Senior Accountant/financial analyst for FIS (Banking & Wealth segment), formerly SunGard's Wealth & Retirement Administration segment.

Senior General Ledger (GL) accountant in SunGard's North American Shared Service Center; supporting the accounting function of a few SunGard Wealth & Retirement Administration business units (Global Plus/Charlotte/AddVantage, WealthStation, and Relius).

Financial Specialist, Salaried Professional Service (May 2010-February 2011)Assigned to Duquesne Light Holdings, Inc. (May 2010-February 2011)

• Receive Audit Plan from Board of Directors’ Audit Committee and implement• Confer with department heads and unit managers to identify and document the policies and procedures of the unit• Interview unit staff members to prepare a narrative explaining their roles and responsibilities• Create flow charts of the units’ policies and procedures using Microsoft Visio• Identify potential risks in the units’ processes and the controls in place to mitigate those risks • Test controls to ensure they are functioning as described by the unit staff members• Document issues in audit report to Board of Directors and recommend action plan • Follow up to ensure that action plan was implemented appropriately and issues in the audit report were resolved

INDUSTRIES:ManufacturingConstructionNon-ProfitArts/EntertainmentEducationSmall BusinessesRESPONSIBILITIES:• Managed communication between clients and engagement team from the engagement planning stage until the issuance of the audit report• Scheduled internal planning meetings with the engagement team prior to scheduled audits• Performed and documented walkthroughs of essential accounting cycles to assess control strengths and vulnerabilities• Assessed audit risks and customized audit programs using Smart eTools software• Determined materiality and significance of accounts in the financial statements• Confirmed balances of cash, A/R, investments, A/P, and Notes Payable with financial institutions, customers, and vendors• Examined Board of Director minutes to identify significant legal or accounting issues that could potentially affect the audit• Delegated, trained, and reviewed work of audit staff during the audit process• Audited and performed analyses on areas including investments, debt and equity• Prepared adjusting journal entries to post to the general ledger• Performed analytics and variance analyses of account activities such as the review of accounts receivable aging and the reasonableness of the allowance for bad debts• Prepared financial statements and foot notes in accordance with GAAP• Performed percentage of completion and look back analysis on contracts for construction clients • Reviewed SAS-70 reports to ensure the third party controls clients were relying on were reasonable and functioning properly• Developed instruction manual for using PDF documents within audit software and workpapersSKILLSExperience with Microsoft applications including ExcelIDEA (data extraction software)ProSystems Fx EngagementProSystems Fx Fixed AssetsQuickBooks