Summary
Overview
Work History
Education
Skills
Activities
Timeline
Generic

Neil Pedrina

Kirkland,WA

Summary

Dedicated and results-driven finance professional with over 14 years of experience in accounting leadership roles. Proven track record of overseeing financial operations, implementing strategic initiatives, and ensuring compliance with industry standards. Adept at managing cross-functional teams and leveraging financial expertise to drive organizational success. Seeking a challenging role as finance leader to contribute to the financial health and growth of a dynamic organization.

Overview

15
15
years of professional experience

Work History

Director of Corporate Accounting

PACCAR Inc
Bellevue, WA
07.2021 - Current
  • Led the recruitment, development, and retention efforts for a team comprising 17 accountants and accounting managers, overseeing functional areas such as general accounting, forecasting, budgeting, accounts receivable, accounts payable, and evaluated receipt settlement
  • Managed end-to-end staffing processes, including recruitment, onboarding, interviews, and performance appraisals, implementing corrective actions when necessary for sustained team effectiveness
  • Directed the comprehensive month-end close process for the Corporate business unit, ensuring accurate and timely financial reporting
  • Acted as primary Executive responsible for Corporate Accounting’s key functions while communicating results and various complex analyses in a simplified way to Sr
  • Executive Leadership and business partners
  • Drafted various memos to Sr
  • Executive Leadership including, requests for funds for systems implementation, to formalize accounting treatment of transactions and/or processes, staffing requests, etc
  • Responsible for the accounting of Corporate’s key reserves and recommended reserve adjustments to Sr
  • Executive Leadership based on supporting financial model analyses
  • Directed business partnership between Corporate Departments and Forecast and Budgeting team to analyze and communicate areas of opportunity and risks to timely adjust departmental spending behavior
  • Directed the preparation of Corporate’s monthly 1-6 year forecast and performed variance analysis to actuals results
  • Maintained oversight and design of internal controls on teams and processes under responsibility
  • Directed preparation and reviewed monthly flash reports to Sr
  • Executive Leadership
  • Reviewed and directed the preparation of various internal Sr
  • Executive reporting and key performance indicators to manage overall health of the organization
  • Directed the preparation and reviewed financial model to analyze and support defer vs
  • Replace decision of PACCAR’s fleet of Corporate jets
  • Directed the preparation of the Annual Corporate Overhead Budget including Sr
  • Executive presentation and variance analysis
  • Generated periodic Executive Capital Budget Status Summary and Large Capital Expenditures reports
  • Directed the preparation and review of the Stockholders’ Equity and Stock-Based Compensation accounting programs and related footnotes in SEC filings
  • Directed the operations and reporting of a centralized accounts payable team that services production suppliers in the U.S
  • And Canada paid through electronic matching
  • Responsible for defining business unit requirements for SAP S/4 roadmap initiatives, including designing and implementing business process improvements to support new systems
  • Oversaw deliverables, addressed inquiries, and served as the primary liaison between Corporate Accounting and external auditors.

Manager of Financial Reporting

PACCAR Financial Corporation
Bellevue, WA
04.2019 - 07.2021
  • Managed the planning, preparation and processes for PACCAR Financial Corporation’s 10-Q/K filings with the Securities and Exchange Commission
  • Provided standard and ad hoc reporting for Operations Management to assess performance and support business decisions
  • Acted as a business partner with Operations and Accounting Sr
  • Management to interpret reported results
  • Assessed and implemented new accounting pronouncements relevant to company’s financial disclosures
  • Oversaw financial reporting staff members and their related responsibilities as well as provided coaching for their individual career development
  • Managed staffing requirements, conducted onboarding and interviews of new staff, and administered periodic performance appraisals
  • Identified and implemented various Six Sigma projects enabling a reduction in staff headcount
  • Reviewed accuracy of standard disclosures required in accordance with regulation S-K and specific disclosures related to a finance services entity
  • Prepared ten-year historical credit loss study to determined rates for reserve setting
  • Managed deliverables, inquiries and responsible for being the primary contact between the company and external auditors.

Sr. Financial Auditor

PACCAR Inc
Bellevue, WA
04.2017 - 04.2019
  • Traveled to PACCAR’s business units globally as part of PACCAR’s Internal Audit Management training program to perform various financial and operational audits
  • Led meetings to update Internal Audit Management of potential audit findings and progress of audits
  • Conducted audits in various countries while working with individuals of different languages and cultural barriers
  • Drafted various audit programs for execution in audit fieldwork
  • Prepared audit planning according to applicable risk areas of business units and audit scope areas under review
  • Led and conducted post audit and audit update meetings to present audit findings, areas of risk, and recommendations to business units under review
  • Drafted audit reports for Executive Management review and approval
  • Managed and coached audit assists and audit team members throughout the completion of audits
  • Presented value added recommendations to PACCAR business entities to strengthen processes, controls, and mitigate potential risk areas
  • Debated with local Sr
  • Management on severity and potential risks of audit findings
  • Conducted and prepared fraud risk assessments for various programs and business units under review.

Sr. Financial Analyst

PACCAR Financial Corporation
Bellevue, WA
07.2014 - 04.2017
  • Assisted with 10-K/Q filings including preparation and first level review of the various Footnote Disclosures and 10-K/Q Disclosure Checklist
  • Prepared quarterly requests for information for the financial services division for inclusion in the consolidated financial statements of PACCAR Inc
  • Prepared quarterly reserve analysis schedules for Sr
  • Executive Management’s quarterly reserve setting meetings
  • Prepared Sales Performance schedules for monitoring and calculation of Incentive Compensation Bonuses
  • Maintained/Prepared credit quality metrics to track overall health of Paccar Financial’s portfolios
  • Documented narratives, process flows, and led meeting for Loss Reserve Process for presentation to auditors
  • Supervised and coached staff of one Financial Reporting Accountant
  • Prepared various internal management reports including Credit Losses, New Business Volume and Spread, Contract Aging and Past Dues, Reserve Ratios, and At-Risk Accounts.

Sr. General Accountant

PACCAR Inc
Bellevue, WA
06.2013 - 07.2014
  • Prepared Annual Corporate Overhead Budget as well as Senior Management presentation and variance analysis
  • Prepared monthly corporate 1-6 year forecast and assessed variances to actuals results
  • Analyzed and maintained accounting for various reserve accounts including Workers’ Compensation, Medical, IC & LTIP, Product General & Auto, Litigation, Asbestos, and Environmental
  • Responsible for Equity accounting including but not limited to Share Based Compensation & Deferred Compensation Programs, Dividend Accruals, Weighted Shares, and EPS calculation
  • Prepared monthly reconciliations for various reserves, equity, and accrued liability accounts
  • Prepared footnote disclosures including Stock Compensation and Stockholders’ Equity footnotes
  • Prepared annual 401K financial statements and form 5500.

Corporate Accounting Supervisor/General Accountant

PACCAR Inc
Bellevue, WA
03.2010 - 06.2013
  • Supervised team of two general accountants in the accounts receivable and cash reporting functions
  • Assisted with Corporate’s month-end general accounting responsibilities by delegating workflow, reviewing and preparing various journal entries and reconciliations, and analyzing key accounts
  • Ensured timely and accurate completion of staff’s account reconciliations, journal entries, and ad hoc projects
  • Responsible for pension accounting, including monthly reconciliations, preparing information for the actuary, supporting pension and related plan audits, and the preparation of quarterly and year end pension footnote
  • Generated periodic executive Capital Budget Status Summary and Large Capital Expenditures reports
  • Performed SOX testing and process documentation on various financial processes
  • Performed annual reviews, conducted monthly one-on-one’s, and acted as an overall coach for team members
  • Recorded daily cash transactions and reconciled various bank accounts to the general ledger
  • Accounted for fixed assets including entering additions, retirements and transfers into the fixed asset system as well as preparing the associated journal entries.

Audit Assurance Associate

BDO Seidman, LLP
Seattle, WA
09.2008 - 05.2009
  • Reviewed client’s operations and audited financial results and disclosures for compliance with GAAP
  • Worked independently and as part of an audit team to drive the success of the audit plan, under tight deadlines, and within budget in a fast-paced working environment
  • Tested internal controls for companies in order to ensure compliance with the Sarbanes and Oxley Act
  • Communicated and coordinated with management and accounting staff of clients in order to gather pertinent information required to understand processes and risk areas under audit
  • Conducted inventory observations for clients in order to verify the accuracy of inventory records and compliance with the company’s inventory policies and procedures.

Education

Certified Public Accountant (WA State) -

12.2023

Bachelor of Arts in Business Administration, Accounting and Management -

Seattle University
08.2008

PACCAR Institute of Managerial Leadership -

Skills

  • SAP S/4
  • Microsoft Products
  • Tableau
  • W/Desk (Workiva)
  • Active Disclosure (Financial Statement Filing Software)
  • AS400
  • BFC/Cartesis
  • MSA
  • IVIS
  • Staff Development
  • Project Coordination
  • Budget Control
  • Staff Management
  • Budget Management
  • Verbal and Written Communication
  • Financial Reporting
  • Financial Management

Activities

  • PACCAR Mentorship Program, 2022, Present
  • Tutor: Volunteer Accounting Tutor, Seattle University, 01/2007, 03/2007
  • Member: Beta Alpha Psi, Seattle University, 01/2007, 08/2008

Timeline

Director of Corporate Accounting

PACCAR Inc
07.2021 - Current

Manager of Financial Reporting

PACCAR Financial Corporation
04.2019 - 07.2021

Sr. Financial Auditor

PACCAR Inc
04.2017 - 04.2019

Sr. Financial Analyst

PACCAR Financial Corporation
07.2014 - 04.2017

Sr. General Accountant

PACCAR Inc
06.2013 - 07.2014

Corporate Accounting Supervisor/General Accountant

PACCAR Inc
03.2010 - 06.2013

Audit Assurance Associate

BDO Seidman, LLP
09.2008 - 05.2009

Certified Public Accountant (WA State) -

Bachelor of Arts in Business Administration, Accounting and Management -

Seattle University

PACCAR Institute of Managerial Leadership -

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Neil Pedrina