Derrek Phelps, Mba, Csm Email & Phone Number

New York, United States

Buffalo, New York, United States

Buffalo, New York, United States

Tonawanda, Ny

► Interface with leaders, cross-functional teams, and legal counsel to investigate, analyze, present policy recommendations, and strategize to develop them.► Lead efforts to streamline efficiencies and coordinate operational re-structuring while focusing on establishing controls and identifying key performance indicators.► Identify, research, report and present on pertinent issues to evaluate risks and forecast business requirements.► Manage projects with technical capabilities and communicate effectively to leadership.► Lend support to the executive team in decision-making and negotiations with impacts on budget, planning, andfuture methods of operation with a focus on change management. ► Present findings to the Board on training requirements, financial data, project planning, auditing, contract management, IT governance, and technology solutions to enhance IT Portfolio.► Manage KRONOS software, providing IT service, audit, troubleshooting, UAT, regression testing, and coding analysis to ensure automation is compliant with legal standards and contract governance.

Getzville, Ny

► As a capital market Controller (LATAM), coordinated transaction clearing, leading to accuracy and integrity of P&L.► Prepared records that complied with Generally Accepted Accounting Principles (GAAP) for corporate accounting.► Controlled reconciliation, variance analysis, revenue recognition, benchmarking, pricing, and maintaining financial controls ensuring the accuracy of month-end financial reporting. ► Provided valuation control and mature judgment on profit/loss adjustments for balance sheet reporting, aiding project management and financial planning and analysis.► Served as point person for KPMG and internal audits advising on dashboards and commentary. ► Compiled analytical reports through numerous reporting applications.► Supplied knowledge commentary with records while establishing performance metrics influencing sales and marketing strategies.

Getzville, Ny

► Verified analysis, account maintenance, inventory control, financial statements, and coordination of workflows including journal entries for general ledger reconciliation and settlement of cash payables and receivables. ► Served as Subject Matter Expert, supporting management cross-functionally with a focus on risk assessments, staffing, portfolio performance, reporting, and procedure while leading oversight of departmental functions. ► Presented to the committee on periodic findings regarding asset financial performance, relaying oversight concerning foreign exchange, margin requirements, unwind, procurement, and opportunities to refine requirements. ► Oversaw internal audits and investigations of information systems and liaised with KPMG.

Amherst, Ny

► Administered procedure review on an ongoing basis to ensure compliance with banking laws and regulations (SOX) while considering vendors' agreement parameters. ► Participated in system, spreadsheets, and database analysis with independent testing to ensure the accuracy and integrity of data. Provided operational analysis to organizational leadership.► Trained new hires on procedures related to their function and mentored them during onboarding.► Provided feedback to help formulate audit planning, outlining steps to ensure documentation was actionable.

► Accountable for expeditious and decisive claims handling from inception to maturity including investigation of liability exposure, scheduling assessments, and fraud analysis.► Issued payments per state, industry, and federal regulations standards. ► Supported the roadside assistance software implementation in a reporting capacity, aiding in UAT before rollout.

Williamsville, New York, United States

► Contracted to represent SAP ERP systems. Maintained customer relationship module for reporting to SAP. Facilitated activities to gather customer requirements for delivery to internal sales and solutions teams. ► Supported management with recommendations on the acquisition of expired dealer agreements which resulted in contracts awarded from XEROX, Shred-it, and LG Electronics resulting in 20% sales growth in 2010.

Master Of Business Administration (Mba), International Management

► Managed an international team of student consultants for a 1-year Technology Transfer program.

Bachelor Of Science - Bs, Business Administration

► Interviewer for the Frank L. Ciminelli Family Career Resource Center.