Dynamic financial leader with extensive experience at excelling in financial reporting and analytics. Proven track record in developing business intelligence solutions and enhancing team capabilities. Strong analytical skills combined with effective communication foster collaboration and drive strategic decision-making, resulting in significant operational improvements.
Lead a team of financial reporting analysts and business intelligence developers to support the Enterprise’s Financial Planning & Analysis Community of Practice by focusing on the areas of Financial Reporting, Forecasting, and Analytics.
Create strategies for consistent end user experience for financial reporting and analytics.
Create consistent data definitions across the Enterprise.
Create and maintain consistent metrics/KPI definitions and how they are applied.
Develop strategies with regards to our technology landscape to leverage the proper tools for right purpose.
Follow and maintain trends of Enterprise reporting needs.
Increase technology, process, data and subject matter skills through knowledge sharing among members of the team.
Create critical role profiles for talent acquisition.
Establish clear behavior expectations for each role.
Remedy identified talent gaps through hiring and/or training and development.
Assist team members with their own Performance & Development plans.
Financial Reporting / Business Intelligence Developer – Electronic Products Division
W.L. Gore & Associates, Inc.
04.2006 - Current
My commitments require a unique combination of skills that include strong proficiencies in both accounting/finance/US GAAP and database management, as well as having strong knowledge and understanding of the Enterprise’s BI Tools.
Lead in creating and maintaining all aspects of financial reporting, which include: Month end and year end consolidated financial statements.
Manage the division’s allocation process of financial reporting information.
Business unit reporting used by business unit leaders for strategic decision making.
Create and maintain business intelligence solutions for global finance, sales, and manufacturing functions throughout the division.
Maintain day-to-day functional requirements of dashboards and metrics.
Train users on functionality and capability of division business intelligence applications.
Maintain user security.
Ad-hoc financial and operational reporting for finance, sales, and manufacturing functions.
Create and maintain data modeling used in OLAP dashboard and metric reporting in a SQL data warehouse environment.
Create and maintain metadata models in Cognos Framework Manager.
Create and maintain data warehouse tables, views, and procedures in Oracle data warehouse.
Key results: Improved and streamlined BDR publishing process.
Successfully lead project on a global BI tool to monitor and address production waste used by operation leaders globally. The tool uncovered the potential of $11 million impact to net income through waste reduction efforts.
Financial Reporting Business Analyst – Medical Products Division
W.L. Gore & Associates, Inc.
07.2013 - 06.2017
My commitments require a unique combination of skills that include strong proficiencies in both accounting/finance/US GAAP and database management, as well as having strong knowledge and understanding of the Enterprise’s BI Tools.
Financial analysis support for the R&D leg of the stool that includes monthly financial reviews, forecasting and R&D Tax Credit support.
Create and maintain business intelligence solutions for global finance, manufacturing and R&D functions throughout the division.
Maintain day-to-day functional requirements of cubes, dashboards and metrics.
Train users on functionality and capability of division business intelligence applications.
Maintain user security.
Create and maintain data modeling used in OLAP cubes, dashboards and metric reporting in a SQL data warehouse environment.
Create and maintain metadata models in Cognos Framework Manager.
Create and maintain data warehouse tables, views, and procedures in Oracle data warehouse.
Key Results: Lead project that developed Master Data Management (MDM) Business Unit alignment within E1 to be leveraged in our BI environment.
Participated in division wide implementation of Time Tracking for R&D.
Developed and deployed PowerPlay cubes to be used by BU and Cost Analysts for their month end analysis needs as well as forecast reviews.
Developed and deployed a finance dashboard to multiple users both within and without finance.
Developed and deployed a finance dashboard specifically focusing on R&D spending activities and performance to forecast.
Senior Business Analyst
Municipal Mortgage and Equity
Baltimore
06.2004 - 12.2005
Core commitments included, but were not limited to: Manage all aspects of PeopleSoft ERP.
Create and maintain automated financial reporting used for monthly, quarterly and annual financial statements as well as SEC reporting.
Lead liaison with external financial and Sarbanes-Oxley compliance auditors.
Lead liaison with enterprise Application Service Provider (ASP).
Senior Accountant
Municipal Mortgage and Equity
Baltimore
01.2004 - 06.2004
Core commitments included, but were not limited to: Reviewed all accounting activity for the company's fund management group, which included a Group Trust and REIT.
Responsible for the preparation and review of financial statements on a quarterly and annual basis.
Participated in the audit of the company's REIT.
Lead accounting for the company's construction loans, permanent loans, and equity financing activities.
Lead accounting for the company's construction and permanent loan origination fees.
Prepared monthly, quarterly, and annual debt covenants related to two major lines of credit.
Prepared quarterly MBA and GNMA compliance reporting.
Participated in the review and implementation of FIN 46 as it relates to the company's tax credit equity segment.
Prepared quarterly variance analysis on the company's loans receivable and notes payable.
Lead accounting for the company's tax exempt bonds securitizations.
Participated in the role of PeopleSoft poweruser for the accounting group.
Controller
Quest International, Inc.
Miami
01.2000 - 01.2004
Core commitments included, but are not limited to: Month end and year end close, and preparation of monthly, quarterly and annual financial statements.
Year-end internal audits.
Annual forecasting/budgeting.
Federal and state income tax preparation.
Manage the company’s ERP system and users.
Acting DBA and Business Intelligence developer.
Network administrator and lead liaison with external IT service providers.
Ad-hoc operation and financial reporting.
Key Results: Successfully implemented the company’s first ERP and Business Intelligence system.
Implemented network infrastructure.
Senior Accountant
Bayview Financial Trading Group
Miami
06.2000 - 12.2003
Core commitments included, but were not limited to: Overseeing real estate accounting for five malls, and one commercial office building.
Review day-to-day accounting activities of outsourced property management company and one Staff Accountant.
Heavily involved in month end closings including monthly reviews of general ledger.
Responsible for financial reporting on properties, and performing monthly variance analysis.
Was able to improve efficiency, and narrowed closing time from ten to six days.
Assisted VP of Finance in our first 'company sale' of our one commercial office building.
Performing monthly analysis on money markets and revolving cash accounts used for securitizations of loans, investments in time deposits, swaps, investments in preferred stock, and distributions to bondholders.
Overseeing accounting for Canadian operations, including translation of foreign exchange for the preparation of consolidating to parent company.
Implemented accounting system and policies & procedures in accordance to GAAP (FAS No. 52) for the accounting of foreign exchange.
Performing monthly variance analysis on consolidated financials of parent company in addition to performing monthly analysis of consolidated equity.
Performing monthly analysis on all Non-amortizing interest-only securities as well as amortizing interest-only securities, and monitor investments in trading securities, and available-for-sale securities.
Performing monthly analysis of FNMA securities, SASCO securities, and FHLMC securities.
Booking company-wide payroll.
Education
Bachelor of Science - Accounting
FLORIDA INTERNATIONAL UNIVERSITY
Miami, FL
Skills
Ski instruction and coaching
Backcountry skiing expertise
Avalanche safety and rescue
Carpentry skills
Adaptive skiing support
Training
PeopleSoft University: Payables, General Ledger, PS nVision for General Ledger, Query/Crystal for Financials, and Financial Allocations.