Vernon Hills, Illinois, United States
I have 25 years of accounting/finance experience including month end reporting, annual department expense planning and multi-year strategic planning, cost savings analysis, quarterly expense updates with officers, SAP Business Warehouse, and miscellaneous projects. In addition, I have 5 years of supervisory experience including review writing and delivery. My career goal is to obtain the experience I need to be a successful CFO with a small to mid sized company. Specialties: expense planning and variance reporting, allocation models, software implementation, account analysis. I am currently searching for a new accounting/finance role such as Accounting Supervisor/Manager or Financial Manager.
Responsible for annual expense plan, strategic long-range forecast, monthly variance analysis, monthly reforecasting, presentations to senior directors, collaboration with engineering team, and other tasks assigned. • Planned, managed, analyzed, and forecasted $200M expense budget for access engineering team including management reporting to executive leadership and performance tracking using Microsoft Excel and PowerPoint. • Used accounting background and SAP knowledge to support teammates with accounting issues and promote collaboration between accounting and FP&A team.
Responsible for detail-oriented monthly close journal entries in ERP system, account reconciliations, special projects, mentoring less-experienced team members, and business partnerships. • Discovered a $1M sales tax issue, notified appropriate departments, and tracked corrections through to closure. • Identified root cause of $1.3M balance sheet issue, presented solutions, and validated that issue was resolved.
Supported annual expense needs of the investment department, including month-end reporting, budget development, forecasting, and actual variance analysis. • Challenged sales tax on vendor invoices, resulting in $10K savings. Identified a $40K sales tax error, avoiding risk of reporting errors. • Led, updated, and developed $200M annual department expense plan and multi-year strategic plan.
Supported annual expense needs of the investment department, including month-end reporting, budget development, forecasting, and actual variance analysis. • Challenged sales tax on vendor invoices, resulting in $10K savings. Identified a $40K sales tax error, avoiding risk of reporting errors. • Led, updated, and developed $200M annual department expense plan and multi-year strategic plan.
• Managed day to day Order Entry, Renewal, and Accounts Receivable functions including close processing • Prepared and delivered annual reviews for three direct reports • Assisted with report and document requests from internal and external auditors • Provided input to streamline product pricing structure • Focused on providing a superior level of service to internal and external clients
• Responsible for accuracy of revenue recognition schedules • Developed procedures that allowed for more efficient reporting (i.e. receipts reporting) • Developed queries to review period activity for errors prior to posting • Designed, updated, & distributed sales reports to management • Completed Foundational Leadership Program • Prepared and filed sales, business, and property tax returns • Created & validated license schedules for contracts • Developed & taught training programs for new hires
• Approached responsibilities proactively by identifying process deficiencies and recommending modifications • Created variance analysis report for annual users’ conference • Participated in software conversion projects including requirements gathering, data load, testing, and bringing the system live (Softrax, Certain, Sales Logix, Microsoft CRM) • Researched journal entries • Assisted team members with heavy workloads (received Outstanding Performance Award including a bonus) • Created procedures for processing items such as returns • Calculated commission and bonus payments for sales & support staff • Prepared monthly journal entries • Reconciled various accounts and corrected errors as appropriate • Utilized tools to effectively and efficiently perform job responsibilities (Softrax, Lawson, Excel, Access, Lotus Notes)
• Prepared financials for month end close • Analyzed dealership financial statements • Performed audits on company owned dealerships • Trained dealerships on use of Excel spreadsheets • Reconciled balance sheet accounts monthly for eleven dealerships • Trained Unit Accountants on use of Baan accounting software