Erin Farney, CPA
Greensboro,North Carolina
Summary
Focused professional with experience in data analysis, interpretation, and reporting. Highly proficient in the use of various software packages such as Microsoft Excel, Access, and SQL. Adept at identifying trends and correlations in data to provide valuable insights.
Overview
19
19
years of professional experience
1
1
Certification
Work History
SEC Financial Reporting Specialist
Lincoln Financial Group
01.2019 - Current
- Prepare and review financial statements, footnotes and supporting schedules
- Conduct financial analysis on consolidated and business unit results, including providing ongoing support for business unit teams
- Support quarterly earnings release and other investor relations-related matters such as debt offerings and investor presentations
- Research complex technical accounting and reporting matters and document conclusions reached in accordance with relevant accounting literature
- Assist with GAAP accounting close including preparation and/or review of journal entries and account reconciliations
- Analyze financial statements and other supporting schedules to understand trends in business and ensure accuracy of reported results, and communicate analysis to key stakeholders
- Monitor peer company filings as needed to stay current in trends within insurance space
- Participate in special projects including new accounting principle implementation and SOX process improvements
- Assist in preparation of industry and governmental surveys
- Provide support for partners across organization for all accounting and reporting needs
- Partner with external auditors to ensure successful and timely audit
Lead Financial Analyst
XPO Logistics
01.2018 - 10.2019
- Design and develop standard reporting and analytical tools to ensure profitability targets are being met
- Create standard KPIs to manage performance against previously established targets
- Implement financial planning software to attain profitability targets at various levels
- Ensure timeliness, accuracy and quality of all aspects of financial reporting and presentation including monthly and quarterly reviews for business unit
- Convert pricing models to operational forecasts/targets/budgets
- Create templates and deliverables for Operational/Financial KPIs and identify methods to monitor performance
- Facilitate vertical/overhead reporting for monthly vertical reviews with business unit president
- Complete all budget consolidation, reporting and presentation
Senior Financial Analyst
Gilbarco Veeder-Root
01.2017 - 12.2018
- Manage monthly forecasting and reporting results revenue and margin
- Analyze and understand project revenue and cost drivers to drive results
- Manage reporting deadlines and forecast process including cross-functional communication and teamwork
- Perform monthly analysis for complex financial estimates and corresponding entries
- Build and maintain SQL complex queries for data analysis and extraction
- Drive financial modeling, analysis and reporting using SQL Server, Hyperion, Microsoft Dynamics AX and SMS
- Control and review of segment P&L and reporting monthly variances to forecast and working with project managers to manage and control projects and costs
- Prepare monthly, quarterly and annual reports and analysis for senior leadership
- Train and assist general accounting group as needed on SQL queries and reporting to increase efficiencies
- Ad hoc analysis as needed to support management and strategic initiatives
- Implemented Microsoft Dynamics AX for service revenue and cost components as well as project accounting
Senior Financial Analyst
VF Corporation
01.2014 - 01.2017
- Manage the monthly forecasting and reporting results for VF Services
- Analyze and understand cost drivers to develop budgets and forecasts
- Manage reporting deadlines and forecast process for VF Services including cross-functional communication and teamwork
- Perform monthly accounting close and reconciliations for VF Services
- Review all balance sheet reconciliations to ensure accuracy and completeness
- Drive financial modeling, analysis and reporting using SAP and MPC
- Control and review of spending and reporting monthly/quarterly variances to forecast and budget working with managers and directors to manage spend
- Prepare monthly, quarterly and annual reports and analysis for senior leadership
- Train and assist general accounting group as needed on Excel and SAP reporting to increase efficiencies
- Ad hoc analysis as needed to support management and strategic initiatives
- Calculate and post entries related to intercompany foreign currency transactions
- Manage intercompany balance reconciliation process and provide guidance as needed
- Review Balance sheet and cash flow statements and understand and explain change monthly and quarterly
- Coordinate with internal audit to ensure compliance with controls and implementing key controls as needed
- Manage data flow and updates for the Plan submission, analyze changes and prepare and lead reviews in preparation for presentation to senior leadership.
Senior Financial Analyst
TE Connectivity
01.2011 - 07.2014
- Monthly forecasting and reporting results North American Automotive Business unit
- Analyze and understand cost drivers to develop budgets and forecasts
- Drive financial modeling, analysis and reporting using SAP and Hyperion
- Control and review of spending and reporting monthly/quarterly variances to forecast and budget working with managers and directors to manage spend
- Analyze operating and manufacturing expense variances and identify trends and other predictive behaviors to determine the business impact and any improvements
- Participated and supported operations team in implementation of SAP, assisting with requirement development, training and testing
- Initiated forecast process improvements utilizing Kaizen and eliminating non-value added activities to maximize team effectiveness
- Coordinate and consolidate monthly Forecast P&L in variable cost and standard cost formats including the presentation of results
- Prepare complex financial plans, financial forecasts, and various reports to better track and understand operating and manufacturing expense
- Prepare monthly, quarterly and annual reports and analysis for senior leadership of North American/
- Global Automotive Demonstrate continuous effort to improve operations, streamline work processes and work as a team within finance and to train plant finance teams locally and internationally
- Ad hoc analysis and research of technical accounting issues as needed to support management and operational and strategic initiatives.
Accounting Manager
Theodore Alexander
01.2009 - 02.2011
- Work directly with Global Chief Financial Officer of billion dollar furniture manufacturer
- Supervise AR, AP and inventory personnel and transactions including follow up on significant variances
- Responsible for overseeing accounting procedures, internal controls and database management
- Substantiate and justify expenditures and expense reports
- Prepare monthly journal entries, supporting schedules, reconciliations and financial statements
- Review all accounts and financial data at month end for accuracy
- Analyze and review all sales returns and chargeback data for trends and reserves
- Maintain fixed assets listing and depreciation schedule and record related entries
- Prepare and manage operating budget
- Analyze and interpret financial data and recommend changes to improve financial performance
- Develop chart of accounts and maintain vendors
- Reconcile and manage inventory and sales for outlet store located in High Point
- Maintain employee files and process payroll
- Maintain commission files and calculations and process monthly sales reports
- Manage insurance policies including coordination of workers compensation policy audit
- Coordinate and assist with year-end audit
Senior Audit Associate
RSM US LLP
01.2005 - 04.2009
- Provided external financial audit services to clients in manufacturing, healthcare and not for profit with revenues from $10 to $160 million dollars
- Successfully developed effective client relationships in order to facilitate audit completion and financial statement presentation
- Designed and performed audit testing based on risk assessment procedures and evaluation of internal controls
- Applied knowledge of GAAP, GAAS and relevant accounting standards to performing audits
- Analyzed financial data and prepared documentation for reporting purposes
- Supervised and trained staff and reviewed all staff documentation
- Identified and communicated control and audit issues to audit team and management
- Managed budgets and deadlines for audit engagements
- Prepared audited financial statements, related disclosures and account reconciliations
- Coordinated with managers, partners and clients to finalize report delivery
- Member of SEC engagement team assisting with business combination accounting
- Sarbanes – Oxley compliance testing for several large SEC clients
Education
Master of Science - Accountancy
University of North Carolina
Wilmington, NC06.2005
Bachelor of Arts - Communication
North Carolina State University
Raleigh, NC05.1997
Skills
- Spring Framework
- Data Modeling
- Stakeholder Communications
- Client Relationship Management
- GAAP and Statutory Reporting
- Advanced Financial Analysis
- Data Research and Analysis
- Expense and Revenue Analysis
- Oracle E-Business Suite Financials
- Advanced Computer Skills
Certification
- Certified Public Accounting, NC - 2013
Timeline
SEC Financial Reporting Specialist
Lincoln Financial Group
01.2019 - Current
Lead Financial Analyst
XPO Logistics
01.2018 - 10.2019
Senior Financial Analyst
Gilbarco Veeder-Root
01.2017 - 12.2018
Senior Financial Analyst
VF Corporation
01.2014 - 01.2017
Senior Financial Analyst
TE Connectivity
01.2011 - 07.2014
Accounting Manager
Theodore Alexander
01.2009 - 02.2011
Senior Audit Associate
RSM US LLP
01.2005 - 04.2009
Master of Science - Accountancy
University of North Carolina
Bachelor of Arts - Communication
North Carolina State University