Phil Orth Email & Phone Number

Omaha, Ne, Us

Greater Omaha Area

As a Sr Financial Analyst my responsibilities include:• Prepared monthly corporate department financials, retrieving data from Oracle. Analyzed and documented account variances to budget, correcting if necessary. • Presented to executive team the results via PowerPoint, providing explanations.• Assisted in the conversion of our Corporate accounting software to Oracle financials. • Performed budget/forecast uploads into Oracle and checked them for accuracy.• Responsible… Show more As a Sr Financial Analyst my responsibilities include:• Prepared monthly corporate department financials, retrieving data from Oracle. Analyzed and documented account variances to budget, correcting if necessary. • Presented to executive team the results via PowerPoint, providing explanations.• Assisted in the conversion of our Corporate accounting software to Oracle financials. • Performed budget/forecast uploads into Oracle and checked them for accuracy.• Responsible for monthly SGA forecasting utilizing payroll data and multiple pivot tables to determined employee counts, salaries and benefits by department and functional unit.• Created a variable driven Client Revenue summary model, which displayed monthly/yearly data and various graphs to produce an overall picture of that client’s revenue streams. Show less

As President I manage the overall operation of the business. Meet with customers to negotiate yearly contracts and process weekly payments to the 9 independent contractors that work for me.

• Responsible for both companies' finances, payrolls, the month end reconciliations and closings. Analyzed transactions and made the appropriate journal entries to correctly match up the monthly revenues and expenses. Filed all necessary payroll and tax reports.• Compiled year-end financial documents for hand off to CPA for tax return prep.• Reconciled the producer/packer transaction data, investigating discrepancies by discussing the issue with the appropriate individual.• Created… Show more • Responsible for both companies' finances, payrolls, the month end reconciliations and closings. Analyzed transactions and made the appropriate journal entries to correctly match up the monthly revenues and expenses. Filed all necessary payroll and tax reports.• Compiled year-end financial documents for hand off to CPA for tax return prep.• Reconciled the producer/packer transaction data, investigating discrepancies by discussing the issue with the appropriate individual.• Created a billing program that involved pivot tables, vlookups and logic formulas to produce monthly statements and invoices. By providing clear and concise explanations of our bills, 97% of our customers paid on time. Show less

Prepared General Ledger account reconciliations and analyzed the variances, researching areas of concern. Uploaded the closing/adjusting journal entries into Oracle GL. During 1st six months discovered and investigated billing irregularities from prior periods totaling over $ 1M. Prepared a detailed analysis and offered multiple solutions to upper management. The result was knowledge of why it happened and how future mistakes could be avoided.

Reconciled and closed the books monthly, by analyzing the financials and assembling reports for A/P, A/R, Inventory, Fixed Assets and Payroll. Investigated any inconsistencies, presented them to the CFO and offered solutions. Finally, prepared concise explanations and finished before deadline.

Key member on software conversion team, responsible for new billing system and software. Teamed with programmers and consultants on system design, bill layout and testing. Performed extensive testing of invoice data; identified and resolved all questionable data issues. Researched senior management time critical requests, by running SQL queries and analyzing results. Summarized and offered recommendations ahead of deadlines, allowing ample time for the information to be reviewed.

Coordinated the efforts of 6 directors and their 17 senior managers in producing a monthly progress and capacity report using PowerPoint. Provided progress analysis on the network expansion projects and performed root cause analyses on the delays, giving senior management a clear and concise status. Shared Supervisory duties over 11-14 engineers. Provided training and career guidance to new engineers.

Industrial Engineering

Education record

Bs, Accounting