David Schmunk Email & Phone Number

Philadelphia, Pa, Us

Perform accounting, analysis and deliverables associated with financial reporting.Assist with month-end close process, completing account reconciliations, providing details and support to external audit.Familiarity with GAAP and/or IFRS.Review and analyze company-wide financial forecasts, operating plans, quarterly and annual financial results.Participate in various planning cycles (e.g., long range strategic planning, annual planning, and quarterly forecasting).Provide decision support to ensure the achievement of business objectives. Deliver financial and business insights and analysis including commentary on key business drivers in support of senior leadership decision structures.Monitor and manage performance goals (e.g., strategic, financial, and operational) ensuring planned business outcomes are achieved and adjusted as necessary.Shape and lead efforts to optimize finance and accounting organizational processes, capabilities, and performance measurement.Conduct operational, financial and organizational needs assessments, stakeholder analysis, document business processes and facilitate the transformation from a "current state" to "desired state" in changing business environments.Work cross-functionally with multiple levels within the organization to clarify, address, and set solution paths to resolve business problems.Strong organizational and project management skills including the ability to manage multiple tasks, self-prioritize tasks and meet deadlines.Prepare reports and presentation materials.Strong technical, analytical, writing and communication skills are required. Work as part of a team as well as be able to work independently. Flexibility with schedule to meet client demands.Highly proficient in Excel.High-energy style, flexible and adaptive, with the ability to work well in a fast-paced environment.

Austin, Texas

Prepare monthly managerial and financial reports for internal and external use,Act as primary contact for internal and external audits from planning through publication,Design and implement controls for administration department,Prepare support for tax filings for multiple companies within intricate corporate structure,Assist the preparation, review and maintenance of company budget,Review transactions for accuracy, conduct research, document and prepare entries,Perform research for various projects, analyze and present results to management,Represent division for consolidation of employee benefits for all US companies,Coordinate conversion from Quickbooks to SAP,Train intern to perform month end reporting,Report in GAAP, IFRS, USD and EUR.

Portland, Oregon Area

In a 'big four' audit environment, used knowledge of GAAS and GAAP to collect, measure, analyze, and interpret information to obtain comfort over management's operations, control systems and accounting records for accuracy and compliance with legal requirements and efficiency and effectiveness. Worked independently to plan, prepare and review understandable, reproducible, audit reports. Assisted in the development and maintenance of audit objectives, policies, methods, procedures, controls and annual risk assessments. Coached colleagues through procedures and situations with which I have specialized knowledge or skills. Took ownership of assignments and met client deadlines. Made oral and written presentations to management during and at the conclusion of audits on observation and improvement opportunities.

Portland, Oregon Area

Determined action to be taken against customers' accounts that had been identified as high risk based on recent transactions and customer history. Evaluated recent transactions and customer history with relation to laws and regulations and conducted research including contacting banks, customers and non-customers to sufficiently support a conclusion about the validity and risk of customer activity. As necessary, secured funds or terminated relationships based on conclusions drawn.

Portland, Oregon Area

Through temporary employment agency, Accountemps, worked as a Financial Crimes Specialist for Wells Fargo. Determined action to be taken against customers' accounts that had been identified as high risk based on recent transactions and customer history. Evaluated recent transactions and customer history with relation to laws and regulations and conducted research including contacting banks, customers and non-customers to sufficiently support a conclusion about the validity and risk of customer activity. As necessary, secured funds or terminated relationships based on conclusions drawn. Performed these duties to a high standard of quality and efficiency, such that I earned a role as a permanent employee with Wells Fargo.