Brigitte M. Whatley
Dallas,TX
Summary
IT SAVVY FINANCE & ACCOUNTING EXECUTIVE Global accounting and finance leader with focused experience collaborating cross-functionally with all teams to drive organization initiatives, automate processes, identify additional revenue streams, reduce costs through a keen eye for improvement, and effectively build relationships throughout the organization to bring cohesiveness and to achieve operational excellence. Is tech-savvy, has model building, data analysis, and presentation skills to drive operations and automation. GAAP Audits Financial Statement Analysis Thought Leadership Treasury & Cash Mngt SAAS KPI/Metrics & Reporting Strategic Decision Maker Software Conversion Sales Tax Forecasts & Budgeting Cost Reduction & Avoidance Process Efficiency Payroll/Tax Reporting Variance Research & Analysis Small Business Mergers & Acquisitions Dedicated Finance Executive with [Number] years of experience in all areas of finance and investment management. Hands-on leader with strong business acumen and analytical mindset to identify and correct underachieving trends. Analytical Vice President of Finance possessing in-depth knowledge of cost control, budgeting and financial accounting. Proficient in [Software]. Detail-oriented and precise professional offering [Number] years of experience leading and coordinating various financial activities such as debt financing and financial planning. Top-notch [Job Title] with proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Vice President Finance and Accounting
AXXESS Technology Solutions
10.2019 - Current
- Leadership Big Data Analysis Industries: Home Health, Service, Insurance
- TECHNOLOGY
- Expert Excel Advance Word, PPT, Access Tableau Light SQL
- Crystal Reports Sage Intacct Great Plains Dynamics Various other software
- ACHIEVEMENTS
- Created interactive ROI healthcare model winning large enterprise healthcare organization client
- Evaluated month-end client invoice generation for start-up agencies and led automation and report generation to reduce monthly time spent from 16 hours to one hour
- Developed and led global initiatives identifying $23m additional revenue including modeling to track achievement rates
- Created reporting through querying SQL and developed metrics to perform analysis on granular to regional level which allowed redesign of Sales Team and provided visibility into and dramatically increased confidence of commissions paid
- Enhanced escheat liability process by creating Treasury Access database to reconcile to state submission, which housed over 250,000 records totaling over 10 million dollars
- Streamlined and reduced bank reconciliation process from five people to one person by automating 39 cash reconciliations by creating Accounting Access database linked to Excel spreadsheets
- Redesigned them into four reports based on account category
- Reduced oil and gas interest preparation time by 89% by creating and integrating Access Database, complex Excel
- Spreadsheets, and Word templates
- Through redesign, decreased database test script run-time by 50% by designing comprehensive flowchart of technical decision flow of custom pharmaceutical
- Centralized training process for 300+ employee call center by analyzing training process, designing, and creating training database, Finance and Accounting
- Built and leads US and Global Accounting and Finance teams to accommodate organization’s growth and develop through training and mentoring all finance and accounting staff to level up technically and professionally
- Reports directly to and works with CFO and other leadership on all finance, accounting, technical strategy and analysis needs
- Focuses on revenue generation, expense management, layered leadership, creating redundancy, and aligning processes and procedures across entities while maintaining localization integrity and delivering operational excellence.
- Analyzed business plans to validate and identify investment opportunities.
- Developed financial analysis and business plans for proposed acquisitions, partnerships and investments.
- Utilized Excel to create sophisticated spreadsheet models to analyze operating metrics across all teams.
- Controlled accounting operations and oversaw transactions related to payroll, financial reporting, payables and receivables.
- Managed vendor changes to improve cost controls and improve workflow operations.
- Coordinated and studied financial audits to provide recommendations for procedural improvements.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Enhanced internal control systems and procedures to mitigate risk and support opportunities.
- Strategically anticipated long-term business needs by analyzing revenue trends to inform process improvements.
- Improved resource utilization with data management systems, reducing costs through strategic coordination and contract analysis.
- Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
- Introduced software tools and process improvements to mitigate loss and drive operational growth.
- Designed and modified reporting procedures and controls to inform business development and growth.
- Ran comprehensive cost/benefit analyses before suggesting new business movements and decisions.
Controller of Finance and Accounting
Axxess Technology Solutions
10.2019 - 11.2022
- Built and led US and Global Accounting and Finance teams
- Developed team members to provide excellent internal and external client service as well as reorganizing team into corporate structure focusing on accountability, professionalism, and internal controls
- Through leadership and technology expertise, automated processes driving down costs and increasing accuracy and efficiency
- Built out and developed “small” company accounting and finance teams taking them from minimal technical understanding to training them on various tools and raising standard to excellence that is accommodating growth into four global locations.
- Handled day-to-day accounting processes to drive financial accuracy.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Evaluated and improved financial records to make important business decisions.
- Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
- Leveraged finance knowledge to strengthen controls and improve transparency.
- Modified comprehensive reporting to reflect changing financial structure.
- Prepared working papers, reports and supporting documentation for audit findings.
- Collected and reported monthly expense variances and explanations.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
- Developed financial models to assess and analyze financial performance of clients.
Controller
Aldinger Company
01.2013 - 10.2019
- Experienced with complex accounting matters, financial analysis, process improvement, and system implementation
- Direct and manage all aspects of accounting operations, conduct financial analysis to produce forecasts and manage cash and line of credit, prepare timely and detailed reports on financial performance on monthly, quarterly, and annual basis, oversee and manage all aspects of human resource operations, process full, in-house payroll and payroll tax reporting, and strategically work with IT consultants to develop software utilization and efficiency
- Integrated (small) Arkansas acquisition into current systems.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Managed payroll data entry and processing for 60 employees to comply with predetermined company guidelines.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Calculated salesperson commissions based on established parameters and disbursed payments.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management
- Prepared balance sheets, cash flow reports and income statements
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages
- Managed daily financial functions in collaboration with accounting and payroll personnel
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns
- Managed payroll data entry and processing for 60 employees to comply with predetermined company guidelines
Accounting Adjunct Professor
Strayer University
08.2010 - 01.2013
- Graduate Financial Accounting, Intermediate Accounting II, Principles of Accounting
- Mentored and tutored CPA students, maintaining open office availability for offering assistance.
- Standardized accounting practices and methods for in-classroom presentation.
Interim Corporate Controller
RS Water Holdings, Inc. (Culligan)
08.2012 - 01.2013
- Purified water service provider), Hired to assist company with transition to Metroplex
- Set up bank relationships with ACH and APP and reporting
- Performed analysis on all major expenses and did daily cash-flow analysis
- Created monthly revenue analysis
- Managed vendor relationships and accounts payable
- Calculated and submitted Sales & Use tax for Dallas and Houston
- Calculated and submitted Franchise Royalties
- Also, did multiple ad-hoc projects to assist with transition process i.e., inventory, accounts receivable, and COGS.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
Senior Treasury Analyst
Affirmative Insurance
06.2011 - 08.2012
- Reviewed and redesigned unclaimed property reporting process
- Reduced data preparation time from four persons to one person utilizing complex Excel formulas and data organization
- Designed and created unclaimed property database to complement
- Financial Software Innovations (FSI) reporting software
- Created bank signor reporting database to accommodate SOX compliancy
- Created and maintained corporate cash flow forecasts, bank account analysis, and reported actual to forecast cash flow results
- Cash movement to meet company needs.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
- Handled cash flow, debit and interest schedules and bank accounts.
- Analyzed financial patterns and made accurate predictions.
- Created and maintained precise and accurate models, charts and reports.
- Developed financial projections and forecasts to guide investment decisions.
Senior Accountant
Affirmative Insurance
08.2010 - 06.2011
- Reduced bank reconciliation process from five people to one person by automating 39 cash reconciliations creating, Access database and Excel spreadsheets
- Redesigned reconciliations into four reports based on account category
- Maintained existing and develop new month-end reporting and close procedures
- Assisted Financial Reporting Group in monthly, quarterly and annual statutory financial reporting process to successful completion.
- Reconciled accounts and created documents for monthly closure procedures.
- Prepared monthly journal entries and reconciliations
- Reconciled accounts and created documents for monthly closure procedures
- Completed year-end closing processes with controllers and external auditors
- Reviewed documents and accounts for discrepancies and resolved variances
Education
MBA - Corporate Finance
UNIVERSITY OF DALLAS – GRADUATE SCHOOL OF MANAGEMENT
Dallas08.2008
Graduate Certificate - Marketing
SOUTHERN METHODIST UNIVERSITY – SMU COX SCHOOL OF BUSINESS
03.2008
MBA - Corporate Finance
2008
Marketing Certificate - undefined
2008
BBA - Corporate Finance, Accounting
LIBERTY UNIVERSITY
Lynchburg, VA04.2007
Skills
- Account Updates
- Correspondence Writing
- Microsoft Office
- Auditing and Attestation
- Financial Data Tracking
- Training and Development
- Month-End and Year-End Closings
- Reporting Optimization
- Payroll Oversight
- Profit and Loss Accountability
- Negotiation and Conflict Resolution
- Results Orientation
- Interviewing and Counseling
- Audit Preparation
- Intercompany Reconciliations
- Generally Accepted Accounting Principles
- Expense Tracking
- GAAP Accounting Practices
- Staff Oversight and Leadership
- Payroll Processing
- Financial Statement Review
- Accounting Records Analysis
- Accounting Management Assessment
- Personnel Accountability
- Resolving Discrepancies
- Policy Enforcement
- Effective and Professional Communication
- Account and Revenue Tracking
- Critical Thinking and Analysis
- Reliability and Integrity Improvement
- Cash Analysis
- Audit Financial Records
- Team Training
- Cash Flow Forecasting
- Prepare Budgets
- Report on Findings
- Business Performance Review
- Financial Reporting
- Month-End Closing Management
- Business Operations Analysis
- Finance and Accounting Operations
- Budget Administration
- Knowledge of Financial Statements
- Corporate Partnerships
- Business Operations and Forecasting
- Budgeting and Variance Analysis
- Administrative Oversight
- Quality Assessments
- Financial Projections
- Test Financial Controls
Certification
- CPA - Certified Public Accountant
- CTP - Certified Treasury Professional
- FMVA - Financial Modeling and Valuation Analyst
Timeline
Vice President Finance and Accounting
AXXESS Technology Solutions
10.2019 - Current
Controller of Finance and Accounting
Axxess Technology Solutions
10.2019 - 11.2022
Controller
Aldinger Company
01.2013 - 10.2019
Interim Corporate Controller
RS Water Holdings, Inc. (Culligan)
08.2012 - 01.2013
Senior Treasury Analyst
Affirmative Insurance
06.2011 - 08.2012
Accounting Adjunct Professor
Strayer University
08.2010 - 01.2013
Senior Accountant
Affirmative Insurance
08.2010 - 06.2011
MBA - Corporate Finance
UNIVERSITY OF DALLAS – GRADUATE SCHOOL OF MANAGEMENT
Graduate Certificate - Marketing
SOUTHERN METHODIST UNIVERSITY – SMU COX SCHOOL OF BUSINESS
MBA - Corporate Finance
Marketing Certificate - undefined
BBA - Corporate Finance, Accounting
LIBERTY UNIVERSITY