Strategic Finance Leader with 15+ Years Experience

DONALD MCKENZIE

302-***-****/ *********@*******.***

SUMMARY AND PROFILE

Key Accounting / Financial / Risk Management / FP&A Processes & Fin Modeling / 15+ Years’ Finance & Accounting Experience

An accomplished leader in business management with 15+ years of diversified experiences in finance, accounting and operations management. Demonstrated ability to streamline business operations to create efficiencies and exploit profitability. Specializes in financial modeling, month end close, SEC reporting, risk management, consulting, and client solutions development to preserve financial assets, operational integrity, and profitability. Articulate communicator with exceptional mentoring skills in transforming a low-performing team to a high caliber workforce coupled with proven abilities to understand people's psychology backed by confidence to interact with individuals at all levels. Exceptional communication, presentation & interpersonal skills with proficiency at grasping new concepts quickly and utilizing them same constructively.

SKILL AREAS

Accounting: Month end closing / Annual Tax Filing and Auditing / Internal Controls / US GAAP, IFRS / Journal entries / A/P, P/R, A/R / Bal sheet recon / Fixed asset maintenance / General ledger management

Finance: Global Business Planning / Revenue Cycle Management / Financial Statements / Cash Flow / SEC & Regulatory Reporting Optimization / Competitive Analysis / Data Integrity / Insights and Recommendations / Advanced Modeling (Financial, Business, and Customer) / Financial Analysis / Cost and Trend Analysis / P & L Management / Investment management (403B, 401k, Municipal bonds, Trust fund, Edge fund, Mortgage portfolio, loan portfolio, Credit card settlement)

Operations: Presentations / Strategic & Operations Planning / Customer Experience (CX) Management / Client Relationship Management / Cross Function Team Leadership / Training / Strong Interpersonal Skills / Team Management / Problem-Solving / Risk Management / Process Improvement / KPI Management

PROFESSIONAL EXPERIENCE

Green Island High

High School Teacher (Information Technology)

10/2023 - Current

Digital Media - Developed Curriculum, Lesson plans

Information technology - Created lesson plan &Testing for grades 9,10,11,12 each class has about 40 students

Calvert & Associates (Consulting)

Audit Manager

10/2022 - 10/2023

Responsible for leading and competing audits ensuring timely completion of projects to agreed service levels

Building and leading teams effectively, ensuring service levels and standards are maintained.

Contributing to the development and management of the Audit practice and also contributing to audit service line initiatives.

Maintaining and developing existing client relationships, and contributing to the development of new business opportunities.

Servicing a portfolio of key clients and successfully developing service offerings to meet demands.

Working with other departments to provide coordinated solutions to clients.

Performed monthly SOX compliance audits

Accomplishments:

Successfully completed consulting assignment

Reason for leaving: Contract ended

Morgan Franklin Consulting

Sr Manager Financial Reporting (Remote)

08/2020 - 10/2022

Supported preparation of regulatory filings including financial statements and all schedules, disclosures, and various statutory reports filed on behalf of foreign subsidiaries

Prepared/Reviewed Segment footnote disclosure

Prepared/Reviewed MD&A with appropriate support, General ledger reconciliations, journal entries, accruals/ Manage the month-end and year-end closing processes

Participated in US GAAP Peer Company research and corporate policy initiatives

Reviewed Sarbanes-Oxley controls (SOX) related to Quarterly Reporting process

Accomplishments:

Successfully completed consulting assignment

Reason for leaving: Contract ended

Capital one (NASDAQ: COF) - Assisted in Repositioning

Sr Manager Financial Reporting (Remote)

Offshore accounting from India to US

Supported 10k reporting of the operation. Prepared key monthly forecast and variance analyses

Part of leadership preparing month-end close submission reports to corporate

Strengthened the budget process by streamlining reporting into SAP centralized database.

Developed a report for the sales department to help them allocate sales by the label and improve the process to update the sales

Created SOP for entries

Assisted with the implementation of a new forecasting system, creating a more efficient and streamlined process

Worked directly with our third-party fulfillment center on inventory, logistics, and reporting

Accomplishments:

Successfully completed consulting assignment

Reason for leaving:

Seasonal Consulting period with clients ended still eligible for other assignments

PECO Energy, an Exelon Company - Philadelphia, PA (NASDAQ: EXC)

Sr Business Analyst

01/2016 - 06/ 2020

Forecasted monthly, Month end close, quarterly and annual revenue, margin, and Expense projections

Provided financial analysis and evaluation of company performance for upper management, including Gross Profit and P&L., Performed monthly SOX compliance audits

Prepared financial and operations presentations for quarterly Board of Directors meetings

Analyzed financial reporting of project/cost accounting with Controller and outside auditors, Internal Audit

Conducted unit cost and pricing analysis on an as-needed basis to ensure consistency

Served as vendor compliance specialist, promptly aiding vendor training and development governance

Subject matter expert managing Regulatory Asset Act 129 energy efficiency costs promoting profitability and sustainability

Automated accrual process for third party vendors, managed KPI & variance analysis meeting with third, Managed SharePoint site for third party vendors, Managed change management process for Dept.

Spearheaded financial management by formulating budgets, delivering cost-effective negotiations/contract management, spearheading process improvements, and reinforcing policies and procedures related to financial disciplines and standards, Data analytics on incidents in the field, Managed team during Storms

Strategized with Program Managers, lead processes, and sustain accurate financial analysis and reporting

President and Founder of newly formed CADERA (Employee Resource Group). Diversity & Inclusion

Accomplishments:

Major accomplishments here: received Certificate & monetary award as one of the rising stars in company, started diversity and inclusion organization, created new accrual software which improved third party reporting process

Reason for leaving:

Was laid off during the COVID19 pandemic

Robert Half Wilmington, DE

Fin Manager/ Risk & Control Manger - (Consulting)

04/2014 - 10/2015

Worked in conjunction with key stakeholders, mitigation teams, and business owners to develop and coordinate action plans attentive to mutual goal attainment; used diverse tools to track and improve operations to eliminate unproductive and costly controls.

Facilitated RCSA (Risk compliance Self-Assessment) workshops and training sessions promoting owner understanding of risks and effectively managed control.

Identified and communicated gaps in policy compliance and suggested immediate remediation to improve compliance.

Accomplishments:

Successfully served as a trusted consultant and business strategist piloting full lifecycle risk identification and testing of processes to rate compliance effectiveness; assimilated Sarbanes-Oxley walkthroughs and structured testing program.

Reason for leaving:

Consulting contract time ended still eligible for future assignments

Consumer Banking JP Morgan Chase & Co. Wilmington, DE

Risk and Control Manager

08/2012 - 02/2014

Assessed the Risk/Reward trade-off of suggested policy changes and conducted proactive audits to identify high-risk functions

Manipulated sampling and testing cases using strategic planning and tools to support quality and cost-effective regulatory compliance.

Discovered and communicated gaps in policy compliance and recommended rapid remediation strategies that improved compliance; reviewed training and account materials and internal controls aligning all policies and procedures with set compliance.

Accomplishments:

Successfully id exposures and implemented controls to mitigate and prevent future exposures

Reason for leaving:

Was laid off because my position was relocated to another state

JP Morgan Chase & Co.

Global P&L Manager, Treasurer Operations

04/2012 - 02/2014

Month-end closing, General ledger reconciliations, journal entries, accruals

Global P&L Consolidation converting all currencies to the US dollar

P&L documentation and reporting ensured proper revenue recognition, transfer pricing

Performed monthly SOX compliance audits to ensure proper trade practices

SEC reporting – Completed schedule for 10Q/10K reporting

Maintained integrity and quality in managing hedge fund transactions

Mitigated violations and incidents by implementing controls, Internal Audit

Served as Administrator for NA, EMEA, APIA & LATAM global dashboards and reported FX exposure.

Investigated reported trend analytics, about countries that posed a risk.

Middle-office liaison - Ensure quality and fair trades with strategic partners

Proactively analyzed, organized and supported process management

Performed data cleanup to ensure proper trade reporting globally

Lead teams and projects UAT Testing aimed at operational and regulatory compliance.

Accomplishments:

Id inconsistency according to regulations and made corrections to align with requirement

Reason for leaving:

Was laid off because my position was relocated to another state

SAP FICO Implementation (SME) - Remote

Project Manager

05/2011 - 03/2012

Headed projects interfacing with Account Executives and Project Managers to bridge communications, build consensus, and obtain approvals; configured CATW (Leverage time-tracking and project-planning systems), served as contract master, and managed master data.

Led modernization and data migration of EDS legacy SAP FICO to an innovative SAP FICO ABAP System, Compass.

Led modernization and data migration of EDS legacy SAP FICO to an innovative SAP FICO ABAP System, Compass.

Recognized as a subject matter expert owning process and workstream expertise acting as a financial, technical, and operational resource.

Examined inherent and residual risk and presented impactful solutions; designed and “sold” a valuable work breakdown structure

Served as Trainer and supported all end-users by facilitating utilization training, driving system feature understanding, and promoting workplace automation and digital process management

Accomplishments:

Implemented and trained staff for two major companies successfully: 1 Coca Cola 2. Direct tv

Reason for leaving:

Position contract term ended

American Spirit Federal Credit Union - Newark, DE

Accounting Manager (Consulting)

11/2010 to 02/2011

Supervised, supported, and developed accounting staff by applying thought leadership and assertive compliance training and coaching.

Spearheaded accounting best practices, General ledger reconciliations, journal entries, accruals

Oversaw fixed assets, share drafts, prepaid schedules, general ledgers, bank reconciliations, journal entries, inventory management, daily cash flow, budgets, FTE headcount, variance analysis, Internal Audit

Month-end close, balance sheet audits, monthly financial statement review for corporate, A/P, A/R, billing and payroll reporting

Ideated and introduced a competitive analysis model recognized as best practice.

Reconciled mortgage and standard loan portfolios

Reported trends, issues, and red flags needing immediate remediation.

Accomplishments:

Ful-filled contract requirements until hiring process was completed

Reason for leaving:

Was asked to fill-in until they hired a CFO, CFO before walked off the job

Amer Industrial Technologies, Inc - (Robert Half) Wilmington DE

Interim Accounting Manager

06/2010 - 08/2010

Updated and managed fixed assets, prepaid schedules

General ledger reconciliations, journal entries, accruals and inventory management, daily cash flow

Updated budget Forecast, FTE headcount, variance analysis, Internal Audit

Month-end close, balance sheet audits, monthly financial statement review for corporate, A/P, A/R, billing and payroll reporting

Proofed, processed and distributed forms in compliance with set regulations i.e.1099s, 1042S forms, and tax packages.

Accomplishments:

Updated a/p, a/r, payroll & tax record

Reason for leaving:

Temporary assignment through Robert Half Also note that the company went out of business

Director of finance (VP of finance) - Coatesville, PA

10/2008 - 05/2010

Accounting, Finance (Bench Consultant) - Relevante Horsham, PA

06/2005 to 10/2008

Senior Accountant - Elwyn Media, PA

01/2000 to 06/2005

EDUCATION AND OTHERS

Keller Graduate School of Management / 2008

Master of Accounting

Keller Graduate School of Management / 2008

Master of Financial Management

Neumann University / 2002 10K-10Q Reporting

Bachelor of Science, Accounting and Information Systems

Certification:

American Institute of Certified Public Accountants (AICPA)

Technical Skills: Lotus / MAS 90 / Microsoft Office (Word, Excel, Access, PowerPoint) / SharePoint / Navision / SQL Query / Oracle Financial Applications / Peachtree / ASI / Desktop Publishing / Great Plains / Hyperion / InfoLease / Information Systems / JD Edwards / PeopleSoft / SAP FICO / Solomon / TFA / Tableau / Power BI / Cloud for windows / dynamic 365

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