Management Reporting Experts

Consultant RC, MBA

  • Top 20 MBA
  • Responsible for managerial reporting and external reporting including monthly financial review packages and executive summaries for Executive/Management team, monthly Board package and MD&A financial analysis.
  • Prepared and reviewed management power point presentations on behalf of the CFO for the Board of Directors and Investment Committee of a distribution/processing company on a quarterly basis, year-end basis, during a public-to-private sale, and in support of an IPO.
  • Provided financial support for preparation of financial statements including disclosure footnotes in accordance with GAAP as part of the 10Q and 10K reporting.
  • Responsible for timely submission of monthly and quarterly reporting of the results of the four major business units and international subsidiaries.
  • Led the Finance Team and collaborated with IT Team in the creation and implementation of the Cognos reporting and planning software package to streamline the monthly internal reporting and annual budgeting processes. The monthly reporting process was reduced from thirteen days to seven. Financial results that had previously been available only at a business unit level became available at a regional, market, and single location level with detailed expense results broken down by cost drivers. The annual budgeting process was reduced from ten weeks to six with automated approval and rejection functionality built in.
  • Created an M&A department and development the mergers and acquisitions pipeline reporting structure and metrics to more effectively and efficiently evaluate potential targets in support of the corporate growth strategy. Designed the financing impact report, mergers and acquisition Access database capable of producing revised automated pipeline reports, project snapshot reports, and project detail reports. Resulted in streamlining reporting and segmenting of projects by geography, industry, product line, and capabilities allowing for greater focus in targeting strategic opportunities resulting in cost avoidance of due diligence expense on low probability opportunities.
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Consultant XZ, MBA, CPA, CFA

  • Improved management reporting:
  • Enhanced monthly scorecard of key performance indicators used by all levels of senior management.
  • Involved in development of new territory revenue and margin reporting
  • Responsible for the successful completion of monthly close:
  • Directed and performed monthly close on the company standard 2 day close.
  • Analyzed results against budgets, forecasts and prior periods and presented conclusions to senior management.
  • Prepared and reviewed journal entries and account reconciliations.
  • Ensured that financials were prepared in accordance with GAAP. timely reporting for monthly close.
  • Managed the full financial and accounting operations for two business divisions in Motorola including a large service organization, a small start-up fast growing wireless internet equipment business group, including G/L, Hyperion reporting, credit and collections. Ensured that financials were prepared in accordance with Generally Accepted Accounting Principles (GAAP).
  • Coordinated with global IT team to create sub-ledger reports as part of a larger Oracle implementation. Completed the project under a tight timeframe via frequent communication and close monitoring and tracking project against plan.
  • Hands-on and supervisory experience at the sector and divisional levels in all areas of financial planning, including preparation of annual operating plans, quarterly forecasts, mid- and long-range strategic plans, and ad hoc analyses.
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Consultant AM, CPA

  • Big 4 CPA
  • Managed both domestic and international financial reporting, including the consolidation of Philippine and Estonian entities.
  • Managed financial process of application to the Medicare + Choice Federal Government Healthcare Program, including the company’s financial feasibility study and financial reporting.
  • Designed call center reporting packages to summarize the financial results as well as provide a forecast and key operating metrics for use in understanding the company’s profitability and growth opportunities.
  • Prepared detailed financial reports as required by healthcare industry governmental regulatory agencies.
  • Assisted in SEC reporting, including preparation for 2 secondary stock offerings and the company’s 8-K and MD&A. Liaised with internal management and external auditors to ensure accuracy, completeness and compliance of financial statements.
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Consultant KH, CPA Candidate

  • Managed preparation of internal and external reports including monthly, quarterly and semi-annual financial review packages and executive summaries, monthly variance analysis for operational and market managers, and quarterly financial reporting packages for the bank.
  • Enhanced market/regional management financial reporting package to include trended A/R and fixed asset reports, trended key metrics data, and expense variance reports to provide management with tools and information to more proactively manage operating units.
  • Worked cross-functionally with and supported the Financial Planning & Analysis team and provided relevant reporting for the Financial Planning & Analysis team.
  • Assisted in the improvement of ME close procedures to reduce closing time from 21 business days to 14 business days after month end by automating monthly accounting and reporting procedures to eliminate redundant and/or unnecessary steps and formalizing the close calendar.
  • Created and reviewed daily, weekly, monthly, quarterly and annual cash flow reporting and analysis, including DRO analysis.
  • Hands-on and supervisory corporate and regional controllership experience in operations ranging from $150M to $16B, including financial reporting, consolidations, A/P, G/L, credit and collections, payroll and treasury.
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