Controller
Summary:

• Versatile Accounting & Finance professional with broad experience in Lending, Logistics, Retail, and public accounting.
• Matrix managed individuals and partnered with the line of business, credit, compliance and analytics monthly to deliver accurate financial results.
• Proven success in contributing to enterprise projects as the finance lead. Utilized an SAP general ledger system for reporting.
• Partnered with Finance teams to ensure accounting changes were integrated into reporting routines.

Professional Experience:                                                                            
XYZ                                                                                                                                                                                                               1998 - 2017
Controller                                                                                                                                                                                                   2014-2017

• Executed timely delivery of entries, designed accounting for purchased pools of loans and Captive relationship.
• Drove reporting to collaborate with SEC 10K filing on cash flows.
• Updated SOX process maps, reflecting the internal controls. 
• Led accounting personnel in a matrix managed environment, reviewed entries and reconciliations.
• Designed process to ensure adherence to FASB91& FFIEC concepts, including journal entries and check    lists for associates & managers to follow.
• Ensured GAAP compliance for consumer automotive and specialty lending group.
• Influenced financial analysis to maximize profits, grow quality assets and minimize credit risk, operating                 losses, and other risk exposures.
• Incorporated changes for the accounting attributes for the Auto lending and leasing group.
• Headed accounting design of roll out of a new product for small business group successfully by mapping  attributes, testing and downstream support for integration.
• Set up chart of accounts and all accounting functions for new capital lease product. Executed procedures for all reconciliations and trained accounting group on new processes. Advisor on the Sales tax           management team for retail auto leases; team reviewed and proposed changes to operations as tax     jurisdictions changed the rules.

 
Manager-Accounting                                                                                                                                                                             2004-2014

• Partnered with business leaders, providing finance and accounting information. Developed SOX maps.
• Performed monthly review and analysis of trends, including month end close.
• Led initiatives in the accounting for new products in the Auto and Specialty Financing division.
• Minimized risk by managing the balance sheet, reviewing reconciliations and ensuring GAAP compliance, for the Auto loan product.
• Reviewed current controls; approved and recommended the design of processes mitigating risk.
• Managed and supported the development of associates, ensuring their skills and abilities fulfilled current and/or future responsibilities effectively.
• Identified, designed, implemented and improved general ledger mapping and application system fixes to the general ledger in relation to consumer loan products.
• Orchestrated the accounting portion of system conversions and validated accounting for enhancements and new products, worked closely with technology group on changes.
• Administered cash management for the division.
• Established GAAP accounting for accrual and deferment of incentives for over 300 dealers.
• Managed the accounting for purchased portfolios that totaled in the billions, from participating in the due diligence through ensuring the purchases are recorded accurately, in addition to supplying needed documentation to external and internal audit.
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Senior Financial Analyst                                                                                                                                                                         1998-2004

• Accounting Manager for newly formed finance group within Specialty Finance.
• Managed three financial analysts who prepared reconciliations and supplied reporting.
• Organized the new department while working through system conversions.
• Designed accounting components for the new web-based commercial loan system.
• Analyzed and interpreted monthly financials, variances and trends between plan and actual.
• Managed the sunset of the treasury function from a remote location and reorganized by bringing in house and setting up a new department.
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Additional Experience:
Manager Accounting

• Accounting Manager of three staff accountants managing the reconcilement of a receivable subsystem to the general ledger and high level monthly reporting on provisions. Lead our team on the general ledger conversion.

Manager Finance

• In charge of preparation and analysis of monthly financial statements for this international freight forwarder with annual sales of $100 million. Utilized advanced excel skills for success. Managed Treasury function and Payroll activities. Moved the Headquarters from New York to Atlanta, GA.

Senior Accountant

• Prepared extensive tax returns for corporate, estate, individual, non-profits and partnerships. Completed audits and compilations for corporate clients analyzing accounting activity. 

Senior Accountant

• Prepred and reviewed clients accounting transactions monthly, quarterly and annually.

 
Education:

• Bachelor of Science, Business/Economics – Accounting
• State University of New York College at Oneonta

Core competencies:

• Financial Analysis
• Change Manager
• Forecasting
• Systems Implementation
• Internal controls-Sarbanes-Oxley
• Regulatory Reporting 
• Sales & Use Taxes
• Team Leadership
• Treasury Management
• Project SME in Accounting area

Systems:

• SAP GL , Cashpro, RMS, IALS, Lawson GL, Wells Fargo CEO, Concur, wire transfer system, Ariba, LeMans lease system.