Tyson Crawford David
Brooklyn,NY
Summary
Seasoned financial services professional with extensive expertise in financial reporting and analysis, general ledger management, and comprehensive support for month-end close processes. My background encompasses diverse knowledge and hands-on experience in system implementations, user acceptance testing, training, and development. Proficient in software applications including SAP, Maconomy, Archives System, Business Objectives, and the MS Office suite. Adept at collaborating with cross-functional teams to achieve common objectives and known for consistently meeting project deadlines amidst competing priorities. My strengths include effective communication, problem-solving, and organizational skills, ensuring successful outcomes for both team members and clients.
Overview
14
14
years of professional experience
Work History
Client Finance Director
Group SJR
12.2021 - Current
- Oversee and manage monthly and quarterly revenue forecasts for all US clients. This includes tracking, reporting, and closely collaborating with client teams to anticipate and adapt to changes in client budgets
- Organize and lead monthly financial revenue meetings with client account leads. These meetings focus on discussing deliverables to facilitate the monthly revenue recognition process
- Perform detail variance analysis to identify and explain deviations between budgeted and actual figures
- Ensure all financial activities adhere to relevant regulations and accounting standards
- Regularly review and update internal policies throughout the year to maintain compliance with current regulatory requirements
- Prepare and review client contracts and scopes of work (SOWs). This role also involves negotiating rates and pricing with client procurement and other financial stakeholders
- Partner with resource management and account teams to oversee agency capacity and labor utilization
- Conduct quarterly analyses of client profitability reports to discuss strategies for margin improvement with account leads.
- Manage and supervise the client finance team, overseeing all client billing activities, including monthly retainers, project fees, and out-of-pocket costs
- Collaborate with the controller's team to review monthly accrued and deferred revenue, providing explanations for balances exceeding 90 days
- Conduct monthly reviews of Work in Progress (WIP) and Accounts Receivable (AR) balances in collaboration with project owners
- Support the Controller group during the month-end close process to ensure accurate financial reporting.
- Perform various ad-hoc analyses and reporting tasks
Client Finance Manager
Group SJR
11.2016 - 12.2021
- Responsible for recognizing and reporting monthly revenue for Group SJR (US and UK) clients of $33 million and approximately $10 million in out of pocket expenses along with maintaining revenue files; manage and lead monthly revenue meetings with Partners, CFO, and account leads
- Assembled revenue forecast in conjunction with the account leads and responsible for quarterly client profitability reporting to parent company (WPP) via Cartesis (intercompany reporting tool)
- Prepared reports to compare actual monthly, quarterly, and annual revenue to revenue forecast to determine whether we met or exceeded financial goals and provided written explanations
- Supervised and overseed billing of all clients including monthly retainers, project fees and out of pocket costs
- Responsible for monitoring direct expenses, reviewing WIP and AR balances monthly in connection with the project owners and perform variance analysis for planned vs actual client out-of-pocket
- Review with the Controller monthly accrued and deferred revenue and provide explanation for balances over 90 days
- Served as the subject matter expert for the financial performance of all clients and projects and partner with account leads to review job details, tracking, billings/adjustments, transfers, write offs and project changes
- Created and maintained a clear audit trail of all client financial activity within industry and accounting guidelines; prepare and maintain all financial records for monthly, quarterly, and annual client reporting and function as a key contact during SOX and OPAT audits
- Performed various ad-hoc analysis and reporting; support the Controller group during month end close to ensure accurate financial reporting.
Senior Client Financial Analyst
Ogilvy & Mather Advertising
11.2015 - 10.2016
- Responsible for recognizing and reporting monthly revenue for InterContinental Hotels Group (IHG), Lenovo and Motorola with a cumulative yearly revenue of $12 million and approximately $8 million in out of pocket expenses
- Managed and maintained client's revenue files and generated all fee billings in accordance with client approved SOWs/purchase orders and approved vendor invoices for payments via Archives System
- Responsible for creating pricing estimates for various fee projects based on different staffing rates and time required scenarios; review SOWs to ensure adherence to contract billing policies and workflow procedures
- Generated reports to compared actual monthly, quarterly, and annual revenue to revenue forecast to determine whether we met or exceeded financial goals and provided written explanations
- Reviewed with the Controller's group monthly accrued and deferred revenue and provided explanation for balances over 90 days
- Monitored direct expenses, accounts receivable, WIP and follow-up on aged balances with the account teams and prepare monthly journal entries as necessary
- Primary financial contact and work with the account teams to review job detail, tracking, billings/adjustments, transfers, write offs and project changes
- Prepared and analyzed monthly cost accounting and burn reports for review with account teams to track FTE's and contribution margins
- Worked with Client Finance Director and account leads to forecast revenue, assess revenue potential, and assigned the probability of converting pipeline projects and update and submit monthly resource utilizations
- Additional responsibilities and ad hoc reporting as required based on the evolving needs of the accounts.
Manager, Financial Operations & Reporting
Geometry Global
07.2011 - 11.2015
- Created monthly consolidated financial reports (billability and revenue incurred vs recognized reports) for US offices, on-going maintenance and training on updates of financial applications and managed and implemented special projects related to all financial systems
- Organized and loaded QRF and budget data in SAP for comparative analysis for all US offices
- Managed and assisted the successful implementation and conversion of Geometry Global US offices to SAP from Maconomy
- Coordinated, performed and function as key business contact for the conversion of two Geometry Global subsidiaries to SAP and responsible for training key finance personnel's
- Project manager for the implementation and rollout/upgrade of financial reporting tools (BI) and provided functional and technical support to end-users
- Managed universal acceptance testing (UAT) and end-user testing of new releases for service pack updates before implementation on the Maconomy, provided functional and technical support to end-users, developed and maintained training documentation, suggested areas for improvement or customization
- Worked closely with the finance department to ensure best practices were implemented to automate job journals, job creation/re-opening, rate cards, and employee changes using upload templates in Maconomy
- Reviewed and approved all new hires Maconomy access to ensure that all necessary user roles are correct
- Lead and provided general and financial system training for all new hires across multiply offices; and supported the finance group to ensure accurate financial reporting.
Client Finance Manager
Geometry Global
06.2010 - 06.2011
- Managed all Relationship Marketing clients (Liberty Mutual, Aetna, BMW, Time Warner Cable & Capital One) with a cumulative revenue of $18 million and approximately $10 million in out of pocket expense
- Prepared and analyzed various monthly reports (burn reports, billability and revenue incurred vs
- Recognized, client profitability) for review with account teams and created quarterly revenue and cost forecasts
- Collaborated with client account directors to achieve goals by preparing, collecting and analyzing financial and business information (interpreting monthly variances and trends between budgets, actuals and prior results)
- Created pricing estimates for various fee projects, based on different staffing, rates (cost plus or standard) and time-required scenarios and budget creations
- Reviewed client contracts to ensure compensation arrangement favorable for agency and recommended ways to optimize arrangement (change staffing mix) with the account team
- Resolved aging accounts receivable issues and perform in-depth comparative reports to assist strategic planning and business-improvement initiatives
- Lead and provided general and financial system training for all new hires across multiply offices
- Supported the finance group during month end close to ensure accurate financial reporting
- Performed various ad-hoc analysis and reporting for Finance and Account teams to guide decision making.
Education
Bachelor of Science - Management
Long Island University
Brooklyn05.2002
Master of Science - Accounting
Long Island University
Brooklyn, NY05.2002
Skills
- Financial Reporting and Analysis
- KPI Tracking
- Audit Coordination
- Internal Controls Implementation
- Account Analysis
- Account Reconciliation
- Forecast and Budget Planning
- Financial Systems Implementation
- Profitability Analysis
- Revenue Recognition
- Financial Resource Management
- General Ledger Accounting and Entries
- Pricing and Rate Card Management
- Expense Management
- Training and Development
- ERP System Management
Timeline
Client Finance Director
Group SJR
12.2021 - Current
Client Finance Manager
Group SJR
11.2016 - 12.2021
Senior Client Financial Analyst
Ogilvy & Mather Advertising
11.2015 - 10.2016
Manager, Financial Operations & Reporting
Geometry Global
07.2011 - 11.2015
Client Finance Manager
Geometry Global
06.2010 - 06.2011
Bachelor of Science - Management
Long Island University
Master of Science - Accounting
Long Island University
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