Brian K. Email & Phone Number

Jacksonville, Fl, Us

Hinckley, Oh

Project Finance Manager Provide financial analysis and reporting of projects as required by project management teams and executive management. Analysis is focused on evaluating the overall return on the project/initiative, working capital requirements, congruence with overall corporate objectives and the maintaining of proper internal controls. Communicates within various levels of internal and external functions, including clients. • Develop financial project metrics, review and finalize project metrics in cooperation with Project Manager in line with company and client requirements. • Responsible for coordinating the monthly direct budget process and providing analytical reporting on updates to budgets. • Work closely with the Project Specialist and Project Manager, providing on-going financial resource planning, management and analysis. Monitor resource levels on projects and roles and its impact on profitability.

Jacksonville, Florida

• Developing and implementing both the Global Technology Operating Model and the GT Location Strategy and ensuring we have a robust service strategy and acquisition model across the organization• Provide input to establish commercial criteria for evaluating vendors, support the selection process and drive implementation of these criteria.• Monitor cost and ROI for sourcing arrangements in accordance with GT investment governance standards.• Manage vendor relationships on a day-to-day basis to identify and manage potential risks identified within the commercial arrangements and ensure tracking and resolution by vendors.

Resource client projects with highly motivated and suitably developed Project Financial Analysts and to retain and develop these professionals within PAREXEL. Leadership, direction and management of eight project financial analyst overseeing the financial reporting/analysis on 130-150 ongoing clinical trials. Participated in a management team to develop processes for the implementation of Oracle R12. Lead monthly and quarterly finance meetings for Janssen (J&J) and Bristol-Myers Squibb.Recruit, retain, and develop a skilled, experienced and motivated team of Project Finance Analysts.Support team members to improve their efficiency and effectiveness at prioritizing work and improving performance evidenced by the work produced, project team feedback including client feedback and audit results.Demonstrated ability to manage and motivate direct reports.Facilitated numerous training session on new Oracle Cost and Billing (Oracle R12) system for Project Analyst and Project Leaders company wide.

Provide analytical support to the Operations Finance Director of world wide Clinical Research Studies. Provide financial support to Project Managers, Directors of Project Management, and Functional Leads, performing revenue recognition review, forecast accuracy review, project profitability analysis, contract matrix and A/R aging review and control. Financial lead for all Johnson & Johnson projects totaling more than $850 million.Maintaining compliance with respect to SAB101 and Sarbanes-Oxley (i.e. perform monthly audits of contract values, project-to-date revenue, contract status, units completed to date) BRIAN DAVID KOEHLER Page 2Actively interpreted and reviewed financial results with/made recommendations to senior leadersActively participate in process improvement initiatives and ad hoc analyses as requested.Generate budgets and forecasts on a monthly basis and present them to the financial management team.Developed financial models, including long-term forecasts for accounts payable payments, labor cost forecasts, capital expenditure forecasts, key measurement ratios and graphs, and monthly financial statement models using standard GAAP format.

Financial lead for the Global Sarbanes-Oxley (SOX) Remediation Team. Assist the Global Project Management Office (PMO) in all SOX projects to ensure compliance with the Sarbanes-Oxley Act.Assist in all aspects of financial reporting (budgets, forecasting, actual and variance analysis) and Ad Hoc reports.Assist in the coordination and tracking of all Global SOX Project Management Office functions and activities to ensure the department remains within a $20 million budget.Maintaining and administration over the Intraspect document management system.Assist with SOX change management, evaluating, documenting additions to, and changes in internal controls relating to SOX.Working with process owners to research and document SOX key controls, classify their risk to the company and effectively write required documentation and test plans.

Enabled consultants to focus more on revenue-generating activities by assisting with the operational and compliance-oriented components of managing client projects.Designed/built/implemented financial processes to streamline and deliver monthly and quarterly financial reports to both the in-business leadership team and the central finance organization.Provided support to client, financial and business managers for project forecasting and budget analysis.Ensured projects are being completed efficiently looking at time utilization and client profitability reports.Maintained, develop and enhance strong internal control environment for compliance with Sarbanes-Oxley. Assist with drafting Statement of Work Contracts to ensure Hewitt is compliant in Revenue recognition to SEC standards.Assisted with drafting the project estimating spreadsheets and developing/submitting the appropriate documentation.Coordinated rollout of new policies and procedures to ensure consultants are up-to-speed on expectations, new procedures and tools.

Set up incoming IRA investments from client's to be processed within a 24-hour turnaround period. Processed approximately $1 million dollars per day, balanced investors' accounts, and headed a staff retraining team.Selected to manage a 12 person retraining team for a 5-month peak volume period. Team was first in data quality and number of new accounts opened.Assisted in investment processing from 15 million/day to 150 million/day.Interfacing with Financial Planners to resolve investor issues which supported annual customer satisfaction of 97%.Maintained focus on Compliance with Sarbanes Oxley (SOX) Act in a tightly regulated industry.

Moved money from ADP's clients' bank accounts to ADP's bank account to fund the reimbursements ADP is sending on behalf of clients.Produced an Explanation of Benefits for employee Flexible Spending Accounts (FSA).Debited and credited clients' Flexible Spending Accounts.Researched lost checks, fraud reports, reissued new checks.Reconciled financial records & statements with General Ledger.Investigated discrepancies in clients' spending accounts and prepared resolution reports.

Bachelor Of Science, Industrial And Systems Engineering

Education record

Education record