Drew Mcdonald, Cfe Email & Phone Number

Raleigh, North Carolina, United States

* Advise Global Financial Solutions management and teams on internal controls and relevant policies and procedures to ensure effective delivery of the Source to Settle (STS) process. Advise the STS team on best control practices for any portion of the end-to-end process, including supplier master, invoicing, disbursements, and business support.* Collaborate with the management team to ensure key control reviews are performed on time and accurately, help identify potential areas of improvement, and develop root cause analysis when exceptions are identified. Support SOX walkthroughs and testing conducted by internal and external auditors by enabling meetings and ensuring that team management understands critical deadlines and deliverables.* Participate in SAP S/4 Hana implementation, including evaluation and input on new control design and review of Key control reports for quarterly SOX compliance in a future state. * Maintain relationship with the SOX PMO office in Corporate accounting as well as other business stakeholders for both ongoing SOX control management and in support of new PTP (STS) controls with SAP releases.

Raleigh-Durham, North Carolina Area

* Drove the Business partner organization quarterly management self assessment process for SOX Section 404 certification in corporate GRC tool. * Satisfactory quarterly assessments for North America business partner management organization through testing, risk analysis and control identification. This included ensuring that testers in both North America and in Global Centers of Excellence (CoEs) performed timely and accurate testing of key controls. Partnered with testers in CoEs to ensure defect remediation plans for control deficiencies met corporate risk management guidelines for the quarterly assessments.* Training of testers and program managers on effective utilization of GRC tool to properly record test results, deficiency descriptions, root cause analysis and action plans. * Performed compliance reviews of business partners to ensure contractual compliance with IBM pricing, route to market, and firm order terms.* Advice and counsel to Business partner channel management team to ensure that business partner sales incentive programs met SOX risk parameters/control points, IBM corporate guidelines, and were 100% audit ready.* Coordinate management response to corporate internal audit requests, for business partner management and related engagements. Proactive liaison involvement assured Satisfactory corporate audit ratings.* Proactively audited Business partner channel processes to both assess team compliance with process controls and advise management on potential areas of improvement to meet corporate and external control guidelines.

* Managed annual budget process, developed and communicated: budget planning timelines, resource rates, and relevant financial and marketing metrics to Marketing management for funding discussions with IBM brand management. * Created consolidated view of Marketing operating plans, detailing total brand investment in both resource and marketing program expense to both formulate accurate staffing plans relative to onboard resources and determine ratio of Program to Non-Program expense for measurement against corporate targets.* Presented monthly expense and headcount results, analysis and guidance, recommend actions required to meet quarterly expense targets.

• Advised director on status of team’s spending with financial analysis of program spending. Developed monthly expense forecasts based on a bottoms up build, using procurement data.

Early career engagement as Assistant Treasurer, at Donnelley Marketing, Inc., Developed five-year projections of income statement and cash flow for banks in determining debt amortization for refinancing.

Bachelor Of Business Administration - Bba, Finance, General

Mba, Finance