Philadelphia, Pennsylvania, United States
• Calculation of monthly accrual to cash adjustment (ACA) for a Cable Division that generates $50B+ in annual revenue • Supervision over a team of senior analysts ensuring department deliverables are met • Analysis and preparation of internal financial statement pro-formas to better align data with executive leadership’s view of the business and industry trends • Generation of recurring presentations for executive leadership (ACA, P&L Analysis, Balance Sheet Flux) to help drive strategic financial and business decisions • Coordination and communication with accounting management to better forecast and understand drivers of cash flow timing within various functional areas of the company • Preparation of quarterly Free Cash Flow (FCF) and balance sheet flux analysis • Forecasting, budgeting and long range planning responsibilities relating ACA • Coordination and analysis of financial statement disclosures for inclusion in 10-K (e.g. ASC 840 – Leases)
• Supported the Engineering business unit with $500M+ in annual gross operating expenses • Led monthly review of operating expenses with finance and accounting team • Detailed analysis of monthly expenditures, booking of accruals and adjustments, and preparation of reconciliations • Allocated $40 million in monthly operating expenses to field entities • Centralized the process for tracking and booking maintenance spend across the Engineering and Technology and Product business units • Analyzed and generated reporting of inventory transfers to assist in assessing company-wide tax liabilities.
• Prepared and completed audit risk assessments for various business processes • Represented Internal Audit on various bank-wide cross operational teams such as M&A Implementation and New Product Review teams • Acted as Audit representative during government regulator (Office of the Comptroller of the Currency - OCC ) examinations (e.g. Bank Secrecy Act (BSA), Regulation E, etc.) • Created testing programs for a diversified range of audit engagement types - operational, regulatory, financial and wealth management • Supervised staff auditors to ensure audit engagement objectives were achieved • Generated audit reports provided to bank leadership highlighting unmitigated risks • Recommended action plans for addressing risks to align with leadership’s risk appetite • Coordinated internal investigations – fraud, customer complaints, management requests • Performed and reviewed Sarbanes Oxley (SOX) testing • Generated and compiled reports for quarterly Audit Committee Meetings
• Completed control and substantive testing for audit engagements • Performed “follow-up” work to verify past audit exceptions were adequately addressed • Assisted with SOX testing and the year-end financial auditor confirmation process • Prepared process narratives and flowcharts of various business functions • Led presentations made to employees outside of Internal Audit to facilitate a better relationship and understanding amongst other business units
• Analyzed financial statements by performing various financial auditing techniques • Acted as on-site intermediary for KPMG with client management • Examined financial sections, such as Cash, Fixed Assets, AR, AP, etc. • Participated on goal-oriented teams for successful and timely audit completion • Reviewed and provide feedback on colleagues’ work • Audited various industries – banking, asset management and manufacturing • Participate on goal-oriented teams for successful audit completion. • Assist with college recruiting. • Review and give constructive feedback on other’s work pertaining to the audit engagement. • Acted as on-site intermediary or go between for client representation and KPMG management. • Worked with client in various industries – banking, asset management and manufacturing.