Tony M. Email & Phone Number

Fort Worth, TX, US

Westlake, Texas, US

• Member of Leadership Team, managing two team members (Accounting Manager and Staff Accountant).
• Responsible for monthly closing of corporate companies with intense focus on both actuals and forecast. Prepared 2022 budget and revamped reporting model in Excel.
• Prepare and present monthly financial package to CEO/CFO.
• Created quarterly external financial statements, internal monthly financial reports and intercompany reporting in Excel that previously did not exist.
• Completed CoA cleanup project to harmonize multiple accounting systems and allow for streamlined financial reporting.
• Work closely with the Real Estate Management team to ensure commercial and residential tenant matters are addressed in a timely manner.

Westlake, Texas, US

Westlake, Texas, US

• Key Performer and member of Finance Leadership Team, GL Council and ERP Enhancement Committee
• Managed two team members (Staff Accountant and Accounts Payable Clerk). Training and development of Staff Accountant was exclusively remote during COVID-19.
• Responsible for monthly closing of corporate companies with intense focus on long-term debt, accruals, intercompany, swap accounting and equity transactions.
• Assisted Global Accounting Team in quarterly financial statement preparation, particularly in areas of debt, swaps, stock compensation and related party footnotes.
• Performed and presented quarterly balance sheet and income statement flux analysis in focus areas above to CAO.
• Managed corporate P2P processes (procurement and accounts payable).

Westlake, Texas, US

• Assisting with monthly closing of Corporate companies with focus on accruals, intercompany, swap accounting and equity transactions.
• Creating new post-merger debt schedules.
• Reconciling various balance sheet accounts and improved presentation where necessary.
• Performing balance sheet and income statement flux analysis.
• Assisting in development of SharePoint site for Corporate finance team.
• Consulting in discussions around transition to new ERP system.

San Francisco, California, US

• Responsible for portfolio company invoicing across all platforms and ensuring expenses are appropriately chargeable as per agreements.
• Communicated regularly with portfolio companies to resolve outstanding AR balances.
• Cleared intercompany balances with management companies weekly.
• Forecasted and monitored cash position for the management companies.
• Responsible for ensuring management companies were appropriately funded for making payments.
• Trained new users to use vendor maintenance tool.

San Francisco, California, US

• Supported Fund Accounting team in closing nearly 200 entities in Q1. Various tasks included rolling forward and updating entity financials in Excel, populating newly developed analytical packages for the major funds.
• Transferred to Financial Operations to assist with vendor management during system transition. Various tasks included mastering newly designed vendor maintenance tool to add/edit new vendors to accounting system and.

Oslo, Oslo, NO

• Promoted to Financial Controller after two years as Assistant Controller.
• Supervised a group of 4 Senior & Staff Accountants in the US, UK and Singapore.
• Financial accounting responsibility in areas of global intercompany (over 60 legal entities), allocations and shared resources.
• Accountable for ensuring documentation provided for statutory locations were compliant with local requirements and ensured global intercompany transactions with transfer pricing rules.
• Reviewed and analyzed P&L for shared resources divisions in US, UK, Norway and Singapore.
• Ensured monthly close procedures completed in timely manner.

Oslo, Oslo, NO

• Oversaw financial accounting across 14 countries, including the US, Brazil, Mexico, UK, Norway, Egypt, Australia, Indonesia and Malaysia.
• Developed and implemented process for standardized project accounting method and subsequent year-end adjustments.
• Performed regular financial statement reviews with regional business controllers to ensure balances were accurate and understood.
• Coordinated with business controllers to ensure relevant monthly close details were provided to Shared Resources in a timely manner.

Oslo, Oslo, NO

• Collaborated with operations to manage monthly P&L forecasting and annual budget for the US, Brazil and Mexico.
• Accountable for ensuring appropriate accounting details provided to Shared Resources in a timely manner.
• Produced monthly/quarterly reporting packages including PowerPoint presentations to executive management.

Oslo, Oslo, NO

• Developed and delivered monthly close procedures for various business units, including general ledger, accounts receivable, bank reconciliation and multicurrency accounting.
• Worked primarily with MultiClient segment and Brazil.

Bethesda, MD, US

Generated weekly Corporate invoices for about 100 Marriott hotels in the US and Canada and compiled sales flash reports for these locations.