Project Clients & Past Employers

• Walgreens-OptionCare - Wholly owned company of Walgreen Company, the nation's largest drugstore chain with sales of more than $50B.
• Arthur Andersen - Clients included United Airlines, Bank One, LaSalle Bank, and Golfsmith.
• IBM - $98B technology company.
• Ernst & Young - Clients included Equity Office, Equity Residential Properties Trust, and General Growth Properties.
• Deutsche Bank - $100B investment bank.
• Oil-Dri Corporation - $200M specialty chemicals company.
• Altschuler, Melvoin & Glasser - Clients included Jewish United Fund and Pacific Garden Mission.

Functional Finance & Accounting Experience

Financial Reporting & Accounting
• Analyzed balance sheet accounts to determine accurate asset and liability values affecting loan compliance statutes.
• Oversaw the full financial and accounting operations for 11 Walgreen's offices.
• Calculated impact of outsourcing job functions overseas and provided strategic recommendations to client team.
• Prepared and filed SEC related reports of publicly traded real estate investment trusts.
• Conducted analytical review procedural testing of financial statement accounts.
• Prepared business process improvement narratives on process flows (ex. Accounts Receivable and Accounts Payable) to improve the efficiency of these processes.
• Tested the validity of various accounts such as Accounts Receivable, Inventory, Equipment, etc. through sample testing and other procedures.
• Issued monthly cost of goods sold reports, trended income statements, variance analysis, and detailed general ledgers for 11 company offices.
• Completed monthly balance sheet reconciliations for more than 15 accounts.
• Created monthly accounts receivable rollforward reports to ensure that cash receipts were properly recorded.
• Tested the validity of various accounts such as Accounts Receivable, Inventory, Equipment, etc. through sample testing and other procedures.
• Performed month-end close and financial reporting for 11 company offices.

Financial Planning & Analysis
• Created monthly budget and forecast models for various revenue and expense accounts to ensure that the entities were adhering to loan compliance regulations.
• Booked approximately 85 journal entries related to sales, accruals, inter-company transfers, expenses, and cost of good sold each month as part of the month-end close process.
• Performed monthly financial statement and trend analysis for 11offices, and interviewed each office general manager to understand why variances and fluctuations occurred.
• Conducted trend and scenario analysis to create balance sheet and income statement projections for budgets.
• Constructed financial models to quantify raw materials expenses for companies with assets in excess of $250 million.
• Led engagement teams that ranged from three to five consultants during the fieldwork and report writing process of due diligence engagements for securitizations in excess of $200 million.
• Prepared an analysis of net revenue and operating income for 11 company offices.
• Collaborated with management teams at underperforming entities to implement financial and operational turnaround plans based upon financial statement analysis, statistical models, and interviews with client executives.
• Conducted month-end close meetings with the Finance Director and 11 office General Managers to identify where there were areas of operational weaknesses.

Financial Audit & Internal Controls
• Identified business process controls and documented them into respective risks and controls matrices.
• Developed a generic questionnaire to be used to conduct on-site interviews in order to document processes, identify controls, and opportunities for improvement for SOX compliance.
• Conducted on-site interviews at plant facilities and drafted process documentation narratives.
• Developed month-end, quarter-end, and year-end close checklists for a specialty chemicals company with four subsidiaries.
• Managed the continuous process improvement of the SOX methodologies, templates, and documentation.
• Recommended process and controls improvements and helped develop remediation plans to address SOX deficiencies and performed SOX 404 Testing.
• Worked with client's Finance Director to develop a new chart of accounts to merge two separate client billing systems.

Systems Expertise: Selected Detail

Excel
• Advanced Level User including pivot tables, graphing presentations (charts, trend lines, axis scales, multiple charts), formula building (IF, And/Or, V-Lookup, etc.), and shared data (linking).

PowerPoint
• Advanced Level User including creating slide masters, working with templates and layouts, inserting objects (pictures, symbols, charts, etc.), creating graphs and organization charts, slide transition and animation as well as creating and running slide shows.

Word
• Expert Level User

Other
• Prepared Financial Reports using FRX, BIO, and Solomon systems.

Education & Credentials

• The University of Chicago Graduate School of Business, MBA
• University of Illinois - Urbana, Champaign, BS, Accountancy