accountant

SUMMARY

Mid-Career finance professional, Texas CPA, with strong experience in Energy Finance and Accounting with solid experience of full cycle accounting and forecast and planning experience. Recent experience with Internal Revenue Service looking into branching into Individual tax preparation. Advanced Excel users with recent knowledge of Open link, Power Bi and with working with Internal Audits and tax compliance. Started Career with major public accounting Firm.

EXPERIENCE

Transamerica Financial Solutions/Transglobal: (Financial Planning-Side Business) Sept2023 to Present

Discuss with client regarding identifying financial needs

Assist presentation of introduction of company business model and mission

Invite contacts to attend presentations and present financial solutions to clients for consideration

Internal Revenue Service- TEGE Feb 2024 to January 2025

Working knowledge in reviewing and approving or denying 1023 EZ and 1023 long form

Completed two weeks of EO determination training in Cincinnati in April 2024

Complete entire process in reviewing, researching and applying tax law in order to come up with determinations

Daily use of MEDS, EDS, TEOS, OFAC, and IDRS IRS systems.

CONTRACTING, Houston, TX June 2023 to August 2023

Mansfield Energy: Senior Accountant

Full Cycle accounting responsible for booking general ledger accounting entries using Sage software

Resolve unreconciled account activities between subledger Ez lease with GL to catch up to date

Prepare balance sheet reconciliation for leases and AP accrual

Work in inventory reconciliation and cycle count

Extensive audit experience in coordinating prepared by client schedule and SOX account owner of Risk management accounts.

Reliance: Senior Accountant-Mid office Nov 2022 to Feb 2023 (Contract to Perm ended)

Update forward curve and support trading desk on a as needed basis relating to price quotes, calculation of tank mark and tracking of physical inventory.

Manage reconciliations and analyses of complex accounting functions, which may include inventory, cost accounting and accruals.

Support credit team with daily update of Finance clearance working with operation for physical moment of crude commodity and prepare daily pnl on realized and unrealized profitability and MTM accounting on refined product.

Subject matter expert for derivative accounting pronouncement with working with legal, treasury, trading and internal and external audits.

Working with IT in India to support CXL/Endur trading system working with price quotes and forward curves and TAS

Intertek, Houston, TX Aug 2020 to Aug 2022

Senior Business Analyst

Take the lead in helping billing team improve on time invoicing by trouble shooting and resolving bottleneck resulting in improvement from 68% to 85% invoiced in the span over six months.

Work in accounting, auditing, tax, financial, legal, or other work that required knowledge of and skill in applying the accounting principles, professional accounting and related fields and skill in communicating and dealing effectively with stakeholder from CFO to various accounting and finance personnel.

Work with deferred taxes, determine tax liability of businesses, or corporations. I am familiar with applying pertinent parts of the Internal Revenue Code and related regulations and procedures and conducting comprehensive analytical examinations. Make determination and redetermination, or audit, on liability for Federal taxes.

Prepare journal entries, balance sheet reconciliations and relevant supporting schedules and tax reporting for franchise tax and property taxes

CONTRACTING, Houston, TX 2016-2020

Contract with various companies in Houston area for mid-term or long-term Senior accountant and Senior Finance Analyst roles. Three months contract with Shell performing trading analysis as a technical accountant. Finished the contract and immediately landed Senior mark to market analyst role with Oxy on crude commodity in 2019

BP., Houston, TX 2011 – 2016

Planning and Performance Analyst

Provide performance and planning analysis for the BP Solar and BP GCRO by leading and facilitating Quarterly Performance Reviews by monitoring actual performance versus forecast, identifying key business drivers, and providing detailed explanations.

Lead, influence and manage relationships by coordinating 6+ staff to successfully deliver GCRO and Finance Entity Plan.

Compile and analyze financial data for net margin calculation and reporting involving working on allocations.

Analyze competitor by retrieving data from financial engine from CIQ by utilizing power points and charting and gathering analyst comments and outlooks for various solar companies.

Provide support for compilation of financial forecasts relating to management of BP trust relating to the 2010 Deepwater Horizon accident.

EDUCATION

Ernst & Young, Houston, TX ( Left to attend MBA program)

University of Houston-Clear Lake, Houston, Texas

B.S. - magna cum laude; Phi Kappa Phi, Accounting

CERTIFICATION: Texas CPA,

IT and Key Skills: NetSuite or similar ERP, Peoplesoft, Sage, Open Link,, PowerBI. Excel, Discounted Cash Flow model, (Pivot table, lookups, Index Match, Macros, Basic VBA), SAP, Access, Sage

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