Investment and Debt Analysis•Asset allocation and investment manager monitoring•Research and monitor current investment products and analyze new investment ideas•Recommend new investments to enhance the portfolios•Prepare investment and debt reports for board meetings•Manage investment and debt accounts•Suggest changes to the investment policy•Work closely with external consultants and brokers to manage debt and investment portfolios and reporting•Assist in debt compliance and financing activitiesPerform Retirement Investment Analysis•Determine appropriate investment options for retirement plans•Research additional retirement options•Monitor vendor performance•Prepare quarterly valuation statements

•Forecast IBM's Smarter Workforce (Kenexa) SG&A expense portion of the I&E statement.•Plan and forecast for monthly and quarterly financial results. •Review and consolidate the work of North America financial analysts to build my forecast. •Work directly with VP's and GM's to advise them on how best to meet IBM's growth initiatives and their financial impact on the business.

•Forecast and track SG&A expense for two of IBM's software segment brands; Information Management and Industry Solutions, totaling over $200M in FY budget.•Collaborate with other analysts across the globe to setup intercompany agreements (ICA) between IBM U.S. and other countries for work that is being performed outside of the U.S.•Process journal entries to maintain proper accounting records.•Validate account codes and approve purchase orders through IBM's procurement system.

•Perform pricing documentation audits to ensure compliance with policies at IBM, as well as the Defense Contract Audit Agency (DCAA) of the United States•Create and manage IBM’s federal division signings log; making sure that signings are accurately communicated to IBM’s Global Business Services (GBS) VP of Finance•Manage GBS Public Sector database where all pricing deals are recorded•Assist IBM Pricing Analysts with ad hoc requests regarding their deal records•Generate reports for GBS pricing manager on a weekly basis showing the status of open engagements to make certain pricing analysts continue to update deals properly•Process credit checks on potential clients to make sure they’re able to pay their invoices in a timely manner

•Perform financial analysis on over 35 U.S. Department of Homeland Security work orders that generate in excess of $5M in monthly revenue•Forecast and execute variance analysis on revenue, cost and profit under tight deadlines•Ensure financial conformity with federal laws (U.S. GAAP/labor claiming/GSA rates) and contractual terms (funding tracking/invoice submission)•Construct and distribute monthly invoices for each project, and collaborate with clients and IBM A/R to make sure that payments are received as contractually specified•Maintain detailed documentation of completed assignments for possible future reconciliation or training purposes (I have trained several new hire FAs)•Carry out a mixture of accounting processes (journal entries, revenue/cost accruals/deferrals) to maintain accurate financial records•Create price cases to assist management when bidding new projects•Supervise billing analysts to ensure proper/timely invoicing

•Proficient front-line employee providing prompt, efficient, courteous and personalized customer service: accepting deposits, withdrawals and payments.•Market and set-up new accounts using tailored sales techniques.•Adept in money handling and balancing. (Averaged 80 daily transactions with $7,000 in possession)•Enhanced written and oral communication skills, trained and continued to coach five new employees.•Loyal team player within a $110 million community bank.