Financial Analyst Accounting

ERIC WELLS MBA

www.linkedin.com/in/Eric-A-Wells

602-***-**** Phoenix, AZ 85024 *************@*****.***

SENIOR CONTRACT REPRESENTATIVE

A results-driven Contract Specialist and Financial Analyst with substantial success in developing and administering contracts for the procurement and contracting of goods and services across multiple industries including technology, telecommunications, and finance. Provides clear direction, maintains integrity, and leverages an in-depth knowledge of accounting and contracting laws and best practices to develop novel solutions. Applies an analytical approach to solve problems, inspires cross-functional teams to success, and builds trusted relationships with key stakeholders, including decision-makers within client organizations.

Technical Leadership

Contract Preparation / Review

Accounting / Financial Analysis

Financial Reporting-Process and Procedure Development

Contract Administration

Regulatory / Legal Compliance

QA-KYC / AML Fraud and Compliance

Training Development / Delivery

QC / Audit

Cross-Functional Collaboration

Mediation and Negotiation

PROFESSIONAL EXPERIENCE

HONEYWELL INTERNATIONAL, INC., PHOENIX, AZ2019 – 2020

SENIOR CONTRACT REPRESENTATIVE

Served as key member of Honeywell Aerospace Law, Contracts, and Exports Team providing comprehensive support global team in drafting, reviewing, executing, and managing contracts including non-disclosure agreements (NDA), general terms of agreement (GTA), and general terms and conditions (GTC) for joint venture program between International Turbine Engine Company (ITEC) and Aerospace Industrial Development Company (AIDC) in Taiwan.

Designed processes and created repository to allow for controlled access and review of contracts and opportunities for better oversight by senior leadership.

Implemented process improvements to reduce costs and improve efficiency including managing license review and redaction processes internally and updating outdated terms and conditions to align with modern legal standards.

CROWN CASTLE COMMUNICATIONS, CHANDLER, AZ2018 – 2019

CONTRACTS SPECIALIST (CONTRACT)

Developed contracts and associated documentation and ensured that deliverables were legally sufficient and met company standards and customer expectations. Forecasted and managed timelines and ensured that deliverables were achieved.

Established contract policies and procedures and achieved a 95% contract approval rate.

Served on several Special Project teams and provided contract guidance to ensure consistency.

JDA SOFTWARE, SCOTTSDALE, AZ 2015 – 2018

SENIOR CONTRACT SPECIALIST

Reviewed global contracts from the Legal Department, which were entered into Peoplesoft (Oracle) and Salesforce contract entry systems. Ensured that billing, revenue, and renewals were documented and processed in line with contract specifics and monitored shared folders containing fully executed contracts that were approved by the Legal Department.

Found errors in an approved contract, which were presented to Management and Legal and was commended for saving a potentially large legal impact and revenue stream.

Consistently achieved a 96% contract review approval rating.

WELLS CONSULTING, PHOENIX, AZ 2012 – 2015

INDEPENDENT CONTRACTOR

Provided Contract Specialist expertise on a contract basis to various businesses across multiple industries including banking, finance, and office equipment manufacturing.

At Ricoh America’s Corp., conducted compliance checks which resulted in a 98% accuracy/review rate for completeness related to external audits based on Sales orders reviewed.

Promoted within 3 months from Fraud & Compliance Analyst to Anti-Money Laundering (AML) fraud & Compliance Auditor overseeing other analysts reviews of Charles Schwab accounts and applying in-depth understanding of AML methodologies.

TEMPE PSYCHOTHERAPY, TEMPE, AZ2009 – 2011

STAFF ACCOUNTANT / OFFICE MANAGER

Oversaw day-to-day office administration and managed accounting function for busy medical practice. Performed daily accounting activities, maintained patient accounting records, and prepared monthly aging and receivables reports.

EDUCATION

Master of Business Administration, UNIVERSITY OF PHOENIX, PHOENIX, AZ

Bachelor of Science - Business Administration, NORTHERN ARIZONA UNIVERSITY FLAGSTAFF, AZ

PROFESSIONAL DEVELOPMENT / CERTIFICATIONS

7 Habits of Highly Effective People, Wilson Educational Learning – CVS / Caremark, Inc.

Oz Principle of Accountability, Educational Learning – CVS / Caremark, Inc.

Organizational Savvy, Educational Learning – CVS / Caremark, Inc

Negotiating to Yes, Educational Learning – CVS / Caremark, Inc.

AML Methodologies and History, Mphasis, Inc.

Six Sigma Green Belt – In Process

TECHNICAL SKILLS

Claims Platforms: QL, ReCap, RxClaim

Reporting: Hyperion Enterprise Reporting, Crystal Reports, Oracle Essbase, Saleforce.com Contract Reporting, and Workday Financial Reporting

Fraud Detection: OnDemand, Client Central and ACE

Contract Databases: PeopleSoft (Oracle) and Salesforce

Microsoft Office Suite: Access, PowerPoint, Word, and Advanced Excel

Other: DocuSign, Recovery One, PACER, GE Capital CLAS APP & Lease Connect, SharePoint, Microsoft Teams

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