Resume 7

FUNCTIONAL EXPERTISE

• Review, prepare and automate monthly, quarterly and annual detailed financial reports for Management, Boards, SEC, analysts and other regulatory authorities
• Consult with key managers to identify reporting requirements, assist with analyses and performance measurement of business lines and reporting units
• Coordinate and prepare consolidation of multiple entities, both domestic and foreign
• Coordinate audits with internal and external CPA s, investors and creditors
• Accomplishments:
  
  • Automated production of financial statements and reports and by implementing a decentralized database which provided management with ability to produce reports via a menu-driven selection process with numerous options;
  • successfully concluded comprehensive pre-IPO and financing audits;
  • resolved consolidation and financial reporting problems and inefficiencies

• Implement and direct monthly close and consolidation processes
• Review reconciliations and inter-company eliminations
• Manage general ledger, accounts payable, accounts receivable, sales, billing, collections, cash management, investment, fixed asset activities
• Review and approve all disbursements
• Check signing and wire transfer authorization to 1 million
• Implement and formalize accounting policies and recurring procedures
• Hire, train and develop accounting personnel
• Accomplishments:
  
  • Reduced duration of monthly consolidation process 50 by automating adjusting and eliminating entries, streamlining processes and procedures and eliminating the manual input of financial data into spreadsheets;
  • implemented formal policies and procedures for accounting operations, closing, and reconciliation processes;
  • resolved consolidation and reconciliation deficiencies

• Proficient using Great Plains, FRX, Peachtree, Financial Technology Inc. FTI , McCormick & Dodge M&D , Management Science America MSA , QuickBooks
• MOUS Certified: Microsoft Excel, Word, Access, Visio and PowerPoint
• Integral member of Information Services and Product Pricing committees to evaluate and select alternative software and hardware solutions, discuss and review current and future products and prices, prioritize projects
• Accomplishments:
  
  • Reviewed and enhanced system setup, user access/security and module functioning;
  • designed and automated financial reports by line of business, department and consolidated using FRX;
  • implemented a decentralized financial reporting and budget databases which provided management with the ability to produce reports via a menu-driven selection process with numerous report options;
  • restructured and redesigned general ledger chart of accounts to accommodate new business requirements and improve management reporting

• Administrate and automate annual budget process
• Implement "real time" budget input and reporting system
• Provide technical leadership, class and individual training and comprehensive instruction manual
• Specify and integrate statistical and allocation methodologies into budget reporting system
• Accomplishments:
  
  • Reduced duration of annual budget process 60 by implementing a real-time data input system that provided management with instant results and access to financial reports via menu driven selection process;
  • integrated financial and statistical allocation methodologies into budget reporting system

• Document and assess recurring accounting processes, operational procedures and integrated applications and systems
• Define functional requirements to enhance, automate and integrate processes with applications and databases
• Accomplishment:
  Authored, validated and prepared formal documentation of current processes and business requirements for presentation to Senior Management for subsequent application development, testing and deployment

• Interact extensively with internal and external auditors to coordinate interim, year-end, pre-IPO and financing audits
• Coordinate/prepare numerous schedules, analyses and reports
• Accomplishment:
  Successfully concluded comprehensive financial and pre-IPO audits by effective coordination and preparation of financial and statistical reports utilizing data originating from multiple sources and subsidiaries

ADDISON TECHNOLOGIES

• The scope of this project was to document and formalize recurring accounting and closing processes and procedures;
• administrate Great Plains and FRX applications;
• design financial reports by line of business, department and consolidated using FRX;
• review and modify system setup, user security options, recurring batch, fixed and variable allocation features;
• create budget templates using Great Plains Budget Wizard;
• initiate training and cross-training directives.

Sofisticated Digital Solutions, Inc.

• The scope of this project was to consolidate, reconcile and finalize year-end financial data
• complete various SEC footnote and table disclosures for the 10-K and Proxy Statements
• assist with 10-Q disclosures
• prepare numerous interim financial statements and schedules in compliance with regulatory guidelines and complex debt covenants.

ODD/a wholly owned subsidiary of Oswald Financial Corporation

• The scope of this project was to assess and gather all business requirements for the development of an interface between the software and general ledger packages used by entities that service mortgages.
• This entailed meetings with Ocwen management to obtain current application and business process overviews.
• A comprehensive draft documenting processes and requirements was prepared, validated and presented to OTX along with a proposal for subsequent application development, testing and deployment.

StarCom Information Services, Inc.

• The scope of this project was to assess and formalize current accounting processes and procedures;
• review and modify Great Plains System Setup and User Security options;
• provide back-up for General Ledger, Payables and Cash Management modules;
• implement Recurring Batch features of General Ledger module to enhance management and financial reporting processes;
• modify existing General Ledger "canned" reports to capture new information;
• input budget data into Great Plains module;
• enhance and automate monthly and quarterly financial reports using FRX;
• document, formalize and direct monthly closing process through creation of an Accounting Procedures Manual;
• establish standard general ledger account reconciliation format;
• prepare and coordinate year-end audit with external CPA.

DigitalCom Technologies, Inc.

• The scope of this project was to hire and train accounting staff, prepare and formalize general ledger account reconciliations, processes and procedures utilizing Peachtree.
• This project was extended for an alternate financing audit.
• I was responsible for the coordination, review and preparation of detailed financial information originating from all subsidiaries of CSG.

• Coordinate production of monthly, quarterly and annual financial reports for Management and Boards;
• ongoing review and enhancement;
• directed monthly closing, reconciliation, general ledger, accounts payable, fixed asset, cash management activities;
• initiated formal accounting policies and procedures for monthly closing, reconciliation and financial reporting processes;
• coordinated pre-IPO audit

• During merger transition - prepared monthly, quarterly and annual financial reports for Management, Boards, SEC and other Regulatory Authorities;
• monitored and administrated bank wide reconcilement process;
• managed accounts payable, fixed asset and cash management processes and personnel;
• reviewed disbursements for proper approvals and documentation, authority to sign checks up to 1 million

• Prepared and reviewed monthly, quarterly and annual financial statements and detailed reports for Management, Boards, SEC, Analysts and other Regulatory Authorities;
• directed and administrated monthly closing, consolidation, reconciliation, general ledger, accounts payable, investment, fixed asset and annual budget processes, systems and personnel;
• streamlined and automated all accounting, financial reporting and budgeting processes and systems;
• interacted extensively with internal and external auditors coordinating quarterly and year-end financial and operational audits;
• active member of IS and Product/Pricing Committees which evaluated and selected alternative solutions, prioritized company-wide IS projects, discussed current and new products, services and prices

• Prepared and reviewed monthly, quarterly and annual financial statements and detailed reports for Management, Boards, SEC, Analysts and other Regulatory Authorities;
• coordinated and automated monthly closing, elimination and consolidation processes and systems;
• specified and integrated financial and statistical allocation methodologies into budget reporting system

BSBA obtained from Drexel University, Philadelphia, PA - Majors in Accounting and Finance