• Forecasting: rolling weekly/annual operating cash, revenue, collections, operational and overhead expenses across multiple accounts/departments and currencies.• Monitoring balances between the various regional locations to cover investments, operational investments, and debt agreement payouts. • Support senior managers and company owners reporting and ad hoc requests.• Training, training documentation, presentations, and process improvements

• Provide detailed analytical review on customer ARP and netback, including the detailed analysis of contractual discount, rebates, fallbacks/claw backs, and other customer support. • Analyze and report compiled NA sales results to NA Marketing and Logistics management.• Prepare and analyze Monthly “Snapshot” P&L analysis to identify any issues or errors in the monthly financial results vs forecasted results, historical trends, and budget.• Month end journal entries and balance sheet account reconciliations.• Monitor customer past due accounts receivable and follow up promptly on delinquent payments• Prepare and review certain customer rebates and credits• Prepare calculations for provision transfer pricing• Prepare monthly credit committee materials including customer payment dashboard and customer credit ratings summary

• Oversight, management, and successful completion of multiple on-going Issue Management Resolution (IMR) projects within the Retail Services divisions at Citi. Projects serve to automate existing manual processes with customer level data from the product processors in conjunction with internal Regulatory requirements. • Activities include manage, track, and evaluate day-to-day activities as they relate to these projects • communicate updates to management and other involved parties on daily meetings as required.• collaborating closely with our Controllers team to assist with data mapping, data mining, testing, and documentation as required for successful completion of the IMR projects.• Assisting accounting related matters associated with CRS partner contractual arrangements and payments• Assisting with legal entity management matters to include Board package preparation, financial statement reviews and ensuring all legal entity documentation is in order• Assisting with various financial and regulatory matters requiring attention• Assisting with self- assessment testing over internal controls• Backfill open positions as needed.

Financial manager of Americas division of Travel experiences company. Collinson's Group providing Loyalty solutions, Travel experiences, Insurance and Assistance solutions for local and world wide travel locations. A Company that is truly focused on the customers experience.• Consolidated reporting and analysis for monthly business reviews after completion of monthly close process.

NTT Data Services, Inc. purchased Dell Services November 2, 2016. Dell Services purchased Perot Systems September 21, 2009. Started working for Perot August 20, 2007. Jobs listed: Details listed for each role and time in that role.• Finance Controller - NTT Data Services• Account manager - Finance Controller for client operations - Dell Services• Senior Accounting Advisor - Lead - Dell Services• Advisor - Senior Accountant - Perot Systems

NTT Data Services, Inc. purchased Dell Services November 2, 2016. This was an internal re-structure due to the buyout.• Defined and implemented business programs and contracting strategies that reduced indirect spending.• Drove actions to reduce organization of HC by 25% and corporate spending to meet SG&A targets.• Created pricing models for contract renewals and amendments that resulted in an increase revenues.• Oversaw, created, and consolidated forecasts, budget, Profit & Loss, asset reporting with variance analysis and presentations for delivery and finance vice president.• Organized Business reviews with Operations on weekly and monthly basis.

Dell Services a division of Dell Computers, was purchased Perot Systems September 21, 2009. This was a promotion within the company. Account Finance Manager over $65M of Annual global contract revenue" Defined and implemented business programs and contracting strategies that reduced indirect spending." Drove actions to reduce organization of HC by 25% and corporate spending." Implemented controls and procedures to insure SOX compliance and risk mitigation for procurement processes." Automated internal customer billing process that provided detail project management tracking, reporting, contract compliance, improved project completion time, improved employee utilization rate that allowed realigning and eliminating headcount." Prepared capital asset ROI analysis and presentation to Delivery President and capital spending committee of an investment that provided an increase in revenues upon completed of asset installation. " Created pricing models for contract renewals and amendments that resulted in an increase revenues." Oversaw, created, and consolidated forecasts, budget, Profit & Loss, asset reporting with variance analysis and presentations for delivery and finance vice president. " Monthly review of all Balance Sheet accounts and reconciliations were key to no outstanding issues and accurate cash flow projections and requests.

Dell Services purchased Perot Systems September 21, 2009. This was a promotion within the company from Accounting Advisor which was previously a Senior Accountant role within Perot Systems.Oversaw Large Enterprise Group, over $45M-$58M Revenue. In-charge of monthly close involving reviewing operational data for preparing and posting journals. Analyzed financial results for account and corporate variance reporting." Developed procedures to streamline customer invoicing and revenue recognition." Set up and trained team on oracle and share point site for balance sheet reconciliation process to allow consolidations to be obtained faster and complete for internal and external audit compliance. " Assisted in setting up new budget variance reports for reporting to Delivery Managers and Corp. Finance & Accounting. " Streamlined general ledger accounting entry processes to reduce work paper and document requirements." Responsible for reconciliations of all balance sheet accounts including subledgers for Fixed Assets, Accounts Receivable and Accounts Payables.

Contract staffing and Recruiting company.• Reviewed sales contract agreements for Sales commissions calculation and revenue recognition. • Prepared backup for sales commissions calculation and revenue recognition.

Outsourcing company specializing in sales and merchandising services to Fortune 500 clientsServed as financial lead supporting client operation teams for Kodak and Microsoft contracts. Prepared and analyzed financial statements, operational variance reports and presentations as part of monthly accounting close and subsequently coordinated reviews with management teams." Created pricing models for new business, contract renewals, and amendments." Submitted and executed revenue recognition write-ups based on bundled service billings." Oversaw, created, and consolidated forecasts and budgets for Microsoft and Kodak contracts.

Fortune 500 company, whose offerings include outsourcing solutions as it pertains to IT, Finance and Accounting, Human Resources. Financial lead on new business implementation of Rohm and Haas, Gateway, and Safeco clients. Provided training and instruction to Divisional Operational Vice Presidents and lower level staff on financial policies, profit & loss statement review, forecasts, and budgets." Enacted FAS 52 for international accounting and SOP97-2 for bundled services w/software sales. " Responsible for monitoring and communication of GAAP and internal policy compliance for external and internally created asset for services customer contracts." Approved significant monetary transfers exceeding $1,000 in an effort to prevent fraud." Analyzed internal costs and prepare report to reduce transfers costs across services.

French owned with Revenues at $7.1 Billion Euros - Largest manufacturer and distributor in the Optical industry of eyeglass lenses and hard contacts.• Prepared consolidated financial reports (P&L, cash flow, cap-ex, balance sheet, etc.) at various financial entity levels for distribution to local management and parent corporation (French).• Developed and revised policies and procedures for cash reconciliation, capital lease parameters, and notes payable assimilation.• Reviewed financial results with operations/marketing/etc. and researched variances (prior month, budget).• Uploaded and maintained financial database to corporate database for consolidation reporting.• Operational/audit/corporate contact for financial reporting and benefit reporting for self-funding tracking.• Cross-trained on inter-company/treasury functions and reconciled inter-company international inventory accounts/FAS 52.

A home furnishing company that designed and built lamps in Dallas and imported decorative items from Asian counties to sell to retailers.• Created general ledger entries, reconciliations of bank accounts, and balance sheet accounts, and supporting schedules for financial statement review with Controller.• Review payroll accountant, accounts receivable, accounts payable work.• Track inventory accounts, work in process, and consignment sales and displays.• Reviewed month end close results and researched variances. • Prepared monthly financial statements: Balance sheet, Income Statement, C

A financial service organization with 150 accountants that provides GAAP financial reporting services and support to US Military bases in the US and globally.• Reviewed month end close results and researched variances. • Prepared monthly financial statements, fixed asset reports, and budgets for businesses.• Created general ledger entries, write-offs, reconciliations, and supporting schedules for financial statement distribution.• Oversaw recording policies and procedures of all financial documents; Financial Statements, Balance Sheets, and government funding compliance statements.• Reviewed and verified accuracy of data to ensure compliance and maintained an audit trail.