Donald McKenzie

302-***-**** / 302-***-**** adfriq@r.postjobfree.com

Key Financial & Risk Management Core FP&A Processes & Financial Modeling 15+ Years’ Finance Experience Resourceful executive offering 20+ years’ success in directing compliant financial operations. Specializes in financial modeling, consulting, and client solutions development aimed at preserving financial assets, operational integrity, and profitability. Seeking to blend fluencies in core operations and finance to shape sustainability and increase efficacy. Leads by example, encourages others to express their views, and supports automation in the workplace.

A highly motivated, strategic problem solver with strong interpersonal communication skills that ignite teamwork, strengthen relationships, and bridge gaps between teams and success. Knowledge includes GAAP standards, month-end closing, regulatory compliance, variance analysis, etc.

The capacity to quickly adapt to changing circumstances and adopt new software tools to manage the accuracy and productivity of finance and business activities. Designs and implements appropriate risk measures and internal controls to manage risks and monitor KPI’s.

Strengthens the alignment of top-line growth with bottom-line profits and applies lean management to balance operational risk and yield.

Impeccable attention to detail, works well under pressure, and supports efficiency by improving process transparency and empowerment at levels of operations. Contributes to the set-up of new expansions and global entities and delivers substantial impact in global industries. Professional Experience

Senior Business Analyst PECO Energy, an Exelon Company - Location 01/2016 to Present Provide strategic provision as a senior professional directing and managing financial, operational, and communication aspects for governmental and external affairs, contracts, and controls. Meet deliverables by designing and implementing valuable performance analytics including processes such as variance analysis, business forecasting, monthly accruals, and KPI’s for management review. Serve as Administrator and lead consultant managing functionality and improvements of utilized WIR, CIWP, ISN, and LMS.

Facilitate training and host forums to educate, mentor, and support end-user success, driving both enhancements and efficacy.

Spearhead financial management by formulating budgets, delivering cost-effective negotiations/contract management, spearheading process improvements, and reinforcing policies and procedures related to financial disciplines and standards.

Strategize with Program Managers, lead processes, and sustain accurate financial analysis and reporting.

Support positive change and compliance aligned with set regulations by creating cost structures in advanced fiscal systems.

Serve as vendor compliance specialist promptly aiding the governance of vendor training and development.

President and Founder of newly formed CADERA (ERG).

Subject matter expert managing Regulatory Asset Act 129 energy efficiency costs promoting profitability and sustainability. Consulting Assignments Global Indemnity, ING, and TD Bank - Location 04/2014 to 01/2015 Served as a trusted consultant and business strategist piloting full lifecycle risk identification and testing of processes to rate compliance effectiveness; assimilated Sarbanes-Oxley walkthroughs and structured testing program.

Worked in conjunction with key stakeholders, mitigation teams, and business owners to develop and coordinate action plans attentive to mutual goal attainment; used diverse tools to track and improve operations to eliminate unproductive and costly controls.

Facilitated RCSA workshops and training sessions promoting owner understanding of risks and effectively managed control.

Identified and communicated gaps in policy compliance and suggested immediate remediation to improve compliance. AVP, Risk & Control Manager (RCSA), Consumer & Community Banking JP Morgan Chase & Co. 08/2012 to 02/2014 Assessed the Risk/Reward trade-off of suggested policy changes and conducted proactive audits to identify high-risk functions. Manipulated sampling and testing cases using strategic planning and tools to support quality and cost-effective regulatory compliance.

Discovered and communicated gaps in policy compliance and recommended rapid remediation strategic that improved compliance; reviewed both training and account materials and internal controls aligning all policies and procedures with set compliance. Finance Manager, Treasury Operations JP Morgan Chase & Co. - Location Created a cohesive, collaborative finance strategy by leading teams and projects aimed at operational and regulatory compliance. Mitigated violations and incidents by proactively analyzing, organizing, delegating, and supporting process management for P&L documentation and reporting, month-end closing, performance reporting, SOX, UAT Testing, and transfer pricing. Maintained integrity and quality in managing hedge fund transactions.

Served as Administrator for NA, EMEA, APIA & LATAM global dashboards and reported FX exposure accompanied by sound resolutions.

Acted as middle-office liaison and drove quality trades with strategic partners; performed data cleanup and office administration duties.

Investigated areas of interest based on evidence-backed reporting and trend analytics, prioritizing countries by risk. Project Manager/SAP Implementation (SME) PWC, Price Waterhouse Coopers - Location 05/2011 to 03/2012 Headed projects interfacing with Account Executives and Project Managers to bridge communications, build consensus, and obtain approvals; configured CATW (Leverage time-tracking and project-planning systems), served as contract master and managed master data.

Led modernization and data migration of EDS legacy SAP to an innovative SAP ABAP System, Compass.

Recognized as a subject matter expert owning process and workstream expertise acting as a financial, technical, and operational resource. Donald McKenzie P a g e 2

Examined inherent and residual risk and presented impactful solutions; designed and “sold” a valuable work breakdown structure.

Served as Trainer and supported all end-users by facilitating utilization training, driving system feature understanding, and promoting automation and digital process management in the workplace.

Accounting Manager American Spirit Federal Credit Union - Location 11/2010 to 02/2011 Supervised, supported, and developed accounting staff by applying thought leadership and assertive compliance training and coaching. Spearheaded accounting best practices and oversaw operations governing fixed assets, share drafts, prepaid schedules, general ledgers, bank reconciliations, journal entries, accruals, inventory management, daily cash flow, budgets, FTE headcount, variance analysis, month-end close, balance sheet audits, monthly financial statement review for corporate, A/P, A/R, billing and payroll reporting.

Ideated and introduced a competitive analysis model recognized as best practice.

Reconciled mortgage and standard loan portfolios and reported trends, issues, and red flags needing immediate remediation. Accounting Manager Amer Industrial Technologies, Inc. - Location 06/2010 to 08/2010 Fronted accounting processes and managed fixed assets, prepaid schedules, general ledgers, reconciliations, journal entries, accruals and inventory management, daily cash flow, budgets, FTE headcount, variance analysis, month-end close, balance sheet audits, monthly financial statement review for corporate, A/P, A/R, billing and payroll reporting.

Proofed, processed and distributed forms in compliance with set regulations i.e.1099s, 1042S forms, and tax packages. Director of Finance City of Coatesville – Coatesville, PA 10/2008 to 05/2009 Provided process reengineering within finance directives managing budgets, monthly financial packages, FTEs, and change management. Mitigated risk exposures and taxation leveraging astute financial management skills; oversaw accounts payable, internal controls and creation and administration of 1099s, 1042S, and established tax packages, disbursements, tax withholdings, and investment analytics. Outsourced payroll to ADP for processing.

Developed and launched a new enterprise resource planning (ERP) system that successfully streamlined coordination of best practices.

Identified and resolved critical issues across accounting, finance, and staff management processes, leading many departments to succeed. Accounting, Finance Consultant Relevante - Location 06/2005 to 12/2008 Supported financial consultation and accounting practices by managing a wide variety of fiscal operations including project budgeting, forecasting, and data analysis, in addition to, daily, weekly, and monthly audits and reporting. Aided annual 10-K and quarterly 10-Q report preparation by consolidating foreign entities and performing compliance analytics. Monitored investments, fixed assets, schedules, and journal entries and reconciled transactions, reported insight and issues, and improved results by streamlining processes and creating a cohesive financial operation.

Proofed, processed, and distributed external reporting in compliance with set IRFS and SEC filing regulations.

Contributed to the adoption and implementation of Oracle Financial Software.

Performed and enhanced SOX compliance program by examining internal controls and advised management of critical insights. Accounting Manager, Senior Consultant Elwyn – Media, PA 01/2000 to 06/2005 Managed budgets, forecasting, and FTEs while directing closings/audits, reporting, GL entries, bank reconciliation, and inventory management.

Overhauled manual practices and introduced Navision digital solutions; transitioned manual processes to computer-based processing and trained and supported staff/end-users in understanding new processes, expectations, and features/benefits of implemented change.

Recognized for accuracy in detailed forecasting which proved to be a novel resource leveraged by senior management to establish, manage, and improve core milestones and operating procedures.

Recovered thousands in savings by identifying changes that reduced overtime expenses by 35%. Education & Professional Certifications

Master of Accounting, Keller Graduate School of Management 2008 Master of Financial Management, Keller Graduate School of Management 2008 Bachelor of Science, Accounting and Information Systems, Neumann University 2002 10K-10Q Reporting, Certification - American Institute of Certified Public Accountants (AICPA) Technical Skills

Microsoft Office Suite (Word, Excel, PowerPoint) ASI Desktop Publishing Great Plains Hyperion InfoLease Information Systems JD Edwards Lotus MAS 90 Microsoft Office (Word, Excel, Access, PowerPoint) SharePoint Navision SQL Query Oracle Financial Applications Peachtree PeopleSoft SAP FICO Solomon TFA Tableau Power BI Detailed Concepts & Leadership Competencies

Financial Analysis P&L Management Project Management Performance Management Customer Experience (CX) Management Strategic Planning Financial Strategy Advanced Modeling (Financial, Business, and Customer) Risk Management Revenue Cycle Management Cost and Trend Analysis Corporate Finance and Accounting Reports Data Integrity Annual Tax Filing and Auditing Income Statements

Cash Flow Optimization Schedule Preparation and Coordination Consensus Building Insights and Recommendations