Assist the information technology and enterprise program management office functional areas in developing and monitoring budget and forecast metrics as well as general financial analysis and support. Analyze financial planning, including but not limited to management reporting, capital planning and business analysis.• Presented key monthly metrics package on $110 million of expense management to business segment’s senior management• Constructed strategic budgeting initiative templates used in forecasting out long-term scenarios in an effort to reduce $20 million annually from the operating budget in five years• Developed project management system to manage program costs and to track realized benefits from development through implementation for key business strategies• Designed and implemented cost reporting analysis for $38 million financial transformation project to reduce processing and increase management analysis• Placed in charge of $10 million project management variance reporting and analysis for entire organization• Partnered with strategic business units to provide models and reports associated with the planning and forecasting process enabling the reduction of the budget process timeline• Collaborated on a benchmark study to gain efficiency in a $70 million functional area currently under-performing in an effort to highlight cost reduction opportunities• Perform ad-hoc financial analysis as needed to support the business• Identify cost savings opportunities and complete detailed cost benefit analysis as needed

Accountable for performing financial analysis and tax reconciliation for both corporations and partnerships during the preparation of the FAS 109 and FIN 48 calculation for each quarter, including the internal search for temporary and permanent differences between GAAP financial records and federal taxable income.• Prepared over 20 federal and 400 state tax returns plus other miscellaneous filings for both corporations and partnerships, including state apportionment and income allocation to meet filing deadlines• Consolidated multiple levels of $4 billion federal returns including the preparation of elimination entries between the different levels• Combined multiple entities in the preparation of certain state returns and other filing requirements• Created automated reports to help facilitate the closing of reporting periods, including the consolidation of multiple companies into a single entity for annual and quarterly reporting purposes • Evaluated the financial position of assigned entities and recommend adjustments in valuation when necessary• Analyzed ownership changes on 256 million shares of stocks in preparing monthly IRC Section 382 limitation calculation• Verified account balances against the original supporting documentation to assure tax compliance measurements were accurate for inclusion within the consolidated federal return• Designed and modified accounting reports to ensure accurate communication of financial results to management• Developed and maintained relations with state, federal and external auditors

Responsibilities included analyzing financial activity of individuals, businesses and non-profit organizations in preparation for accounting transactions. Activities included the inspection of financial records, assessing non-financial information, performing cash flow analysis and evaluating historical figures.• Prepared and reviewed $250+ million financial statements that were audited, reviewed or compiled for multiple clients across many industries• Managed multiple audit engagements for non-profit organizations; including a low income housing apartment organization and a program providing after-school learning opportunities • Preformed trend analysis over three year period for our largest client as a contracted procedure in order to facilitate the sale of 20% of their operations• Assigned to the firms three largest clients to perform audit and review engagements annually• Tested unaudited trial balances during the planning stage of the audit process to establish preliminary analysis variances that would be further examined during the audit fieldwork• Met with clients during the audit planning process and fraud interviews, resulting in an ability to quickly gather appropriate information to reduce audit engagement time• Analyzed information for appropriate forms in the preparation of multiple individual, business and non-profit organization tax returns, including payroll, personal property and sales tax• Designed and implemented client specific programs to reduce the audit schedule