Experienced Accountant and Compensation Analyst

3/2008 - Present

Individual Contributor

• •Building and managing a personal agency •Writing life, accident, and health insurance policies •Advising clients with solutions for financial planning

5/2007 - 2/2008

Prudential Financial

Manager

• •Managing and processing US and Canada payroll for Nortel Network’s assignees – over 500 assignees •Processing payments for expense vouchers for the assignees •Approving, and signing off on payments up to $25,000 •Tracking expense vouchers for Nortel’s executive commuters •Supervised 17 employees •Prepared cost projections •Advanced accounting including budgeting and forecasting and general ledgers •Forecasting the company’s expected financial position regarding its expatriates •Cash Management •Auditing expense vouchers for reimbursements, then initiating payment(s) •Auditing tax billings then initiating payments •Processing quarterly payroll audits •Prepared financial analyses of monthly budgets •Creating Ad Hoc reports in the company’s system.

2/1999 - 5/2007

Deloitte Tax LLP

Individual Contributor

• •Managed the Expatriate Administration process •Administered relocation, prepared assignment letters, performed policy reviews and itemizing benefits through orientations •Performed salary supplemental reviews for foreign assignees vs. US assignees •Administered immigration process •Rectified a $2M accounts receivable variance by itemizing international cross-charges, resulting in a $700K balance •Created Cross-Charges quick facts procedure sheet for all assigned employees to follow to avoid million dollar variances that are not accurate •Worked with PeopleSoft, SAP and GAAP •SAP – Human Resources and Payroll Modules •Authorized Payments for Assignees •Initiated Vendors •Supervised and managed Deloitte’s 2004 year-end calculation process for a major client to avoid W-2C’s . There were no W-2C’s generated that year. •Familiar with Sarbanes Oxley Act •Calculated and processed international semi-monthly and monthly payrolls for 1500 employees •General accounting duties: General ledger, financial analysis, statement reconciliations, journal entries, budgeting/forecasting and cash management •Maintained tax equalizations •Calculated hypo tax •Prepared current year compensation, which included tracking foreign location payments for year-end processing of W-2’s to avoid W-2 C’s •Processed international payroll and vendor invoices for 800 assignees •Prepared prior year compensation for income tax returns and tax equalizations •Supervised a staff of 5 employees •Advanced accounting including budgeting, forecasting, general ledger, journal entries and statement reconciliation •Handled collection of $2M+ in receivables within 90 days •Project Management •SAP Implementation •Utilized PeopleSoft for HR and payroll •Expatriate administration; prepared assignment letters, cost estimates, orientation packets for international assignees, benefits explanation, and assisted in assignees’ expatriation, localization, and repatriation process.

2009

Bachelor Degree

University of Phoenix

• Business Management

1989

Associate Degree

American Career Academy

• Accounting and Finance