Teresa Tran Email & Phone Number

Houston, Texas, Us

● Supervise the day to day activities of the Area Finance Team (2-4 direct reports, 5 total department heads).● Act as the Financial lead for the assigned Terminals Region. Is responsible to effectively track revenues & costs, develop trends, provide forecasts, and provide recommendations to the VP toward the financial health of the Region. Manage the annual budget and forecast process, including any assigned F&A special projects.● Serve as Lead, partnering with VP, in the preparation and presentation of the annual budget and quarterly business reporting process. ● Monitor and analyze F&A reports, research variances, provide explanations and recommendations.● Effectively communicate weekly financial data to stakeholders including key metrics, trends and drivers.● Serve as a key participant in budget and forecast meetings and calls.● Maintain a knowledge of the products and services offered by the Company. Maintain an expertise in the cost and revenue drivers of the business.● Interface with all levels of management to obtain data and information necessary to complete duties and effect change.● Support Commercial efforts by providing data, trends and in contract administration assistance.

Houston, Texas, Us

● Supervise the day to day activities of the Region Finance Team (2 direct report).● Coordinate preparation of weekly financial forecasts including revenue and operating expenses by working directly with Commercial, General Managers, and Terminal Operations (Terminal Directors, Managers, and Supervisors.) Ensure that the forecast process is managed efficiently, accurately, and timely producing quality financial output free of errors, missing data, and/or erroneous data.● Submit weekly forecasts utilizing the company's financial forecasting and budgeting software tool ensuring that all required deadlines are met.● Assist Commercial and the General Manager with preparations for the region's weekly corporate financial conference call ensuring that all forecast data can be discussed thoroughly.● Coordinate preparation of monthly business plan/mitigation plan data by working directly with Commercial and General Managers. Ensure that development of the business plan/mitigation plan is managed efficiently and produces quality financial output free of errors, missing data, and/or erroneous data.● Assist Commercial and the General Manager with preparations for the region's monthly corporate business plan conference call ensuring that all financial data, variances, and mitigation plan items can be discussed thoroughly.● Assist in the preparation of Quarterly Business Review data as assigned.● Coordinate preparation of the region's annual budget by working directly with Commercial, General Managers, and Terminal Operations (Terminal Directors, Managers, and Supervisors) utilizing the company's financial forecasting and budgeting software tool. Ensure that the region's budgeting process is managed efficiently and timely producing quality financial output.● Conduct research and financial/operational analysis as assigned.● Conduct all activities ensuring that deadlines are met.

Houston, Texas, Us

● Responsible for the overall accuracy of revenue recognition relating to the region.● Supervise the day to day activities of the revenue accounting team (2 direct reports) and oversee the processing of all revenue related transactions.● Supervisory responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.● Review, analyze, and brief various contracts and amendments that relate to the recording of revenue for the region. ● Prepare sales invoices (warehouse charge and throughput) based on contract specifications monthly.● Verify billing for accuracy and completeness before submitting to central AR Department for final upload.● Supervise the preparation of credit memos and obtain all the necessary approvals as needed.● Directly supervise the collection process for the region; Follow up with customers and Commercial Department on escalated issues impacting the timely collection on accounts. ● Perform monthly variance analysis on recorded revenue comparing actuals against budget and forecast. ● Responsible for analysis of monthly management reports and various SOX related reporting.● Perform quarterly income statement and balance sheet flux analysis for auditors.● Assist with internal and external auditors’ requests as needed.● Assist Accounting Manager with special projects such as Revenue Recovery, Contract Initiative, and implementation of Merlin Billing System in other Areas of the Terminals business.

Houston, Texas, Us

Powell Industries develop, design, manufacture and service custom engineered-to-order equipment and systems for the management and control of electrical energy and other critical processes. Headquartered in Houston, Texas, Powell serves the transportation, environment, energy, and utility industries.• Lead the Division’s project accounting activities by utilizing Percentage of Completion (POC) recognition for over 300 projects averaging $24 million a month. The Division accounts for approximately $288 million or 43% of the company’s total revenue of $675 million (FY 2013).• Decrease the month-end closing process for projects approximately 50% by automating certain reports/data, reviewing forecast and estimated cost to complete early in the month vs. end of the month – the Projects month-end close decreased to two days from four to five days prior to hire.• Prepare, plan and test the Finance and Project Tracks, and assist in the update to our enterprise resource planning (ERP) Oracle 11i to R12. • Managed the financial aspects of the POC revenue recognition process by assuring compliance with related corporate policy over estimated cost to complete, segmentation, loss reserves, and billings. • Prepared journal entries and reconcile key balance sheet accounts.• Reviewed reconciliations prepared by other Accountants.• Prepared financial disclosures for quarterly (10-Q) and yearly (10-K) SEC financial statements.• Coordinate quarterly and year-end audit activities among internal, external auditors, and corporate finance.• Assist the Controller in developing quarterly forecast for projects and lead the preparation of departmental budgets.• Provided detailed variance explanations between budgeted and actual results and investigated further any variances that were not in line with expectations.

Houston, Texas, Us

• Participate in project planning and risk assessments.• Prepare and evaluate process documentation to include flow charts, narratives, walk-throughs, and risk-control matrices.• Perform test of design and test of operating effectiveness of key controls (SOX). Prepare work papers during test work to adequately document testing performed and to support conclusion reached. • Communicate to the process owners any control deficiencies and weaknesses found. • Assist with the development of recommendations for remediation of deficiencies. • Assist with the drafting of audit reports to include outlining findings and recommendations for improvements. • Coordinate year-end audit activities among external auditors.• Assist Director with special projects.

New York, Ny, Us

• Performed variance analysis and risk assessment on financial statements audit.• Analyzed and documented accounting cycles and performed test of controls (SOX).• Performed detail testing on balance sheet and income statement accounts.• Assisted in preparing financial statements and disclosures in accordance with GAAP.• Train and supervise audit staff during field work.• Worked as the in-charge staff on numerous audits with limited or no supervision.• Audited manufacturing companies (KMG Chemicals, Inc. $208 million in revenue for the FY 2010), oilfield services, car dealerships, real estate, and 401(K).• Performed reviews of quarterly SEC financial statement and earnings press release.• Assisted in reviewing reporting & disclosure checklists in accordance with SEC regulations.

San Francisco, California, Us

• Supervised a team of five tellers and authorized bank transactions requiring higher authority.• Exceeded sales quarterly goal by 100% by consistently selling bank products and services to new and existing customers.• Processed deposit and withdrawal transactions.• Engaged in closing security checks and procedures.

• Compile various tax preparation projects under direct supervision of a superior. • Process business and personal income tax returns with several different tax programs.• Prepare stand-alone work papers following the firm policies and procedures.

Woonsocket, Ri, Us

• Monitored and ordered weekly incoming and outgoing shipments of inventory to prevent supply shortages. • Supervised and trained incoming team members.• Interacted with customers to ensure customer satisfaction and resolved customer complaints.• Entrusted to handle opening and closing procedures.