Nicole Williams
West Haven,CT
Summary
Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments.
Overview
17
17
years of professional experience
Work History
Senior Manager Global Inventory Accounting
CooperSurgical
Trumbull , CT
2023.02 - Current
- Analyzed financial statements and activity reports to gauge productivity and accuracy
- Cultivated a collaborative environment by utilizing strong issue resolution and communication skills for achieving intended results.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs
- Enhanced interdepartmental performance and expedited work by coordinating activities with Finance Operations, Supply Chain, Procurement, etc.
- Analyzed internal COGS reports to identify fluctuations in inventory levels globally, focusing on Inventory on Hand, Inventory Valuation, and Inventory Reserves.
- Reviewed and analyzed Purchase Price Variance (PPV) and Work Order Variances (Absorption) to verify adherence to Standard Cost.
- Documented and implemented the yearly cycle count procedures
- Developed improvements to internal controls, policies and procedures to ensure compliance with corporate standards
- Reviewed month end entries, and account reconciliations for any potential risk
Accounting Manager – Presort Mail Service Solutions
Pitney Bowes
Shelton , CT
2020.03 - 2023.02
- Manage a business that reports over +500M in annual revenue
- Responsible for the monthly close as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries
- Settle Intercompany transactions to minimize FX exposure
- Produce revenue & expenditure variance analysis and corrective action recommendations to management, where necessary
- Monitor and analyze accounting data and produce financial reports
- Establish and enforce proper accounting methods, policies and principles
- Coordinate, review and ensure timely completion of all annual audits
- Manage driving process automation to streamline work and improve the team’s overall balance
- Establish and maintain fiscal files and records for SOX Evidencing
- Partner with FP&A to ensure results are in line with forecasts and provide variance analysis to help explain gap-to-go.
Accounting Manager – Payment Hubs
Pitney Bowes
Shelton , CT
2019.12 - 2020.12
- Manage and oversee the daily operations of 12 stand-alone Payco entities all dominated in the document currency in which the entity is located (i.e., Hong Kong in HKD, Korea in KRW, etc.)
- Manage month end close process, accounts payable/receivable and cash forecasting
- Review and prepare annual internal and external auditing schedules, revenue & expenditure variance analysis
- Settle Intercompany transactions to minimize FX exposure
- Monitor and analyze accounting data and produce financial reports to the management to facilitate cost control
- Establish and enforce proper accounting methods, policies and principles
- Coordinate and complete annual audits
- Improve systems and procedures and initiate corrective actions
- Establish and maintain fiscal files and records for SOX Evidencing.
Program Finance Specialist
Sikorsky Aircraft
Trumbull , CT
2019.05 - 2019.12
- Delivered analytical support and guidance to the Program team while working closely with the Sikorsky Finance organizations
- Performed multiple financial cost analysis functions, including cost control, collecting data and preparing reports that maintain the company's cost accounting system
- Ensured costs are allocated according to established procedures, applied principles of accounting to analyze financial information and prepared financial reports
- Developed and supported quarterly Estimate at Completion (EAC) / CSR reporting process for designated contracts
- Supported monthly close and outlook process, as well as annual Long-Range Plan
- Ensured completion and review of all balance sheet reconciliations and provided timely reporting and analysis to senior leadership, including business case scenarios.
Senior Specialist Commercial Aftermarket Controls
Sikorsky Aircraft
Trumbull , CT
2017.02 - 2019.05
- Implemented key financial model improvements to enhance process efficiency
- Substantiated and reviewed Inventory balance sheet on a daily and monthly basis ensuring accuracy before sign-off
- Evaluated account reconciliations to ensure the accuracy of the balance sheet
- Provided support for all external audit requests and documentation requested
- Helped to identify and remediate any internal control gaps within organization
- Served as key contributor to variance analysis on all balance sheet accounts.
Senior Inventory Analyst
Sikorsky Aircraft
Trumbull , CT
2015.11 - 2017.02
- Prepared monthly and quarterly Inventory financial forecasts
- Drafted and organized financial projections for key planning sessions/operating plans
- Managed substantiation of monthly forecast performance
- Substantiated and reviewed Inventory balance sheet on a daily and monthly basis ensuring accuracy before sign-off
- Completed in-depth analysis of forecast trends on monthly/quarterly basis, as well as value added commentary to explain forecast variances for use by senior management
- Supervised and reconciled analysis of all Inventory accounts
- Ran month-end close control functions including, accruals, SOX evidencing, adjusting journal entries to correct Inventory accounts for financial reporting purposes.
Lead Analyst, Financial Planning and Analysis
GE Capital
Norwalk , CT
2014.04 - 2015.11
- Supported preparation of monthly and quarterly financial forecast
- Prepared financial projections for key planning sessions and operating plans
- Substantiated monthly forecast performance, implemented key financial model improvements to enhance process efficiency
- Performed in-depth analysis of forecast trends on weekly/monthly/quarterly basis, value added commentary to explain forecast variances for use by senior management.
Authorized Officer – Rates Derivatives Product Controller
UBS Investment Bank
Stamford , CT & New York
2007.07 - 2014.04
- Served as the primary product controller for Rates Derivatives (Structured Options, Swap-options, Structured Repos)
- Supervised and reconciled analysis and communication of P&L on a daily/monthly basis to various stakeholders
- Conducted reviews of settlement and cash, produced daily, weekly, and monthly risk-based P&L commentary analysis and balance commentary
- Substantiated and reviewed business’s balance sheet on a daily and monthly basis ensuring accuracy before sign-off
- Analyzed exposures and open trades to field ad-hoc queries from the Trading Desk and Senior Management.
Authorized Officer – Wealth Management Americas Legal Provisions Controller
UBS Investment Bank
Stamford , CT & New York
2012.07 - 2013.10
- Operated as primary legal cost controller for Wealth Management America, including legal provisions and legal fees
- Managed daily and monthly reconciliation of all settlements posted to Provision Settlement ledger accounts
- Recorded all monthly adjustments to outstanding Legal Provisions and ensures they reconcile, as well as all monthly branch allocations for outstanding Legal fees
- Prepared schedules to be used during monthly Provisions Meeting with senior management to view overall balance sheet, P&L impact, main P&L drivers and examine any outstanding issues
- Analyzed firms’ position with all outstanding Lehman cases to ensure we properly reserved
- Calculated and distributed monthly P&L estimates to be used by Financial Decision department.
Authorized Officer – Collateral Trading Product Controller
UBS Investment Bank
Stamford , CT & New York
2009.04 - 2012.07
- Worked as primary product controller for Repurchase Agreement desk (Treasury, Agency, Mortgage Backed, & Corporate)
- Managed production, reconciliation, analysis and communication of P&L on a daily/monthly basis to various stakeholders
- Substantiated and reviewed business’s balance sheet on a daily and monthly basis ensuring accuracy before sign-off
- Analyzed exposures and open trades to field ad-hoc queries from the Trading Desk and Senior Management
- Conducted reviews of settlement and cash breaks to ensure strict controls over the trading book
- Performed FAS 140-3 analysis to ensure that the Repo Desk doesn’t have any linked transactions (regulatory requirement), as well as return analysis on trades to evaluate if return requirements fulfilled.
Credit Fixed Income Product Controller (Grad. Trainee)
UBS Investment Bank
Stamford , CT & New York
2008.11 - 2009.04
- Prepared analysis of daily P&L reports for the Investment Grade Credit business
- Ensured accuracy of trade positions, marks, P&L and Balance Sheet and provided daily/weekly/monthly commentaries
- Interacted with the Trading Desk, Business Management, Operations to ensure smooth daily functioning and helped improve client relationships by seeking regular feedback.
Logistics Product Controller (Graduate Trainee)
UBS Investment Bank
Stamford , CT & New York
2008.04 - 2008.11
- Performed monthly cost analysis for UBS’s Brazilian entities and presented findings to senior management
- Documented processes to bring transparency and efficiency within Logistics function
- Completed control functions including month-end close, accruals, SOX evidencing, Balance Sheet sign off, commentary for the Logistics business monthly.
Commodities Business Analyst (Graduate Trainee)
UBS Investment Bank
Stamford , CT & New York
2007.07 - 2008.04
- Led the automation of a manual cash reconciliation, created an automatic feed from the Global General Ledger to comply with the bank’s strategic cash reconciliation model
- Tested and implemented new logic for accounting mappings to ensure trades were booked correctly and flow downstream efficiently
- Manually calculated reserves for Power and Gas commodities pending system automation
- Actively liaised with IT, business, controlling and operations staff to ensure project planning and coordination.
Education
Master of Business Administration - Finance
University of Quinnipiac
12.2017
Bachelor of Science - Finance
Saint John’s University
05.2007
Skills
- Multitasking
- Fast Learner
- Team player
- Adaptability
- Leadership
- Problem-solving
- Customer service
- Interpersonal skills
- Team management
- Project management
- Meticulous attention to detail
- Excellent communication skills
- Ability to work under pressure
- Proficient with Microsoft Office
Timeline
Senior Manager Global Inventory Accounting
CooperSurgical
2023.02 - Current
Accounting Manager – Presort Mail Service Solutions
Pitney Bowes
2020.03 - 2023.02
Accounting Manager – Payment Hubs
Pitney Bowes
2019.12 - 2020.12
Program Finance Specialist
Sikorsky Aircraft
2019.05 - 2019.12
Senior Specialist Commercial Aftermarket Controls
Sikorsky Aircraft
2017.02 - 2019.05
Senior Inventory Analyst
Sikorsky Aircraft
2015.11 - 2017.02
Lead Analyst, Financial Planning and Analysis
GE Capital
2014.04 - 2015.11
Authorized Officer – Wealth Management Americas Legal Provisions Controller
UBS Investment Bank
2012.07 - 2013.10
Authorized Officer – Collateral Trading Product Controller
UBS Investment Bank
2009.04 - 2012.07
Credit Fixed Income Product Controller (Grad. Trainee)
UBS Investment Bank
2008.11 - 2009.04
Logistics Product Controller (Graduate Trainee)
UBS Investment Bank
2008.04 - 2008.11
Authorized Officer – Rates Derivatives Product Controller
UBS Investment Bank
2007.07 - 2014.04
Commodities Business Analyst (Graduate Trainee)
UBS Investment Bank
2007.07 - 2008.04
Master of Business Administration - Finance
University of Quinnipiac
Bachelor of Science - Finance
Saint John’s University
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