Malik R. Alansari
Summary
Strategic and detail-oriented Certified Public Accountant with over 18 years of experience in financial leadership roles. Recognized for a proven ability to design and implement financial procedures that enhance operational efficiency, reduce costs, and drive sustained profitability. Expertise in transforming complex financial data into actionable insights that empower executives to make informed decisions. A solid foundation in compliance, internal controls, and the implementation of financial systems across mid-sized to large organizations ensures a comprehensive approach to financial management. Committed to fostering a culture of continuous improvement and excellence in all financial operations.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Director of Finance and Operations
DEFENSE RESEARCH INSTITUTE INC (DRI)
11.2020 - Current
- Achieved operational excellence in financial systems for DRI, DRI Foundation, and NFJE. Led finance, human resources, and office management teams to optimize performance. Drove improvements in financial operations, contributing to overall organizational success.
- Supervised comprehensive accounting operations, ensuring prompt handling of accounts payable, accounts receivable, and cash receipts.
- Managed monthly financial statement processes, ensuring precise distribution and thorough reconciliation for financial integrity.
- Oversaw monthly bank reconciliations, transfers, and deposits to maintain financial accuracy. Directed the establishment of accounting audit procedures to enhance compliance. Managed cash flow and line of credit to optimize financial resources.
- Oversaw expenditure authorization aligned with budgetary constraints. Evaluated and refined financial projections and cash flow to enhance accuracy.
- Developed analytical reports to assess and project financial performance based on historical, current, and anticipated operations.
- Managed internal auditing and insurance coverage to safeguard business assets and mitigate risks.
- Generated comprehensive monthly and year-end financial statements to facilitate thorough annual audit processes.
- Orchestrated development and execution of fiscal operational plans to drive achievement of departmental business goals.
- Engaged with senior leadership to ensure seamless information flow and alignment throughout the organization.
- Partnered with department directors to support strategic growth initiatives.
- Managed comprehensive review of all budget forecasts to ensure alignment with organizational financial strategies.
- Championed implementation of best financial practices by disseminating standard operating procedures and ensuring senior leadership and staff remain informed on financial status.
- Facilitated the growth of a top-tier internal finance team by actively sourcing, mentoring, and enhancing the capabilities of talented finance professionals including accountants, analysts, and auditors.
- Managed all aspects of corporate and charitable registrations, including licensing and reporting to the IRS and relevant jurisdictions, to maintain organizational compliance.
- Oversaw comprehensive human resources functions and systems, including employee benefit programs and Paycom administration.
- Directed all operational functions, encompassing mailroom and office management activities.
Senior SOX Analyst
ARTHUR J. GALLAGHER & COMPANY
06.2018 - 11.2020
- Conducted deficiency analysis and risk assessments to enhance internal controls over financial reporting, supporting corporate governance and accountability.
- Analyzed risk factors annually to establish the scope of SOX controls and mitigate potential compliance issues.
- Developed and updated narrative flowcharts and risk-control matrices based on insights from process and control owners.
- Developed and implemented training sessions to educate control owners on SOX compliance and best practices.
- Collaborated with process and control owners to identify and mitigate SOX compliance risks effectively.
- Managed development and execution of self-testing initiatives to enhance operational efficiency.
- Oversaw spreadsheet testing and conducted fraud risk assessments to ensure adherence to SOX 404 regulations.
- Partnered with management to assess and refine internal risk and control activities, ensuring strategic alignment.
- Supported process owners in establishing and executing effective control measures.
- Evaluated and addressed scoping and coverage tracking findings to enhance operational practices with process owners throughout the organization.
- Engaged with various levels of finance teams and process owners to address SOX issues and develop remediation strategies.
- One of the world's largest insurance brokerage and risk management services firms. Provides a full range of retail and wholesale property/casualty brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services.
Audit Manager
WARADY & DAVIS L.L.P., Deerfield, IL
Deerfield, IL
10.2013 - 06.2018
- Manages audit, review and compilation engagements for non-profits, employee benefit plans, small to medium size corporations. Industries include student debt servicing, hospitality, construction, consulting, distribution and middle-market manufacturers.
- Performs financial and compliance audits in accordance with Generally Accepted Audit Standards.
- Completes audit planning, engagements and compilations with Audit Partners.
- Manages audit of multi-million dollar non-public corporations.
- Manages multiple client accounts with quick turnaround to strict deadlines.
- Works with key client management to gather information and resolve audit related problems.
- Performs various analytical procedures on high-risk account balances to identity areas of concern.
- Reviews and creates detailed work papers to complete audit objectives and determine the adequacy of internal controls for completion of financial statements.
- Reviews and assembles financial statements using key documents and ledgers.
- Presents cost saving strategies to management after completion of field work.
- Completes government tax forms for individuals and small to medium sized corporations.
- Public accounting firm provides financial services to individuals, middle-market manufacturers, small corporations, non-profits and single - employer benefit funds.
Audit In Charge
BANSLEY & KIENER L.L.P., Chicago, IL
Chicago, IL
01.2007 - 10.2013
- Assists in audit, review and compilation engagements for non-profits, employee benefit plans, small to medium size corporations and middle-market manufacturers.
- Performs financial and compliance audits in accordance with Generally Accepted Audit Standards.
- Assists Audit Managers/Supervisors in audit planning by developing, organizing and completing projects.
- Creates detailed work papers to complete audit objectives and determine the adequacy of internal controls for completion of financial statements.
- Assembles financial statements using key documents and ledgers.
- Reconciles client books for tax preparation.
- Complete government tax forms for trade associations, benefit funds, and small to medium sized corporations.
- Public accounting firm provides financial services to individuals, middle-market manufacturers, financial institutions, small corporations, trade associations and multi- employer benefit funds.
Education
Masters in the Science of Taxation -
Northern Illinois University
Hoffman Estates, ILBachelors in Accounting and Management - undefined
Concordia University
River Forest, ILSkills
- FAS Asset Accounting Client
- QuickBooks Pro/Online
- JD Edwards
- Great Plains
- AuditBoard
- Chase Connect
- Cashflow 360/Billcom
- Paymennent
- IMIS
- CE21
- Paycom Payroll
- Empower
- Ramp
- SAGE Intacct
- Extensive experience with Microsoft Excel, Microsoft Word, Microsoft PowerPoint and Microsoft Outlook
Accomplishments
Transitioned dated systems to API connected workflows. This includes bill pay, credit card, sales and accounting systems.
Certification
Certified Public Accountant - Illinois
Timeline
Senior Director of Finance and Operations
DEFENSE RESEARCH INSTITUTE INC (DRI)
11.2020 - Current
Senior SOX Analyst
ARTHUR J. GALLAGHER & COMPANY
06.2018 - 11.2020
Audit Manager
WARADY & DAVIS L.L.P., Deerfield, IL
10.2013 - 06.2018
Audit In Charge
BANSLEY & KIENER L.L.P., Chicago, IL
01.2007 - 10.2013
Bachelors in Accounting and Management - undefined
Concordia University
Masters in the Science of Taxation -
Northern Illinois University