Finance Operations - Financial Analyst - Certified Public Accountant Experience: 8+ Education: MBA in Organizational Management, Location: Atlanta, GA Salary: $120K

• Exceptional record of success in the management of corporate financial operations. • Proven ability to reduce costs, improve reporting and cash flow accuracy, increase profitability, and streamline workflow. • Special expertise in identifying and resolving issues, minimizing risk, and ensuring regulatory compliance. • Excel at building and leading top-performing teams, introducing new standards and metrics, and overseeing financials for multiple entities simultaneously.


Long Description

SENIOR FINANCIAL OPERATIONS EXECUTIVE
Controller – Director of Finance – Senior Finance Manager
Exceptional record of success in the management of corporate financial operations. Proven ability to reduce costs, improve reporting and cash flow accuracy, increase profitability, and streamline workflow. Special expertise in identifying and resolving issues, minimizing risk, and ensuring regulatory compliance. Excel at building and leading top-performing teams, introducing new standards and metrics, and overseeing financials for multiple entities simultaneously.
Core Competencies:
Accounting – Financial Analysis – Process Optimization – Project Management – A/P – A/R – Ad Hoc Reporting
Budget Implementation – Loan Management – Banking – Relationship Management – Forecasting – Cost Control
System Implementation – Human Resources – Inventory Management –Budget Administration – Quality Improvement
PROFESSIONAL EXPERIENCE
2016 – Present
Controller
Direct financial operations for parent company (Hamilton International) and 2 subsidiaries, H.B. Transport and Texturing Services (TI), generating a total of more than $7M in revenue. Supervise 1 accountant. Review Texturing Services accounting staff’s work.  Manage/Oversee interim and annual audit with domestic auditors. Prepare financial statements in accordance with IFRS and GAAP standards. Coordinate audit requests from Chinese parent company. Responsible for tax filings, A/P, A/R, inventory management, cost capitalization, fixed assets, collections, cash management, financial reporting, and vendor/customer credit request forms.  Manage $5M credit insurance program for all entities. Work with CPA firm on 1099s and tax returns.  Prepared cash flow projections to determine borrowing base compliance and financial stability.  Complete quarterly and monthly compliance certificates for $9.5M total loan agreements. Design ad hoc reports and analyses. Direct fixed asset management and balance sheet classifications.  Serve as liaison between company and inventory management software company, banks, insurance companies and partners.
Generated scorecards to monitor performance of net profit, sales, purchases, sales orders, and inventory levels.
Reduced inventory 10.7% in 1 year by conducting weekly analyses to prevent overstocking.
Increased profitability and decision-making capabilities by creating customer/product analyses and ad hoc reports.
Implemented a billing verification system that improved profitability and cash flow, and enhanced efficiency and accuracy, by improving accounting policies and verifying vendor rates and vendor billing vs. financial system data.
Enhanced productivity by bringing on a new accountant to eliminate a backlog of A/P processing.
Identified areas for reducing costs and increased accuracy of price quotes by preparing cost analyses and determining customer haul rates for H.B. Transport.
Improved financial stability and eliminated areas of risk through debt-equity calculations and return-on-asset analyses during H.B. Transport’s startup period.
Identified inefficiencies and improved accuracy by leading on-site consignment inventory counts for TI.
CAREER NOTE:  Left Blake Whitney Thompson Company to pursue CPA license
2015
Financial Controller
Directed financial operations for the WHIWYN and Black Communities for this $40M real estate land developer. Supervised Vice President of Development, Due Diligence Coordinator, VP of Capital Markets, and administrative staff. Responsible for accounting, A/P, A/R, finance, HR, cash management, payroll, compliance, workers’ compensation, general liability, umbrella insurance, investor relations, and reporting in a start-up environment. Signed off on all land purchase and lot sale transactions. Managed entity set up for LLCs.
Promoted from Controller to Chief Financial Officer after only 3 months (both new roles for company).
Created and implemented all financial, HR, and administrative policies, procedures, and controls.
Ensured projects remained within budget by instituting weekly meetings with project managers.
Increased productivity by developing the first standard job descriptions for each role.
Implemented pre- and post-purchase meetings to ensure due diligence, underwriting, and development requirements were completed in accordance with contracts and regulatory requirements.
2012  2014
Financial Planning & Analysis Manager, Southeast Region
Oversaw land and regional accounting center accounting, month-end processes, schedules, financial statement preparation, annual budget, monthly forecasting, cost monitoring, Hyperion system, and more for a multi-state region.
Recruited into a newly created position to improve forecasting and analysis via Hyperion and Essbase.
Led a comprehensive upgrade of Hyperion for the Southeast region. Conducted all user training on new system.
Reduced the monthly forecast time 4 days and the month-end close time 2 days.
Rebuilt the entire forecasting process, created reports, and designed the pricing strategy model.
Completed monthly forecasts for 6 divisions and 5 discontinued divisions with $250M in revenue.
Produced 4-year forecasts for land development and acquisition, pricing, operations, sales, payroll, and headcount, and created templates.
2010  2012
Accounting Manager  Enclosed Malls, Retail
Held responsibility for client accounting and financial requirements for 4 enclosed malls totaling more than 3 million sq. ft. Managed financial reporting, cash management, tax returns, reconciliations, budgets, auditing, lease abstraction, annual tenant reconciliations and billings, and forecasting. Supervised and trained 4 accountants and 4 bookkeepers. Led due diligence between client and buyers. Analyzed financial statements. Responded to inquiries from operational team, client, and customers. Key member of the Jones Lang LaSalle Americas Excel Task Force.
Streamlined workflow and reduced time required for completing client packages from 15 days to 6 days.
Achieved 100% client satisfaction ratings for accounting services for 2 consecutive years.
Increased efficiency and accuracy by developing budget and forecast leasing templates in Excel that were used by the Retail team. Instructed training sessions at the companys 2012 Retail Leadership Conference
2007  2010
Analyst  Finance & Accounting  Executive Accounting, Retail (2009-2010)
Promoted to oversee quarterly reporting for this private REIT that develops and owns community centers in the U.S. Managed quarterly calendar, compiled financial and nonfinancial data for quarterly reporting, audited financial statements and prepared and distributed joint venture semi-annual reports. Work closely with external auditors.
Identified $119,000 in missing security deposits, $49,000 in overstated security deposit payables, and $113,000 in bank account cash shortages by reviewing deposit reconciliations.
Improved the companys straight-line rent reserve methodology by determining indicators that would produce a more accurate reserve methodology.
 
Financial Management Program Analyst (2007-2009)
Promoted to analyzed and underwrote investment decisions for acquisitions and divestitures. Conducted due diligence. Prepared cash flow models and property valuations. Prepared Board presentations. Authored public peer funds from operations comparisons, portfolio tenant bankruptcy analyses, and quarterly public peer earning call memos.
Designed value creation models to facilitate prioritization of leasing objectives
Created a lease administration model to track lease the abstraction process, resulting in a vital cycle time metric.
Developed the first automated quarterly forecast process for the company to produce quarterly valuations.
Property Accountant (2007-2008)
Prepared annual budgets, month-end closing entries, balnce sheet reviews, financial statements, and ad hoc analyses for 15 shopping centers.
Improved the property monthly accrual template to reduce manual entries and increase accuracy.
Facilitated revenue growth by analyzing tenant escrows vs. historical budget data. Determined monthly escrows adjustments for 140 tenants resulting in increased upfront revenues.
Instructed a class on JD Edwards and Excel for employees.
2006  2007
Staff Accountant
Prepared annual budgets, quarterly forecasts, month-end close entries, financial analyses, and ad hoc reports for manufacturing plants in South Carolina, Illinois, and North Carolina. Managed fixed asset reporting and audits.
Implemented the Kronos payroll system at the Chicago plant and conducted all testing and training.
Played a major role in the Chicago plants annual inventory count process. Led inventory meetings, conducted annual inventory counts, performed test counts, audited physical counts, prepared schedules, and carried out training.
Improved efficiency by designing an Access-based fixed asset database to digitize documentation.
CAREER NOTES: Completed internships with Pricewaterhouse Coopers and General Electric-Equipment Services.
EDUCATION
MBA in Organizational Management, Georgia State University, Atlanta, GA                                                       2013
BS in Business Administration, Accounting concentration, University of Tennessee, Knoxville, TN                     2005
ADDITIONAL INFORMATION
Certifications:  Certified Public Accountant (Tennessee)
Computers: MS Office, Hyperion, Essbase, NetSuite, Sage 500, PeopleSoft, JD Edwards, Spreadsheet Server, QuickBooks, Argus, Kardin, Visco, Krono