Robert Lenz, Ms Accy (Tax), Mba Email & Phone Number

Houston, Texas, United States

Accounting Advisor for fixed assets, ARO asset accounting, capital projects, directing SAP Fixed Asset subledger upgrades,. SAP WBS troubleshooting, and creating the modeling and componentization of all new Fixed Assets. Responsible for implementing and maintaining standardized fixed asset processes in North America, provide guidance related to FXA SAP transactions, corporate holding company accounting, maintaining the IFRS16 models and submitting the monthly IFRS 16 entries, and most recently expanding my scope to indirect tax accounting work.1. Create new fixed assets in SAP/HANA. Dispose of the fixed assets at the end of life.2. Calculate asset componentization amounts for new wind and solar farms. Create those assets in SAP.3. Create and modify ARO assets as requested.4. Perform monthly depreciation reviews and reports for variances.5. Perform asset sales as requested. 6. Collect, prepare, analyze, summarize, and distribute depreciation actuals and forecasts and perform variance analysis.7. Develop, standardize and document SAP processes and SAP SOP's,8. Conduct periodic fixed asset subledger reviews. Ensure the fixed asset subledgers are stated correctly. 9. Maintain, modify, add and/or delete new IFRS16 leases in either the Nakisa/SLAN system or excel based IFRS 16 model system,10. Prepare and send WBS settlement variance reports. 11. Solve WBS settlement issues in SAP.12. Corporate holding company accounting (account reconciliations in Trintech Cadency)13, Creating indirect sales and use tax work papers; filing state sales & use tax returns; research using Wolters Kluwer CCH tax products14. Create and prepare Federal Tax work papers to support federal tax returns

Houston, Texas Area

-Lead coordinator for all aspects of Fixed Asset Management Accounting- Developed, implemented and improved the IFRS 16 accounting process. Nakisa administrator.- Leads and assures the sign off process for all capex adds, deletions, transfers and impairment bookings- Lead assurer for the for Fixed Asset Register and component accounting process- Manage and assure the BPX responsibilities for capex close process from the BPX side of the work stream- Leads assurance process for the DDA process which includes approving the DDA model, approving the DDA rates, assuring the DDA forecasting and DDA model assurance- Approves DRA rates calculations and model assurance- Approves Impairment calculations and model assurance (in Cluster 7)-Support teams with accounting and reporting services-Ensure integrity and effectiveness of accounting policy application, internal controls and financial reporting-Accounting systems support and delivery of financial accounting processes in conformance with BP's systems and requirements-

Houston, Texas Area

• Prepare highly accurate production tax report filings and payments for New Mexico/Wyoming Severance and Conservation tax on a monthly basis.• Support audit coordinator with varies projects to clean up report history and re-sync tax filings. • Coordinate with Division Order and IBM BA in timely to setup of SuffDec and tax masters as a result of entity errors, new well and multiple school district property setups, in order to minimize penalties and interest.• Gather SAP tax history data and analyze the discrepancies from State desk audit findings. • Work closely with Revenue, Legal and Land folks to resolve issues related to revenue recording impact Severance tax and royalty reporting on an ongoing basis throughout the year.• Provide controlled account reconciliations as monthly activities for Revenue folks to review and prepare recon detail data to discuss in each quarter.• Review report variance reporting and other analyses ensuring Revenue records are accurately stated and supported contractually. • Actively involved and participant on various projects and initiatives. • Assisted SAP team in upgrading tax system to provide tax reports in different testing environments. • Ensure integrity of financial results in the tax reporting area and compliance with State policy and regulation.

Houston, Texas Area

Lead month end close including gathering opex and revex accruals. Coordinates monthly meetings with functional cost trackers to review and analyze actual results versus plan and latest GFO and determine reasons for variances. Analyze historical cost data focusing on labor, materials, supplies, equipment and other associated costs to proactively interface with Management on potential problems and notifies of significant deviations.Lead annual KPI and LOE analysisData analytics supportPrepare Lease Operating Expense (LOE) Statements Delegations of Authority administrationDue Diligence support, master data updatesRoot Cause Failure analysisTrains and advises others in understanding BP's Group Reporting Manual (GRM) for proper accounting process and the proper setup and use of AFE's and cost codingPerforms accounting/financial research and other special studies/projects as requested by management.

Houston, Texas Area

-Prepare FP&A tasks such as forecasting, actuals, and reconciliations-Prepare AFE's for the Renewal and Access functions-Create and update reserve finance models

Pinedale, Wyoming

Coordinates functional input for the annual Rexex and Opex Operations and Maintenance functions.Familiar with the budget basis for each function including working with other functions to accurately identify assumptions and project estimates and plans. Implement, administer and maintain cost control processes to track and report project budgets, commitments, expenditures and forecasts.Office Manager for office based contract staff. Coordinates functional input for staffing and contractors.Coordinates monthly meetings with Budget Owners to review and analyze actual results versus plan and updated GFO's and determine reasons for variances. Analyze historical cost data focusing on labor, materials, supplies, equipment and other associated costs to proactively interface with Management on potential problems and notifies of significant deviations.Work with Supply Chain on vendor management issues.Provide monthly spending outlooks through year-end to monitor significant budget overruns or underruns. Identify cost savings initiatives.Provide recommendations to improve financial and operating reporting processes, requirements, and controls. Facilitates management of change.Trains and advises others in understanding BP's AFE, budget and coding processes. Identify Key Performance Indicators “KPIs,” create summary reports with charts and graphs, and coordinate monthly reporting of KPIs and financial results with comments to management. Advise on mitigation steps. Continuously improve KPIs and facilitate management of change.Participation in month end close including gathering opex and revex accruals.Performs accounting/financial research and other special studies/projects as requested by management.Responsible for updating process guidelines and procedures related to job role.Ability to perform multiple tasks with minimal supervision. Ability to work overtime on short notice.Participates on teams for special projects.

Naperville, Il

Held various roles during this time frame:-Asset Development & MI Analyst- Pricing (Contract Bid Pricing) - Forecasting & Allocations- Demand Planning Analyst

Stratford, Ct

Program Manager at the Sikorsky Helicopter Plant• Responsible for the Chemical Management Program for Castrol at the Sikorsky Helicopter Plant• Recommended daily coolant and additive additions; troubleshooting as needed.• Worked closely with machine operators and maintenance to find and solve problems.• Supervised system cleanouts with maintenance and machine cleaners.• Ensured that all quality procedures are satisfied.• Managed coolant and cleaner inventory levels for facility.

Bedford, In

Program Manager at the GM Bedford Stamping Plant• Responsible for the Chemical Management Program for Castrol at the GM Bedford Stamping Plant• Manged staff of 3 direct reports• Responsible for driving cost savings initiatives and liaising on chemical safety issues• Recommended daily coolant and additive additions; troubleshooting as needed.• Worked closely with machine operators and maintenance to find and solve problems.• Supervised system cleanouts with maintenance and machine cleaners.• Ensured that all quality procedures are satisfied.• Managed coolant and cleaner inventory levels for facility.

Mossville, Il

Program Manager at the Caterpillar Engine Plant• Responsible for the Chemical Management Program for Castrol at the Caterpillar Engine Plant• Managed staff of 3 direct reports• Responsible for driving cost savings initiatives and liaising on chemical safety issues• Recommended daily coolant and additive additions; troubleshooting as needed.• Worked closely with machine operators and maintenance to find and solve problems.• Supervised system cleanouts with maintenance and machine cleaners.• Ensured that all quality procedures are satisfied.• Managed coolant and cleaner inventory levels for facility.

Mossville, Il

Sales consultant in the heavy industry market place covering parts of Iowa and Illinois. Specialized in power, refining, steel, mining, corn milling, and chemical industries.

Waterloo-Cedar Falls Area

Master Of Science - Ms - Accountancy, Accounting, 3.7

MS Accountancy (hours completed Dec 2023), Certificate in Taxation (hours completed Dec 2023), Certificate in Data Analytics (last 3 hours.

Certificate In Accountancy, Accounting

Master Of Business Administration - Mba, Business Administration And Management, General, Graduated With Distinction

Bachelor Degree, Chemistry