Experience

Epredia

• United States
• Biotechnology Research
• 500 - 600 Employee

• Controller - North America

  • Oct 2021 - Present

  -Overall lead for Americas accounting operations of Epredia Group and process owner for selected Epredia Group wide accounting process such as global closing calendar and Intercompany processes. Position leads a team and ensures that external accounting requirements are met and day-to-day operations and specifically the global closing process and related tasks are running smoothly. -Overall administrative responsibility for the US based transactional accounting teams (AP, AR and… Show more -Overall lead for Americas accounting operations of Epredia Group and process owner for selected Epredia Group wide accounting process such as global closing calendar and Intercompany processes. Position leads a team and ensures that external accounting requirements are met and day-to-day operations and specifically the global closing process and related tasks are running smoothly. -Overall administrative responsibility for the US based transactional accounting teams (AP, AR and Payroll). -Fields all specific technical accounting questions in accordance with IFRS/PHC Group accounting policy and advise the Epredia business and finance leaders on technical accounting topics. -Substantially contributes to the preparation of the consolidated financial statements of the Group in accordance with Group accounting manual based on IFRS. -Support the maintenance and improvement of the internal control framework and assure smooth internal and external audits and quarterly reviews in his/her area of responsibility. -Owner of the global Epredia closing calendar and intercompany process -Key contact point for external and internal audit activities and ensures a clean and timely year-end audit and quarterly reviews in his/her area of responsibility - Accountable to provide guidance and support to all legal entities on material technical accounting matters in accordance with IFRS/PHC’s Group accounting policy - Leads a diverse team of currently overall around 15 employees on 2 sites in the USA and ensures people performance, motivation, development, recruitment and oversight. - Initiates and safeguards global accounting data quality and controls in conjunctions with internal audit - Instruct and align Accounting Operations regarding defined Accounting processes - Responsible for the generation of statutory financial statements as per local requirements Show less



Jefferson Energy

• Oil and Gas
• 1 - 100 Employee

• Accountant - Revenue, Inventory, Payroll, AR, AP, Restricted Stock and Transfer Pricing

  • Jul 2019 - Jan 2022

  Houston · Prepare customer billings and related accounting entries. · Issuance of invoices and customer relations. · Work directly with Commercial team to understand/maintain service/sales/purchase contracts and other relevant documentation · Monitor customer collections and resolve/respond to customer inquiries · Prepare Inventory, AR, payroll, restricted stock units and sub ledgers and related accounting entries · Work directly with Operations to understand/maintain activity reports… Show more · Prepare customer billings and related accounting entries. · Issuance of invoices and customer relations. · Work directly with Commercial team to understand/maintain service/sales/purchase contracts and other relevant documentation · Monitor customer collections and resolve/respond to customer inquiries · Prepare Inventory, AR, payroll, restricted stock units and sub ledgers and related accounting entries · Work directly with Operations to understand/maintain activity reports, inspection reports and other relevant documentation. · Monitor inventory balances and inquire/resolve volume discrepancies · Prepare internal and external reporting related to revenue/volumes, inventory and/or operational data · Monthly TABC and EIA compliance reporting · Prepare account reconciliations, account analysis and other journal entries, as assigned · Meet established deadlines for close tasks, reporting and other assignments · Maintain internal controls and supporting SOX documentation · Participate in the implementation of systems and process improvements · Contribute to the overall success of the accounting team · Perform other related duties and participate in special projects as assigned Show less



Air Liquide

• France
• Chemical Manufacturing
• 700 & Above Employee

• Operations Controller - IT

  • May 2016 - Jul 2019

  Houston, Texas Area -Analyze IT spending in all Americas entities, inclusive of that spent by IT departments directly and by business and corporate functions. -Prepare and consolidate financial results, financial summaries, and commentaries. -Lead the target and re-forecast process for BIS Americas, working directly with the entities to assess performance, understanding deviations from prior year, and set objectives. -Evaluate and analyze investment opportunities for IT projects. -Work with entity… Show more -Analyze IT spending in all Americas entities, inclusive of that spent by IT departments directly and by business and corporate functions. -Prepare and consolidate financial results, financial summaries, and commentaries. -Lead the target and re-forecast process for BIS Americas, working directly with the entities to assess performance, understanding deviations from prior year, and set objectives. -Evaluate and analyze investment opportunities for IT projects. -Work with entity finance departments for their approval as required by the IT project governance process. -Track and follow-up on IT savings promised as part of any project approvals. -Liaison with head office and allocate costs among clusters. -Assist in development of the global IT chart of accounts, and enable processes with entity ERPs to easily extract information in that format. Work with all entities and users to ensure proper coding of IT spending withing those ERPs. -Document and publish IT operational and financial metrics and service level agreement adherence. -Maintain a repository of financial information to assist in historical reporting, trending, and variance analysis. - Prepare cost projections by taking into account IT industry trends and projects, and lead the financial part of the IT Roadmap process. -Lead all financial matters for the IT department with the designated cluster. -Lead the IT record retention effort and ensure compliance with Legal department directives. -Drive process improvements and assist in special projects and other duties as assigned.

• Internal Controls Senior

  • Dec 2014 - Apr 2016

  Houston, Texas Area -Development, implementation, documentation, walk through and testing of an internally developed control framework across the American Subsidiaries (13 total business units) in all major transaction areas: Active Cycle, Fixed Assets, Finance, Accounting, Procure to Payment, HR, IT. Framework, which is based on the the COSO and AMF designs, contains 62 Key control principles, and upwards of 200+ supporting operational controls. -Assisting with the integration of Oracle R12 system upgrade… Show more -Development, implementation, documentation, walk through and testing of an internally developed control framework across the American Subsidiaries (13 total business units) in all major transaction areas: Active Cycle, Fixed Assets, Finance, Accounting, Procure to Payment, HR, IT. Framework, which is based on the the COSO and AMF designs, contains 62 Key control principles, and upwards of 200+ supporting operational controls. -Assisting with the integration of Oracle R12 system upgrade, from Oracle 11i by facilitating responsibility mapping, and development of a workflows to conform to board approved delegation of authority. Developing of user responsibility rights with corresponding Oracle menu functionality. -Assisting with the design and testing of access request functionality within the Company Intranet. -Management of the Governance, Risk and Compliance Module (GRC tool) in Oracle. -Local subsidiary assessments of compliance with parent level policies and procedures. -Liaison with external auditors for bi-annual financial, IT and control audits. Facilitating remediation for any audit findings, management comments, or identified weaknesses. -Business process improvement including the inter-company netting payment system, inter-company re-billing process, etc. -Assessment and re-design of IBM Maximo purchase requisition workflow to conform with board of director approved delegation of authority.



MiddletonRaines + Zapata LLP

• Audit Supervisor

  • Jan 2013 - Nov 2014

  Houston, Texas Area Coordinated the various planning phases of an engagement, including staff requirements, scheduling and the assignment of work to be performed by others. Reviewed engagements and representation letters Reviewed the audit or other work programs and time budgets. Monitored each engagement to ensure that work is proceeding on schedule. Performed the most difficult phases of the work on larger and more complex assignments. Reviewed and evaluated all work papers and determine compliance with… Show more Coordinated the various planning phases of an engagement, including staff requirements, scheduling and the assignment of work to be performed by others. Reviewed engagements and representation letters Reviewed the audit or other work programs and time budgets. Monitored each engagement to ensure that work is proceeding on schedule. Performed the most difficult phases of the work on larger and more complex assignments. Reviewed and evaluated all work papers and determine compliance with professional standards and Firm policies. Made sure all documentation as required for Quality Control and Peer Review are included on all the assignments. Reviewed reports, financial statements, and management letters. Reviewed with the engagement partners any critical area or significant findings that raise questions involving accounting principles, auditing standards, tax regulations and Firm policies. Prepared and discuss staff performance evaluations on all staff under his/her supervision. Responsible for completing client work on timely basis. Delegated duties to subordinates and provided training. Developed and maintained good working relationships with client management. Show less



MaloneBailey, LLP

• United States
• Accounting
• 1 - 100 Employee

• Audit Senior

  • Jul 2012 - Dec 2012

  Houston, Texas Area Audit senior for the private practice group servicing small to mid size businesses in and around the Houston area. Specializing in Employee Benefit Plans and Construction Contractors.

• Audit Staff

  • May 2010 - Jun 2012

  Houston, Texas Area Assisted with the completion of audit engagements. Learning a thorough knowledge of the Client’s business and related needs. Preparing financial statements, and management letters in accordance with professional and Firm standards.