Project Clients & Past Employers

• Science Applications International Corp (SAIC) Inc., ($8B government contractor)
• Driver Alliant Insurance Services, ($70M commercial insurance brokerage)
• KPMG: (international Big Four accounting firm - San Diego office)

Functional Finance & Accounting Experience

Financial Planning & Analysis
• Developed mapping tool to roll up detailed plan to summary format for approx 40 corporate divisions. Adopted across the organization.
• Prepared time phased annual budget for $100M division.
• Prepared quarterly flux analysis for corporate business units.
• Developed/presented budget to actual analysis on $5B retirement plans for quarterly Board meetings.
• Prepared monthly budget to actual analysis and executive flash reports for $70M entity.
• Developed annual time phased cash requirement projections for 401(k), profit sharing, and deferred cash compensation plans.
• Projected quarterly plan expenses and funded retirement plans accordingly (combined assets > $5B).
• Analyzed trustee data to provide trade instructions for quarterly private stock trades (shares sold/purchased > $100M).
• Coordinated cash transfers to support quarterly private stock trades.

Financial Reporting & General Accounting
• Implemented and managed project management office to standardize business and accounting processes across > 100 corporate divisions.
• Managed corporate intercompany invoicing process to transfer corporate ITS expenses incurred by operating units, primarily India, to corporate (approx $100K per period).
• Helped develop soft close process for corporate divisions.
• Performed/reviewed corporate monthly close for large (>$100M) corporate divisions.
• Reviewed all IT acquisition activity (licenses, hardware, etc.) for $8B entity for potential capitalization
• Managed monthly close and financial statement preparation for 401(k), ESOP, profit sharing, and deferred cash and stock compensation plans.
• Coordinated SFAS 123R implementation for deferred stock compensation plans with $40M in deferred restricted stock.
• Created company's first detailed subledger for unearned deferred compensation.
• Worked with financial reporting and tax managers to define requirements and eliminate unnecessary reporting
• Defined financial reporting and accounting requirements to outsource 401(k), profit sharing, and ESOP plan recordkeeping to trustee.
• Defined financial reporting and accounting requirements to outsource deferred compensation plan recordkeeping to third party.
• Managed data conversion and testing for financial data transferred to deferred comp plan record keeper.
• Developed and managed acceptance testing for outsourced financial reporting and accounting processes related to deferred comp plans.
• Calculated quarterly required profit sharing and ESOP contributions.
• Worked with trustee to develop process for tracking unclaimed participant balances.
• Managed annual preparation/review/filing of IRS Form 5500 (annual return) for all corporate and subsidiary retirement plans (> $5B combined assets)
• Reviewed acquisition targets for potential accounting, financial reporting, and compliance issues related to retirement plans
• Managed liquidation of acquired portfolio, including real estate partnerships and overseas investments

Financial Audit & Internal Controls
• Supervised client audit test work and documentation and financial statement preparation for KPMG.
• Managed 14 corporate and subsidiary retirement plan audits with $5B in combined assets, including 3 annual SEC filings.
• Process owner for capitalization of internally developed software (SOP 98-1).
• Process owner for benefit plan accounting.
• Worked closely with internal audit on initial Sarbanes Oxley documentation and subsequent revisions.
• Interfaced extensively with internal and external auditors on Sarbanes Oxley, Defense Contract Audit Administration (DCAA), and annual financial audit test work.

Systems Expertise: Selected Detail

Excel
• Proficient with pivot tables and formula building

SAP
• Utilized G/L and A/P modules to support operational accounting requirements (journal entries, research, etc.).

Hyperion BI
• Accessed SAP data warehouse to retrieve data and create custom ad hoc reports.

CostPoint
• Conducted user acceptance testing and first business unit to complete EAP conversion.
• Made recommendations to improve process, reporting, and training (e.g. no process in place to book costs between systems, no tools available to track capital costs on projects, etc.) and training recommendations.
• Helped define user roles for corporate
• Utilized general ledger and materials modules to support operational accounting requirements (journal entries, research, etc.)

Cognos
• Worked with report programmers to develop/enhance standard reporting tools for Costpoint data
• Utilized standard monthly reporting tools, and well as G/L query function to create ad hoc reports.

Education & Credentials

• San Diego State University, San Diego, California M.S. Accountancy
• University of Kentucky, Lexington, Kentucky Bachelor of Science
• Certified Public Accountant, California since 1995