Description :

1. Oversaw Accounts Payable functions for the North Region including coding and analysis Oversee Payroll functions for the North Region .
2. Provided financial leadership for 15 finance professionals and a business unit with annual sales of $105M Rated in the top quartile of Boeing .
3. Coordinated External Audit and change in corporate structure - Extensive reporting and interaction .
4. Responsible for accounting, payroll, monthly financial reports, and employee benefit programs including health, life, COBRA, 401K, and quarterly .
5. Developed reports to track line of credit progress with accounts receivable and ensure there was sufficient line of credit capacity.
6. Automated the bill paying process for recurrent payments and utilized online bill paying to ensure on time payments to venders and reduce postage .
7. Examined, prepared, and approved credit lines issued to customers for financial liquidity Assess company profit & loss statement to keep track of direct .

Experience

5-7 Years

Level

Executive

Education

Business Management

Description :

1. Managed all aspects of company financial operations including a staff of 16.
2. Developed and maintained staffing models and analyzed transitional data.
3. Tracked operating costs and conducted variance analyses.
4. Presented quarterly planning and analysis sessions with regional marketing managers.
5. Resolved complex transaction processing and flow issues.
6. Responsible for A/P, A/R, credit and collections, payroll and tax filings.
7. Managed POS (credit card) processing for 250M volume retail travel operation.
8. Managed numerous projects for subsidiaries including Hotels.

Experience

5-7 Years

Level

Executive

Education

MBA In Finance

Description :

1. Managed overall financial operations including budgeting, accounting and HR activities, conducted research on economic and financial issues and made .
2. Trained in all aspects of Bookkeeping to include: Payroll, Accounts Payable and receivable General Ledger Entry, Budgeting, Contractual Payments, .
3. Supervised a staff of 5-7 associates,ensuring employee training and adherence to company policies,procedures and guidelines.
4. Maintained cordial relationship with clients as first point of contact.
5. Determined and calculated amount of over payments and processes refunds.
6. Researched voluntary refunds for accuracy.
7. Reported these variances to polaris industries inc. In weekly conference meetings in order to meet certain demand requirements and reconcile appropriate vendor lead times.

Experience

2-5 Years

Level

Executive

Education

MBA In Finance

Description :

1. Directed cash flow & daily financial operations including payments, receivables, and collections.
2. Created, analyzed, and managed Financial Statements.
3. Handled end-to-end proprietary online customer payment system.
4. Reported directly to President and CEO on all business matters.
5. Managed B to B and B to C relationships between auto dealers, clients, investors, and customers Structured automotive lease financing deals with capitalizations of $20,000 to Analyzed consumer credit and company risk.
6. Determined and calculated amount of overpayment.
7. Worked with prospective employers wanting to join persi to ensure compliance with state statue from beginning of process through board approval.

Experience

2-5 Years

Level

Executive

Education

Innovation Management

Description :

1. Responsible for data integrity and management of all renewal reporting in 2 systems concurrently for 17,000+ opportunities with total contracts valued at more than $280 million/year.
2. Communicated insights to Executive Management.
3. Led a team of 6 international renewal analysts, and 1 operations analyst.
4. Developed process improvements to enhance quote generation efficiency.
5. Prepared and presented of weekly renewal rate and revenue forecast for executive meeting.
6. Played a critical role in developing and supporting of business requirements for the implementation of Saleforce.com for the newly formed Customer Success team.
7. Created and implemented reporting dashboards with the Director of Maintenance Operations used by the Executive and Sales Management teams.

Experience

10+ Years

Level

Senior

Education

GED

Description :

1. Responsible for managing the daily operations for a high net worth team that specializes in securities-based lending, asset protection, and income generating strategies for Fortune 500 Executives with publicly traded stock.
2. Knowledged of multiple custodians' operational software platforms including Merrill Lynch, BNY Mellon/Pershing, Fidelity, Charles Schwab, and TD Ameritrade.
3. Managed and processed account service requests: new client account documentation, account transfers, ACH setup, fed fund wire requests, online access setup and orientation.
4. Input data into financial planning tools.
5. Created detailed data reports, track error logs, verify integrity of data.
6. Reviewed daily branch reports and alerts and process accordingly.
7. Assisted in the preparation of client reports and other materials for client meetings.

Experience

2-5 Years

Level

Executive

Education

M.B.A. In Business Administration

Description :

1. Managed operations with direct supervision of 10 team members.
2. Facilitated weekly staff meetings to share information, respond to issues and avoid escalations.
3. Developed incentive programs to improve performance.
4. Maintained of accounting records for all daily activity and preparing of back-up reports.
5. Updated, tracked and monitored account status, execute letters and notices, and generate daily and weekly financial statements and other statistical reports.
6. Met multiple daily deadlines, processing of checks and electronic deposits and ensure proper routing, clearance, imaging and statement rendering.
7. Directed month-end production meetings, generated forecasts and set performance milestones to ensure accuracy and timeliness of month- end deliverables.

Experience

2-5 Years

Level

Executive

Education

MS

Description :

1. Conducted financial planning and analysis activities for SAIC's Advanced Communications Systems Engineering Operation ($50M annual revenue).
2. Led annual business planning processes and created annual operating and capital expenditure plans for five consecutive years.
3. Created financial models using Microsoft Excel.
4. Estimated cash flow, return on investment (ROI), and net present value (NPV) for projects being considered.
5. Developed monthly and quarterly revenue and profit forecasts and pro forma income statements for senior management.
6. Conducted period-end revenue recognition close, completed journal entries, and ensured operation adherence to Federal Acquisition Regulation (FAR) and Cost Accounting Standards (CAS).
7. Analyzed organizational performance and made recommendations to maximize revenue and profit.

Experience

5-7 Years

Level

Junior

Education

MBA In Finance Specialization

Description :

1. Managed project accounting department consisting of 10 financial analysts.
2. Assisted SAIC project managers with the development of cost and schedule baselines and earned value management (EVM) performance reporting and analysis.
3. Participated in special projects as requested by the Chief of Finance.
4. Processed, adjusted, and maintained over 30,000 subscriber and group business accounts.
5. Maintained contact management systems with up-to-date key client information.
6. Provided team with up-to-date calendar including daily, weekly, and monthly activities.
7. Created reporting methodology for critical issues, including deriving active customer definitions used for SEC 10k filing.

Experience

2-5 Years

Level

Junior

Education

MBA In Finance Specialization

Description :

1. Managed the accounts receivable side of the newspapers.
2. Ensured staff is following procedures to collect accounts in a timely manner.
3. Provided customer service excellence on the telephone and in person.
4. Worked closely with the sales staff to assist with revenue building and ensure customer contract compliance.
5. Streamlined and monitored the billing process for accurate and timely customer billing to improve the DSO.
6. Performed reconciliation of customer accounts to assist in the collection process.
7. Resolved help desk issues and testing software upgrades prior to implementation.

Experience

5-7 Years

Level

Executive

Education

A.A. In Management

Description :

1. Managed T&E department.
2. Maintained expense system and Corporate Card Program.
3. Processed weekly SAE file from Concur and process in Oracle AP.
4. Monitored employee spending to ensure compliance.
5. Collaborated with Procurement Team to maintain company travel and expense policy.
6. Partnered with AP, AR, PA, Audit, FP&A, HR, and Payroll to ensure proper accounting and controls.
7. Worked closely with Internal and External Audit.

Experience

5-7 Years

Level

Executive

Education

MS

Description :

1. Oversaw the development of an extensive database of political contributions and donor information in compliance with Federal Election Commission requirements.
2. Organized and implemented direct mailing solicitation activities.
3. Compiled and organized an extensive library of campaign literature, press releases, and media advisories.
4. Conducted extensive internet research on prospective donor histories and campaign spending filings.
5. Directed volunteers in campaign activities.
6. Served as an advisor to the candidate and senior campaign staff members on project solicitations.
7. Staffed the candidate at various community events.

Experience

5-7 Years

Level

Executive

Education

GED

Description :

1. Responsible for all forecasting activities of the Operation that includes revenue and fee estimation, overhead cost analysis, profit estimation, DWC forecasting, and overhead rate development.
2. Responsible for period close activities entailing proper revenue recognition, variance analysis, and management reporting.
3. Managed, troubleshoot, and enhanced operational and program management financial execution involving multiple business partners.
4. Advised, consulted, and provided recommendations to Operation, Division, and Program Managers on the financial aspects of the business.
5. Prepared reports and analysis using CostPoint, Hyperion Reporting, Ariba Procurement, Cognos reports, and multiple internal business tools.
6. Coordinated financial functions including bid and proposal submission and contract closeout.
7. Collaborated and built teams with multiple business partners including Contracts, Procurement, accounts receivable, and management.

Experience

5-7 Years

Level

Executive

Education

BS

Description :

1. Responsible for monitoring and ensuring the timeliness, completeness, and accuracy of source data to facilitate the reconciliation to General Ledger across multiple business platforms.
2. Responsible to supervise daily production output, quality, and monitor processes and procedures to ensure service level standards are met.
3. Responsible for cross-functional teams, provide leadership guidance, training, and coordination of daily activities Actively monitor daily production reports to ensure that department SLA is achieved.
4. Managed vendor and custody relationships to ensure service levels and quality standards are met Provide tactical leadership and direction for team members Initiated weekly calls with execution teams to open relationship and address any issues that arise Foreclosure Logistics Successfully planned and implemented the startup department for logistics with regards to hiring, training, creating process workflows and procedures.
5. Participated in and tested the implementation of Oracle.
6. Reported expense analysis for senior management for budgeting review.
7. Worked in conjunction with the Human Resources department to hire, train, motivate, counsel, and review staff.
8. Assisted with month-end close process, commission chargebacks, and annual audit.

Experience

5-7 Years

Level

Executive

Education

G.E.D