Project Management Business Analyst

Professional Profile

Creative Professional Consultant with more than 30 years consulting experience in diverse workplace environments.

Strong analytical, accounting, and organizational skills. Ability to communicate effectively within all organizational levels. Builds relationships of trust and enlists the participation of team members. Strong project management skills.

Advanced knowledge of relational database technology, SQL query design and Microsoft Office VBA Programming.

Skills Summary

Project Management/Jira

Finance and Accounting

System Implementations/Agile

Advanced Excel/Access/SQL Server Modeling/Dashboards/ Power BI/KPI’s

Business Forecasting

Month End Close/Journal Entries

Corporate, Partnership and Individual Taxes

SEC Financial Statements and Reporting

Sox Audit and remediation

GAAP Compliance/Internal Audit

FP&A Activities

Financial Analysis/Consulting

Client Relationships

Cost Accounting/Procurement

Professional Presentations

Financial/Operational Audits

Strategic Planning/Reorganizations

Kyriba Implementation

Interim Controller

Process Improvements

ERP systems

Professional Experience

RGP

Pittsburgh. Pennsylvania December 2015 - Present

Consultant/Business Analyst

Assisted in SOC2 testing for large heath care insurance provider providing guidance on new platform rollouts to customers.

Performed statistical analysis utilizing SPSS to evaluate patients’ satisfaction with inpatient care and other patient demographics like Sex, Age, City. County. Length of stay etc.

Consultant in charge of new product development utilizing agile project management methodology, managing product production issues, and creating user stories for business cases.

Gathered project requirements documenting current state to future state analysis. Met with business owners and technical teams for input into project development initiatives utilizing Jira project tracking software.

Consultant in charge of Sox remediation for a large bank. Worked with external auditor KPMG to ensure noted significant audit deficiencies did not become material weaknesses from an audit control perspective.

Participated in Month End and Year End closes for multiple publicly traded companies. Prepared FP&A analysis and management report.

Performed a vendor verification review for a large bank. Gathered requirements to develop a vendor maintenance tool using SIG best practices and stakeholder’s requirements.

Worked with a client within the HR Department to help split a large publicly traded company into two separate entities and a very tight timeframe.

Implemented Kyriba Treasury Software. Trained treasury personnel on payment processing both in the USA and internationally. Developed a banking in house structure to organize and process payments and deposits.

Prepared borrowing base calculation and negotiated loan terms and bank fees. Created daily cash position reports to manage float and debt payment reserves.

Experienced with effectively communicating with external auditors, business owners and other members of the Internal Audit Department.

Key contact on various SOX internal audit teams and business owners, manager and directors across multiple business sectors and operations.

Developed relationships with stakeholders implementing best practices to approve accuracy and process improvements.

Performed audit and consulting projects requiring the application and implementation of auditing and accounting principles including audit planning, testing, documentation, and communication of results.

Supervised internal and external audit personnel/staff including offshore resources.

Performed data analyses around employee information to ensure both current employees and retirees were properly assigned to the right company, department and cost centers using SQL and Oracle Discover tools.

Consultant in charge of payroll related interfaces testing globally to ensure that after the system migrations, the information was corrected and sent to the right external parties for further downstream processing.

Conducted update meetings on a regular basis with the process owners to ensure that the proper migration information and deadlines were communicated effectively. Helped troubleshoot end user system issues and escalated issues to the proper resources for resolution.

Regularly met with team members to report out status updates, roadblocks and helped team members develop solutions to critical migration issues so deadlines were met.

Performed the annual audit for the company’s nonprofit foundation. Lead contact with the external auditors to resolve any accounting issues.

Developed forecasts and annual budgets for multiple departments using Hyperion Essbase and Excel models, revised estimates based on management feedback in a dynamically changing organizational restructuring initiative.

Performed SOX testing for multiple accounting process cycles and treasury transactions. Performed walkthrough of the processes with business owners to ensure that sufficient internal controls were in place and that the controls followed the testing procedures.

Excellent communication skills and experienced in training internal resources and external customers.

EXPERIS (FORMALLY JEFFERSONWELLS INTERNATIONAL)

Pittsburgh, Pennsylvania October 2013 – December 2015

Consultant/Business Analyst

Prepared process documentation for existing deferred tax provision calculation and Cognos business intelligence reports.

Performed quality assurance testing on Cognos BI reports to validate the integrity of the reports data.

Created an Access database to calculate the clients’ credit facility that was used to generate monthly reports submitted to the banks.

Beacon Hill Associates

Pittsburgh, Pennsylvania (March 2013 - September 2013)

Consultant

Senior Business Analyst responsible for the project management of all strategic IT initiatives concerning accounting process improvements for an operational legacy system that integrates with MAS 5000 and Oracle accounting programs.

Lead technical liaison between offshore IT resources and Executive Accounting Management to facilitate improved data integrity, financial reporting accuracy and efficiencies during the monthly close process.

Responsible for the development of an improved system of internal controls relating to financial reporting accuracy.

Implemented Kyriba Treasury software for a large public company. Trained treasury staff and prepared borrowing base calculations, debt restructuring, electronic payment, cash management and credit card processing.

Lead analyst for the integration of existing operational legacy systems to parent Oracle financials in conjunction with the large merger of client’s largest competitor. Merger has passed regulatory approval to ensure no monopoly potential exists in the financial services industry.

ESTAFF Consulting

Pittsburgh, Pennsylvania (June 2012 – March 2013)

Consultant

Responsible for the data normalization for a large JDE ERP upgrade initiative including remapping existing JDE data points to new JDE data structures.

Liaison between plant operations management and IT consultants (offshore) and Big 4 Consultants to prioritize data discrepancies issues. Developed plans to implement code changes for reporting and restructured database SQL queries and database tables.

Performed large data validation analysis on Bills of Materials for a large pharmaceutical corporation ensuring data integrity and consistency of all chemical formulations as required by the FDA.

Designed and developed OBIEE operational reporting requirements based on management input. Troubleshooter for Informatica ETL data loads into the data repository.

Developed and maintained a compliance tracking system to track documents signoff by management for vitamin products scheduled for production utilizing the new ERP system after “Go Live.”

Prepared data validation reconciliations to support weekly ERP migration status reports for Senior Management.

Coordinated the implementation of new”In Process Testing”of chemical formulation processes to ensure consistent rollout of the testing across all products as required by the FDA.

EXPERIS (FORMALLY JEFFERSONWELLS INTERNATIONAL)

Pittsburgh, Pennsylvania November 1999 – June 2012)

Consultant

100% utilization every year with the firm.

Employee of the year, 2001, 2002, 2011.

Prepared steel volume calculations for a large automobile manufacturer with annual steel requirements in excess of $4 billion. Presented financial results to senior executive management. quarterly supplier commitment disclosure for financial external reporting.

Developed reconciliation of steel specifications databases to ensure legacy systems are complete and accurate.

Assisted with the sourcing and implementation of new steel contracts for a steel purchasing department with an annual budget in excess of $4 billion and 70 buyers.

Reengineered financial closing process utilizing Cognos Business Intelligence tools for a metals company with thirty locations with revenues in excess of $1 billion.

Developed Management Reports, Dashboards and financial analysis utilizing Business Objects BI System.

Developed advanced Microsoft Access and Excel solutions for clients utilizing VBA programming and sophisticated modeling techniques. Prepared end-user documentation and performed end-user training.

Recognized as a Subject Matter Expert in Microsoft Excel and Access.

Managed multiple Client projects. Planned engagement resources and scheduling.

Performed complex data cleansing and data integrity checks for annual pricing review for a public company. Investigated compiled results for Management and resolved issues.

Assisted in development of staff personnel and developed individual development plans. Performed annual reviews.

Developed Budgeting tools utilizing Hyperion Essbase for a Fortune 100 company’s global procurement department with $14 billion in procurement spend and seven hundred locations worldwide.

Participated in resources benchmarking process to optimize Shared Service Center efficiency.

Responsible for ACL development, marketing, and implementation of client’s month end processes and SOX testing of key internal controls.

Performed duties as Knowledge Manager developing internal Cognis Knowledge Management Database. Trained employees in Cognis functionality.

Developed Oracle user responsibility tool to identify segregation of duty violations. Tool awarded best practice by a fortune one hundred company.

Develop T&E reporting system to notify employees via email of T&E violations. Tool nominated for best practice and incorporated into monthly SOX compliance monitoring.

Provided accounting assistance as interim Controller for new acquisitions. Provided due diligence, negotiations, and system integration support for new acquisitions.

Developed job cost accounting capabilities, developed cost proposals, overhead rates, and supported DCAA (Defense Contract Audit Agency) audits for cost reimbursable DOD/government contracts.

Performed Sarbanes-Oxley self-assessment testing programs of a Fortune 100 company and numerous other SOX related assignments.

Assisted Business Marketing Development Managers on sales calls to develop new business.

Developed accounting conversion tools and data validation for conversion of legacy systems to Oracle, SAP, and PeopleSoft.

Developed Management Reporting utilizing Crystal Reports, Cognos, and Business Object BI software.

Developed Business Objects data warehouse structure and corporate reporting for budgeting, forecasting and SEC reporting.

Developed month-end accounting reconciliation and management reports to streamline the monthly closing process for management review.

SCHNEIDER DOWNS & CO, INC.

Pittsburgh, Pennsylvania (Tax Seasons 1997-1999)

Seasonal Tax Preparer – Supplemental Job

Prepared individual federal, state, and local income tax returns using FastTax GoSystem software for Windows.

CARPENTERS COMBINED FUNDS, INC.

Pittsburgh, Pennsylvania (July 1995 –November 1999)

Controller

Responsible for all day-to-day accounting functions for a group of pension and welfare plans with 10,000 members and net assets of approximately $900 million.

Supervision of accounting personnel.

Total employee benefits accounting record maintenance.

Responsible for selection, installation and maintenance of all computer software and hardware.

Lead contact for all tax/investment related issues regarding employee benefit plans.

Primary point of contact for external auditors. Preparation of audit information package for annual review by external public accounting firm.

HENRY ROSSI AND COMPANY

Monroeville, Pennsylvania (January 1987 – July 1995)

Certified Public Accountant

Planned and performed external audits, reviews, and compilations for clients in various industries.

Prepared and reviewed individual and corporate federal, state, and local income tax returns using CCH Computax software.

Implemented financial, cost and construction accounting systems utilizing Realworld Accounting software.

Passed all parts of CPA exam on first attempt.

Education

WASHINGTON AND JEFFERSON COLLEGE

Washington. Pennsylvania.

BA Accounting

Contact this candidate