Allison Wilson
Mckinney,TX
Summary
Accomplished department team leader at Unified Women's Healthcare, supporting a $2 billion revenue portfolio with a strong track record in software system implementations, strategic planning, and optimizing financial processes. With over 14 years of expertise, including a background in sports and entertainment, I am adept at driving efficiency improvements and fostering team development in fast-paced dynamic environments. Committed to upholding integrity and cultivating a collaborative team culture, I focus on delivering precise financial insights while supporting organizational growth and professional advancement within teams.
Overview
19
19
years of professional experience
Work History
Assistant Controller, AVP
Unified Women's Healthcare
10.2022 - Current
- Ensure integrity of consolidated general ledger accounts through regular reconciliations, adjustments, and financial statement review
- Implemented Blackline tasks to streamline month-end closing procedures, reducing time spent on manual tasks and increasing efficiency.
- Mentored senior and junior team members in accounting best practices, fostering a positive work environment and have promoted within the team for all professional development opportunities within the past twelve months.
- Lead the team in implementation of Blackline, RCA (revenue recognition) and Yooz software systems in order to improve data accuracy, reconciliations, variance analysis, and reduce processing time.
- Reduced discrepancies between actuals and forecasts by refining revenue recognition methodologies and implementation of RCA tool.
- Migrated northern division from Great Plains to NetSuite to streamline financial reporting, accounting team tasks, and reduce monthly close processes.
- Created ad-hoc revenue reports and KPIs for upper management to support decision making during critical business periods.
Senior Manager, Financial Reporting
Callaway Golf/Topgolf
01.2020 - 10.2022
- Collaborated with parent company to prepare, review, and write S4 filing and all subsequent SEC response letters for merger of Callaway and Topgolf
- Project manager for implementation of SAP for corporate accounting team; including design planning, strategic business decisions, interface conversions, user acceptance testing management, and go-live support
- Implemented and streamlined procedures, processes, interfaces, and checklists to reduce monthly close to five workdays while not impacting the integrity and reliability of financials
- Collaborate with COO and VP of FP&A for prioritizing and planning strategic business development needs to positively impact efficiency and company culture
- Project lead in preparation and filing of S1 and all subsequent SEC responses letters for initial public offering
- Managed equity portfolio prior to merger, including but not limited to working with due diligence lawyers to finalize waterfall consideration to convert private equity to ELY stock
- Managed shareholder communication of conversion, execution of options, issuance of annual equity awards and equity raise or transfers
- Prepared annual and quarterly audited financial statements, presented monthly financials to CEO and CFO with variances to forecast, budget and prior year
Senior Financial Reporting Analyst
Aventiv Technologies, LLC
09.2018 - 12.2019
- Implemented all phases of ASC 606 revenue recognition and ASC 842 lease adoption including establishing an internal communication plan, adoption timeline, completing technical analysis, drafting financial disclosures and policies while managing stakeholders and external auditors
- Compile, analyze and maintain monthly financial reports of results, trending, and forecasting data from all business segments for internal and external reporting
- Prepared annual and quarterly audited financial statements
- Analyze, research, and review all financial activity for material variances and discrepancies and assist in resolving issues prior to close
- Spearheaded financial software integration of subsidiary, drafting close procedures, checklists and templates to optimize recurring processes
Maintenance & Operations Finance Manager
American Eagle Airlines
02.2010 - 12.2010
- Oversaw team of four analysts to develop annual budgets with the Maintenance & Operations team for financial forecast and investor planning
- Performed a fleet specific cost analysis study to pin point focus areas for more efficient maintenance cycles, scheduling and spending for the President of the airlines
- Worked with SAAB, main aircraft supplier, to evaluate maintenance concerns and issues to develop a financially beneficial part replacement plan and saved approx. $3M in maintenance spending
- Managed monthly close duties including spend and maintenance hours analysis and deviation reports for presentation to the CFO
Senior Accounting Analyst, External Reporting
American Airlines
09.2007 - 02.2010
- Prepared and filed SEC year end and quarterly financial statements, including the company’s initial XBRL filings, for both parent and subsidiary filings
- Performed monthly accounting presentation and close duties for jet fuel hedge contracts
- Assisted with the company’s $650M convertible note issuance timeline, reporting and SEC filing
- Audit liaison for external and internal audit inquiries
- Reviewed journal entries, account reconciliations, and financial statements and compiled forecasting
reports - Ensured continual compliance with accounting deadlines
- Reviewed journal entries, account reconciliations, and account analysis
- Prepared monthly closes entries, including rewards program accruals and aging schedule
Senior Audit Associate
Deloitte
08.2005 - 09.2007
- Developed and performed critical audited procedures for public and non-public clients in energy, entertainment, manufacturing, media, healthcare and financial institution industries
- Implemented and preformed initial SOX governing internal control testing for $6 Billion client
- Drafted financials and supporting documentation for several IPOs, bond & debt issuances for multiple Fortune 500 clients
- Mentored, coached and managed new associates to the firm on a daily basis
- Managed client-firm relations on a daily basis with Executives
- Organized, scheduled and managed college recruiting events for over 100 students, and effectively brought quality candidates to the firm
Education
Master of Science - Management Information Systems
Texas A&M University
College Station, TX05-2005
Skills
- Financial reporting, full-cylce acounting
- Budgeting and forecasting
- Excel/VBA, Power Query
- G/L: NetSuite, SAP, Great Plains, Dynamics 365
- Reporting: Prophix, Oracle/Hyperion, Anaplan
- Other: Blackline, Trintech, FloQast, RCA/Kodiak, Workiva, Yooz
Timeline
Assistant Controller, AVP
Unified Women's Healthcare
10.2022 - Current
Senior Manager, Financial Reporting
Callaway Golf/Topgolf
01.2020 - 10.2022
Senior Financial Reporting Analyst
Aventiv Technologies, LLC
09.2018 - 12.2019
Maintenance & Operations Finance Manager
American Eagle Airlines
02.2010 - 12.2010
Senior Accounting Analyst, External Reporting
American Airlines
09.2007 - 02.2010
Senior Audit Associate
Deloitte
08.2005 - 09.2007
Master of Science - Management Information Systems
Texas A&M University
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