Experience

Bureau of Economic Analysis

• United States
• Government Administration
• 200 - 300 Employee

• Accountant

  • Jul 2006 - Present

  • Collect, review, and evaluate survey data and research multinational companies to ensure data is in compliance with survey instructions and economic and financial accounting standards, and to ensure BEA surveys reflect changing economic environment and data needs. • Use accounting knowledge and economic theories to analyze financial data for foreign-owned companies, by reviewing annual reports for geographic data, disclosure of extraordinary items, evidence of foreign ownership, and… Show more • Collect, review, and evaluate survey data and research multinational companies to ensure data is in compliance with survey instructions and economic and financial accounting standards, and to ensure BEA surveys reflect changing economic environment and data needs. • Use accounting knowledge and economic theories to analyze financial data for foreign-owned companies, by reviewing annual reports for geographic data, disclosure of extraordinary items, evidence of foreign ownership, and evidence of ownership structure. • Apply concepts such as fair value accounting, principles of consolidation, accounting for equity investments, accounting for foreign subsidiaries, accounting for derivative instruments as part of my regular analytical work functions. • Communicate in writing, over the phone, and in person to resolve errors or inconsistencies in financial or monetary responses, and resolve complex reporting issues including documenting data issues and the resolution. • Perform review of data tables and suppressions in preparation for publication of data. • Delegate responsibilities to other staff and provide guidance, ensuring team members are technically competent. • Develop materials, explain technical information, conduct meetings, write reports, and notify individuals or offices in writing of decisions, problems, or further actions needed. • Chaired work group and continue to build relationships and consensus among team members, creating clear expectations toward a common goal related to work procedures, systems functionality, and directorate improvements. • Manage multiple assignments, conflicting priorities, and multi-tasking, while maintaining a customer service focus, meeting competing deadlines, and solving program issues. • Provide helpdesk support for users that submit data using our eFile system. Show less • Collect, review, and evaluate survey data and research multinational companies to ensure data is in compliance with survey instructions and economic and financial accounting standards, and to ensure BEA surveys reflect changing economic environment and data needs. • Use accounting knowledge and economic theories to analyze financial data for foreign-owned companies, by reviewing annual reports for geographic data, disclosure of extraordinary items, evidence of foreign ownership, and… Show more • Collect, review, and evaluate survey data and research multinational companies to ensure data is in compliance with survey instructions and economic and financial accounting standards, and to ensure BEA surveys reflect changing economic environment and data needs. • Use accounting knowledge and economic theories to analyze financial data for foreign-owned companies, by reviewing annual reports for geographic data, disclosure of extraordinary items, evidence of foreign ownership, and evidence of ownership structure. • Apply concepts such as fair value accounting, principles of consolidation, accounting for equity investments, accounting for foreign subsidiaries, accounting for derivative instruments as part of my regular analytical work functions. • Communicate in writing, over the phone, and in person to resolve errors or inconsistencies in financial or monetary responses, and resolve complex reporting issues including documenting data issues and the resolution. • Perform review of data tables and suppressions in preparation for publication of data. • Delegate responsibilities to other staff and provide guidance, ensuring team members are technically competent. • Develop materials, explain technical information, conduct meetings, write reports, and notify individuals or offices in writing of decisions, problems, or further actions needed. • Chaired work group and continue to build relationships and consensus among team members, creating clear expectations toward a common goal related to work procedures, systems functionality, and directorate improvements. • Manage multiple assignments, conflicting priorities, and multi-tasking, while maintaining a customer service focus, meeting competing deadlines, and solving program issues. • Provide helpdesk support for users that submit data using our eFile system. Show less



FINRA

• United States
• Financial Services
• 700 & Above Employee

• Program Analyst

  • Feb 2004 - Jul 2006

  • Produced Division’s Monthly Business Review, which entailed collecting various types of data from departments, analyzing the data provided, conducting appropriate follow-up, and preparing a report consisting of charts, graphs, and text summarizing the operations of the division within a given month. Identified how program results will be measured, and compared monthly and yearly goals to actual results and gained explanations for missed targets. • Review work of other team or section… Show more • Produced Division’s Monthly Business Review, which entailed collecting various types of data from departments, analyzing the data provided, conducting appropriate follow-up, and preparing a report consisting of charts, graphs, and text summarizing the operations of the division within a given month. Identified how program results will be measured, and compared monthly and yearly goals to actual results and gained explanations for missed targets. • Review work of other team or section members, plan work, set short-term and long-term work priorities for team members, and assign work based on priorities when establishing production timelines for the division’s Monthly Business Review and Balanced Scorecard. • Planned, scheduled, and implemented the evaluation of key business processes, evaluating options and alternatives for making decisions and resolving issues when no precedent or guidelines existed. • Provided a weekly reconciliation between Human Resources headcount numbers and actual headcount for the division, which included adjustments for employees hired but not yet started and outstanding HR actions that may impact the actual headcount. • Collected and compiled status updates on department, division, and corporate goals, usually on a quarterly basis, and provided a score card to the Services Division Vice President and President to be presented at board meetings. • Coordinated division functions and events such as Leadership Forums, Breakfasts with the President, and various training-related activities and designed program feedback surveys for these events. Show less • Produced Division’s Monthly Business Review, which entailed collecting various types of data from departments, analyzing the data provided, conducting appropriate follow-up, and preparing a report consisting of charts, graphs, and text summarizing the operations of the division within a given month. Identified how program results will be measured, and compared monthly and yearly goals to actual results and gained explanations for missed targets. • Review work of other team or section… Show more • Produced Division’s Monthly Business Review, which entailed collecting various types of data from departments, analyzing the data provided, conducting appropriate follow-up, and preparing a report consisting of charts, graphs, and text summarizing the operations of the division within a given month. Identified how program results will be measured, and compared monthly and yearly goals to actual results and gained explanations for missed targets. • Review work of other team or section members, plan work, set short-term and long-term work priorities for team members, and assign work based on priorities when establishing production timelines for the division’s Monthly Business Review and Balanced Scorecard. • Planned, scheduled, and implemented the evaluation of key business processes, evaluating options and alternatives for making decisions and resolving issues when no precedent or guidelines existed. • Provided a weekly reconciliation between Human Resources headcount numbers and actual headcount for the division, which included adjustments for employees hired but not yet started and outstanding HR actions that may impact the actual headcount. • Collected and compiled status updates on department, division, and corporate goals, usually on a quarterly basis, and provided a score card to the Services Division Vice President and President to be presented at board meetings. • Coordinated division functions and events such as Leadership Forums, Breakfasts with the President, and various training-related activities and designed program feedback surveys for these events. Show less



Nasdaq

• United States
• Financial Services
• 700 & Above Employee

• Executive Assistant (Temp)

  • Nov 2002 - Feb 2004

  • Performed administrative functions such as coordinating travel, arranging meetings and departmental functions, disseminating relevant departmental or divisional information, procuring supplies, and maintaining schedules. • Initiated and processed HR action forms and ensured proper sign-off. • Served as the point of contact for new hires. • Queried databases for historical market data and stock and trade information, analyzed query results, and provided information in a clear, concise… Show more • Performed administrative functions such as coordinating travel, arranging meetings and departmental functions, disseminating relevant departmental or divisional information, procuring supplies, and maintaining schedules. • Initiated and processed HR action forms and ensured proper sign-off. • Served as the point of contact for new hires. • Queried databases for historical market data and stock and trade information, analyzed query results, and provided information in a clear, concise report format for customers. Show less • Performed administrative functions such as coordinating travel, arranging meetings and departmental functions, disseminating relevant departmental or divisional information, procuring supplies, and maintaining schedules. • Initiated and processed HR action forms and ensured proper sign-off. • Served as the point of contact for new hires. • Queried databases for historical market data and stock and trade information, analyzed query results, and provided information in a clear, concise… Show more • Performed administrative functions such as coordinating travel, arranging meetings and departmental functions, disseminating relevant departmental or divisional information, procuring supplies, and maintaining schedules. • Initiated and processed HR action forms and ensured proper sign-off. • Served as the point of contact for new hires. • Queried databases for historical market data and stock and trade information, analyzed query results, and provided information in a clear, concise report format for customers. Show less



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Senior Associate

  • Sep 1999 - Feb 2002

  • Analyzed and audited financial statements and provided recommendations based on the guidance of accounting principles, including Generally Accepted Accounting Principles and Government Auditing Standards. • Documented and communicated results of analysis and research to clients, managers, and team members. • Served as a team leader in the design, creation, and implementation of a procedural manual for a property accountability system. • Conducted off-site trainings at various client… Show more • Analyzed and audited financial statements and provided recommendations based on the guidance of accounting principles, including Generally Accepted Accounting Principles and Government Auditing Standards. • Documented and communicated results of analysis and research to clients, managers, and team members. • Served as a team leader in the design, creation, and implementation of a procedural manual for a property accountability system. • Conducted off-site trainings at various client locations for the new accountability system. • Developed a risk management evaluation tool to assist clients with remote monitoring of system usage using Excel and MyEureka query writing program. Show less • Analyzed and audited financial statements and provided recommendations based on the guidance of accounting principles, including Generally Accepted Accounting Principles and Government Auditing Standards. • Documented and communicated results of analysis and research to clients, managers, and team members. • Served as a team leader in the design, creation, and implementation of a procedural manual for a property accountability system. • Conducted off-site trainings at various client… Show more • Analyzed and audited financial statements and provided recommendations based on the guidance of accounting principles, including Generally Accepted Accounting Principles and Government Auditing Standards. • Documented and communicated results of analysis and research to clients, managers, and team members. • Served as a team leader in the design, creation, and implementation of a procedural manual for a property accountability system. • Conducted off-site trainings at various client locations for the new accountability system. • Developed a risk management evaluation tool to assist clients with remote monitoring of system usage using Excel and MyEureka query writing program. Show less