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Yyyyyy x. yyyyyy

109 Hampton Way Xxxxxx, XXXXXX xxxxxx


Summary of Qualifications


  Highly-skilled finance/accounting leader with a work history of earning promotions to positions of greater responsibility for exceeding performance objectives.

  Diverse and versatile background across Financial Planning & Analysis (FP&A); forecasting; decision support; and the monthly and quarterly close process.

  Excellent listening, verbal communication and interpersonal skills to build relationships with executives as well as to lead a team of associates.

  Impeccable ethics, judgment and stellar attention to detail skills in order to achieve stated objectives.

  Solid analytical, time management and organizational skills, including prioritizing tasks.

  Proficient with Microsoft Word, Excel and Access; SAP and SAP BW; PeopleSoft; Cognos; Proclarity; and Hyperion software programs.

Professional Experience


Thomson Reuters Xxxxxx, XXXXXX June 2006-Present

Finance Manager, Center Finance FP&A and Decision Support (Jan. 2011-Present)

  Provide analysis and information to senior managers so they understand risks and opportunities in order to make informed decisions.

  Complete monthly flash reports and quarterly financial reviews for the CFO and FLT, including variance analysis of key metrics against plan and forecast.

  Prepare monthly forecasts that highlight compaxxxxxx performance against targets.

  Contribute to the annual planning process to ensure units deliver to plan throughout the year.

  Support external auditors with quarterly reviews and Sarbanes-Oxley Act (SOX) audits.


Global Cost Controller Investment and Advisory SBU (May 2008-Jan. 2011)

  Recognized as a CFO Awards Finalist in 2009 for outstanding performance.

  Led the global monthly, quarterly and annual close process for Investment and Advisory SBU, including baseline budget preparation and coordination between SBUs and service centers to proper record actual costs.

  Prepared comprehensive cost analysis pack for SBUs, including actual against forecast, as well as plan variance commentary; identification of one-time items; run rate analysis; and headcount change analysis.

  Ensured accounting procedures and controls were consistently applied and compliant with statutory and internal accounting policies.

  Effectively managed a diverse team of contractors.


Team Lead/Senior Accountant (June 2006-May 2008)

  Led monthly, quarterly and annual financial close, and reported consolidated results to the corporate office.

  Supervised three team members and also worked closely with senior finance managers.

  Prepared flash dashboard for the Financial Controller throughout close, and also prepared monthly balance sheet variance analysis and various templates for quarterly submission to the corporate office.

  Assisted external auditors during the audit process.


Yyyyyy x. yyyyyy

109 Hampton Way Xxxxxx, XXXXXX xxxxxx


Professional Experience (continued from page 1)



Senior Accountant, Schneider & Associates, LLP, CPA 2003-2006

  Collaborated with audit managers and partners to plan audit programs and conduct full scope audits for various clients, including publicly traded corporations, broker dealers and mortgage firms.

  Planned, executed and completed audits of 401(K) plans.

  Performed annual and quarterly reviews and compilations for clients, and prepared financial statements and footnotes as well as complex corporate and partnership tax returns.

  Led and trained a talented team of associates.


Tax Accountant, All Seasons Tax Services 2000-2003

  Prepared federal, state and local tax returns for corporations, partnerships and individuals.

  Completed quarterly and annual employer returns, including W-2s and 1099s.

  Ensured that each business client complied with periodic tax payment, information reporting and other taxing authority requirements.

  Studied the effects of business activities on taxes, and on strategies to minimize tax liability.


Professional Associate, Accounting, American International Group Xxxxxx, XXXXXX 1999-2000

  Managed monthly and quarterly booking of accounts for multiple ceding companies.

  Prepared and reconciled monthly CICS trial balance, and prepared disbursement vouchers utilizing WAVES.

  Designed custom Microsoft Excel spreadsheet applications by leveraging macros.

Education, Training and Affiliations


Bachelor of Business Administration (BBA), Accounting, Baruch College; graduated Magna Cum Laude


> Certified Public Accountant (CPA), State of Xxxxxx


> Completed 40 hours of continuing professional education annually since 2004



American Institute of Certified Public Accountants and Xxxxxx State Society of Certified Public Accountants


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