Patricia Williams, MBA

**** ******* ***, **** *****, FL 33901

https://www.linkedin.com/in/patriciawilliams1421 ad4as8@r.postjobfree.com Cell: 239-***-****

Financial analyst with a strong accounting background, driving cost savings through value-added improvements and hard dollar returns.

Education

University of Phoenix Masters of Business Administration - Accounting

Christopher Newport University Bachelors of Science - Accounting

Skills

Strong accounting, analytical and finance skills

Experience with SQL writing & Oracle applications

Forecasting

Advanced Excel skills (pivot tables, VLOOKUP)

BAAN, SAP G/L systems, TRAX, IPS, ADP

Data Warehouse, Business Objects experience

Oracle R11i, R12, BI EE v11 (Payroll, A/P, G/L)

Variable Compensation experience, training

Quickbooks

Johnson Service Group - Charlotte County Clerk of the Circuit Court & County Comptroller Jan23 – Mar23

Project Coordinator

SUMMARY

Assist the Comptroller/Clerk Office’s ERP transition to Munis (Tyler Technologies) from the Eden ERP. Facilitate project planning and coordination in support of the Enterprise Resource and Planning (ERP) system. Provide business analysis, configuration and support of the current ERP system Tyler Technologies Eden along with implementation of its new system Tyler Technologies MUNIS.

ESSENTIAL DUTIES AND RESPONSIBILITIES

•Interfaces with Comptroller and other departments within the Clerk of Court, project stakeholders, and end-users.

•Liaise with all stakeholders to include software vendors, project managers, testing, training, troubleshooting, configuration and management in support of both the Clerk’s and County’s ERP implementation.

•Reviews all vendor documentation and assists with the upgrade and versioning of applications to include coordination and completion of end user acceptance testing. Provide final testing and validation of upgrade or changes to the production environment.

•Works with both Clerk and County departments to review and audit user access and other security controls. Provides information and reports to external auditors as requested.

•System verifications, data consistency and integrity between systems during conversion or throughout the lifecycle of the software.

•Coordinate with stakeholders and prioritizes project milestones and deadlines.

•Provides progress reports to Clerk’s Chief Information Office, project steering committee or other relevant stakeholders.

•Makes system configuration changes, creates end user accounts and applies appropriate security configurations, disables user account.

•Performs periodic user audits with Clerk and County functional departments

•Supports end users with issues and works with software vendor to resolution

•Provides level three support for application issues passed from the Help desk or department management.

•Documents issues and resolutions within the Clerk’s helpdesk system

•Conducts additional research and problem solving to conclusion. Works with Vendors to solve complex issues.

•Works closely with department management on all potential software improvements and ongoing analysis of department processes and procedures. Discusses project and programs with Clerk and IT management to include recommendations for changes.

•Develops project scopes and timelines for all new projects and task.

•Compiles and documents complete functional specifications and prepares project overviews for approval by the Chief Information Officer, Department Manager or the Clerk.

•Additional duties may be assigned that are not noted here.

Strategy and Planning

•Participates in project planning, reviews, and communicate timelines and status to stakeholders Track project milestones and deliverables

•Meet with decision makers, system owners and end users to define business, financial, and operations requirements and system goals, and identify and resolve system issues.

Personal Time May21 – Jan23

•Time used to help family who lived out of the area

•Ready now to reenter the work force

•Looking forward to furthering my accounting career with the right company

UPS Sep20 - Apr21

Warehouse Associate – Seasonal

•Unloaded delivery trucks

•Sorted packages for the preload process

•Loaded sorted packages onto delivery trucks

•Seasonal position for Christmas holidays

House of Wu, LLC Feb19 – Mar20

Accounting Analyst

•A/P, A/R, Reconciliations

•Process invoices ensuring proper approvals are attained and GL coding accuracy

•Process invoices within the company established timelines

•Cash application of customer payments received by mail and via COD collection reports to support bank deposits Posting bi-monthly customer refunds or write-offs for various, approved reasons

Tracking and reporting imports to ensure properly charged shipping costs and import duties

•Track freight invoices for proper rate usage, escalating balance reductions and refunds, when needed

• Ad hoc analysis of year over year marketing program expenses

Camuto Group

Robert Half SPS Program - Accounts Payable Analyst

•Prepare invoices from various sources with company codes, vendor numbers, GL coding

•Process invoices within the company established timelines

•Review entered invoices for accuracy prior to posting for payment

•Assist in year-end processes by preparing records for auditors

•Prepare prior year AP records for long-term, offsite storage

Chicos FAS

Dec18 – Jan19

Adecco Temporary Assignment - Accounts Payable Analyst

May18 – Dec18

•Provide support for Coupa (procurement software) by reviewing current processes

•Build reporting and analyze spend to make recommendations for improving efficiency

•Ensure proper coding; resolving exceptions between Coupa and SAP

•Maintain the AP vendor master data in SAP and the Coupa Supplier portal

•Responsible for analyzing AP transactions utilizing SAP, Hyperion, Excel, Access, and BI

•Work with Technology and Operation teams to develop a comprehensive understanding of all AP related systems, process flow and operating procedures.

•Responsible for day-to-day maintenance of the AP vendor master in SAP and the Su 2018pplier Portal in Coupa

•Coordination with other finance teams to ensure no delays in payments due to master data issues

•Responsible for development, analysis and distribution of various AP reports and communicating related financial and operational trends and issues to management personnel and other areas of the business. This includes assisting in the development of reports to help identify processing issues and analyze discrepancies, adjustments and projections.

•Assists in the review, development and implementation of internal controls

•Assist with onboarding new users into Coupa and work with key business partners in Tax and Non Merch Procurement

•Review, analyze, gain approval for and process early payment discounting in Coupa

•Assists in improving the overall quality and efficiency related to your area of responsibility. Critically analyze existing processes to identify and implement incremental improvements. Maintain well organized, auditable records of analysis, and reports.

•Support Accounting/Finance Departments’ goals through assisting in monthly variance analysis, analysis relating to external audits and various special projects

•Manage project planning, analysis, requirements, documentation, resource planning, and implementation activities, across multiple areas

Payment Analyst, Sales Audit Sep18 – Oct18

•Research transaction information for invalid payment reversals; transactions potentially identified as duplicates and reversals processed in error resulting in lost revenue

•Process new sales

•Excel process documentation for sales audits

Lee Health (Lee Memorial Health System)

Financial Analyst – Accounts Payable & Payroll Mar16 – Aug16

•Responsible for the monthly financial reporting process

•Analysis of variances that assists the organization in meeting its financial goals

•Maintains efficient and effective payroll and accounts payable processes

•Ensure payments are correct, authorized and timely

•Ensure minimizing duplicate/erroneous payments

•Provides analysis to staff, management and auditors to explain variances

•Completes reconciliations of accounts payable and payroll accounts to the general ledger

•Work with Information Systems on analysis and implementation of new automated processes related to payroll and accounts payable

General Electric

Duty Drawback Project Leader Nov11 – Dec15

•Led team that built the Duty Drawback special program to recover import duties assessed on business units of GE. In GE Transportation alone, increased recovery fees 115% in the first year and 878% in second year which was 2014. Over $2.4M recovered in 2015 for Transportation and $18M for all the businesses with programs.

•Analyzed and corrected erroneous data and re-engineered processes to drive overall recovery up 128% across all participating businesses over the first 2 years

•Built custom queries using SQL via Access, combining results into one file for data mining.

•Created documented standardization using a systematic approach to maximize import recovery claims in accordance with Sarbanes-Oxley Act.

Buy to Pay Process Analyst (bubble assignment) Feb11 – Nov11

•Position created to resolve mounting issues with the GE Canada businesses after the new Accounts Payable system implementation (Oracle R11i and R12) overcoming resistance to the new process and change management.

•Created training program on the correct way to process invoices and purchase orders to be paid successfully and resolved escalations with invoices on hold or rejected. This reduced invoices from going on hold by 90%.

•Collaborated with the tax team to change system programming to resolve issues with invoices on tax hold.

Payable Solutions Project Leader Aug08 – Nov11

•Member of a cross-functional team providing finance and accounting support for accounts payable (AP), cash, fixed assets (FA) administration and freight payable for several GE companies globally

•Subject matter expert on special AP projects with accounting expertise for implementing the Oracle AP application across multiple GE business

•Completed and enhanced Global Business Services account reconciliations for AP, Cash, FA and Freight working with various operational teams to clear outstanding reconciling items while managing reconciliation teams in the Philippines and India.

•Analyzed and evaluated compliance with controls as identified by the SOX team working on special projects as needed to enhance business compliance and controllership. Interfaced with KPMG, Corporate Audit Staff, Corporate Accounting, and Government Accounting during this process.

Payroll Financial Analyst Nov05 – Aug08

•Reconciliation process owner for 20 accounts (banking, sundry and NOP) monthly and forecasting for 17 accounts.

•Product champion in the preparation, testing and execution of the new Oracle PeopleSoft payroll system to process payroll and benefits and generate reports to reconcile accounts.

•Managed outsourced suppliers in India and Canada on escalations of account reconciliation issues.

•Completed special projects as requested by cultivated working relationships with other departments to facilitate resolutions.

Gartner, Inc

Variable Compensation Specialist Dec00 – Nov05

•Mitigated risk of audit by ensuring timely completion of monthly account reconciliations.

Increased sales satisfaction with compensation department by providing more accurate commission payments by root cause analysis of recurring problems with other departments until resolved and also by decreasing response time for commission help desk requests down to 48 hours.

•Ensured commission payments were submitted to multiple worldwide payroll departments on time.

•Completed and continuously updated team policy and procedure manuals.

•Customized SQL queries on the backend to generate custom reports.

•From mid-2002 – January 2004 worked 50% of the time in GEMS. o Responsible for booking consulting and measurement orders for Canada. o Generated fee and expense invoices for North and Latin America’s. o Implemented new SAS recognition process to coincide with the CED Tool that rolled out July 2003. o Posted SAS expenses and generated invoices prior to expense interface with GELCO. o Posted SAS revenue WW and created SAS projects to match number of SAS days purchased.

Training

Crotonville Leadership Development Course (2012)

Green Belt Training (2013)

Foundations of Problem-Based Learning (2008)

Human Capital Development (2008)

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