), creating desk policies/procedures, ERCOT, balance sheet reconciliations, system/software implementation (business side/running parallel), training/mentoring employees, on-boarding, eliminating duplications, extreme multi-tasker, very detailed oriented, problem solver, strong communication skills with all levels of management, visual aids trainer (globally), teambuilding activities, gas/power settlements/netouts-physical/financial; SOX 404 Compliance, document retention, JV/gas/plant accounting, business schedules/reports, marketing, entertainment/event consulting and special projects as required.

EDUCATION: Southern University and A&M College, B.S. in Accounting, Cum Laude (Honors), Baton Rouge, LA

Mercy High School, Diploma, St. Martinville, LA (3.2/4.0)

PROFESSIONAL EXPERIENCE:

Exacto Consulting, Channelview, TX Business/Accounting Consultant 2/15-Present

This role provides accounting, business, start-ups, tax and personal/individual financial solutions. It also supports in the development and execution of analyses, plans and business processes that support company or individual strategies. Additionally, work is done with the Business Line leadership and functional unit area Project Managers, Oil/Gas/Energy, Restaurant, Non-Profit and other lines of business. The work includes assessments, identifying impacts, developing business/work plans, recommending ERP systems (if there are none in place), identifying outcomes and critical paths to monitor performance and/or progress. Complete financial reporting and special projects, as required/assigned. Additionally, Income Tax Preparation.

Essential Functions:

●Responsible for supporting the development, execution and ongoing monitoring of work streams ● Able to be a thought partner with stakeholders to identify analytic gaps and opportunities.

●Establish comprehensive solutions and lead/support cross functional projects/teams.

●Develop plans with clear goals, timelines, milestones and key outcomes in partnership with functional leaders; monitors progress and results.

●Identifies risks and works with functional business leaders and/or staff to create mitigation plans.

●Monitors changes that can impact strategies, business plans, and business processes; partners with leaders, functional areas/units and other lines of business to conduct analyses and action plans as needed.

●Coordinates data and reports to across functional areas, as needed to support the business line.

●Execute specific initiatives (KPIs), as needed.

●Interacts with key leaders to provide status reporting, cross team reporting and/or program wide reporting.

●Establishes relationships with supervisors, peers and project members to obtain necessary resources and gain support in project delivery and intentionally builds relationships across the organization to gain buy-in and move initiatives forward.

●Organizes and guides projects through decision-making regarding resource allocation, project scope and deliverables in the context of conflicting priorities and limited resources.

●Provides extremely detail-oriented results, along with creating effective and efficient structured polices/procedures.

●Provides leadership when problem-solving, ability to evaluate analyses prepared and select most effective resolution.

●Identifies issues or decisions which must be escalated to the appropriate level or possibly the executive level.

●Mentor program/project team members as needed to improve skills, cross-training and capabilities.

●Identify the computer system that would benefit each business, based on the required needs.

●Provides excellent communication skills with all levels, including written, verbal and presentation.

●Review and/or prepare JEs to ensure proper recording for financial reporting or corrections.

MONA M. WILSON 2 RESUME

Sacred Heart Catholic Church, Crosby, TX Business Manager 2/20-11/21

Succeeded in a faith-based, fast-paced, dynamic work environment. Applied principles of accounting to analyze financial information; prepared financial reports and schedules; exhibited strong analytical and problem-solving skills; excellent oral and written communication on all levels; effectively presented information to the Parish & Financial Councils; created written reports, business correspondence and procedure manuals; was competent in identifying improvements and having them implemented. ● A/R, A/P, PP&E, deposits, ordering IT and ink requirements, Pastor’s personal reimbursements, salary & benefits & monthly ARCHGH invoices.

●Reconciliation of balance sheet accounts and bank statements.

●Processed bi-weekly payrolls in ADP: run labor distributions & registers, create G/L reports, import to Excel and create J/Es in Parish Soft Accounting software.

●Human Resources: On-boarding, recruiting, benefits, background checks, Safe Environment Course for employees and volunteers.

●Knowledge and experience of GAAP statements/standards, as well as SOX 404 compliance.

●Various computer skills: MS Office Suite 2019, ADP and several ERP Systems (Parish Soft Accounting).

●Respond to questions from co-workers, vendors, principals and pastor.

●Was able to research and make appropriate adjustments for prior year’s outstanding issues.

●Special projects, as requested/required.

Dynegy, Houston, TX Lead Accounting Analyst 10/14-2/2015 This role ensured that the plant entities which include power generating assets had accurate and timely financial reporting information, sound internal controls and support delivery of business performance. This role also offers an opportunity to gain insight into the drivers of business performance and the way business performance within the company is managed and communicated both internally and externally:

●Perform accounting for plant entities which include power generating assets ● Responsible for monthly/quarterly/year-end close activities.

●Review month end journal entries to ensure proper recording of day to day transactions ● Review account reconciliations to endure they are accurate and appropriately supported.

●Prepare monthly, quarterly and year-to-date cash flow statements and P&L reporting.

●Assist with internal and external audit requests.

●Ensure compliance with all relevant accounting standards and internal policies.

●Summarize and communicate financial statement variances in a clear and concise manner.

●Ensure compliance with internal accounting controls and recommend changes if weaknesses are noted. Keep Generation Accounting Manager apprised of unusual accounting transactions and issues.

●Responsible for ad-hoc internal and external requests

TXAM Pumps, Houston, TX Sr. Project Consultant 4/13-10/14 Accounts receivables and payables, assist manager with her duties, match pertinent documents for closure (SOX 404 Compliance) and any other projects as required. Reorganized files to reflect an efficient and effective accounting structure, especially for internal/ external auditors.

Crosstex Energy Services, L.P., Houston, TX Sr. Gas Plant Accountant-(MS Office, TIPS, TIES, P/S) 7/12-8/12 Responsible for: closing of Sabine and Pelican Plants, JEs, Margins, Forecast, Actual vs Budget. CCTs. value adjustments, etc. The margins are done monthly and at the end of every cycle deals strictly with the budget and Actual vs Budget (expenses/revenue). Once the plants/books are closed, there were monthly management meetings to discuss/provide explanations for any differences from plan to actual. There was also frequent interaction with marketing, contracts, pipelines and scheduler

MONA M. WILSON 3 RESUME

Calpine Corporation, Houston, TX 11/00-11/01

Financial/Business Analyst-Commodity Accounting (GMS, Nucleus, MS Office Suite, ERCOT, ISO, PeopleSoft)

Designated as the cash flow lead (high visibility) to provide accurate data to Treasury. Established a system to ensure all trades were captured in a timely and accurate manner–troubleshooting through close communications with traders/confirmation teams. Lead-cash forecast and management reporting/analysis. Monthly "close the books" tasks and broker fee payments.

●Physical/financial instrument settlements/netouts (Gas, Power, Gas Daily, NYMEX, Basis & Power Swaps-Nucleus).

●Ran parallel on Nucleus for approximately six months to debug the system and get the accurate settlement information.

●Nucleus Implementation Team of two

Management/audit requests, estimate-vs-actual explanations, reconciliations, financial analysis and special projects.

NormTech, Inc., Houston, TX Sr. Financial Analyst (Part-time)-(MS Office) 1/02-7/12

Budgets/forecasting, scheduling repair appointments, implementation of new computers at Our Mother of Mercy Catholic School (5th Ward) through a partnership between FWCRC and HP, 5th Ward training classes at the I-Community, cash flow, business analysis and other projects as required.

Spectra Energy, Houston, TX Sr. Financial Analyst-JV Accounting (HE, HFM, BO, PS, AP, SSRS) 3/08-11/08 Responsible for: JEs, cash calls, quarterly dividend distributions, budget management process/review, actual vs plan variance analysis, monthly cash call forecast, parallel testing for new SSRS application, providing support/answering questions from the auditors, net income roll forward & investment equity tie out spreadsheets, safety meetings, research and any other special projects as required.

Chevron, Houston, TX Sr. Financial/Business Analyst-Budget Management (SAP, ARIBA, MS Office) 6/07-2/08 Responsible for: Budget creation/management process/review (16 business unit-monthly, annual and 5-year plan), monthly actuals and year-end forecast variance analysis, Cost of Goods and Services Standardization Team, Sourceable Spend, Allocations, Quarterly COGS adjustments, research and any other special projects as required. The processes/spreadsheets I created were adopted by the GM of Global Upstream/Supply Chain.

Targa Resources, Houston, TX Sr. Gas Plant Financial Analyst (TIPS, RRC/State WEB Sites) 10/06-3/07

Responsible for: The Eunice and Monument, New Mexico plant allocations in TIPS and production taxes (royalty & severance). Set/review up new connects/contracts, analyze operational reports, calculate product revenues and gas costs. Work with the commercial group to resolve issues related to the expenses associated with assigned facilities, tax filing and LNG revenue payouts.

Motiva Enterprises, LLC, Pt. Arthur, TX Sr. Variable Expense Business Analyst (SAP, MS Office Suite, BO) 3/06-9/06

Provided financial guidance and introduced initiatives that would deliver significant value to the business. Facilitated communication/engagements with business leaders to ensure the appropriate financial services support to Refinery-Wide initiatives. Routinely processed and presented information to diverse and dynamic audiences in addition to working as a valued member of crossfunctional teams. Responsibilities: Energy, Non-Energy, Utilities, Chemicals, Catalysts & Precious Metals: Monthly close, variance analysis, budget/plan, physical inventory, SOX 404 Controls/Testing, lead safety meetings and special projects/ad hoc reports as assigned.

Forbus Foods, Inc, Beaumont, TX Area People Director (MS Office Suite) 5/05-3/06 Responsible for recruiting, training, retention and customer service (internal and external). Complete authority for any and all issues where customers/people/employees were concerned. Team-building exercises, Human Resources, evaluations, inventory, disciplinary actions where employees of all levels were concerned, created innovative and positive programs to improve stability and retention for 10 stores. Various special duties and projects as required.

Fifth Ward CRC, Houston, TX Financial Manager/Program Administrator (NStep, QuickBooks, MS Office) 3/04-4/05 Performed a variety of accounting/managerial and administrator functions. Daily cash flow status, A/R, A/P, P/R, F/S, H/R, inventory, grant research/writing, calculating/verifying transactions, audit requests, supervision of accounting staff and special projects.

Tractebel Energy Marketing, Inc., Houston, TX Energy Financial Analyst-Team Lead (Commodities) 11/01-9/03 (GMS, MS Office Suite, ERCOT, ISO)

Provided on-going management support for the department. I created efficient processes to improving time management, which allowed more time for aging and financial analysis. Assisted manager with departmental goals, objectives, initiatives, lead for several projects as well the person responsible for the department in the Manager’s absence.

●GMS (Gas Management System) Coordinator: Trouble-shoot, make necessary settlement/netout corrections, “close the month” tasks, input prices, related contract, and index issues.

●Cash Flow Coordinator: Accurate daily cash flow forecasting, weekly rolling forecast, reporting and analysis.

MONA M. WILSON 4 RESUME

Tractebel Energy Marketing, Inc. (Continued)

●Aging Coordinator: Monitor all cash activity to ensure receivables and payables are kept current.

●TCR (Transmission Congestion Rights): TEMI Counterflow and ERCOT ISO physical power settlements and invoices.

●U.S. and Canadian physical gas settlements, related GST reporting, actualizations and reconciliations.

●Crude, Crude Options, Gas/Heating/Fuel Oil financial settlements (A/P & A/R), related actualizations and reconciliations; Wire/check review (A/P). Audit requests, intercompany transactions, financial analysis and emissions trading/settlements.

●Developed the accounting manual for the group according to GAAP, special projects/reports and various reconciliations.

Southern Company Energy Marketing, Atlanta, GA 5/99-11/00

Sr. Financial Accountant: 08/00 - 11/00 and Sr. Energy /Gas Marketing Analyst: 05/99 - 08/00 (GMS, PeopleSoft, SAP)

Created an organized system to settle gas trades and a spreadsheet to quickly identify volume and/or price variances, which became implemented and mandated by management as the process for entire group to utilize.

●Monthly close tasks, reclassifications, management/audit requests, financial analysis, and Volume Balancing Backlog Team ● Intercompany billovers, bank/account reconciliations, improved processes, journal entries and special projects as required.

●Supervised two A/P Accountants--audit, review and approve all accounts payable transactions.

●Assigned to process Physical Gas settlements/netouts, related transactions/corrections and pipeline analysis.

●Resolved price/volume discrepancies with customers, explained monthly operational variance analysis for other groups within Energy Operations.

●Cash forecasting and applied cash accurately.

Texaco, Inc., Port Arthur, Texas/Houston, TX 3/90-5/99

Financial Analyst (1995 - 1999); Senior Accountant (1994 - 1995); Accountant (1990 – 1994)

(Hyperion Enterprise-HE, FRS, CABS, Tax Workspace)

Created a cash flow spreadsheet for the ZBA accounts to ensure all items were cleared and identified monthly.

Marine Transportation Accounting: Financial analysis and explanations of earnings variations, balance and transmit 1006A earnings wires, reconcile balance sheet accounts, monthly close functions, various quarterly and annual reports, Equilon accounts receivable, analyze year end closing journal entries, USFIT calculations, ship management activity, demurrage, Tax Department Requests (TDRs), reconcile intercompany accounts, economics and planning, document retention, depreciation/amortization schedules, PP&E, F1111's, monthly close processing and special projects as required.

Cash Group: Recorded miscellaneous accounts receivable, update ledgers, handled special requests from customers, routine and non-routine correspondence, reconciled related balance sheet accounts, recorded financial entries, prepared G-809 reconciliations, bank reconciliations, wire transfers/payments, processed/analyzed daily receipts/disbursements, and special projects as required.

Project Accounting: Texaco Chemical, Inc./Huntsman: Financial statements, earnings package, financial analysis of earnings variations, balance inventory ledgers, in-transit, work-in-progress, related journal entries, account reconciliations, actual-vs-tactical explanations and special projects as required (Standard Cost-Average)--Glycols.

Agency Group: Foreign/US dollar agency settlements, disbursement account analysis, port and canal toll charges analysis, aging schedules, related journal entries, inventory and special projects as required.

Forbus Foods Inc., dba Waffle House Corp., Beaumont, TX Office Manager (P/T-five stores) 7/93-12/94 Human Resources, P/R, A/P, A/R, evaluations, analysis, inventory, bonus/calculations, financial analysis and general office tasks.

Beaumont Housing Authority, Beaumont, TX Accountant 5/88-3/90 Developed/managed tenant accounting; Human Resources; Payroll; W-2/1099 processing; financial reports and special projects.

Bethlehem Steel Corporation, Beaumont, TX Payroll Accountant/Team Lead 7/84-5/88 I worked extremely close with Human Resources Processed (hourly, non-exempt and salaried/weekly and bi-weekly) payrolls, tax/ financial reports, W-2/1099 processing, insurance, document retention, wage garnishments, W-4s and special projects as required.

MONA M. WILSON 5 RESUME

Beaumont Chamber of Commerce, Beaumont, TX Full Charge Bookkeeper 7/83-7/84 Job Duties: Financial Reports, Human Resources, A/R, A/P, P/R, Grant Accounting, ad hoc and special reports as required.

VOLUNTEER POSITIONS:

*St. James House, Baytown, TX-Weekly m

ass, rosary and visiting with the

residents

7/13-Present

*Legend Oaks East Houston, TX-Assistant Activity Director

3/15-7/15

*Council on Aging, Opelousas, LA-Event Coordinator

7/00-6/14

SPECIAL TRAINING: Parish Soft Accounting Suite (Non-Profit), Faith Direct Giving, ADP payroll processing (Hourly, NonExempt & Exempt), Oracle PeopleSoft Financials/Enterprise, Altra Energy Gas Accounting 6.1, Gas Management System, FRS, Nucleus, Solomon IV, GUI Oracle Applications/Financials, Microsoft Office Suite 1997-2019, Outlook, Hyperion Enterprise, HFM,

CABS, TransEnergy Marketing System, Simple/Zai*net, TransEnergy, Lotus, MAS 90, NStep, QuickBooks, A+ Computer Certification Training, SOX 404 Compliance-Core Training Courses, SAP, TIPS, QDOD, Catalyst, SnagIt, ARIBA, Catalyst, Business Objects, CABS, MS® SSRS, Nvision, Endur, ERP software, PrintIt/SnagItP, Nuance PDF Converter, Crystal Reports, InfoView, Parish Office Services, Document Retention, Toast Masters, FCC License (Radio & TV shows), Job Fairs, Posting Positions Online/Newspaper, Mentoring/Training, expert customer service (internal & external) Recruiting, Retention, Retail, Marketing, Entertainment, MC, Creole Folklorist/Dance Instructor & Event Coordinator/Consultant.

REFERENCES FURNISHED UPON REQUEST

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