Greater Chicago Area
A detail-oriented and hardworking finance professional with a wide range of experience in financial planning and analysis, corporate accounting, financial reporting, forecasting, budgeting, financial modeling, journal entries, reconciliations, monthly closing procedures, audits, expense and revenue analysis, and strategic planning. Learns and leverages cutting-edge technologies to ensure corporate-wide process improvements, optimizing initiatives and reducing time spent on processes. A positive and effective team leader who makes decisions to benefit the financial position of the company and obtain lasting results.
• Publish preliminary sales report with analysis of variances versus prior year to upper management. • Consolidate actuals versus prior year variance explanations for Revenue and EBITDA into easily digestible waterfall reporting for upper management and investor relations. • Act as finance business partner to drive SOX control gap remediation, including balance sheet reconciliations and Monthly Management Review Flux over financials for Building Materials segment. • Optimized Excel processes to automate reporting, reducing manual effort by more than ten hours per month. • Publish CAPEX report with analysis of variances versus budget.
Responsible for aggregating BU forecasts/Plan and reporting to upper management. Have saved 20+ hours from inherited processes via Excel automation and implementation of OneStream. Create and optimize reports used during investor calls by CFO and investor relations team. Proactively provide timely, insightful, actionable, and accurate financial reporting, analysis, and recommendations to key areas in the organization. Publish the preliminary sales reports to the business. Responsible for modeling accrual necessary for company annual incentive plan bonus. Created company wide Key Metrics Dashboard (Organic growth, DSO, DPO, DIOH, Cash conversion Cycle, Cash Flow) within Power BI. Help put together 5 year strategic plan, part of which is calculating Business Unit ROIC and CAGR.
Prepare SEC 10-Q/10-K disclosures for Accrued Liabilities, Property, Plant and Equipment and Related Party transactions. Managed journal entries, reconciliations, and variance analysis related to: intercompany, cash, payroll, rebates, and accruals at corporate entity, working with multiple business partners to ensure accuracy. Assure compliance with Sarbanes-Oxley controls by managing key controls and working with internal/external auditors. • Served on team responsible for implementing OneStream consolidation and led reconciliation tool implementation.
I was responsible for Vyaire's capital devices P&L. I prepared monthly journal entries, balance sheet reconciliations, and flux analysis of P&L and Balance Sheet accounts as part of monthly close procedures. Was part of team reviewing impact of ASC606 on current processes. I've worked to create and enhance processes throughout the company. As the company transitioned to being a standalone entity, I have taken on numerous additional tasks as employees have left the company. I led Vyaire through the year end external audit of the capital devices business. I've assisted with disclosures related to warranty expense, revenue and remediation expenses. I handled various ad hoc requests from leadership.
I prepared monthly journal entries, making sure to follow generally accepted accounting principles, balance sheet reconciliations, and analysis of P&L and Balance Sheet accounts as part of monthly close procedures. I was responsible for 3 JLL clients’ financials and forecasting in the Integrated Financial Management service line. I followed up with clients’ aged Accounts Receivables balances. I directly fielded and resolved requests from internal and external auditors, as well as management. I reviewed financials of the $50m Mobile Engineering service line. I documented processes and contribute to key controls in order to aid JLL’s compliance with Sarbanes-Oxley. Aided in JLL's transition to ASC606 revenue guidance and went through new contracts in order to determine proper revenue recognition as per ASC606.
I am responsible of all fixed asset accounting, including additions, transfers and retirements for all Heidrick entities. I prepare the reconciliation for all fixed asset accounts over 25+ subsidiary business units as well as the rollforward and cash flow deliverable for the SEC team. In addition, I am charged with all Intercompany activities, this includes entries related to loans and settlements and chargebacks as well as fielding any questions regarding all intercompany accounts. I prepare and review of monthly journal entries, balance sheet reconciliations for a variety of accounts including bank reconciliations. Performed variance analysis over budget to actuals. Assisted with the optimization of accounting processes in order to best expedite the month-end close. Fielded and resolved inquiries from leadership in offices across the globe as well as external auditors. A key part to Heidrick's Sarbanes-Oxley compliance which includes documentation of processes and the implementation and execution of key controls.