Sheri Carbone
Wilmington, NC 28409
Work Experience
Aon Hewitt/Alight Solutions 3/1995 - 5/2018
Sr. Financial Operations Analyst 6/2012 – 5/2018
Provide ongoing financial support to business leaders and client teams, which includes invoicing, revenue submissions, and project/contract set up
Extensive knowledge of assigned clients' contracts to ensure that revenue submissions, invoicing, penalty calculations, fee escalators, etc. are accurate
Extensive use of Excel with regard to penalty calculations, P&L statement, and client financial workbooks, which were created to aid with the accurate billing of clients
Work with client teams to manage forecasting for ongoing and project revenue as well as expenses
Tracking of budget against actuals on a monthly basis for external clients and internal client teams
Conducts variance analysis on revenue and expenses and provide explanations, when necessary
Work with Account Executives and client teams on accounts receivable, contacting clients via email or phone when needed
Assisted Accounts Payable with receipt of vendor invoices, assuring the coding is correct, and obtaining the appropriate approvals before invoices are paid
Purchase requisition creation
Ad hoc requests from client teams
Demonstrated ability to meet deadlines and learn at a fast pace
Held monthly meetings with client teams via video conference or conference calls
Executive Compensation Analyst
8/2007 – 6/2012
Responsible for analytical understanding of current pay arrangements against market benchmarks; estimation of market values for major components of compensation using regression analysis given the size of the client, its pay philosophy, and position-specific variables
Document research, which includes thorough review and understanding of a client's and their peer groups current pay arrangements through research into proxies
10- Ks, and other public documents
Through research, understand the nature of client issues, the competitive landscape, and potential technical (e.g., accounting, tax, disclosure) implications, and leverage that information with other clients.
Assist in the preparation of client presentation materials based on the analysis used during the engagement and the needs of the client and the audience
Historical review and interpretation of key financial performance indicators for clients and selected peer groups
Interaction with clients on a wide array of subjects and analysis
Client Financial Analyst
7/2005 – 8/2007
Main point of coordination for all financial aspects related to assigned clients.
Functioned as primary point of contact to corporate revenue process
Provide support to client, financial, and business managers for client financial forecasting, analysis, and reporting
Respond to ad-hoc analysis requests
Main point of entry for revenue recognition ensuring sufficient evidence
Project setup and maintenance (including the client agreement system)
Reviewing calculations for fee submissions and fee revenue entry.
Invoice setup and mapping, review and validation of invoice draft markups, draft submission
Accounts receivable collection, and follow-up
Assisted Accounts Payable with receipt of vendor invoices, assuring the coding is correct, and obtaining the appropriate approvals before invoices are paid
Primary resource for any questions/concerns related to the firm's financial policies
Revenue recognition attestation support while complying with the firm's audit and compliance initiatives
Review of client evidence to support revenue recognition per Sarbanes-Oxley
Administrative Assistant
3/1995 – 7/2005
Extensive domestic and internal travel arrangements
Preparation of presentations, reports, and letters utilizing Microsoft Office
Expense report preparation and expense account reconciliation
Data analysis and entry for our Analytics group
Video conference and conference call set up
Meeting set up and planning
Internet and intranet research
Copying, filing, faxing, scanning
Advanced proofreader per Aon Hewitt identify rules
EDUCATION
Business Administration Studies
Stone Academy, Hamden, CT
Graduate – 1988
Scholarship Awardee
SKILLS
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Outlook
Accounts Payable/Accounts Receivable
Lotus Notes
Microsoft Lync
Skype for Business
Adobe Acrobat
QuickBooks
PeopleSoft Financials
Horizon
Forecasting, revenue recognition, variance analysis, and review of P&L statements
Stock option valuations
REFERENCES
Ms. Audrey Velez, Aon Hewitt/Alight Solutions; adalxz@r.postjobfree.com
Mr. Peter Ariano, Aon Hewitt/Alight Solutions: adalxz@r.postjobfree.com
Ms. Anna Wadeka, Aon Hewitt/Alight Solutions: adalxz@r.postjobfree.com
Ms. Liane Berlin, Aon Hewitt/Alight Solutions: adalxz@r.postjobfree.com