Andrea C Bode Email & Phone Number

Chicago, IL, US

New York, New York, US

• Performed and managed all Finance functions related to the daily operations of the company.
• Designed and implemented processes and internal controls over multiple accounting functions; including cash management, accounts payable and receivable, payroll and benefit administration, revenue recognition, and.
• Developed and prepared management reporting, financial statements in accordance with GAAP, Board of Director, and investor reporting books, ensuring accuracy and timeliness of the results, keeping in mind the changing.
• Prepared multiple forecasting models, cash flow models, and business models to help the company grow strategically and organically. Forecasts and budgets were then analyzed against actual, and reported to investors and.
• Oversaw preparation of the annual tax return and partner K-1s by outside tax firm, also assisted with state and local taxes, and payroll withholding; in over 25 states.
• Chose external audit firm, and was the sole liaison completing a two year audit; without the assistance of prior work-papers.

Chicago, IL, US

• Provide leadership and direction to a team of approximately 15 financial staff at all levels; delivering accounting, general ledger maintenance, close/consolidation, fixed asset account maintenance, account analysis.
• Manage oversight of core processing functions such as accounts payable, accounts receivable, billing, and Treasury in over 30 countries.
• Manage oversight of all external reporting, interim earnings release, interim and annual report to shareholders, including filings and statutory accounting for all international entities.
• Established and maintain common processes among all entities after a global conversion onto one platform and one financial operating system (PeopleSoft).
• Coordinate quarterly external audit, internal audit/SOX, and statutory audits with three of the Big 4 audit firms.
• Manage close process, general accounting, and external reporting functions. Coordinate reviews of financial results with multiple review committees, including internal/external audit and key internal executives.

Frankfurt Am Main, Hessen, DE

• Partnered with Senior Management to develop a strategic plan which included detailed financial models for restructuring, revitalizing, and growing the business. This plan spanned a period of five years during which we.
• Managed a general ledger conversion from PeopleSoft to SAP. This also entailed adding functional reporting for senior management. This reporting included detailed revenue and expense variance analysis distributed on a.
• Advised and strategized with Senior Management (Director to Global CFO/COO) to implement a company- wide expense policy. The adherence to this policy resulted in a $30 million (20%) reduction in 2009 expenses.
• Created a cross-training program amongst staff in Chicago and New York to promote career growth, continual education, and a dynamic work environment. Staff was comprised of at least twelve individuals at any given.
• Ensured compliance with SEC reporting requirements as they relate to a broker-dealer (i.e. maintenance of net capital) and coordinated the accurate and timely financial reporting of the broker dealer in accordance with.
• Detailed the existence and operation of superior internal controls and provided oversight for the monthly account reconciliation process.

Berwyn, Pennsylvania, US

• Member of a business development team which was tasked to make recommendations and changes to organizational structure and operations to ensure company’s profitability by the end of 2003. This involved negotiating fees.
• Key member in the development of a proprietary unified technology platform which included a billing system to support over 10,000 accounts on two platforms. Primary contact on all billing related functions including.
• Assisted with the financial accounting and analysis to facilitate the merger of Envestnet Advisory Corporation with the Portfolio Management Consultants Inc. (based in Denver) in September 2001 as well as two rounds of.
• Prepared monthly and annual cash flow plans for senior management.
• Worked with external auditors and PMC Controller to restore integrity to financial statements which had been mismanaged for an extended period of time.
• Directed and coordinated the preparation of budgets. Provided variance analysis, cost analysis, and project control.

Chicago, Illinois, US

Bs, Accounting

Bachelor Of Science In Accountancy