Assistant Controller Senior Accountant Controller

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OBJECTIVE: To obtain position in accounting/finance field.

EDUCATION:
Masters Degree in Business Administration, Lakeland College••••• May, •••••
Bachelor Degree in Accounting, Lakeland College•••••December, •••••
Associate Degree in Accounting, NWTC•••••December, •••••

COMPUTER EXPERIENCE:
Infinium Financial Software, REN Systems, Business Objects, MS Office (Word, Excel, PowerPoint), Advent Investment Software, Internet, Outlook

SUMMARY:
Sixteen years experience in the accounting field
Five years experience in project leadership
Five years experience in financial analysis
Two years experience in staff management
Two years experience in budget training
Develop strategic plans and processes to implement
Masters Degree in Business Administration/Bachelors Degree in Accounting
Coordinate and implement continuous improvement processes
Problem solver, reliable, hardworking, organized, eager to learn, flexible
Excellent working relations with management, co-workers and customers

PROFESSIONAL EXPERIENCE AND ACCOMPLISHMENTS:

Oneida Tribe of Indians of Wisconsin••••• March ••••• October •••••

Assistant Controller March ••••• October •••••

Consolidated Reporting: Manage Consolidated Reporting Department staff. Oversee/Coordinate financial reporting and external audit. Review financial statements for accuracy. Review/Approve financial system security and access. Develop the Central Accounting Department budget, aligning budget to the organizations strategic planning. Assist in the development of Central Accounting Department strategies and goals. Facilitate staff meetings and year-end management meetings to provide open communication and establish goals. Review/Post monthly debt and investment journal entries. Analyze and monitor budget variances. Provide direction to Accounting staff.

Cash Management: Monitor daily available cash balances. Forecast cash flow. Initiate appropriate wire transfers related to cash flow shortages or investment of excess cash. Provide information and recommendations regarding cash flow needs and processes to executive management.

Banking: Coordinate banking needs including online access, distribution of account information for electronic deposit/payment and set up of new accounts. Develop Request for Proposal for primary banking needs.

Enzymatic Therapy••••• May ••••• March •••••

Financial Analyst - May ••••• March •••••

Analyzed activity within Food, Drug, Mass (FDM) customer group and other key accounts. Calculated, assessed and reported customer and product profitability and present results. Performed pre and post-analysis on national promotions and new products. Developed new product P&Ls and customer reporting packages. Calculated and tracked monthly MDF and return accruals. Developed and prepared customer presentation decks. Developed and automated analysis and reporting processes. Performed new product and promotional forecasting.

Oneida Tribe of Indians of Wisconsin••••• December ••••• May •••••

Budget Director - September ••••• May •••••

Budget: Coordinated organization-wide budget process and developed budget consolidations. Aligned budget to the organizations strategic planning. Reviewed, reconciled and processed area and divisional budgets. Reconciled allocations of direct and indirect costs, and allocation methods for intra-tribal occupancy. Provided training on how to budget for the program, trending and financial system budget entry. Facilitated budget meetings to provide communication of budget timelines, guidelines and process. Provided information and recommendations regarding process and allocations to executive management.

Strategic Planning: Development of Finance Divisions strategic plan and related measures and initiatives. Assist in the development of the organizations strategic cycle. Analyze and review strategic reporting. Recommend improvements in processes and formats.

Senior Accountant - November ••••• September •••••

Projects: Project lead for various projects to meet continuous improvement goals and objectives. Developed process improvements through use of flowcharting, value added analysis, goal setting, efficiencies and adherence to internal controls. Trained, implemented and monitored newly developed processes and report gaps to Senior Management. Project lead for Health Center cash handling processes, American Express processing, collection process, Chart of Accounts and Financial Report Library.

Investments: Reconciled investment activity for several institutions including stocks, bonds and interest income. Performed market valuations and processed entries for activity. Ensured accuracy of Advent Investment software.

Cash: Reviewed cash reconciliations; ensure lockbox reconciliations issues are followed up on. Assisted Internal Audit and Law Office on fraud findings.

A/R: Monitored accounts receivable balances and reconciliations for all sub-system activities, including collection statuses. Managed and assessed the collections process for cash flow opportunities. Established collection policy, process and procedure for the company



Financials/Audit: Prepared audit schedules and disclosure footnotes, reviewed and analyzed financial statements and audit report. Source for auditor requests and questions.


Staff Accountant - December ••••• - November •••••

Reviewed and analyzed financial statements for various business units such as: Oneida Nation Farms, Apple Orchard, Print Shop, Business Committee and Legislative Operating Committee. Processed corrections, accruals and/or deferrals to these financial statements prior to month-end close. Facilitated monthly meetings with business unit managers to educate and review financials. Prepared related audit schedules and balance sheet reconciliations.

Lead project to correct A/R balances by performing a first time reconciliation of the payroll system payroll deductions to the customer (employee) receivable balance. Establishing and implementing the process and procedure for the payroll department to maintain the corrected balances and correctly process future balances.
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Krueger International, Inc•••••October ••••• - December •••••

Credit Analyst - September ••••• - December •••••

Established new customer credit terms and limits by analyzing financials statements, Dun & Bradstreet reports and other financial information. Obtained security on high risk orders and accounts. Approved the processing of new customer orders and high risk orders.

Accounts Payable Specialist - October ••••• - December •••••

Processed vendor invoices including foreign currency transactions. Performed reconciliations of sub-systems, prepaid accounts, miscellaneous receivables and payables. Maintained vendor master files. Calculated and processed ••••• forms. Kept import records working with broker and international vendors to get or create proper documentation for clearance of shipments into the United States.

Core team member in the programming, testing and implementation of the ••••• magnetic media filing system.
Core team member in converting the financial system and open accounts payable balances, amounting in the millions, to the universal Euro currency.
Acting supervisor when supervisor was absent from work.