Phillip Burns
Columbus,OH
Summary
Analytical and adaptable finance professional with a combined 4+ years of experience in the energy and data center infrastructure industries; seeking to continue to add and capture value, utilizing and exhibiting robust EQ and interpersonal, time/resource prioritization, and problem-solving abilities. Passionate about fundamental investing and analysis, startup/early-stage company building, and venture capital allocation.
Overview
5
5
years of professional experience
Work History
Marketing Services Analyst
Cenovus Energy
05.2023 - Current
- Evaluate and confirm RINs, refined products, and asphalt deals to ensure accurate trade details - and that trade volume and tenor fall within the trader's authority limits.
- Facilitate and perform counterparty KYC/KYS screening and onboarding.
- Developed an integrated and dynamic Power BI report that increased visibility and tracking into new counterparty workflows.
- Continuous counterparty account creation and maintenance - coordination with the trading, counterparty, credit, accounting, vendor management, marketing operations, contracts, and treasury teams to ensure ERP and ETRM profiles contain up-to-date information; ongoing review of counterparty payment terms and method, EFT banking information verification, and assist with ad hoc front and back office requests to provide the timely and accurate completion of buy/sell commodity transactions.
Revenue Accountant
Vertiv
08.2020 - 03.2023
- Owner of the ship-debit accrual process for key BU. Components of ship-debit activities included maintenance of pending distributor requests/orders log, quarterly assessment and tracking of distributor on-hand inventory reporting, and cut-off estimate shipment analysis. Frequent communication with the order processing team and distributor contacts for inbound and outstanding ship-debit requests. Research and review unprocessed requests due to expired and/or rejected distributor ship-debit promotion claims; facilitated completion and closure of open ship-debit orders.
- Analyzed the delivery status of monthly destination sales shipments. Calculated aggregate revenue by product line and invoice of undelivered shipments at EOM and posted destination sales hold-back entry to account for in-transit orders.
- Tracked AR customer royalty estimates and reports. Coordinate with the order processing team to ensure timely issuance of system royalty invoices. Construct and upload monthly AR royalty accrual for month-end reporting.
- Executed daily order and shipment updates to the backlog trend report and bi-weekly dissemination to finance/operations leadership.
- Built out SR&A liquidated damages contract review and forecast process. Coordinated with Legal and Commercial teams to assess potential exposures.
Intercompany Accountant - Accounts Receivable
Vertiv
07.2019 - 08.2020
- Constructed Americas IC AR statement of accounts and disseminated to IC partners during month end
- Aligned with IC AP partners to ensure final account balances were reconciled prior to promotion
- Generated and distributed IC royalty and allocation invoices on a quarterly/annual basis
- Utilized HFM consolidated financial reporting to confirm and review IC activity and balance alignment
- Contributed to a variety of transactional activities
- Created and processed IC invoices, DM/CM, and receipts as needed
- Assisted with researching and identifying received payments and invoice/receipt application.
Education
Bachelor of Science, Accountancy, Bachelor of Science, Business Administration - Financial Planning -
WHEELING JESUIT UNIVERSITY
Wheeling, WV05.2019
Skills
- Oracle Fusion & EBS
- Microsoft Excel
- Smartsheet
- Power BI
- Oracle HFM, CPQ, & RMCS
- DataServ
- BillTrust
- World-Check
- RightAngle
- SAP
- MarketView
- Perplexity
Timeline
Marketing Services Analyst
Cenovus Energy
05.2023 - Current
Revenue Accountant
Vertiv
08.2020 - 03.2023
Intercompany Accountant - Accounts Receivable
Vertiv
07.2019 - 08.2020
Bachelor of Science, Accountancy, Bachelor of Science, Business Administration - Financial Planning -
WHEELING JESUIT UNIVERSITY
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