Results-focused professional with a proven financial accounting and reporting track record in the manufacturing industry. Organized and driven with 10+ years of accounting and tax experience in multi-national, global corporations. Process improvement background with a focus on best practices in accounting, operational efficiencies. Adept at streamlining reporting and accounting processes for business efficiency and improving compliance. Committed to fostering change management to support continuous improvement. Advanced knowledge of financial statement preparation/analysis and cost control with strong analytical, quantitative and problem-solving skills.
Overview
19
19
years of professional experience
Work History
Financial Controller
Winzer Corporation
Plano, TX
05.2024 - Current
Developed and implemented financial policies, procedures, and internal controls.
Analyzed financial statements to identify potential risks and opportunities for improvement.
Prepared monthly, quarterly, and annual financial reports for management review.
Oversaw accounts payable and receivable functions, cash flow management, budgeting and forecasting.
Reviewed bank reconciliations on a regular basis to ensure accuracy of data.
Ensured compliance with all applicable federal and state regulations related to accounting practices.
Coordinated audits by external auditors in accordance with GAAP standards.
Managed month-end closing process including journal entries and account analysis.
Maintained accurate records of all financial transactions in the general ledger system.
Provided guidance to staff on accounting issues such as revenue recognition principles.
Established key performance indicators to monitor progress towards organizational goals.
Identified areas of cost savings or increased efficiency through process improvements.
Assisted in the preparation of tax filings in accordance with local laws.
Evaluated existing processes for effectiveness and developed recommendations for improvement.
Analyzed financial statements to provide strategic recommendations in support of business decisions.
Reviewed financial controls for internal disbursement processes to create streamlined and secure payment environment.
Accounting Manager Global Rail Business
Luminator Technology Group Inc.
Plano, TX
04.2021 - 04.2023
Prepares month-end closing entries for detailed reporting and recordkeeping.
Responds to tax notices and assists in the preparation of the Canadian Federal Tax Return.
Oversee cash flow, controlled costs and financial matters.
Supervises accounting tasks, which includes Canadian and U.S. bank reconciliations, general ledger management and expense reporting oversight.
Handles accounting operations such as updating journal entries, G/L account reconciliations, intercompany cash management.
Produces accurate and compliant financial statements, reports, documentation and actual vs budget analysis.
Develops and implements departmental accounting policies, procedures and processes to establish and standardize accounting best practices.
Plans, directs and monitors regulatory operations, tax reporting and audit compliance.
Delivers actionable recommendations to enhance strategic direction and day-to-day accounting operations.
Applies accounting concepts knowledge in overseeing accounting and finance operations for LTG Rail business.
Collaborates with finance and accounting departments to deliver comprehensive financial information to facilitate decision making for management, stakeholders and parent company.
Complete intercompany reconciliations, developed global sharepoint for intercompany transactions and analysis, intercompany key player for global entities.
SENIOR BUSINESS UNIT ACCOUNTANT
Texas Instruments Inc.
DALLAS, TX
01.2012 - 07.2019
Analyzed financial statements to review company's financial performance.
Reduced closing time for monthly and quarterly close by 40% by implementing new consolidation procedures.
Identified operational process inefficiencies and recommended necessary improvements.
Prepared and reviewed financial statements, resolved discrepancies after analysis.
Aligned all financial activity with GAAP regulations and standards.
Monitored Strategic Business Entity (SBE) costs and presented budget forecasts discrepancies each quarter.
Led month-end and year-end close activities, including annual reporting for >$800M/yr business unit (comprised three product lines).
Conducted Quarterly Balance Sheet review and presented to Business Unit Management / Controller.
Supervised, developed, mentored and motivated Access/Intern employees.
Revenue recognition analysis for shipments impacted by the Staff Accounting Bulletin 104 (SAB104) and necessary revenue deferral.
Created detailed financial models and applied analytical tools to facilitate variance analysis.
Researched changes in GAAP to maintain adherence to financial regulations.
Monthly & quarterly revenue and cost of goods sold reconciliation; identified discrepancies and reported impact to leadership with recommendations.
INTERNATIONAL/DOMESTIC CORPORATE TAX ANALYST
Texas Instruments Inc.
DALLAS, TX
07.2006 - 12.2011
Filed Canadian income tax returns and performed provision analysis.
Monitored legislative and regulatory landscape for tax-related developments and delivered and documented updates to clients and management.
Reviewed and analyzed general ledger accounts related to income tax payable, deferred tax assets, deferred tax liability, income tax expense and reserve for uncertain tax positions.
Prepared and reviewed forms and related work papers for foreign entities and assisted with overseeing foreign income tax compliance (Canada).
Conducted research on different tax issues and remained up to date on all changes to tax laws.
Worked with tax, legal, IT and accounting teams to improve tax compliance and reporting processes and developed integrated solutions to business issues.
Identified tax-related issues and addressed with management team, suggesting methods for improvement/cost savings.
Assisted with international, federal, state and local tax audits, including preparing responses and communicating with tax authorities.
Applied tax accounting principles to prepare and review tax returns and reports for parent corporation and subsidiaries and committed to timely and accurate compliance.
Tax Accountant
Dr Pepper Snapple Group
Plano, TX
12.2004 - 06.2006
Reviewed and analyzed general ledger accounts related to income tax payable, deferred tax assets, deferred tax liability, income tax expense and reserve for uncertain tax positions.
Assisted Corporate Tax Manager with preparation of federal and state income tax paperwork.
Documented quarterly and annual income tax provision worldwide and drafted tax footnotes for public filings.
Conducted research on different tax issues and remained up to date on all changes to tax laws.
Assisted with federal, state and local tax audits, including preparing responses and communicating with tax authorities.
Applied tax accounting principles to prepare and review tax returns and reports for parent corporation and subsidiaries and committed to timely and accurate compliance.
Education
MBA -
University Of Dallas
Irving, TX
05.2018
Master of Science - Accounting
University Of Dallas
Irving, TX
04.2009
Skills
Balance Sheet Account Reconciliation
Complex Journal Entry Review & Completion
Financial Statement Analysis / Development
SAP / Infor ERP Systems
Strong Microsoft Office (Excel, Word, PowerPoint)
GAAP Accounting
Monthly, Quarterly, Year-end close
Financial Reporting
Streamline & Implementation of Process Improvements
Accomplishments
Leadership & Motivation Skills
Project Leader Luminator Technology Group's Intercompany Reconciliation Process Implementation
Project Leader LTG Rail Canada and U.S. Fixed Assets transition to ERP system from manual calculation
Collaborative/consultative team approach, outstanding communication abilities across organizational levels with both internal and external clients as required
Accounting Subject Matter Expert (SME) & Project Lead for Strategic Business Entity's (SBE) material/inventory costing system implementation
Able to effectively address and help solve problems, including implementing procedures and efficient processes designed to ensure data reliability and prevent surprises
Interact with all levels of the organization to identify opportunities to automate the process
Developed auditing process for customer rebate project to help identify & look-out for signs of potential material fraud
High energy, inquisitive businessperson, lifelong learner with the ability to maintain composure and execute in a high-pressure environment
Texas Instruments Inc. Accounting Course Instructor - Taught accounting courses designed for incoming TI accountants for the Spring and Summer ACCESS rotations; Maintained consistently high feedback scores
Additional Information
Bachelor's of Science
Accounting
Timeline
Financial Controller
Winzer Corporation
05.2024 - Current
Accounting Manager Global Rail Business
Luminator Technology Group Inc.
04.2021 - 04.2023
SENIOR BUSINESS UNIT ACCOUNTANT
Texas Instruments Inc.
01.2012 - 07.2019
INTERNATIONAL/DOMESTIC CORPORATE TAX ANALYST
Texas Instruments Inc.
07.2006 - 12.2011
Tax Accountant
Dr Pepper Snapple Group
12.2004 - 06.2006
MBA -
University Of Dallas
Master of Science - Accounting
University Of Dallas
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