Wendy Winters Email & Phone Number

Tarrytown, New York, United States

Manage the annual budgeting and quarterly forecast process, through interaction with key participants, to create achievable projections while preparing accurate analysis and informative presentations shared with decision makers. Develop sales reports, delivered to stakeholders at various levels within the organization, providing accuracy of present status and attainable future predictions.Prepare monthly reporting package through coordination with sales team, customer service, and operational groups including variance explanations presented to the senior leadership team.Ensure sufficient cash flow, through daily analysis, making recommendations as needed. Liaison with big four audit firm on quarterly and annual audits while managing requests through coordination among the accounting team to ensure timely responses. Manage the workflow of Senior Accountant ensuring result accuracy and timeliness.

Stamford, Connecticut, United States

Perform Finance functions delivering rapid and accurate solutions for client’s imperative needs.Prepare quarterly reporting template in preparation of transition to appropriate business owner including researching and document SEC reporting requirements. Consolidate multiple entities for parent entity financial reporting.Review and edit financial documents, shared with corporate leaders and stakeholders, providing information accuracy and presentation excellence.Create a document to map detailed financials of an acquisition for integration to corporate headquarters.

Norwalk, Ct

Coordinated timely and accurate consolidated financial reporting consistent with all company and governmental regulations for the Americas operations (US, Mexico, Brazil) representing $371M of revenue. Reviewed the monthly financial statements including Trial Balance, Balance Sheet, and Income Statements for accuracy. Performed timely month end and year end close processes including submission to corporate headquarters. Analyzed financial performance and presented detailed analysis to senior management. Developed annual cashflow projections and presented variance explanations to Senior Leadership. Supervised accuracy and workflows for two financial managers. Researched and implemented IFRS standards, including calculating and reporting on impact analysis, such as revenue recognition and lease accounting. Assisted in the preparation of the budget and multiyear strategy plan presentation provided to corporate headquarters. Prepared, verified, and presented critical financial information provided to RELX N.A. for consolidation with other U.S. RELX divisions. Represented finance on acquisitions including creation of performance projections, business integration, and reporting through interaction with sellers, lawyers, and various levels of corporation personnel.

Norwalk, Ct

Key participant representing United States finance operations throughout development and implementation of a global Oracle based ERP system. Gathered system requirements through collaboration with U.S. and global Subject Matter Experts. Assessed the development through testing to ensure proficiency and accuracy. Ensured data migration into Oracle EBS was accurate and presented analysis to external auditors. Proactively engaged with global cross-functional personnel and delivered status reports to stakeholders. Developed training materials and assisted in training both finance personnel and business owners. Established Chart of Accounts mapping from legacy system to current financial system.

Norwalk, Connecticut, United States

Responsible for the financials of up to ten annual exhibition events and prepared and analyzed corporate financials. Managed the financials of assigned events including general ledger management, monthly forecasts, and annual budgets while partnering with Business Managers and Owners. Created and implemented processes for managing the finances of new business models. Analyzed the General Ledger and prepared journal entries as needed. Evaluated data and reported on major variances between forecast, budget, and actuals. Created accurate on demand report analysis used by divisional operational business personnel. Consolidated the financial performance of all events used for decision making and trend analysis. Prepared annual U.S. Tax Package for submission to Corporate Tax Department. Developed monthly Income Statement, Balance Sheet, and Cashflow reports ensuring all IFRS and corporate guidelines were met. Performed monthly submission to corporate office of critical financial data. Prepared Balance Sheet fluctuation analysis shared with business stakeholders as well as external and internal auditors. Developed quarterly cashflow projections and presented variance explanations. Created and maintained a schedule of sales and use tax requirements by taxing jurisdiction. Represented finance operations on a divestiture including creating historical and future projected working capital schedules shared with potential purchasers and preparing journal entries.