Experience

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  Sutherland Global Services

  • Tulsa, Oklahoma

  • Director and Global Head FAO Controls, Compliance and Quality/Business Controller

    • Jun 2011 - Sep 2017
    • Tulsa, Oklahoma

    >Prepared detailed financial deck for Monthly Financial Review with CEO>Produced ad hoc financial reports with plan, forecast and actual comparisons and variance explanations for SVP>Spearheaded preparation of reporting package for CEO's annual strategic planning session>Headed internal audit reviews for external client base>Handled financial input for analyst market responses (As a Service Business) >Built and expanded Controls, Compliance and Quality (CCQ) team of 120+ global staff for Finance and Accounting Operations from conception to maturity in 5 years for 32+ clients covering full span of GL services> Created Risk and Control Matrices by performing in depth process reviews, identifying risks, preparing control points, performing control testing, reporting results and working with Service Delivery to remediate exceptions> Executed customized Quality Assurance process by client identifying test parameters, performing sample size testing, reporting quality scores, capturing error trends and categorizing errors by agent for training, corrective action, and coaching> Operated Shared Services model providing root cause analysis, implementing corrective action and short term testing/monitoring when service level failures, client escalations and general service delivery challenges arose> Drove special initiatives with Service Delivery to resolve client escalations> Developed and defined Service Level Agreements> Standardized metric reporting dashboards> Directed global staff in 8 geographies, including 5 direct reports> Presented monthly compliance results by client to FAO Executives > Maintained and provided governance, support and development of Client Engagement Management Portals for each client driving its utilization to maintain transparency, reduce email traffic, provide document version control and establish audit trail for actions/errors

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  IBM Global Business Services

  • Senior Business Analyst

    • Aug 2009 - Sep 2010

    > Established Segregation of Duties matrix eliminating and mitigating conflicts which resulted in compliance with employee system access requirements> Documented and implemented Sarbanes Oxley controls identifying key process steps and developing testing procedures to ensure corporate compliance > Developed process flow charts, completed time studies and identified redundancies for Six Sigma global account reconciliation project resulting in reduction of one full time equivalent> Researched, analyzed and mapped internal metrics for comparison to external benchmarking data to identify areas for improvement> Performed benchmarking research and comparative analysis to determine market placement of accounting processes

  • Manager Fixed Assets

    • Jul 2006 - Jul 2009

    > Managed department of eight analysts whose duties included acquisitions, divestments, impairments, lease accounting, project accounting, depreciation, depletion, amortization, restoration, abandonment, account reconciliations, financial audits, monthly financial closing and SAP financial, asset and project module reporting> Handled staffing decisions, evaluations, ranking, bonuses, salary increases, hiring, redeploying, goal setting and career development> Ensured Service Level Agreements were met and supplemental work was complete to increase incremental revenue> Streamlined staff and redistributed work load for coverage, ensured backup and cross training were in place to ensure client satisfaction> Prepared new business proposals and transitioned new work into department to recognize additional revenue> Delivered client ad hoc requests which resulted in an increase in departmental revenue> US Manager for 17 Fixed Assets analysts in India and Argentina and accountable for delivery of India and Argentina Fixed Asset work> Achieved Sarbanes Oxley compliance through implementation, monthly monitoring and testing of process controls> Developed department forecast, performed forecast versus actual analysis and implemented continuous improvement ideas to maintain outlook accuracy> Revamped process to reduce project settlement critical close from eight hours to four> Automated complex general ledger account reconciliation resulting in reduction of preparation time from twenty-four hours to eight> Produced and presented department financial results to client management at quarterly financial review> Utilized Six Sigma lean methodology to streamline the onboarding process and reduce manager time per employee by seven days> Audited, reviewed and approved account reconciliations and journal entries to ensure accuracy of financial results

  • Manager General Accounting, Cash Management

    • Feb 2000 - Jun 2006

    > Managed department of eighteen analysts whose duties included cash application, bank and general ledger account reconciliations, financial audits, escheat reporting, journal entries and monthly financial close> Automated bank account reconciliations by linking bank interface with ERP data which resulted in a reduction of 1.5 full time equivalents> Responsible for staffing decisions, evaluations, ranking, bonuses, salary increases, hiring, redeploying, goal setting and career development > US Manager for 20 Cash Management Analysts in India and accountable for delivery of India Cash Management work> Prepared new business proposals and transitioned new business into department to recognize additional revenue> Audited, reviewed and approved account reconciliations and journal entries to ensure accuracy of financial results