Strategic financial partner with a balance of management, operational and accounting acumen credited with creating world-class finance organizations, building solid, constructive multi-level relationships, and strengthening internal controls to deliver significant process improvements, enhanced accuracy of reported financial results and operational and technological advancements.

Controller

Flint Odyssey House Flint MI 04/22 thru 9/22

Accountable for all accounting operations including production of periodic financial reports, month, quarter and year end close and consultant to CEO regarding finance issues. Creating a yearly budget, forecast and monthly review of variance from both to actual. Works closely with the outside auditor for yearly non profit audit. Supervised 8 employees.

FINANCIAL CONTROLLER

Illinois Policy Institute I Chicago, IL I 2017 - 2020

Accountable for all accounting operations (Finance & Accounting Field expert) including production of periodic financial reports, maintenance of an adequate system of accounting records, (including revenue/expense analyses) and a comprehensive set of controls and budgets designed to mitigate risk. Ensures the accuracy of the company’s reported financial results and that reported results comply with GAAP and international financial reporting standards Completes financial forecasting and reconciliation as required. Works closely with the outside auditor on Taxes providing all relevant data (from the General Ledger, and formal records) for the tax return and booking the appropriate Journal Entry addressing quarterly and/or yearly tax situation.

Key Accomplishments

Created fluid corporate model allowing for movement of employees from one organization to the other based on workload needs utilizing a holding company design

SMALL/MEDIUM BUSINESS FINANCIAL CONSULTANT I Chicago, IL I 2013 – 2017

Assisted executives by providing accurate financial statements and highlighting items for review establishing a sense of financial control and allowing them to mitigate risks & capitalize on opportunities within their current operations.

Prepared accurate, timely financial statements with input from internal accounting group

Conducted monthly & quarterly account reconciliations providing accurate ledger reporting

Analyzed financial statements for discrepancies - variance providing research and resolution

Reviewed all inter-company transactions and generated invoices as necessary

Reconciled Balance Sheet Accounts periodically

Coordinated semi-annual audits with outside audit firm

Conducted regular ledger maintenance

Clients engaged with included but not limited to:

oDrenthe, Ramco Holdings, American Homeowners Preserve,

Follett, A Safe Haven Charity, Tuthill Industries, Abbott Labs, Ventiv Technology, Tawani Enterprises & Fresenius Kabir Agency’s utilized included IFG, Marco & Associates, LaSalle, Overture Group, Brilliant Financial to mention a few

Performed analysis, prepared reports; ensuring contracts met negotiated, agreed upon parameters and gov’t cost control guidelines

Prepared budgets and schedules for contract work; performed financial analysis including funding profiles, sales outlook, and variance analysis

Set up cost control system on contracts requiring validated cost schedules.

Prepared program plans ensuring program requirements and SOW are captured and scheduled

Performed scheduled risk assessment to identify and mitigate program cost and scheduling risk

Ensured adequate funding availability by maintaining accurate records of expenditures, projections and requesting additional funding from the customer

Incorporated contractual changes into l control systems by monitoring outstanding work against each contract to ensure realistic contract cost and schedule baseline

Conducted research evaluations, and studies and presented recommendations & solutions related to short- and long-term program planning requirements

Assisted as a Change Management Analyst providing presentations of suggested system changes with impacts to senior gov’t officials

Developed change management system utilizing Remedy system for the FAA computer network

ACCOUNTANT/INTERNAL AUDITOR

Jefferson Wells I Des Plaines, IL I 2004 – 2008

Provided Finance and Accounting Consultation across a wide range of industries; performed account reconciliation, cash flow optimization, and data cleansing and modeling

Optimized Financial Team Performance by implementing BI strategy, developing business performance reporting, identifying financial process improvements including policies and procedures development

Mitigated Risk by reviewing systems to determine adequacy of controls; analyzing data obtained for evidence of deficiencies in controls, duplication of effort, extravagance, fraud, or lack of compliance with laws, regulations and management policies/ procedures, studies to discover mechanics of detected fraud & develop prevention controls

Audited Finance and IT Functions by completing construction audit and advisory contract compliance, COSO based enterprise financial risk assessments, financial reporting audits, fraud and forensic investigations, IT audits, internal audits co-sourcing and outsourcing operation audits, and reviewing regulatory and Sarbanes Oxley compliance

SENIOR FINANCIAL ANALYST Siemens Corp I Grand Rapids, MI I 1998 – 2004

Project lead for audit team on the TSA security systems interface project

Analyzed the company’s financial performance and reported variances, identified $2 million in unbilled AR Provided annual budgeting and monthly forecasting (Key factor – Organization sales)

Performed fixed and variable cost analysis

Developed and executed a comprehensive internal audit program for the evaluation of management controls

Evaluated the effectiveness of management resource allocation, recommended changes to safeguard resources, promote growth and ensure compliance with laws and regulations

Past Employers

PROGRAM ANALYST I KPMG Peat Marwick I Washington DC

CONTROLLER I Defense Contract Management Command I Washington DC

Microsoft Office Suite

SAP

QuickBooks

Intact

NetSuite

MASTER’S DEGREE

Business Administration University of Phoenix

BACHELOR OF ARTS

General Business & Accounting Davenport University

Contact this candidate