Fp A Financial Reporting
Resume:
James O’Neill
Cumming, Georgia ***** *********@*********.*** of finab
Assistant VP of Finance, Senior FP&A Manager, Financial Reporting Manager, Corporate Controller
Accomplished and influential Finance professional with a demonstrated history of success across increasingly progressive leadership roles. Critical thinker whose advanced analytical ability and problem-solving skills have consistently delivered accurate and favorable business results. Excelled in Financial Reporting and Controllership positions across multiple business lines while employing continuous improvement methods and extensive knowledge of Accounting and IT Software. Developed an advanced capacity for driving innovation through the use of analytic tools and business modeling. Effectively communicated financial results and built strong relationships with senior organizational managers through extensive communication and interpersonal skills. Extensive history of management experience leading functional and cross functional teams while achieving high performance results.
Professional Experience
Senior FP&A Manager, Global Products, Siemens Fluence Energy, Alpharetta, GA June 2024-Present
Managed FP&A Budget and Forecast for Global Products Organization. Responsible for Management Reporting Financial Statements and analysis for Americas, Asia Pacific and EMEA Global Regions.
Senior FP&A Manager, Verizon Corporation, Alpharetta, GA July 2022- April 2024
Demonstrated FP&A skills using Costing/Profitability methodologies to Cost Quote and Price Quote 200 + Custom Bid Cases (incl. AT&T, NFL, T Mobile, MCI, Disney, CVS) with Total Capital of $10MM.
Managed OPEX, CAPEX, GN&T and COGS Expenses for VzT Business Products TLS, Vzon and OWS. Reconciled PMR (GL Cost Center Expenses) and PLP (FP&A Profit Center Expenses).
Leveraged multiple software tools including TAS Qlik, ThoughtSpot, CI Customer Insights, PLP, PMR, SQL, Access, VSAP, Alteryx and others to research and analyze Revenue, Expense and Circuit Count data for Custom Bid Cost Model design, updates and data reporting.
Prepared and presented IEN, OPEX, CAPEX and GN&T presentations for weekly meetings with VzT Team Director and VzT Team leading discussions and comparing and contrasting Cost drivers for VzT and VzB Cost Models.
Key member of team that developed, tested and implemented Accelerate to automate case work.
Lead on Project Team to create FIOS Financial Statements, FIOS Cost of Acquisition and a FIOS Cost Model by working cross functionally with multiple teams including FPAS.
Responsible for Regulatory Filings: NY E911 TAF including true up of IT Labor Time, Database Maintenance Labor Costs and Costs per month schedule for 2022. Completed NY E911 PSC Construction filing for 2023.
Corporate Controller, Sargent and Greenleaf (Stanley Black & Decker), Atlanta, GA June 2021-July 2022
Accomplished Corporate Controller over 4 Companies (Delaney, S&G, Premier and Megamet).
Managed Monthly Close, Cash Flow, AP, AR, Inventory, Payroll, Commissions, Rebates, Accruals, JE's, Fixed Assets, Prepaids, Account Reconciliations, Wire Transfers, ACH's, Budgeting, Forecasting, SOP's, Reserve Accounting, and Financial Reporting to CEO, CFO and Board of Directors.
Managed Year End Closing, Inventory Count, External Audit, Bank Conversion & Business Merger.
Managed Financial Accounting Team of 4 including Accounting Manager and 3 Staff Accountants.
Assistant Vice President-Finance, General Electric-GE Capital (SYF), Atlanta, GA January 2008-June 2021
Demonstrated success in Financial Reporting to Corporate Senior Executives including Balance Sheet analysis, Income Statement analysis, Cash Flow management and Business Performance analysis.
Excelled as Project Manager with Strategic vision overseeing the Accounting and Financial Reporting for $14 Billion Broker CD, Retail Deposit and Wholesale Deposit funding programs.
Analytical leader who saved the company $6.5 Million in capitalized expenditures in 2020 through deep dive analysis.
Consistently accomplished favorable results managing General Ledger Month End Closing activities following GAAP accounting principles for 13 years.
Managed and Improved $4 Billion Fixed Assets and Software program leveraging Business Analytics.
Developed Business Analytic Tableau solutions for Financial Statement variance analysis.
Accomplished as Treasury Reporting Manager overseeing FAS 107, Debt Roll Forward, Interest & Maturities and Third-Party Debt.
Financial Statement Manager: managed & reviewed Financial Statements, GL Account Hierarchies and Hyperion Financial Management hierarchies.
Reporting for SEC, Federal Reserve and U.S. Department of Commerce Government filings leveraging GAAP and FASB Principles.
Delivered favorable results as lead for cross-functional Business Projects.
Excelled as lead for audits with KPMG, PWC, SOX and Internal Risk & Compliance.
Financial Reporting Manager-LE’s, Philips North America, Atlanta, GA July 2000-October 2007
Delivered favorable results in Indiana Corporate Revenue Audit for Philips saving company $426,000.
High Performing Forecasting Manager responsible for Corporate Budgeting, Rolling Forecasts, Annual Operating Plan and International Financial Reporting.
Excelled as Manager of Fixed Costs for the Finance and G&A business groups Income Statements.
Accomplished, analytical Accounting Manager who managed General Ledger Accounting, Legal Entity Accounting and SAP Financial Consolidation and Reporting to World Headquarters.
Built Tax Reporting infrastructure for Federal, State, International Tax and R&D.
Critical thinker responsible for maintaining Sarbanes Oxley Corporate Finance Compliance standards.
Effective Leader who presented and communicated financial results to Senior Management.
Financial Reporting Manager, Northern Trust, Atlanta, GA October 1996-January 2000
High Performance Manager of Investment Funds with Invesco, Janus, State Street and Fidelity.
Responsible for all Revenue Reporting, Budgeting, Fixed Assets, Tax Reporting and Accounts Receivable functions.
Influential leader in selection, transition and implementation of new Accounting Software system Infinium to replace the Dun & Bradstreet system.
Accomplished Manager of Financial Reporting, Corporate Compliance and Audits with PWC.
Regional Controller, KPMG LLP, Atlanta, GA April 1995-October 1996
Responsible for all accounting functions for the Mid South and Florida Regions of KPMG including Hyperion Financial Reporting, Tax Reporting, AP, AR, General Ledger, Account Reconciliations, Fixed Assets and Payroll. Managed an Accounting Team of 10 employees.
Accounting Coordinator/Supervisor, Arthur Andersen/Accenture LLP, Atlanta, GA December 1988-April 1995
Responsible for the Accounting functions for the Atlanta and Jacksonville offices including Fixed Assets, Payroll, General Ledger, AP and Cash Management. Managed team of 5 accountants.
Education
Master of Business MBA, Finance & Project Management, Georgia State University, Atlanta, GA
Bachelor of Business, Finance, Georgia State University, Atlanta, GA
Skills
SAP, Anaplan, Oracle, Oracle Net Suites, Hyperion, Essbase, Smart View, Hyperion Planning, Hyperion Strategic Finance, Tableau, Concur, ThoughtSpot, TAS Qlik, Alteryx, Customer Insights, GAAP, ERP Software, Power BI, Microsoft Office Suite: Excel, Project, Access, Word, PowerPoint, Workday, Lever, IBM Cognos, SQL, Salesforce, ATOM, Reval, HFM I-Cloud, Crystal Ball, Microsoft Dynamics-Great Plains, Infinium, Coupa, Incorta, Citrix, D&B, M&D, Aces, Morgan Stanley CSR, E-Trade, Quick Books, Minitab.
Honors
10 Finance Excellence Awards from GE / Synchrony from 2008 to 2020.
2 Finance Awards from Philips Consumer Electronics in 2007.
1 Finance Excellence Award-Northern Trust in 2000.
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