Financial Consultant

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
English
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About me

Highly qualified and dynamic finance professional with over 15 years of experience in diverse industries, including Fortune 500 organizations and the Big Four. Specialization in accounting and financial operations, acquisitions and mergers, budgeting and forecasting, cost control and reduction, reconciliations, and financial statement preparation. Leveraging analytical acumen in financial and managerial accounting
contributes to decision-making processes at executive levels. Well-versed in coordinating teams, and optimizing resources to meet strategic objectives and financial guidelines.


Professional area



Education

June 2007 Master in Business Administration @ Lindenwood University
May 2004 Bachelor of Science in Accounting @ Madonna University

Experience

2021 - Present Business Consultant @ MBO

• Budget Management: Managed and allocated a $200M budget across seven teams, optimizing resources to meet strategic objectives and financial guidelines.
• Financial Consultation and Profit Growth: Served as primary contact for financial services, increasing profitability by $200K.
• Process Automation and Efficiency: Streamlined existing financial model to automate spreadsheet functions resulting in a decrease of manual tasks by 40%.
• Acquisition Due Diligence: Integral in $450M acquisition due diligence.
• Financial Reporting and Regulatory Compliance: Crafted monthly, quarterly, and annual consolidated financial reports aiding in client SEC 10K/10Q filings.
• Pro-forma Financial Statement: Created Pro-forma Financial Statements for external reporting.
• SOX Compliance and Process Improvement: Revised SOX financial control matrix, impacting 31% of the 583 project scope controls.

2018 - 2020 Senior Financial Analyst @ PFIZER

• Robotic Process Automation and Compliance: Orchestrated 150+ Robotic Process Automations, ensuring audit readiness through compliance management.
• System Implementation and Error Reduction: Established tracking system, reduced error rate by 30% for senior management.
• Data Mining and Statistical Analysis: Implemented data mining techniques to analyze key statistics, achieving 98% accuracy.
• Audit Collaboration: Collaborated with key stakeholders, Corporate Audit, and KPMG on internal and external audit requests and inquiries.
2018 – 2018
• Global Software Implementation: Partnered with Balance Sheet COE and others on global reconciliation software deployment and policy formulation.
• General Ledger Management: Created 100+ offsetting general ledger accounts within the reconciliation system and assisted with the reconciliations.
• Client Issue Resolution: Resolved 300+ GL account issues within protocols.

2017 - 2018 GL Accountant @ GREAT LAKES WATER AUTHORITY

• Month-end Activities: Managed month-end GL closure and reconciled 200+ accounts timely.
• Year-End Preparations: Assisted in the preparation of year-end work papers along with operating and capital schedules.
• Asset Management: Inventory-conducted 50+ fixed assets at 3 facilities, distinguished capital from non-capital assets, and logged into SAP ERP.
• Financial Integrity and Data Analysis: Compiled, analyzed, and reconciled financial transactions to ensure the integrity of data in general/subsidiary ledgers.

2014 - 2017 Financial Analyst Lead @ NIKE

• Financial Planning and Analysis (FP&A): Managed all aspects of financial planning, reporting, and analysis for Senior Management and the Executive Team.
• Budgeting and Forecasting: Forecasted and budgeted revenues and expenses for 2 operating divisions excessing $100 million, analyzed, and identified variance trends, and prepared financial reports for internal and external users.
• KPI Development and Risk Identification: Formulated financial and operational KPIs for board members and management; detected potential future losses.
• Financial Closure Management: Provided key decision-marking support by managing the monthly, quarterly, and annual financial closure process.
• Cost Control and Revenue Growth: Boosted revenues and cut deficits by reducing project spending by 15%.
• Financial Reporting Support: Assisted in financial reporting for 5 distribution facilities worth over $900 million in Memphis.

2012 - 2014 Accountant @ PFIZER

• Accounting Functions Management: Managed all accounting functions, balanced 300+ general ledger accounts, handled journal entries, and ensured reconciliations and compliance with statutory requirements and US GAAP.
• Complex Transaction Analysis: Analyzed multifaceted transactions – hedge accounting, foreign exchange, purchase accounting, termination costs, restructuring reserves, royalties (alliance, third party, I/C), debt, investment, pension, etc.
• Financial Statements Preparation: Compiled financial data to assist in the preparation of financial statements for auditors and senior management.
• Audit Support and Issue Resolution: Provided continuous support in the delivery of critical analysis to external accountants, third-party auditors, and Internal Audit.
• Issue Resolution: Identified discrepancies / technical accounting issues, determined impact, and proposed timely resolutions.


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