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Work Background
Cushman & WakefieldSenior Global Manager, Finance & Accounting
Oct. 2023United StatesOversee the finance and accounting operations for a critical Global Occupier Services account, collaborating closely with account management to ensure exceptional client service delivery and successful implementation of corporate real estate strategies • Financial Planning & Analysis: o Managed global real estate portfolio 6M sq ft with $56M annual OPEX spend and $20M CAPEX spend o Oversee Accounts Payable, Accounts Receivable, Corporate and Client Month End Close, Budgeting & Forecasting, Financial Planning & Analytics for North America, EMEA, LATAN, and APAC regions o Maintain all quality, regulatory, and procedural documentation, and standards, and act as a 4-eye check and sign-off on processes, where appropriate • Managerial Accounting: o Lead a team of 12 junior and senior-level accountants and regional finance managers in managing monthly, quarterly, and annual accounting closures, as well as overseeing financial forecasting, variance analysis, and annual budgeting processes o Responsible for ensuring data integrity and compliance with internal and external controls, and establishing overall finance-related priorities and initiatives to ensure all reporting deadlines/goals are met • Relationship Management: o Serve as primary point of contact for clients, ensuring their needs are met with professionalism, empathy, and efficiency, and brokering relationships with inter-departmental stakeholders in the compliance, operations, space planning and environmental health service lines o Address client concerns and issues promptly and effectively, working closely with internal teams to find solutions and ensure client satisfaction o Partner with account leadership to identify and promote sharing of best practices, and facilitate training sessions and workshops to enhance the skills and knowledge of team members
Cushman & WakefieldSenior Manager, Finance & Accounting
Jun. 2021 - Oct. 2023St Louis, Missouri, United States
Petroserv S.A.Accounting Manager
Nov. 2019 - Jan. 2021Houston, Texas, United StatesMagnum Transcontinental/Petroserv Manage activities of accounts payable/receivable and payroll functions Manage payroll/benefit operations, optimizing processes and ensuring compliance Oversee invoice processing, inventory receipt and usage, monthly close activities, government reporting and other analyses Prepare Financial Statements to summarize and forecast financial status to CEO Produce and manage balance sheets and analyze future earnings and expenses Reconcile intercompany variance and accounting inaccuracies to ensure compliance with applicable government regulations Manage monthly forecast, KPI’s; own and maintain annual budget, monthly business development accruals, and cost center reclasses Maintain chart of accounts and orderly accounting filing systems Selected Achievements: Created and streamlined full remote practices for Accounting and Purchasing Departments Restructured and implemented Standard Operating Procedures for Payroll, A/P, and A/R Decreased cash reconciliation variance by $66M Decreased average A/P by $380K over 60 days Decreased A/R aging by 120 days, recovering $150K within a 45-day window Identified and corrected depreciation expense true up of $500K Historical Month End Close from Mar 2018 – August 2019, by EOY 2019 Enhanced the accuracy of company consolidated financial results Reduced Monthly Close Process from 20 days to 10 days Audited Payroll Operations to recover $15K of unused and overpaid benefits Created automated process through Microsoft Access to produce weekly remittance and communications with vendors
Created GL Account Reconciliation processes Sole producer of due diligence reporting for potential acquisition
ALS Laboratory Group Norway ASSenior Accountant Financial Reporting
Jul. 2019 - Oct. 2019Houston• Fixed Assets, Intercompany, and Process Management Consulting
• Full Cycle Accounting, Month End Close Processes
• Prepare and review monthly depreciation entries for multiple entities, fixed asset analysis, disposals, and reconciliations
• Reconcile intercompany variances for more than 25 labs/entities
• Complete monthly reporting packs to include fixed asset assets and disposals, as well as intercompany variance exposure
• Create and document processes
• Special projects, as assigned Selected Achievements:
Corrected depreciation schedule errors within the excel worksheet
Streamlined processes and identified areas of improvements through A/P & A/R Decreased intercompany variance exposure by $2.5M
Identified and corrected depreciation expense true up of $4.2M
Enhanced the accuracy of company consolidated financial results
Robert HalfSPS Senior Accounting Consultant
Dec. 2018 - Mar. 2020Houston, Texas AreaResponsible for various projects across multiple industries. Projects include: Magnum Transcontinental (Interim to Perm Accounting Manager) - Aside from full cycle accounting, and the management of the Accounting and Administration Departments, this role required the implementation of processes, procedures, systems, and financial controls. In lieu of a Controller, my responsibility was to maintain the financial wellness of the company through the supervision of AP, AR Payroll, Internal Controls and Compliance. Other major projects include multi-software conversion, creation of Standard Operating Procedures, and company-wide remote work conversion due to COVID-19. ALS Global (Sr. Accountant) - This was designed to be project based role to correct month end inefficiencies and complete tasks related to the Accounting Department ERP Conversion project. Aside from month-end close responsibilities for Fixed Assets and Intercompany, I also worked on creating SOP's across the departments, and worked directly with Australia team to implement and complete due diligent tasks to complete the software conversion. Fluenta, Inc. (Interim Controller) - Sole Responsibility of Accounting Functions across a multi-entity corporation. I covered an extensive family leave for the current Controller. CFO Functions included management of revenue and profitability, JIBs, productions, executive summary of consolidated financials, etc.
FluentaInterim Financial Controller
Dec. 2018 - Jul. 2019Houston, Texas Area• Maintain documented system of accounting policies and procedures
• Oversee operations of the accounting department, including accounting operations of international subsidiary corporations, among other CFO duties
• Apply accounting principles to prepare journal entries, analyze financial information, prepare accurate and timely financial reports and statements
• Full Cycle Accounting, Month End Close Processes, A/R and collections, A/P, sales & use tax filings, and quarterly reporting for workers’ comp and OSHA
• Issue timely financial statements, annual reports, budget vs actuals, variance analysis, corporate consolidations for 5 entities, and management reporting
• Analyze monthly accruals, reconciliations, fixed assets, estimates and other accounting transactions to ensure they are recorded appropriately
• Prepare and maintain payroll and benefits management, expense reporting and reimbursements, and company credit card management
• Manage monthly forecast, KPI’s; own and maintain annual budget, monthly business development accruals, and cost center reclasses
• Manage sales orders, invoicing, inventory valuations, quarterly inventory count, and vendor purchase orders Selected Achievements: Implemented automation process for expense reporting and reimbursement Streamlined sales order and invoicing process within Inside Sales Decreased average A/P by $50K within 60 days Enhanced the accuracy of company consolidated financial results Successfully implemented two subsidiary acquisitions into the company financials Streamlined forecast tools needed to cut transitional costs Negotiated the resolutions of collection matters with vendors Cleaned up partner commission payment issues Achieved a 100% consistent record in rendering consolidated weekly Aging analysis report Reduced overdue A/R from 100+ days to 45 days Bridged the gap between the inside sales team and partners. Contributed and Improved the Regional cash flow forecast by over 25%.
NRG EnergyFinancial Analyst (Contract)
Apr. 2018 - Sep. 2018Houston, TexasFinancial Performance:
Manage monthly forecast process. Update monthly OPEX & CAPEX assumptions based on team input and activity.
Determine monthly variances between forecast and actuals, conduct deep dive analysis in SAP,
and present monthly analysis to PMAT lead.
Work with cost owners and retail Ops to prepare monthly accrual transactions.
Monitor GL activity, work with cost owners/retail Ops to ensure costs booked
accordingly with business needs.
Work closely with PMAT lead to gather requirement assumptions for 2019 budget cycle.
Manage RBD “Transformation” initiatives, former ForNRG program. Track actuals vs. cost
reduction/investment targets. Partner Performance:
Manage the sales reporting process across all partners. Leverage existing tools to develop a
national dashboard view to inform VP and BD team of partner performance on an ongoing base.
Collaborate with Sales Ops and Partnership Activation team to understand existing challenges and provide corrective actions to increase sales and enrollment targets.
Create dashboards and graphs to incorporate in execute summary to partners and internal sales
discussions.
Support Partnership Activation team in providing analysis, charts, and visuals aid in the
development of QBR decks.
Conduct monthly partner financial performance analyses, quarterly store level deep dives,
recommend corrective actions, and drive alignment discussions for implementation. Partner Payment Process:
Manage partner commission, lease contracts, and monthly rent payments for all national
partnerships.
Work closely with sales, BD team, and Sourcing to keep all SAP accounts up to date (PR’s, PO’s,
etc) to ensure compliance with all partner’s needs.
Manage commissions, residuals, and other partner incentives. Track payment movements in SAP, ensure payments hit partner side, and lead internal communication within RBD team.
Work closely with TX OpS team to ensure all partner reports are accurate and on
time to meet partner’s deadlines.
NRG EnergySenior Accountant (Contract)
Oct. 2017 - Mar. 2018Houston, Texas Area•Perform accounting functions necessary to achieve an accurate and timely general ledger month-end close
•Responsible for accounting, recording, reporting and coordinating with others for transactions across all the client's entities such as departmental accruals, inter-company, etc
•Manage and execute different types of journal entries during month end close
•Prepare designated account reconciliations in accordance with company policy
•Assist in preparation and analysis of financial results to provide a meaningful understanding of financial activity and variances as required by the Corporate Accounting and Financial Reporting departments
•Assist in the preparation of quarterly controller reporting package, including performing variance analysis
•Build and maintain amortization schedules and related entries Selected Achievements: Cleaned up unreconciled accounts dating back 1.5 years
Created and implemented processes for departmental accruals not in place
Automated Departmental/Partner Reporting from 5day task to instant results (daily, weekly, monthly reporting); Reduced overdue AR from 150 days to 90 days
Streamlined forecast tools needed to cut transitional costs
Coordinated and promptly resolved partner rejected invoices and other issues
Negotiated the resolutions of collection matters with customers
Cleaned up partner lease and commission payment issues
Achieved a 100% consistent record in rendering consolidated weekly Aging analysis report
Contributed and Improved the Regional cash flow forecast by over 50%.
Charming CharlieSenior Accountant
Jul. 2016 - May. 2017Houston, Texas• Responsible for applying accounting principles and procedures to prepare journal entries, analyze financial information, prepare accurate and timely financial reports and statements, and ensure appropriate accounting control procedures.
• Primary responsibility is to assist in documentation of accounting processes and internal controls as well as monitor processes and controls of owned processes
• Analyze accruals, estimates and other accounting transactions to ensure they are recorded appropriately on a monthly basis
• Interpret financial obligations of lease contracts • Prepare period ending financial statements and supporting schedules according to monthly close schedule
• Prepare and/or review monthly journal entries and account reconciliations
• Assist with analyzing financial statements on a monthly basis and report on variances
• Assist with financial and integrated audits
• Process improvements, special projects, and other tasks as assigned Selected Achievements: Created numerous spreadsheet reports used to track revenue projections, P&L of each satellite revenue center, commission payments, & financial analysis tools. Automated manual reconciliation templates and processes Achieved a 100% consistent record in rendering budget variances and created monthly graphics of financial analysis Analyzed leases and found over $1.7M is over paid or due lease payments Created and automated monthly store allocation template for intercompany transactions Innovated procedures around store sales audit systems and sales teams Effectively coordinated and harmonized the Invoicing, collections and the general billing to Clients
McKessonSenior Staff Accountant
Mar. 2015 - Jul. 2016The Woodlands, TX• Ensure financial records are maintained in compliance with accepted policies and procedures
• Make certain all financial reporting deadlines are met
• Prepare financial management reports • Ensure accurate and timely monthly, quarterly and year end close processes
• Establish and monitor the implementation and maintenance of accounting control procedures
• Resolve accounting discrepancies and irregularities
• Support taxation requirements
• Prepare for financial audit and coordinate the audit process
• Oversee accurate and appropriate recording and analysis of revenues and expenses
• Collect and analyze financial information to recommend or develop efficient use of resources and procedures, provide strategic recommendations and maintain solutions to business and financial problems
• Ensure compliance with relevant laws and regulations and integrity of financial data
• Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports • Communicate and maintain a good rapport with the field
• Responsible for ensuring that we are compliant with all policies and procedures for maximum Sox compliance. Selected Achievements:
Reduced monthly close times by 50% (late day 5 to early day 4)
Acted as interim controller for 3 month vacancy Assisted in streamlining controls and banking relationships to reduce depository float and improve cash control Improved procedures, policies and controls related to Account payable functions. Developed formulated excel spreadsheets for quicker coding & easier Financial analysis Accelerated the monthly reconciliation procedures, including the reduction of the asset depreciation process from a five-day task to a half-day task.
Rouse Properties, Inc.Property Accountant
Mar. 2014 - Oct. 2014Irving, TX• Full Cycle Accounting; Review and approve daily invoices and expense reports
• Record journal entries to reconcile and maintain the general ledger and supporting schedules
• Perform cash management functions, performance reporting and variance analysis
• Calculate straight line rent, overage and percent in lieu, state mandated sales & use tax
• Reconcile rent roll to general ledger; calculate CAM, personal property and real estate tax allocations
• Prepare monthly and annual financial statements, reports, budgets, bank reconciliations, and cash flow analysis
• Communicate financial status to assistant controller, property owners, partners, investors, and asset managers
Boxer PropertyRetail Property Accountant
Mar. 2012 - May. 2013Houston, Texas Area• Review and approve daily invoices and expense reports
• Record journal entries to reconcile and maintain the general ledger and supporting schedules
• Perform cash management functions, performance reporting and variance analysis
• Reconcile rent roll to general ledger; calculate CAM allocations
• Prepare monthly and annual financial statements, reports, budgets, bank reconciliations, and cash flow analysis
• Prepare draw package to send to owners and lenders; enter journal entries to record receipt of draw funds
• Review job cost invoices and lien waivers/releases in conjunction to contracts and draw budgets for development projects
• Communicate financial status to assistant controller, property owners, partners, investors, and asset managers
• Submit hardcopy financial statements to CFO and property owners
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Clerk @ Hazel Hawkins Memorial Hospital