Nana Adum, CPA

Consulting Operations Manager Mar 2018 - Jan 2021

• Engage with consulting sales teams on new pursuits to provide financial insights and recommendations to enhance overall economic value of deals by providing various pricing scenarios
• Craft strategic contracts with language that satisfies core engagement delivery for enhanced customer satisfaction and also ensure clarity to internal legal requirements, financial reporting and GAAP revenue recognition guidelines
• Forecast and budget for consulting business segments with combined $180M in annual gross revenue budget including working closely with business leaders to assist in strategically managing and planning their portfolio to meet and exceed corporate goals
• Review financial and operational reports regularly with business leaders regarding identifying key areas of risk and opportunity to make effective decisions
• Key resource in building mechanism for engagement business and financial reviews at individual business level with targeted focus on revenue, margin and key drivers of profitability and efficiency metrics to provide essential insights to leadership
• Streamline consulting project related data tracking and managing over 5000 records with 90% accuracy
• Perform special projects as needed and ad-hoc business analyses, and financial modeling
• Mentor, guide and successfully manage team of 1 operations manager and 2 senior analysts overseeing over 2000 consulting engagements from inception to completion
• Led team through two major organizational restructures that resulted in completely redesigned team focus and goals to realign with new organizational expectations
• Maintain positive and effective communication among consultants and accounting organization leadership, reducing miscommunications and missed deadlines.

• Managed specialty accounting functions including payroll, insurance, fixed assets, inventory, logistics and other revenue across 15 distribution centers and corporate office with 4 Senior Accountants and 2 Staff Accountants
• Responsible for managing monthly, quarterly and year end close activities ensuring timely and accurate production of Consolidated Financial Statements and key reporting of Financial Data to Parent Organization
• Reviewed and oversaw over 250 Balance Sheet Reconciliations quarterly for accuracy, timely completion and proper representation of financial position
• Maintained Accounting Systems and performed required processes put in place to support clean financial statements, chart of accounts and periodic system audits to confirm compliance with segregation of duties policy
• Served as key point of contact for accounting-related controls and processes, including audits and testing
• While maintaining accounting policies and procedures in compliance to GAAP
• Provided support to various departments during annual budget and monthly forecasting process
• Hired, trained, coached, and developed specialty accounting staff, monitoring department workload while developing and maintaining best practices
• Built cross functional partnerships with key departments, including VP/GMs of distribution centers, HR, purchasing, pricing and sales
• Led team to develop and streamline organizational capital investment process and vendor AR management process

Senior Accountant Oct 2014 - Jun 2016

• Led and managed engagement team of 4 Senior Accountants and 1 Staff Accountant assigned to multiple projects across multiple business segments including healthcare consulting and analytical products
• Managed monthly close activities including review and approval of journal entries and account reconciliations
• Managed all phases of revenue recognition and invoicing for 90+ contingent consulting projects and 500+ analytic project portfolios, including: project set up and review, revenue milestone management, project maintenance, financial statement preparation and analysis for audit
• Reviewed and interpreted complex consulting contracts to determine proper GAAP revenue recognition for multi-element deliverable engagements
• Responsible for timely and accurate financial data analytics and balance sheet reconciliations including: custom consulting revenue, deferred and unbilled revenue accounts
• Led team during acquisition and integration of Medassets spend and clinical resource management
• Led team in organizing and streamlining internal policy documentation on SharePoint
• Partnered with finance on budgeting and forecasting of portfolio revenue and cost and assisted with preparing various reports (including revenue backlog reports and closed sales reports)
• Collaborated with team and clients on identifying issues and driving resolution

• Major team member in successful implementation of NetSuite ERP system
• Led implementation of NetSuite Fixed Asset sub-system
• Assisted in developing & implementing new SOX compliant processes
• Managed Employee Benefits Plan audits – 401K
• Prepared monthly balance sheet and bank reconciliations and presented financial statement analytics to operations
• Implemented process improvements to reduce Employee Benefit Plan reconciliation time from 2 days to 1 day and identified material financial errors impacting over 50 employees.
• Prepared accurate and timely financial statements supporting SEC reporting 10-Q and 10-K including fixed asset roll forward and share based compensation
• Prepared audit documentation for Internal and External Audits (payroll, fixed assets and debt)

Staff Accountant Aug 2009 - May 2012

• Managed department workflow and facilitated month-end close procedures
• Managed, trained and developed four staff employees
• Prepared training classes in monthly financial statements, internal controls and cash management for branch managers and administrative personnel
• Prepared 15 multi-state, multi-jurisdiction sales, use tax per month and 100+ property tax returns per year
• Supported 22 branch managers and two area managers with accounting policies and procedures including internal controls and cash management
• Managed portfolio of 60 lease customers, performed periodic financial statement analysis for credit worthiness

• Processed over 200 invoices and check requests per month for payment and maintained database of over 150 Vendors
• Prepared 25 monthly expense accruals for accurate financial reporting

• Certified Public Accountant