Microsoft 365 (Excel, Word, PowerPoint, Outlook, Teams)
DANIELLE Y. RHODES
Accounting / Finance
Dallas,TX
Overview
35
35
years of professional experience
Work History
Accounting Project Manager
ROBERT HALF MANAGEMENT RESOURCES
Dallas, TX
01.2025 - Current
- Support self-distribution project rollout for accounting group, collaborate with multiple business users to define project requirements, perform system testing from accounting perspective.
- Act as a liaison for handling inventory adjustment exceptions.
Auditor / Senior Business Analyst
DALLAS COUNTY / SUM THEORY
Dallas, TX
01.2021 - 01.2025
- As probate court auditor, audit review of over 300 annual and final accounts, applications for attorney’s fees, and inventory, appraisements and list of claims in court supervised administrations and guardianships to ensure compliance with the Texas Estates Code.
- Improved 90% of business processes and documentation of audit review process.
- Confer with the Judge on problems and procedures discovered during audits and follow-ups with appropriate action as directed.
- Approved orders to attorneys’ response time increased by 80%.
- Supervise and train staff in audit functions.
- As internal project manager for probate court Odyssey case management system upgrade, gather business requirements, review and document business processes future state, execute user acceptance testing.
- Monitor, update, and maintain current production environment.
- As senior business analyst with consulting firm, collaborated with technical analyst and subject matter experts (SMEs) on configuration of Odyssey case management system for JP Courts.
- Agile/Waterfall Methodology used.
- JIRA used for issues tracking.
- Coordinated and performed User Acceptance Testing (UAT).
Project Manager / Business Analyst
THE BRIDGE / ROBERT HALF MANAGEMENT RESOURCES
Dallas, TX
01.2015 - 01.2021
- Executed and managed overall Project Plan for new Non-Profit Financial Edge and Raiser’s Edge systems implementation for Accounting and Fund Development departments of $10M Homeless Recovery Center.
- As Business Analyst, mapped data (chart of accounts, transactional data, and constituent records), created reports, reconciled reports, and performed a multitude of other analytical tasks.
- Oversaw and managed the training schedules of 9 staff members to ensure they would be ready to navigate and execute their responsibilities and duties in the new system.
- Documented Business Processes for the Accounting and Fund Development departments using Microsoft Visio.
Business Initiatives Consultant
Wells Fargo
Dallas, TX
01.2015 - 01.2021
- Executed the documentation of end-to-end data/processes for Report Mapping & Issue Identification team in-scope Risk and Regulatory reports.
- Facilitated detailed alignment of financial product data elements to reporting logic to ensure accurate reporting.
- Reviewed and ensured system logic and definitions were consistently applied to similar financial products and worked with business partners to ensure data in systems of record were aligned.
- Leveraged COSO principles, data management standards, and other skills to ensure compliance with Governance and Oversight Framework, COSO, and Enterprise Data Governance requirement/policies.
- Designed and maintained processes to ensure accuracy and integrity (i.e., documentation provided accurate end-to-end view) across all documentation.
Business Analyst
PINNACLE TECHNICAL RESOURCES, INC.
Dallas, TX
01.2013 - 01.2015
- Developed, wrote, and performed user acceptance testing for the Test and Production environments of TeamConnect – Collaborati Spend Management (CSM) module, Legal industry software platform.
- Managed, evaluated, and assessed internal controls, developed and documented technical Accounts Payables procedures to streamline business processes for Legal Finance team.
- Performed data migration analysis and mapping of 2 legacy systems (AIMS, Legal SAP) to TeamConnect – CSM module.
- Validated and verified no redundancy of Master Vendor List comprising 900+ international vendors in TeamConnect, post go-live.
- Verified vendors submitted timekeepers for authorization, post go-live.
- Created 6 technical quick reference guides and updated 4 technical training presentations for TeamConnect – CSM module.
- Participated in special projects and Ad hoc requests from Project Manager.
Manager of Accounting and Financial Systems
FTS INTERNATIONAL
Fort Worth, TX
01.2011 - 01.2012
- Developed “Future State” Business Processes utilizing “World Class” and “Industry Best Practices” while ensuring proper SOX and Audit controls regarding Microsoft Dynamics AX 2012 ERP Implementation with focus on General Ledger & Financial Reporting, HR and Payroll, Taxes, Treasury, Accounts Receivable, and Accounts Payable.
- Identified AX touch points within processes.
- Tested configuration settings to ensure they met “Future State” requirements.
- Managed/supervised realization team assigned to ensure that system design and deployment met the needs of the various business segments.
- These members focused on Supply Chain activities, including Procurement & Sourcing, Inventory & Warehousing, Product Information Management, Logistics, and Fixed Assets.
- Managed/supervised Training & Support Center 5-member team for ERP Implementation.
Financial Executive
ROBERT HALF MANAGEMENT RESOURCES
Dallas, TX
01.2008 - 01.2011
- As Accounting Manager/Senior Accountant division liaison oversaw monthly, weekly, and daily General Ledger accounting and financial reporting activities for construction Company, Warren Beatty, generating $4.3B in Revenues.
- Managed and supervised professional staff of 10 responsible for G/L, A/R, A/P, Cash Management, and Sales and Use Taxes.
- Converted/Implemented Chart of Accounts in Oracle ERP system for $2B manufacturing Company, Essilor USA, with emphasis on internal controls improvement and reduction of financial reports from 500 to one half.
- Converted/updated 75 versions of Financial Statements - Balance Sheet/Income Statement to produce standardized reporting across lines of business.
- Wrote and tested 40 Oracle Allocation Rules in Test and Production environments.
- Revised 10 Cross Validation Rules to concur with the new Allocation rules.
- Set up new GL account strings, such as Parent and Child relationship values.
- For 3 year period, performed other pertinent tasks and activities from the Project Manager.
- Conducted a TX Sales/Use Tax Audit project for the plant accounting group of Peterbilt Motors Company, collected and analyzed invoice data of taxable items, conducted tax compliance research, and had Engineers confirm.
- Audit liability estimated at $1.5M, reduced $400K upon review of internal controls and compliance with government rules and regulations.
- Assisted in management of the Capitalized Fixed Assets by applying paid invoices against capitalized projects and setting up Fixed Assets and Accruals of Assets under Construction.
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Education
MBA - Management Information Systems
Mercer University
Atlanta, GABBA - Accounting
Texas Southern University
Houston, TXCertification
- CPA - Certified Public Accountant
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Support self-distribution project rollout for accounting group.
- Collaborate with multiple business users to define project requirements.
- Documented User Acceptance Testing (UAT) results.
- Documented Business Process Flows (Procure to Pay, Order to Cash, etc) using Microsoft Visio.
Affiliations
- New Jersey Society of CPAs
- Texas Southern Dallas Alumnae Chapter
- Delta Sigma Theta Sorority Inc
Skills
GAAP
Auditing procedures
Tax compliance
Oracle financials
Software
Oracle EBS, SAP
Odyssey (Court Case Management System)
SharePoint
Timeline
Accounting Project Manager
ROBERT HALF MANAGEMENT RESOURCES
01.2025 - Current
Auditor / Senior Business Analyst
DALLAS COUNTY / SUM THEORY
01.2021 - 01.2025
Project Manager / Business Analyst
THE BRIDGE / ROBERT HALF MANAGEMENT RESOURCES
01.2015 - 01.2021
Business Initiatives Consultant
Wells Fargo
01.2015 - 01.2021
Business Analyst
PINNACLE TECHNICAL RESOURCES, INC.
01.2013 - 01.2015
Manager of Accounting and Financial Systems
FTS INTERNATIONAL
01.2011 - 01.2012
Financial Executive
ROBERT HALF MANAGEMENT RESOURCES
01.2008 - 01.2011
BBA - Accounting
Texas Southern University
MBA - Management Information Systems
Mercer University