Plano, Texas, United States
CPA/BUSINESS CONSULTANT Consultant ~ Project Management ~ Accounting Management Accomplished, seasoned professional with over 20 years of proven success in accounting and project management services; Exceptional communication skills; easily interacts with executives, clients, vendors and associates establishing strong relationships. Technically skilled in all MS Office applications with additional capabilities in: •Client Relationship Management •Process Analysis •Tax •Business Redesign •Audit •Leadership/People Management •Training •Contract Performance Specialties: CPA Certified SAP FI/CO Consultant
•Provide accounting and HR services including financial shared services (payroll, billing, accounts receivable, accounts payable) administration of health benefit services, 401K, contracts administration utilizing QuickBooks and Peachtree. •Preparation of financial statements •Preparation and filing of all payroll taxes and reporting •Manage financial business relationship with clients and third party vendors •Tax Preparation
•Managed all Financial and Human Resource for SAP consulting company. Responsibilities included administration of payroll, health benefit services, 401K, contracts, accounts payable, accounts receivable, client billing and collections utilizing QuickBooks. •Prepared quarterly financial statements •Prepared payroll tax reports •Managed financial business relationship with clients and third party vendors •Completed special projects as requested by the company President
•Managed a team of 10 business and technical information analysts responsible for implementing the General Ledger and external reporting in SAP for EDS. •Led analysis of the current general ledger(GL) functionality to SAP’s GL functionality, definition of system functionality, design of system flows, configuration of the GL functionality, system and user acceptance testing and implementation support for the GL. •Performed HR functions including hiring team members, performance evaluations and compensation administration. •Developed and presented monthly status presentation to EDS SAP oversight committee consisting of Corporate Controller, Chief Information Officer, Director of Human Resources, Director of Corporate Tax, SAP Program Office and select members from the above organizations.
•Managed $3 billion receivables portfolio for $14 billion information technology company. •Led organization of 12 people, including hiring, compensation and career development. •Supported external audit analysis by KPMG accounts receivable. •Developed corporate accounting policies and procedures for billing, receivables, collections, and revenue recognition. •Provided billing and receivables consulting services, including process analysis, development of business solutions and presentations for EDS Sales proposals to potential customers. Special Achievement: Participated in business process redesign and automation for billing and accounts receivable. As a result of the reengineering effort, EDS’ Billing and Receivables Group was nationally recognized by CFO Magazine and MasterCard with the 1996 and 1997 Reach Award for excellence in financial process reengineering for customer services.
•Performed financial/electronic data processing (EDP) audits for all industries in EDS including Manufacturing, Financial Services, Communications, Insurance and Corporate Finance. •Project/relationship management to internal and external customers and audit team management. •Developed audit scope, budget and programs. Coordinated and conducted audits of division’s financial statements and supporting transactions/systems for contract and GAAP compliance and financial integrity. •Process analysis consulting which included problem determination, root causes and solutions and detailed flows.. •Performed due diligence on consulting companies purchased by EDS. •Completed audit work under direct supervision of external auditors, KPMG for five years including payroll, inventory analysis, accounts payable and receivable, billing and revenue recognition. Subject Matter Expert for Payroll, Accounts Payable, and Billing, Receivables and Collections.