Accounting, FP&A, Financial Reporting, Operational reporting, Excel

Byron S. Wilhelm, CMA, CPA, CGMA

***** ****** ***** ****, *******, Texas 77429

Cell 281-***-****, *************@*****.***

Summary

Accounting professional with over 30 years of experience in operational and financial accounting, SEC and internal reporting, technical accounting research and implementation, derivatives and MTM accounting, risk control, policy creation, process improvement, litigation support, ERP implementations and conversions, FP&A, treasury service, SOX implementation and project management. Working with both public, private and non-profit entities across a variety of industries including private equity, retail energy, manufacturing, janitorial services, distribution management, healthcare, in the downstream, midstream and upstream oil & gas industry, and technology industries.

Professional Experience

WG Consulting, Houston, TX

A management consulting company that offers a suite of management and technology consulting solutions in the areas of Accounting/Finance, Operations, Supply Chain, Human Capital, and Digital Transformation

Director of Transaction Services September 2022 to February 2025

Served as a Senior Financial Reporting Analyst for a Pipeline company, duties included review of financial reports, internal reporting packages, board package, preparation statement of cash flows, governmental reporting, and rebuilding OneStream financial reports during reorganization.

Served as Interim Controller for multiple companies in oil field services, non-profit, and engineering contractors duties included creating close schedules, preparing and approving reconciliations, preparing and reviewing journal entries, creating GAAP financial statements, implementing QuickBooks advising CEO’s and CFO’s for staffing needs and other operational concerns.

Axia Partners, Houston, TX

A professional services/consulting company providing Financial Advisory, Internal Audit, SOX/Compliance, IT Compliance, IT Security, and Software Compliance Solutions.

Director Financial Reporting July 2020 to August 2022

Served as a Senior Financial Reporting Analyst for a Pipeline company, duties included preparing and reviewing financial reports, governmental reporting, training, building OneStream financial reports during system implementation.

Directed and led Revenue ASC 606 Recognition and Lease ASC 842 projects and for multiple companies in the manufacturing, air conditioning resale, oil field services, and software industries.

Sirius Solutions, Houston, TX

An international professional services/consulting company providing Financial Advisory, Regulatory and Compliance, Technology, Human Capital, Supply Chain, Transaction Services, and Litigation & Dispute Support.

Director Financial Reporting June 2004 to July 2020

Designed and documented a semi-automated reconciliation process for a billing/accounts receivable system customer collection reconciliation, created forecasting process and model for billing and processing fees, creation of training tools for reconciliation and forecasting process for a private retail energy company with annual revenues of approximately $290 million.

Served in a variety of roles for a corporate shared services accounting group of a public offshore drilling contractor with approximate annual revenue of $3.4 billion. Duties included developing an Excel Transfer Pricing Allocation Model and supporting analysis, developing Excel models to automate the reconciliation of SAP payment documents against Bank XML acknowledgement files and electronic bank statement, developing process for the extraction, reconciliation and reversal/correcting journal entries of intercompany transactions as intercompany relationships were terminated during a spinoff of a segment of the company.

Served as Interim Plant Controller for a Houston based valve manufacturing plant, a fully owned subsidiary of a public company with approximate annual revenue of $5.0 billion. Duties included: cash and credit management, internal control remediation, budgeting and forecasting, weekly results analysis, monthly and quarterly close and reporting, review and approval of all journal entries and balance sheet reconciliations and managed the coordination of audit schedules. Supervision included four Accounts Receivable employees, three Accounts Payable employees, and six general ledger/cost accountants.

Directed/participated in a multiple project consulting effort with a private engineering services company with approximately annual revenue of $400 million. Duties included, accounting policy and process creation, contract negotiations for corporate agreements, and analysis of global insurance coverage.

Directed/participated in a multiple project consulting effort with an oil field service company with annual revenue of $1.7 billion. The special projects included the following: accounting policy and process creation, research and application of accounting pronouncements, applied forensic accounting skills to a variety of issues, development of business analytic tools, creation of correcting journal entries, building financial reporting tools and schedules for ten 10Q’s and two 10K’s in a fifteen month period, review of international accounting issues.

Managed and performed Sarbanes Oxley 404 documentation effort for multiple energy companies.

Parson Consulting, Houston, TX

A consulting services company specializing in finance, accounting, and business systems. The company provides consulting, implementation assistance, project management, and operational support intending to enhance clients' operations.

Lead Consultant July 2003 to June 2004

Directed a litigation support effort involving fixed and variable cost analysis associated with the outsourced warehousing and distribution functions for a large plastics manufacturer with annual revenue of $1.3 billion.

Directed a comprehensive analysis and restructuring of the SAP-based security concept for a large chemical concern in the textile industry; the concern was a wholly owned subsidiary of a private company with estimated annual revenue of $50.0 billion.

Shell Trading, Houston, TX

Supports the Shell businesses, in particular Oil Products, Gas and Power and Chemicals, by trading natural gas, electrical power, crude oil, refined products, biofuels, chemical feedstocks, environmental products and freight.

Risk Accounting Manager - EOM Close September 2000 to May 2003

Responsible for the month end close of the gross margin for financial and intercompany settled trades, and the forward mark to market position for all derivatives.

Responsible for creation of quarterly and annual reporting requirements.

Automated and streamlined manual functions to increase efficiency and reduce risk of error.

McKesson (formerly US Oncology), Houston, Texas

A cancer medical management company empowering the delivery of advanced integrated cancer care through its network of independent physicians.

Central Region Transitional Controller January 1999 to September 2000

Managed monthly close and reporting for nine medical practices representing 25% of US Oncology Revenue.

Preferred Management Services, Houston, TX

A value added reseller and implementer of Dynamics, Platinum ERP systems, FRX and Crystal Reporting.

Accounting Software Consultant May 1997 to January 1999

Assisted in the planning, design and implementation of ERP’s and financial and operational reporting for multiple medium and small sized companies.

Associated Building Services, Houston, TX

A private professional janitorial services company that was the largest west of the Mississippi river.

Warehouse Accountant May 1996 to May 1997

Responsible for financial accounting and weekly costing meetings for the warehouse operations.

Education

Bachelor of Business Administration, Accounting August 1995

Texas A&M University, College Station, Texas

Bachelor of Arts, History May 1992

The Ohio State University, Columbus, Ohio

Computer Skills

SAP

PeopleSoft

JD Edwards

Dynamics

Hyperion

Crystal Reports

Oracle

Business Objects

Visio

OneStream

Access

Excel

Contact this candidate