Management Manager

CAREER SUMMARY

An experienced Finance Director, Accounting Manager, Specialized Accountant and Business Analyst with broad knowledge of accounting practices and information systems in numerous industries. Seeking a challenging position with a dynamic organization where I can contribute my many talents, knowledge and expertise to deliver superior results.

PROFESSIONAL EXPERIENCE

Resources Global Professionals – Chicago, IL March 2014 – May 2015

External Client – Confidential (Industry leader who designs, develops and supports telecommunications networking products)

Project Consultant

Assisted the General and Cost Accounting, Accounts Payable and Payroll Managers:

Tasks involved various Cost Accounting Reports, GR-IR Process Management, Balance Sheet Analysis and Reporting, Global Intergroup Billings and Reconciliations, Accounts Payable Reporting, External Banking and Audit Requests, Authored procedures and provided training, Journal Entries, and Special Projects as assigned.

Solomon Edwards Group – Chicago, IL December 2013 – March 2014

External Client – GE Capital (Financial services unit of the American conglomerate General Electric)

Project Consultant

Assisted GE Capital (GE) with U.S. Federal Filing of Annual FR Y11- Financial Statements of U.S. Nonbank Subsidiaries of U.S. Holding Companies and FR 2314- Financial Statements of Foreign Subsidiaries of U.S. Banking Organizations:

Tasks involved set up of legal entity files by utilizing custom templates and extracting data via Hyperion. Analyze legal entity data based on various business rules established by GE. This included verifying reported data for accuracy, correctness of scope, appropriate Federal Reserve format, and supporting narratives for financial data conclusions. Nearly 400 individual reports filed by a short deadline mandated by the Federal Reserve. Reports were submitted ahead of final due date and time.

The Mergis Group – Chicago, IL February, 2013 – July, 2013

External Client – H.D. Smith – Springfield, IL (National supplier of healthcare products and business solutions)

Senior Accountant

Assisted the General Ledger Team in an Enterprise wide implementation from a mainframe solution to SAP 6.0:

Used test scripts to confirmed expected results for Integration, User Acceptance and Quality Assurance testing ensuring solution is thoroughly tested. Validated transactions were properly recorded in the General Ledger and Financial Reporting modules. Escalated exceptions to management when needed.

Solomon Edwards Group – Chicago, IL

January, 2013 – February 2013

External Client – National Grid – Syracuse, NY (International electricity and gas company, and one of the largest investor-owned energy companies in the world)

Project Consultant

Assisted management in employee training of time entry from their previous system to SAP 6.0:

Assisted management with training of Electric and Gas Network Supervisors, and their corresponding Payroll Coordinators in entering Time into their time keeping module for the New York region. Served as subject matter expert with how the SAP system will calculate an individual’s pay and record their time.

KForce – Chicago, IL

October, 2012 – December 2012

External Client - JPMorgan Chase (Global financial, banking, investment, insurance and other businesses services firm)

Technical Consultant

Assisted the Commercial Card migration project from ProCard to PaymentNet platforms:

Engaged JPMC business clients on their commercial card process, gather business requirements, review client file specifications and JPMC product functionality, perform gap analysis, and recommend a solution to ensure JPMC clients are offered best-in-class service.

Create business requirement documents as needed. Communicate requirements to Business System Analyst and Technology Developers to ensure client’s needs are met. Work with User Acceptance and Quality Assurance Testing teams to ensure solution is thoroughly tested. Liaison with client and JPMC Client Application Support (CAS) group to resolve client issues. Escalate to management when needed.

Engage Information Inc., a subsidiary of Optimos, Inc. – Reston, VA

June, 2011 – August 2012

A Provider of enterprise computing solutions to public sector and commercial clients

External Client: State Farm Insurance Company – Bloomington, IL (U.S.A.’s Largest Insurer of Automobiles and Homes)

Business Analyst

Assisted the General Ledger Group in upgrading their PeopleSoft General Ledger from 8.8 to 9.1:

Wrote, updated and executed business functional test scripts confirming expected results were obtained.

Team Lead for General Ledger Upgrade training materials. Develop/Maintain/Update training, online self-study PeopleSoft end-user courses. Converted General Ledger manuals to an online self-study course.

Updated State Farm’s Accounting Operating Procedures using SharePoint.

Performed PeopleSoft General Ledger Security Access Annual Audit.

Royal Buying Group, Inc. DBA/Royal Performance Group – Lisle, IL

April, 2008 – December, 2010

Exclusive Global Distribution Rights for Shell Oil Gasoline Gift Card

External Client: Shell Oil Company

Director of Finance

Responsible for General Ledger, financial reporting plus daily, monthly and yearend financial closes.

Used Business Analyst skills to streamline and automate the financial reporting process for Shell Oil Company, an external client. The streamlined process, accurate and timely reporting, contributed to the company receiving the 2009 2nd place Retail Vendor Recognition Program award from Shell Oil Company.

Established a process for reconciling the credit card lifecycle and workflow among various automated systems including the web site shopping cart, credit card processor, merchant services, and bank account. Acted as a Subject Matter Expert during the introduction of a merchant services system.

Prepared all financial statement for the Board of Directors meetings and for both external customers and external auditors. Financial statements were timely, complete, accurate, and passed all audits. Changed the presentation of the financial statements so that the Board of Directors could comprehend them and use them for better management decisions.

Effectively communicated all accounting polices to various levels of management including the Board of Directors, the company President, and other senior executives. Successfully supervised and cross-trained a direct report in the application of accounting principles and policies. Within twelve months of the completion of the cross-training, the direct report was named employee of the year for 2009.

Addison Consulting – Chicago, IL

November, 2006 – April, 2008

External Client - Equity Office Properties (U.S.A. Largest Office Building Owner and Manager)

Specialized Accountant

Coordinated and managed the Capital Asset Improvement, Tenant Improvement Allowance, and Major Repair processes to ensure proper accounting and asset capitalization for the New York, Washington D.C, Chicago, and San Francisco Regions.

Member of real estate tax team responsible for providing accurate real estate taxes, tax rebates and real estate consulting fee information for SEC reporting purposes. Ensured balance sheet accuracy with regards to real estate tax accruals, prepaid taxes, real estate tax refunds, and escrow balances for the Chicago, New York and California Regions.

RemX Financial Staffing – Oak Brook, IL August, 2006 – November, 2006

External Client - Hitachi High Technologies (Global Electronics and Science Industry Leader)

Trade Payables Accountant

Approved and submitted payment for trade payables averaging $2,000,000 dollars weekly and intercompany payments totaling $60,000,000 monthly.

Special projects as assigned including the training of permanent staff, audit requirements, and SOX work.

CJR Management – Lockport, IL

June, 2000 – August, 2006

External Client: Various (Accounting, Tax and Real Estate Management Services)

Independent Consultant

Provided accounting expertise and tax services to small privately owned Manufacturing, Commercial Construction, Medical Services firms, Automobile Dealerships, and Logistics organizations.

Prepared S-Corp, Estate, Fiduciary Federal, Individual, and Multi-State Income tax returns including the filing of tax extensions.

Performed financial compilations, participated in audits, prepared financial statements, Accounts Payables, Accounts Receivables, Budgets, Forecasting, and Payroll. Prepared and filed W-2’s, 1099’s, Quarterly Payroll, Sales Taxes.

Ameritech – SBC Cellular One – Hoffman Estates, IL

December, 1996 – June, 2000

Telecommunications Industry Leader

Fixed Asset Manager – Midwest Region

Managed and supervised the Fixed Asset and Capital Management staff of five.

Performed balance sheet analysis and account reconciliations; prepared financial reports.

Hired and trained a new direct report as well as re-trained and coached an existing under-performing direct report to the point where within six months his performance exceeded expectations.

Fixed Asset Financial Analyst

Responsible for providing Fixed Asset and Capital Management operational support by documenting systematic workflows and procedures as well as authoring various user manuals.

Prepared journal entries and financial reports, managed assets, and performed account reconciliations.

Used Project Management skills to improve business and system processes which resulted in a reduction of time required to complete tasks, implemented system enhancements and ensured that all assigned project task deadlines were met and performance metrics were achieved.

Accounting Data Systems Administrator

Implemented General Ledger PeopleSoft 8.0 ensuring accurate data conversions and business rules adherence.

Demonstrated a proven ability as a team leader to manage and coordinate the successful recovery of complex business problems by partnering and collaborating with other departments to resolve critical issues, meet deadlines and avoid breaks in services to customers.

Verified the integrity of Ameritech Financial Statements by ensuring that various financial systems submitted their data as scheduled which was necessary to meet external reporting requirements.

Served as a liaison between Corporate Finance and the Information Technology department in the resolution of business issues, and the implementation of new systems and system enhancements.

Donnelley Marketing – First Data Corporation – Naperville, IL

December, 1992 – December, 1996

Direct Marketer Data Services – U.S.A.’s Largest Credit Card Processor

Business Analyst Accountant

Automated accounting processes and improved internal financial reporting resulting in reduced work efforts of 720 hours and savings of $45,000 annually.

Responsible for General Ledger and Fixed Asset applications, financial reporting plus daily, monthly and year-end financial closes.

Served as liaison between the Finance and Technology departments documenting business requirements.

Established the Company’s journal entries policy, authored the procedures manual and trained end users.

General Ledger Accountant

Prepared journal entries, financial reports, account reconciliations and special projects as assigned.

TECHNICAL SUMMARY

Accounting Software: SAP, PeopleSoft, QuickBooks, D&B Millennium, Creative Solutions, Oracle, Lacerte

Microsoft Office Products: Access, Excel, PowerPoint, VISIO Professional, Word, Microsoft Project

Other: SharePoint, HP Service Manager, SQL

EDUCATION

Saint Xavier University, Chicago, IL MBA; Area of Specialization – Finance

De Paul University, Chicago, IL BS in Accounting

PROFESSIONAL CERTIFICATIONS

Certified Public Accountant – CPA Chartered Global Management Accountant - CGMA

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