Kathy Wright Email & Phone Number

San Francisco, California, Us

Consultant is responsible for planning and performing analyses and projects to solve a variety of business issues for the partner functional areas such as:o Utilize SQL statements and platform dashboard s to create ad hoc and monthly reporting.o Develop specific, ad hoc analyses and/or data visualizationso Create SOP written documentation for monthly reports.o Define business requirements and analytical needs.o Compiles/mines data from a variety of sourceso Ensure adherence to data management/data governance regulations and policies.

Detroit, Mi, Us

Liaison between offshore Finance teams and source system Technology teams to identify and document data requirements (revisions / implementations).Captured and implemented maintenance requests for on-going support of production local Regulatory and ad hoc reporting. QA Tested new/revised requirements as provided by vendor of standard reporting tools. o Reviewed projection documentation and wrote test cases based on requirements o Set-up the test environment o Documented, tracked and reported defects and test resultsCreated and maintained documentation of: o Data mapping o Procedures and processes for ad hoc reporting

Charlotte, Nc, Us

Performed multiple tasks in all aspects of cost center maintenance to include processing new cost center requests, mapping and mitigating risk of duplicate requests/setups and training users.Executed strong communication skills (listening, verbal and written) while problem solving issues via Finance Maintenance helpline, email requests, SharePoint, conference calls, writing process and procedures.Dual processed requests in legacy and SAP environments, created database extracts, data maintenance by uploading using MDM (Master Data Management system).Navigated the matrix organization as subject matter expert for Financial Maintenance on projects as needed. Partnered with the business unit controller, lines of business and transition/conversion project teams, by gathering large amounts of data, conducting analysis and presenting findings. Conducted training programs designed to educate business users for basic and specialized applications, such as the Hierarchy Maintenance Application and eLedger Financial Maintenance Application (eFMA).

Accounting professional worked with the SAP implementation team across two functions, data mapping and data conversion. Supported development or enhancements to solutions that support Chart of Accounts such as mapping reconciliations, and chart of accounts clean up.Tested of software products using HP Quality Center 9.2Tested the revised Business Intelligence tool used for translation of GL accounts, company codes, cost centers and products for Merrill Lynch and Bank of America.Performed User Acceptance tests by using the Defects module in specific fields, associated defects with each test executed. Demonstrated consultative behaviors with leaders and controllers in the development, implementation and training for projects, such as implementing OBIEE (Oracle Business Intelligence Enterprise Edition), ML and BAC De-compensationCommunicated via conference calls and weekly meetings.Managed De-compensation templates and shared information via Microsoft SharePoint Posting tasks to SharePoint Task List functionTrack key artifacts and follow-ups for each weekly conference call Submit follow ups to be published as part of the weekly report for the project

San Francisco, California, Us

Monitored the collection of financial data, coordinated consolidation of informationCreated and analyzed monthly, quarterly, and annual reports and ensured financial information was recorded accurately.Identified trends and developments in competitive environments and presented findings to senior management. Maintained financial databases/ models/ systems or designed models/ systems needed for analysis, measurement and/ or assessment of financial data, as well as planning, control and decision makingInteracted with leaders in the development of financial plans, analysis, tools and/ or methodologiesDemonstrated strong Excel skillsProduced ad-hoc reports senior management - Utilized EssBase and Hyperion Essbase Reporting tool

- Temporary position during tax season- Assisted with month-end close and tax audit.- GL account reconciliation- Complete tax surveys for each property.

Produced dashboard reporting, using both excel, Solomon, Crystal reports and QlikView.Utilized basic SQL queries to build reports in reporting dashboard – QlikView for weekly status reportsUtilized Excel Data Analysis – to data-mine data from Solomon database into Excel for analysisResponsible for Cash Management/Treasury duties (wire transfers, lockbox, ACH) and reporting.Directed collection and cash Application duties, reporting and reconciliation.Completed monthly vendor statement reconciliationPrepared and posted month-end journal entries, product month-end reports.Completed month-end A/P, A/R & Bank Statement ReconciliationsManaged Accounting staff of 3-8 members for A/P, A/R, Collections, & Treasury areas.

Prepare and analyze financial statements including flows, key balance sheet and income statement items Prepared and posted month-end journal entriesPrepared and mailed customer invoicing.Perform necessary reviews and reconciliation of financial data to support reportingAssist in training staff on day-to-day business operations and financial reportingMaintain policies, procedures and documentation with revisions as needed

Processed corporate and field personnel reports on expense management systemMaintained and updated return check database to ensure accuracy of vendor information Created department forms and templates to standardize documentation process SAP Implementation - Set-up customers and vendors in SAP systemImproved functionality of business process design and work through issues from legacy system to SAP.Ensured local setup / configuration accuracy (data flow)Validated data conversions from legacy systems to SAP and validate system start-up values accuracyEnsured overall consistency between SAP

Masters, Business Administration

Bachelor Of Science, Business Administration - Management

Education record