Consultant KS

• Top 25 MBA
• Management & hands on experience in all aspects of g/l accounting, including month-end closing, P&L & reconciliation account analysis, financial statement preparation, inter-company eliminations & consolidations
• Prepared SEC Forms 10-Q, 10-K, footnotes & disclosures and MD&A
• Supported SOX compliance effort including mapping of processes & procedures, delineation of roles & responsibilities, & other associated tasks
• Performed activity-based costing analysis including product profitability & overall business performance
• Built operating budget & plan for 250M+ entertainment division
• SAP functional expert for Project Accounting & Program management. Experienced user of Hyperion & Peoplesoft

Consultant RO

• Top 25 MBA
• Supervised staff of 5 FTE & consultant personnel in developing complete corporate financial reporting deck
• Sarbanes Oxley (SOX) compliance analysis, testing & remediation for financial systems control
• Directed budgeting & forecasting operations & designed revenue & cost allocation methodologies
• Provided in-depth valuation analysis of strategic business acquisitions & divestitures
• Designed company’s M&A process documentation & proprietary methodology
• Reviewed, migrated & consolidated portfolio activity & performance data from legacy applications to common portfolio management platform
• Oracle implementation experience, advanced level Access user & Certified Excel expert

Consultant DK

• Big 4 CPA & Top 25 MBA
• Developed, planned & executed a comprehensive annual operating & capital expenditure budget in excess of $100 million
• Prepared & analyzed consolidated P&L, on a monthly, quarterly & annual basis for an executive review of a publicly traded company
• Performed an integral role in the IPO registration filing by collaborating with the company’s executives, investment bankers, attorneys & auditors
• Created long-range business models to negotiate joint venture partnership structures with global pharmaceutical companies
• Implemented Oracle Projects module as the functional lead responsible for requirement gathering, designing, & configuring the module
• Led an implementation of Oracle General Ledger reporting by obtaining requirements from multiple business units & created tools for financial reporting using FSG
• Systems Expertise: Excel, Oracle & Great Plains/FRX

Consultant LC2

• Big 5 CPA with 10 years Fortune 500 background
• SEC Reporting, 10K, 10Q, 8-K and MD&A
• Company-wide implementation of FAS 133, 142, 143, 144 & 146
• Supervised 5 Year Financial Re-Statement
• Post Merger Accounting Integration
• Accounting for disposition of foreign entities
• International Consolidations and Property Accounting
• Hyperion Enterprise & Essbase

Consultant WD

• MBA, Finance/BS. Accounting
• Operational Accounting and Period-End Close Supervision
• P&L and Capital Budgeting
• Identification of new income streams
• Lease Accounting for Retail Operations
• Extensive Reconciliation and Clean-up Experience
• Variance Analysis and monthly re-forecasting
• Public Audit experience in the financial services industry
• Lawson and STS

Consultant QN

• Top 25 MBA
• Prepared, consolidated and presented to CFO and Senior Management monthly and quarterly profit & loss forecasts and variance analysis
• Improved ME close procedures (automation of recurring journal entries and reversals) to reduce the monthly close process.
• Created and reviewed daily, weekly, monthly and quarterly cash flow reporting and analysis
• Prepared, consolidated, facilitated and presented the strategic plan, annual operating plan and monthly forecasts in accordance with “Organization” objectives for a variety of companies
• Pre Acquisition – responsible for the review of M&A activity: due diligence & comprehensive business analysis
• Extensive experience in building and refining budget and forecast models for various types of businesses
• Advanced Level Excel User including, pivot tables, graphing presentations (charts, trend lines, axis scales, multiple charts), usage of analytical tools (like Goal Seeker, Solver and tracing dependents), formula building (IF, And/Or, V-Lookup, etc.), shared data (linking and embedding) and customization of toolbars.

Consultant EC

• CPA, MBA Finance/USC, MS Economics
• SEC Reporting, 10K, 10Q & 8K
• Correlation & Regression Modeling/Analysis
• Analysis for Debt Restructuring
• Extensive Cash Flow Forecasting
• Participated in major Franchisee re-financing
• Lease/Buy & Sell/Hold Asset option evaluations
• MS Certified Excel & Access Expert

Consultant DA3

• University of Chicago, Graduate School of Business, MBA
• Lead the development of restaurant level financial plans & the establishment of key operating targets across company & franchise restaurants
• Experience building, improving & refining budget & forecast models
• Developed & implemented company wide business review process; developed tools and processes to drive margin capture at the restaurant level
• Experience evaluating economic effects of mix shifts; test market analysis
• Assessed “value” of owning vs. outsourcing of toxicology testing for major chemical company
• Played key role in shaping value programs for national launch, based on proven sales and profit forecasts
• Performed financial and business analyses, including, but not limited to, sales analysis, return on investment (ROI), break-even analyses

Consultant SH2

• Top 25 MBA
• Managed cross-functional teams in developing consensus forecasts. Adjusted near term production as necessary to support effective deployment of inventory.
• Revised chart of accounts and managerial reports in order to integrate budget and actual data into parent company systems in a post merger environment.
• Extensive experience building, improving and refining budget and forecast models
• Developed complex financial forecast in support of quarterly operation plan and regional pricing strategy.
• Designated as the divisional SME for Fit-Gap analysis between legacy forecast system (Manugistics) and SAP APO module for the largest food manufacturer in the US.
• Implemented divisional Peoplesoft business system for a large Aerospace company ahead of schedule and under budget. Initial rollout included Financial, CRM and Enterprise Performance modules.
• Systems Expertise: Excel, Access, Hyperion Planning/Essbase, and NVISION Reports