Prioritize change workstreams and allocate capital and resources to those areas that will be most impactful for finance & controllership
Lead Team to oversee implementation of key finance systems and enhancements
Collaborate with global Finance and business stakeholders to conduct full end-to-end process assessments and identify best practices, inconsistencies, challenges, and opportunities for improvement
Conduct a thorough review of the R2R technology ecosystem to assess the effectiveness of our current tools and how capabilities are being utilized
Establish clearly defined governance processes to ensure the requisite controls are in place and are consistently driving the expected outcomes
Liaise with Finance Operations teams to manage day-to-day execution of the process
Partner with the Finance data team to measure the effectiveness and efficiency of the R2R process and identify opportunities for continuous improvement
Finance Systems Director
Jones Lang LaSalle
09.2021 - 02.2024
Designed & Lead Development of processes for Organization's Financial Restructuring and Restatements, including Global Segment Allocations.
Lead Automation initiatives, through the consolidation of Finance Operations tasks, entry calculation, and creation - with a focus on reducing month end close efforts.
Built digitization road-map of process, policies, data, and system changes to achieve business outcomes.
Directed and led documentation of business requirements, functional specifications and other deliverables.
Focus on new business development, implementing plans to align new segments to corporate bookkeeping, forecasting, and financial reporting practices.
Identified optimization potentials for process improvement, such as leveraging shared capabilities between processes, increasing adoption of technology, and streamlining finance capabilities to drive long-term improvements.
Finance Systems Director
Jones Lang LaSalle
01.2020 - 08.2021
Owner of the Finance Business Systems design for the APAC Region (process framework and IT architecture). Work with Business stakeholders and capability owners to create road-maps of reaching target processing states. Drive the transformation and change management surrounding the implementation of new technology and process solutions.
Create vision that leverages technology to automate and build integrated business architecture.
Create and implement road-map and functional blueprint that standardizes and optimizes end to end value creation and drives toward target state.
Validate business architecture design through capability mapping across systems and processes and bench-marking against best practices.
Lead and Coordinate Finance Operations PS Excellence Teams during Month-End Close procedures, coordinating and addressing efforts to meet Controllership Close Deadlines.
Work with External Audit teams to ensure procedures and systems are within compliance.
Working within the Record-to-Report workstream, with a focus on General Ledger, Allocations, Intercompany, Payroll, and Fixed Assets, for the Global Implementation of PeopleSoft 9.2.
Developed training and related Global Standard Operating Procedures documentation for End Users.
Oversee Global Fixed Assets process, including Conversion, Testing, and Workflows.
Created tools responsible for conversion and maintenance off all chartfields, and its alignment to developed standards.
Design and implementation of Global Allocations to support internal and external reporting.
Created and Designed the Global ASC 606 Process and Mechanisms.
Senior Associate II, Americas Controllership
Jones Lang LaSalle
08.2015 - 01.2017
Create month-end reports and provide variance analysis for leadership, facilitate the budget for Corporate Segment Centers, including HR, Client-Accounting Services, IT, and Office Services.
Oversee the Americas region Fixed Asset processes, including additions, depreciation, disposal, reconciliations, work-in-progress, and capitalization.
Perform month-end close procedures, depreciation, and allocation processes.
Provide Financial Analysis, Variance Commentary, and support to Corporate Segment Owners.
Budget and forecast planning for Americas Capital Spend and Corporate Segments.
Senior Intercompany Associate, Controllership
Jones Lang LaSalle
08.2013 - 07.2015
Responsible for all aspects of intercompany processes for the Americas Region.
Developed and maintain accounting principles, practices, and procedures to ensure accurate and timely financials.
The point of contact for JLL Americas's 125+ international affiliated businesses, intercompany Billing, Accounts Payable, Treasury, and Wire Settlements, Currency Revaluation, and Expatriate Payroll.
Preform month end close procedures, currency revaluation, and balance reconciliations.
Analyze and report on month end variance between Americas region and EMEA/APAC.
Develop best in practice procedures and internal controls for Global Intercompany.
Provide training and guidance to financial teams in understanding international contracts, taxes, and currencies.
Education
Bachelor of Arts - Accounting
Ohio University
Athens, OH
05-2013
Skills
Systems & Implementation Experience: PeopleSoft Financials, Oracle Cloud (ARCs, EPM, Consolidation), OneStream, Kyriba, Tableau, Pagero, ABBYY, PEGA, Microsoft Office, Alteryx
Executive Concierge at Leidos Global Headquarters at Jones Lang LaSalle (JLL)Executive Concierge at Leidos Global Headquarters at Jones Lang LaSalle (JLL)