Finance Manager

Milton Galeas MBA

M:917-***-**** Email:adz3qv@r.postjobfree.com LinkedIn: www.linkedin.com/in/miltongaleas Skills

• Revenue Recognition ASC

*** ** ****

• Project Management

• Month-End Process

Acceleration

• Budget Management &

Forecast Reporting

• Balance Sheet, Profit Loss

and Variance explanations

• Quarterly Reporting

• O2C, P2P, R2R End to End

Process Improvement

• Issue & Defect Management

Process

• SOX 404 Testing full cycle

• Data Analysis, Data Modeling

• Management & Financial

Reporting & Dashboards

• General & Technical

Accounting USGAAP

• Transfer Pricing Operations

• Standard Operation

Procedures

Industry Experience

• High Tech

• Financial Services

• Telecom

• Pharmaceutical

• Insurance

• Media & Communications

• Publishing

• Construction & Engineering

• Network Security (SaaS)

• Non-for-Profit

Systems Experience

• Oracle, NetSuite

• Oracle cloud Foundations

• SAP

• Hyperion

• HFM

• Essbase

• Cognos

• SQL S-Suite

• Alteryx, ARIS

• Rally

• JIRA, Confluenze

• PowerBI, Tableau

• PeopleSoft, nVision

• MS Excel, Word, PowerPoint,

Visio

Education

• MBA MIS/Risk Management,

Saint Peter’s University

• BBA Accounting, Bernard

Baruch College CUNY

PROFESSIONAL EXPERIENCE

KPMG LLP – Irvine, CA

Manager, Finance Transformation (2021 – Present)

• Managed a team of two in the documentation of service contracts components and its applicability to ASC 606. Reperformed data entry from contract inception to revenue recognition which helped identified 12 system gaps & multiple process areas of improvement.

• Led the finance workstream in the implementation of Oracle Cloud. Worked primarily with the Controller’s team and performed walkthroughs to document End-to-End month-end cycles for the Record to Report, Order to Cash and Procure to Pay business processes. Identified pain points, captured key design decisions for Target Operating Model and provided process/system recommendations/leading practices.

• Supported the Revenue Accounting Operations team for a major SaaS client. Responsibilities included: month-end process, management reporting, account reconciliations, revenue forecast for newly acquired companies, P&L variance analysis, reviewed adjusting JEs and performed forecast revenue data uploads to new management reporting tool.

• Managed the Robotic Process Automation (RPA) process implementation and developed monthly Lunch & Learn training sessions on PowerBI, excel and RPA.

• Prepared presentations and financial reports for Executive and senior management and prepared weekly status reports for special projects.

• Managed a team of two in the preparation & review of 300 balance sheet account reconciliations for a multinational e-commerce. Worked with the accounting, internal audit,

& finance teams to ensure reconciliations included required supporting documentation.

• Helped stand up the KPMG FT support office in Mexico. Worked with local leadership to roll out US policies & procedures. Helped with recruiting and developed new hire training.

.

Deloitte LLP – Los Angeles, CA

Senior Consultant, Finance Enterprise Performance (2018 – 2019)

• Responsible for the End-to-End design & implementation of the Issue & Defect Management Process for the company-wide Help Desk team for a major financial services client.

• Designed standard operating procedures, maturity models, and training materials for new JIRA users. Also, removed redundancy on over 20 enterprise IT policies for Issues & Defects.

• Ran analytic summary report on 2,000 existing issues to identify root causes, resolution times and generated monthly aging report to help managers improve response process.

• Designed Operation dashboards using excel. Dashboards included 3 views (Executive, Mid- manager, Staff) which were used as baseline across enterprise.

• Managed three Revenue Recognition testing teams. Designed daily status report which included KPIs on data and code issues which increase productivity by 30%.

• Set up performance thresholds and improved the efficiency of testing cycles which alleviated burden on development teams by 50%.

KPMG LLP – Irvine, CA

Senior Associate, Financial Management (2014 – 2018)

• Led the finance workstream in the implementation of the New Revenue Recognition Standard for a major telecom & construction client. Constructed current state documents for all finance functions, balanced scorecards, SWOT analysis, gap analysis for data. Also, shadowed multiple month-end process cycles and identified 21 areas of improvement.

• Captured and designed finance business rules/systems requirements and data requirements for future ERP solution (GL, Reporting & Accounting Hub modules).

• Constructed an Accounting Manual for the areas of Accounts Payable, Accounts Receivable, General Ledger, Reporting and Order to Cash for a state agency.

• Documented FP&A month-end cycle and developed non-existent accounting manual. Provided recommendations that accelerated the month-end close process by 4 days.

• Developed/managed roadmap for client to keep track of critical milestones as part of a month- end acceleration program.

• Documented the current state process for the treasury group of a major bank on procedures related to BCBS 239. Worked with Treasurer and team leads to identify inconsistencies in policies and procedures and identified gaps in current bank polices. Milton Galeas MBA

M:917-***-**** Email:adz3qv@r.postjobfree.com LinkedIn: www.linkedin.com/in/miltongaleas Certifications

• UCI Business Intelligence &

Data Warehouse

• Robotic Process Automation

(Blue Prism, Automation

Anywhere)

• Fintech Foundations

Languages

• Spanish

• English

Awards

2017 Chairman Award for high

performance- Pacific South West

region KPMG LLP

Travel

• 100% Domestic &

International locations

Work Authorization

• US Citizen

• Ecuador

AerCap/ILFC – Los Angeles, CA

Senior Auditor (Contractor) (2013 - 2014)

• Performed SOX testing on Order to Cash, Procure to Pay, Record to Report, Fixed Assets & IT controls. Reviewed internal control Matrix, test scripts, update control objectives and review supporting documentation. In total, tested over 60 controls and re-tested eight failed controls.

• Worked for the internal auditing group to capture business requirements for the transition of a manual SOX testing process to a web-based system.

Novartis – East Hanover, NJ

Senior Consultant (Contractor) (2012 – 2013)

• Documented over 300 finance processes across (OTC, P2P, R2R performed in SAP) in all line of business. Validated & shadowed process with stakeholders. This was part of an enterprise finance transformation to move all finance functions to a shared services model.

• Learned & applied new SOP software TTKF. Developed training materials and provided training to End-users.

INDUSTRY-SPECIFIC EXPERIENCE

MetLife – New Jersey, NJ

Senior Financial Analyst, International Controllers Group

• Assisted in company’s annual budget and monthly forecasts. Interfaced with tax department to provide reporting on Transfer Pricing. Assisted with department and company financial analysis and planning.

• Applied effective processes and methodologies to collect forecast information for all LATAM subsidiaries and performed data analytics to report to International Controller.

• Identified and developed month-end process improvements to streamline reporting and improved internal/external stakeholder reporting efficiency. Performed inter-company account eliminations as part of the month-end cycle. Morgan Stanley – Manhattan, NY

Manager, IIG Controllers

• Worked with business unit leaders and corporate functions to gather data, create reports and presentations for month-end.

• Led short-term & long-term financial forecasting in coordination with the Controller’s team supporting the Individual Investor Group (IIG) leadership team. Provided budgets annually and financial forecasts quarterly for all business units leaders reporting to CFO.

• Provided monthly variance analyses with thoughtful consideration of permanent versus timing differences; focused on minimizing forecast variances.

• Worked collaboratively with department leaders especially in the IT, engineering & operations functions. Developed strong understanding of the business necessary to insightfully perform role requirements and work effectively across functions. Other Accomplishments/Affiliations:

California State University Long Beach: Currently serving as part-time instructor from 2022 for on- line courses in International Accounting at the Undergraduate level. Diversity & Inclusion: Big passion for leading Diversity & Inclusion programs at the workplace and champion for fomenting “Diversity of Thought”. Member of BRGs at KPMG and Deloitte (Hispanic Latino Network, LGBTQ, People with disabilities, Women’s Network). Managed and supported internal Diversity Equity & Inclusion programs: Unconscious Bias, Career growth and Leadership development. Employee participation increased 160% at all levels across the firm. Mentoring: Mentored over 20 college students and visited over 12 campuses in Southern California

(2015 – Present).

Key-Note Speaker: Led non-for-profit professional organization (ALPFA OC Chapter) and served as president in 2018 & 2022. Successfully executed five marquee events that attracted over 1,500 attendees.

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