Accounting Manager

• Apr 2022 - Present

Financial Reporting Manager

• Oct 2019 - Apr 2022

Implemented a consolidation software (OneStream) to automate the consolidation process off of Excel. Worked with consultants to create user acceptance test programs Prepared the consolidation for 32 operating entities across 27 countries operating in local currency. Premier acquired 3 companies, which all needed consolidation, during my tenure. Prepared the stock compensation footnote Coordinated the US GAAP financial audit Implemented a consolidation software (OneStream) to automate the consolidation process off of Excel. Worked with consultants to create user acceptance test programs Prepared the consolidation for 32 operating entities across 27 countries operating in local currency. Premier acquired 3 companies, which all needed consolidation, during my tenure. Prepared the stock compensation footnote Coordinated the US GAAP financial audit

Accounting Manager

• Jul 2014 - Oct 2019

Project Manager to implement the consolidations software Tagetik. Migrated the consolidations process for over 400 companies from Excel to this application. o Worked independently liaising between corporate and the vendor to coordinate the requirements and to create a go-live environment Managed the employer tax, sales tax, and property tax functions for a company conglomerate consisting of over 750 individual entities (and growing) in a fast-paced M&A environment. Manage the workers' compensation insurance and corresponding audits. Manage the credit card program with multiple vendors. Manage the merchant processor programs with multiple vendors. Show less

Sr. Accounting Manager

• May 2012 - Mar 2014

Managed all of the operational financial and reporting functions for a start-up company. Semprius was a pre-production development company until October, 2012. Brought the accounting function in-house from an outside firm. Hired and supervised a clerk to run the A/P function, and migrated the accounting into a new instance of Oracle. Worked with Oracle consultants in order to achieve the most appropriate set up of the new instance. Created accounting policy and procedures for the new manufacturing environment. My duties included making journal entries and reconciling accounts through to publishing financial statements and managing the audit engagement. Additional duties have included filling in for the HR manager in processing payroll and managing the hiring and termination of employees Show less

US Acquisitions Transition Accounting Manager

• May 2011 - May 2012

Manager of 9 people. Managing the process of migrating legacy accounting information into IBM's accounting processes. Manager of 9 people. Managing the process of migrating legacy accounting information into IBM's accounting processes.

Brand Business Unit Server & Technology Group Accounting Manager

• Apr 2010 - Nov 2010

Manager of 9 people for the Brand Business Unit of Server and Technology Group.

Cost Accounting and Inventory Control Manager

• Jul 2008 - Apr 2010

Managed ten employees on two main brands for which RTP had production oversight. Managed two worldwide manual processes for inventory buybacks where the system was insufficient. Provided guidance to executives on improvements needed in the system as well as accounting concerns with the buybacks themselves. Improved the audit posture of one brand including a significant write-off of unsubstantiated balances. Improved efficiency and consistency by removing accounting from processes where there was no value add. Show less

Team Lead for Real Estate Divisions

• Mar 2008 - May 2008

Transferred two jobs from a different organization into the Raleigh Accounting Center. Improved efficiency by eliminated unneeded charts from monthly measurement packages. Enriched reconciliations to conform with rigorous company standards including obtaining contracts and source backup that had been previously lacking. Trained backfill on position. Informed upper management of scope of another job to ensure that the proper person was put in the role.

Judgmental Accountant

• Apr 2007 - Mar 2008

Learned and temporarily performed existing IBM functions in order to teach to new accountants working for a joint venture. Jobs include: World Wide Accounting Lead, Asia Pacific Accounting Lead, US Gross Profit, US Revenue Provisions, and Canada Maintenance Accountant. Ensure satisfaction of the joint venture as a paying customer. Key Contributions:Ensured all existing procedures and details for all jobs were relevant and feasible for accountants unfamiliar with existing processes.

Global Fixed Assets Policy and Controls

• Apr 2005 - Apr 2007

Advise IBM accountants company-wide in Canada and the United States on accounting treatment of extraordinary capital asset transactions. Conduct audits of US and Canadian fixed asset management processes; research, review and resolve issues with potential impact on audit-readiness. Present audit findings, including documents and guidance on proposed changes to accounting practices, to senior management based in Research Triangle Park and Bratislava, Slovakia. Ensure compliance of prepared changes with fiscal law in 65 countries of operation. Provide formal training to new hires. Key Contributions:• Created several policy updates for IBM’s worldwide Corporate Accounting Instruction on Fixed Assets. Published two versions of an operations manual providing guidance on carrying out accounting instruction. • Captured $700K in pre-tax savings by bringing asset depreciation policy into line with practices in other industries. Reduced property tax audit exposure by implementing a change ensuring that assets remain on the books to the maximum extent allowed by local tax jurisdictions.• Coordinated an external audit, and designed a records retention document allowing accounting center compliance with Sarbanes-Oxley testing requirements. Show less

Integrations Accountant

• May 2004 - Apr 2005

Oversaw U.S. portion of the accounting integration of a software company into software group (SWG). Researched legacy company items posted to U.S. balance sheet for posting to appropriate income/expense line item. Key Contribution:• Ensured timely, end-of-month general ledger posting for operations in 22 countries; researched deferred revenue loading requirements in each country, and ensured respective data corresponded to G/L posting.

Gross Profit Accountant

• May 2003 - May 2004

Analyzed gross profit for Intel-based xSeries server brand, breaking out quarter-to-quarter and year-over-year profitability by country, product, part number, segment and industry for presentation to brand and group Chief Financial Officers. Key Contribution:• Created business profitability reports drawing from exchange rate forecasts, actual rates and currency-neutral fluctuations to guide senior management in identifying areas for improvement. • Permanently resolved an issue within the company’s Business Optimization Project preventing product cost deflation in the company’s consolidated books following inter-company sales, increasing the gross margin and adding $4M to bottom line in one quarter. Show less

SG&A Financial Analyst

• Jan 2001 - Jan 2003

Promoted to position planning and managing capital, expense and headcount budget for six xSeries business lines (High End, Low End, Mainstream, Options, Professional Workstation and Sales) with ~$80M in expenses. Produced weekly, monthly and quarterly forecasts and actuals for finance and line managers. Key Contribution:Obtained access to a special database facilitating extensive research on travel costs, allowing the CFO to review the appropriateness of employee travel expenses; work was documented and became an ongoing project for xSeries as well as the entire Technology Group. Show less

Balance Sheet Accountant / Income and Expense Accountant

• Jan 2000 - Jan 2001

Prepared division-level balance sheet reports and analyses for headquarters. Closed inapplicable ledger division. As Income and Expense Accountant, evaluated ledger dollars for trending variances and accuracy. Key Contribution:Served on several peer evaluation teams; organized education team for newly hired expense accountants, and updated a new hire checklist package for two second-line managers.

Fixed Assets Accountant & Financial Analyst

• Jan 1999 - Jan 2000

Reviewed all software group requisitions for adherence to budget. Approved requisitions and committed capital dollars to budget. Analyzed work-in-process capital account to determine capitalization period. Key Contributions:Identified system errors, implemented two permanent solutions and recommended several others, that were slated to be part of the next SAP upgrade; changes resulted in an increase in direct capitalizations and fewer errors, increasing headcount efficiencies.; Served in accounting capacities for this manufacturer of heaters and furnaces for high temperature operations. Show less

Accounting Staff

• Jan 1998 - Jan 1999

Oversaw bookkeeping for a consolidated subsidiary with revenue of ~$1M annually. Conducted internal audits and documented processes for cash and accounts receivable/payable functions. Key Contributions: Supervised and prepared reports on the company's first-ever year-end inventory count. Assistant to the Controller Oversaw bookkeeping for a consolidated subsidiary with revenue of ~$1M annually. Conducted internal audits and documented processes for cash and accounts receivable/payable functions. Key Contributions: Supervised and prepared reports on the company's first-ever year-end inventory count. Assistant to the Controller

Audit Intern

• Dec 1997 - Mar 1998

• Prepared lead sheets and financial statements • Prepared work papers for several different areas including PP&E and capital leases. • Prepared lead sheets and financial statements • Prepared work papers for several different areas including PP&E and capital leases.