Julie Peña Cpa Email & Phone Number

Austin, Tx, Us

Pleasanton, California, Us

Financial Solution Consultant leveraging in-depth product knowledge of Workday’s Financial Management enterprise software and industry knowledge providing deep functional expertise and advice.Partner with Account Executives to engage in discovery around an organization's current environment and deliver relevant, impactful presentations and product demonstrations that illustrate how Workday’s Enterprise applications can address requirements, solve business concerns, and create value.Collaborating with Sales Team to develop winning and differentiating value propositions and themes/messaging to customers from C-suite to project teamsLeading RFP/RFI responses and develop solution overviews that map customer’s business initiatives to the Workday solution; Researching and highlighting the advantages of the our product and capability over legacy ERP and other SaaS systemsEngaging in opportunity support activities to prospective customers; including discovery workshops with users to formulate and detail business requirements; business processes, procedures and work practicesChampioning Workday-based solutions to address customer problems; Conducting solutions presentation together with implementation partners to customers and their internal teams. This may involve various formats/viewpoints, such as process flows, context diagrams, functional/technical descriptions and recordings and functional demonstrationsPreparing and conducting product demonstrations to build impact in customer evaluation processes; demonstrating to the value proposition and customer expectationsBuilding expertise in specific industries and presenting the value of Workday solutions to customers in those industries

Boston, Massachusetts, Us

The Workday Manager responsible for the on-going support, administration, and maintenance of Workday Ecosystem. In partnership with Finance, HR, Technology and other stakeholders, this role guides the strategic vision for Workday.Partnering with business stakeholders to translate requirements into system solutions that drive automation, operational efficiency. Strong grasp of corporate systems with hands-on experience implementing, configuring, and supporting Workday FINS, HCM and Integrations.Job DescriptionDevelop, maintain and communicate a vision for the structure and functioning of WorkdayecosystemAssess system functionality and evaluate technology requirements & designIdentify and recommend process improvements and innovative solutions leveraging theWorkday PlatformDrive platform optimization / new functionality adoption analysisLead the Finance / HCM aspects of Workday ERP implementation and functionalityenhancements processPartner with Business users drive positive change in end-to-end processes and develop solutionsto optimize and improve effectiveness and efficiencyImprove process efficiency through use of new tools and automation deploymentDevelop working relationships between members of the team and across departments toenhance communication and teamwork globally.Collaborate with Information Technology team and key financial systems stakeholders inbuilding and executing strategic initiatives.Play a key role on the Financial Data Management (FDM) master to improve alignment andconsistency of data structures across systemsUtilize and manage internal and external vendor ticketing system to respond to user support requestsProvide direction, mentoring and guidance to other team membersUpdate and maintain system documentation and respond to audit requests if needed

Austin, Texas, Us

Managing team of 4 highly-engaged, innovative functional experts to balance stakeholder priorities and organization strategic objectives, while valuing and celebrating the uniqueness of individuals and the different perspectives they provide. Plan, lead and manage Workday platform, including feature identification, selection, negotiation, testing, deployment, and training.Define ERP program framework related to executive stakeholders, functional groups, guiding principles, and work plans for subsequent phasesConduct stakeholder interviews to identify strategic objectives, operational challenges, functional requirements, and selection criteriaDevelop high-level ERP strategy and future state vision, inclusive of the capabilities, the technology platforms, and the platform integration approachDevelop a roadmap and list of initiatives to be launched, including reporting, financials, HCM and integration planDocument current state and manage changes within Financial management functions (accounts payable, accounts receivable, inventory, fixed assets, general ledger, payroll, and time and attendance)Serve as the lead Subject Matter Expert within the Financials functional area of Workday, Lead configuration and business process walk

Austin, Texas, Us

SUMMARYSenior Business Analyst for Workday Financials primarily focused on Workday Financials in conjunction with Adaptive Insights Business Planning. Responsible for designing processes, business process configurations, testing, and implementation for our ERP-Finance systems, while ensuring data integrity. Role plays an important part in helping us effectively leverage our ERP system, refine existing processes, and identify ways for the Finance Organization to automate processes. Key player in developing and driving process improvement and automation initiativesAid in end to end functional support of the Workday Financials systemCommunicate the business needs that become requirements for the system/admin teamConfigure, test, and deploy Workday business processesMaintain security policies, roles and responsibilitiesProactively maintain Workday data integrity through audits and queriesHelp establish and execute timely Workday data processing and processesUse strong analytical skills to interpret a wide variety of data from multiple sourcesCoordinate with administration team members to ensure cross-functional integrity of changes to the systemProvide training for Finance staff to ensure Workday and other system user fluencyProvide Workday support for the accounting and finance department. Administer security, reporting, Research and document policies and procedures in WorkdayImplement new features and test new releasesBuild reports that will support the Accounting and Finance Org (experience with Composite, Advanced and Matrix reports a plus)THE SKILL SETStrong Knowledge of Workday Financials including Financial Accounting, Payroll, Procurement, Expenses, Business Assets, and SecurityAbility to partner closely with appropriate business partners across all levels of the organization.Exceptional analytical problem solving and data modeling experience. Experience applying these skills to resolve operational performance problems is a plus

Melbourne, Victoria, Au

Plan, lead and manage the implementation of the selected Workday platform, including creating/maintaining/managing implementation schedule [identification, selection, negotiation, testing, deployment, and training];Identify, analyze, prioritize and communicate risks to stakeholders throughout implementation; ensure that all milestones and deliverables are completed according to established timelines;Schedule and lead project-related meetings with internal teams and external resources; collaborate with department managers to ensure continuous alignment with organizational goals;Work with team leaders to identify and document business requirements and identify system gaps that need to be addressed through the adoption of specific programs/modules, and or development of new system features or customizations;Create business required documentation, and specifications in workday Ensure clear communication and understanding of requirements for technical and business audience;Create training curricula to educate users how to effectively utilize Workday ERP system

Reston, Va, Us

ComScore is a leading Internet technology company that measures what people do as they navigate TV, Movies and the digital world and turns that information into insights and actions for our clients to maximize the value of their digital investments. Senior Accountant Is responsible for maintaining & reconciling Local & US GAAP Ledgers, ensuring information is accurate, preparation of monthly accounting packages and assisting management in complex project activities.Prepare consolidated financial statements in accordance with GAAP and SEC requirements. This includes preparation of the statements of consolidated balance sheets, income statements, cash flows, and statements of stockholders’ equity.Prepare reconciliation of adjusted EBITDA and various internal or ad hoc reports, which includes preparation of periodic variance analysis.Assist with the management of chart of accounts.Prepare various compensation and benefit accruals and reconcile related accounts.Assist with various month end close activities Provide necessary support for external auditors.Assist with special projects as needed.

Relocating to United States from Ireland

Abbott Park, Illinois, Us

The Senior Accountant is accountable to deliver accurate and timely financial information from thepoint of transaction through to financial close and periodic external reporting (monthly, quarterly, and annually). Support all intercompany accounting processes, through effective, efficient and regulatory (SOX)compliant finance processes, and in accordance with CFMs, local and consolidated GAAP/IFRS.Main Responsibilities: Monthly Journal entry processing, review and approval, Facilitate and perform period close activities including Balance Sheet reconciliations review and approval. Perform variance analyses, Develop and deliver process documentation, training content, and super user support for more complex accounting activities including Technical Accounting, monthly close, COA and SOX compliance, internalcontrols, Support development of clearly defined, achievable team and individual goals, Support data integrity and preparation of financial information to ensure completeness, accuracy, timeliness and accessibility of financial information, Sustain minimum effective controls in compliance with Sarbanes, CFMS GAAP, IFRS and any other accounting pronouncements and policies required,  Review and sustain Mutual Service Account (MSA) delivery standards required to support the internal Abbottcustomers, as well as the Service Level Agreements (SLAs) with the 3rd party outsource service providers, and deliver to commitments on a period, quarterly and annual basis,

Career Break traveling and soul searching in New Zealand

New York, New York, Us

This role is an internal accounting and analysis compliance role working as part of a large team of internal GL and VAT colleagues within the GFS-E shared service centre. Complete VAT reconciliations, journals and Intercompany VAT Recharges for all markets managed by GFS.Liaise with the Vat Team on adjustments/queries relating to VAT postings.*Understanding of the VAT processes, returns and related journals to ensure VAT position is accurately stated within the General Ledger *Process Control - ensure accurate completion of all compliance work. Follow-up and resolve any errors or exceptions, including unusual or aged balances, affecting the US GAAP or local books.*Develop a quality focus to ensure compliance with corporate policy and statutory requirements.*Maintain and monitor processes and systems - monitor GL processes and systems to ensure that that they are efficient, accurate, up-to-date and comply with current regulatory requirements. *Assist in quality assurance processes in order to ensure that the SSC meets service level requirements for VAT & GL*Prepare for and attend balance sheet reviews and deal with any action items or follow up where they occur.*Complete all PBC items required for all external KPMG audits and deal with any follow up queries and also any queries that may arise from internal audit procedures.*Work as part of indirect tax team with any accounting queries that may arise from a tax audit and other business units

New York, New York, Us

Job Description: * Assist in coordinating external audits within assigned countries.* Prepare Financial Statements in line with Local GAAP conventions* Perform analysis of the US GAAP trial balance on a quarterly basis* Prepare and provide quarterly reporting pack to market Finance Directors* Coordinate and facilitate quarterly Balance Sheet Review meetings* Develop effective working relationships with key stakeholders in the assigned countries, both within GFS and in the market* Act as a point of contact for all statutory related technical queries for their assigned markets* Contribute to team effort and assist colleagues as needed to balance workloads* Identify opportunities for continuous process improvement and innovative solutions so the team can operate in an efficient and cost effective manner.* Participate in and coordinate projects that require creativity and analytical skills

Chicago, Illinois, Us

Working closely with Finance manager as part of Finance Team in Cork.Maintaining global reporting standards & maintaining excellent relationships with Financial Controllers in preparation of accounts in various worldwide locations.Role involves: Assist in the preparation of monthly consolidation and financial reports for Global company Sites using Hyperion and Excel in a timely and accurate manner.• Preparation and consolidation of weekly financial information for management in a timely and accurate manner.• Liaise with financial controllers across the European, US and Asian sites for the purposes of gathering key financial information.• Assist in the annual budgeting and quarterly forecasting process.• Reconciliation of inter company balances on a monthly basis.• Consolidate Treasury Operations report monthly, monitor daily multi-currency cash balances, day to day treasury duties.• Preparation of FX Balance Sheets monthly.• Preparation of ad hoc financial reports to management as required.• Liaise with external auditors.

Indianapolis, Indiana, Us

Role description:o Working part of the Analyst Team of Qualified Accountants and reporting directly to Senior Management in the Shared Service Center and Designated Country Financial Controllerso Coordination of an External AP Team in Poland & Exception Handling Team in Shared Service Centre.o Implementation, Coordination of resolution process & driving process improvements for designated countries with regards to invoicing, order creation, payment proposals.o Assistance to the external & Internal AP teams.o Preparation and Analysis of Sox & Operational Controls on monthly and year end basis to ensure compliance.o Preparation of Reports and Resolution of audit queries for designated countries.o Analysis and Preparation of Weekly & Detailed KPI’s – with inclusion of Overdue Balances, Blocked Items, % of invoicing queries and volumes, Order & Shopping Cart information, payment analysis, Cycle time analysis, etc. o Review, Commentary & Ownership of the Metric results for designated countries – resolution of queries raised from Local Finance teams.o Review and Audit After Entry of Blocked items, Invoice processing, and analysis of violations, identification of root causes, establishing suitable solutions & driving improvements.o Preparation of Presentations & Active Conferencing Functions with internal company departments and also designated country Finance Teams with regards to team functions and relevant monthly KPI Metrics.o Communication & Team work with VAT, General Accounting, Fixed Asset & Accounts Receivable counter parts in analysis & issue resolution of monthly reporting files, such as: VAT reports, Bank Reconciliation Files, Cash In Transit Accounts, Reconciliation of Suspense accounts for designated countries.o Establishing relationship with the local Finance Teams for designated countries in preparation of their financial reports & ensuring compliance to locally defined Tax rules & General accounting requirements.

The Role involved:o Preparation of Management Accounts: Reconciliation of control accounts & balance sheet accounts to the trial balance.o Preparation and accountability for company overheads, including asset additions, disposals and depreciation. o Preparation & detailed analysis of Material and Subcontractor Accruals & Prepayments. o Accountability to Financial Controller for balancing Cost Recovery Account for Site/Admin Staff.o Preparation and analysis of individual contract valuations versus costs. Detailed Analysis of costs for each contract. Calculation of Work in Progress.o Reporting of contract profit margins in bi monthly Cost Value Meetings with Contract Managers & Financial Controller. o Preparation of Profit and Loss Account & Balance Sheet for analysis to Financial Controller.o Reconciliation of Bank account on weekly basis for domestic and foreign transactions.o Account receivable duties: invoicing & liaison with the customers, resolution of invoicing queries and set up of new client accounts, sending out customer statements on the monthly basis.o Common Accounts Payable Duties: processing creditor & subcontractor invoices, direct contact with purchasing department in resolution of supplier invoicing/order issues.o Communication with suppliers, reconciliation of accounts, arrangement of speedy and consistent monthly, weekly payments to domestic and foreign suppliers. o Preparation of Subcontractor payments on a weekly basis, maintenance of their accounts and assurance of Revenue required documentation is kept on file according to the RCT rules.o Calculation, reconciliation to general ledger & timely Filling of monthly RCT and PAYE/ PRSI & VAT 3 return on Revenue Online Service.o Recording of Vat registration numbers and assurance of accurate Vat 13B records are kept on file.o Substitute cover for weekly Payroll Department, assistance in payroll query resolution,o End of Year Liaison with the Auditors.

Originally I have accepted Receptionist position with Delta Offsite Solutions in early 2006, although due to increased interest in the accounts shortly, I have progressed to an Accounts Payable role within the company.o Accounts payable duties: receiving and matching of the supplier invoices to relevant cost centers & GL accounts,o Checking purchasing orders, working with suppliers directly, preparing payments of outstanding invoices on the weekly basis, o Reconciliation of account statements, supplying financial controller with aged debtor & creditor reports at the end of the month and meeting the required deadlines,o Good book, time keeping and excellent communication skills were necessary in this role. o Substitute cover for an Accountant in carrying weekly payroll payments on “Sage Micro pay“ System.o Occasional Accounts Receivable Duties: invoicing and printing of customer statements.o Occasional cover for Receptionist duties and add hock duties to HR department.

o Attending various meetings with company clients,o Excellent communication skills were imperative for translation purposes,o Position required motivation and ability to work on its own initiative.o Accuracy of information, punctuality and ability to work under pressure were vital.o Good bookkeeping and invoicing skills were helpful.

Certified Public Accountant, Cpa Ireland

Accounting Technicians In Ireland, Accounting Technician