Lee Carter Email & Phone Number

Marlton, NJ

• Responsible for monthly close, reporting, and review of all financial entries to accounting system
• Developed and implemented budget model for company with 3 operating departments and administration department
• Developed and maintained a system of reports and key factors, allowing senior management to evaluate the health of the business and identify opportunities for improvement in multiple areas of the business from.
• Creation of yearly and monthly budget for all departments
• Coordinate creation of rolling 3 month forecast with departmental managers
• Monitored effectiveness of cost control initiatives and reported actual costs vs. expected costs

Greater Philadelphia Area

• Performed monthly, quarterly and year end close duties; including maintaining close schedule, creating financial system entries, reviewing and posting entries, account reconciliation and report distribution
• Produced results analysis presenting actual financial results, variances from prior year and budget, and trend analysis
• Compiled yearly and monthly budget by balancing department managers needs with corporate expectations
• Obtained and provided relevant data to support decisions made during the budget process
• Worked with department managers establishing order and timing of deliverables to meet the expectations of senior management for completion, review and approval of budget
• Created ad-hoc reports for senior management as requested and assisted external auditors with annual review

Greater Philadelphia Area

• Planned audits, supervised audit team, wrote audit reports and performed audits; including leading pre-audit contact and exit conferences for both financial and process reviews
• Led departmental expense budget process and submission for approval
• Exposed Salary & Benefits inequities leading to $8 million reduction of payments to GA’s
• Developed standard measurements, which led to the capping of total expenses reimbursed to GA’s saving $5 million
• Served as minutes secretary for Audit Committee which included senior management and Pennsylvania Insurance Department representatives
• Fostered understanding of status and issues affecting the distribution of liquidation assets by creating a process of reporting to Pennsylvania Insurance Department and court in charge of Reliance’s liquidation

6th & Mkt, Philadelphia

• Established, documented and reviewed all close processes relating to general ledger submissions from various units
• Oversaw file submission (I/T) and resolved accounting issues for all locations during monthly, quarterly, and year end close process ensuring that results were consolidated and reported according to the close process.
• Composed footnotes for annual statement and provided detail support to external auditors

Millville NJ

• Created and distributed Sector, Group and Unit management financial information package (key numbers, forecast, narratives)
• Established yearly and monthly budget for sector by consolidating plant data with Sector budget
• Coordinated submission and performed consolidation of monthly reporting files for 23 active units (12 international)
• Participated on implementation and standardization teams for SAP and Hyperion (consolidation) reporting systems

Greater Philadelphia Area

• Division Financial Analyst – budgeting, forecasting, monthly close
• Established accurate forecasting of Earned Premium by identifying and rectifying booking inefficiencies

Voorhees, NJ

• National Employee Benefits Center – Benefits Administrator
• Retirement compensation calculations

Bachelor Of Science (B.S.), Finance, General

Associate Of Arts (A.A.), Business Administration And Management, General