Bobette Hendry
Jacksonville, FL
Finance Manager
Job Preferences:
Desired job title:
Finance Manager
Desired occupation:
Accounting/Finance
Financial Analyst
Employment type:
Full time
Career status:
Active job seeker
Available to start:
03/2020
Education:
University of Phoenix * Jacksonville, FL
Master of Business Administration in Accounting; Bachelor of Science in Business Accounting,
Work Experience:
05/2019 – 01/2020
Sr. Financial Systems Analyst (Consultant)
Florida Blue
* Configure new Products/Programs in PeopleSoft Financial System modules including A/P, A/R, Banking, Cash Management and G/L.
* Work with business partners during planning phase to understand objectives to identify accounting implications and influence contract provisions with external vendors
* Verify that System Requirements developed by IT fully accomplish business requirements (no gaps)
* Work with assigned IT staff through all phases of test scenarios and perform User Acceptance Testing
* Prepare business areas for implementation (Operational Readiness) by developing/ delivering training and coordinating creation of SOP's with SME's
* Proactive and timely communication of status on business deliverables, including issues and risks
* Produce business deliverables on a timely basis; ensure project deliverables satisfy business requirements, adhere to applicable standards, and address internal/financial controls
* Work with business partners during planning phase to understand objectives to identify accounting implications and influence contract provisions with external vendors
* Verify that System Requirements developed by IT fully accomplish business requirements (no gaps)
* Work with assigned IT staff through all phases of test scenarios and perform User Acceptance Testing
* Prepare business areas for implementation (Operational Readiness) by developing/ delivering training and coordinating creation of SOP's with SME's
* Proactive and timely communication of status on business deliverables, including issues and risks
* Produce business deliverables on a timely basis; ensure project deliverables satisfy business requirements, adhere to applicable standards, and address internal/financial controls
12/2011 – 01/2019
Sr. Financial Analyst Lead
TIAA Bank
Financial Analyst
* Support annual business plan/budget for given business segment
* Lead re-forecasting activities
* Update/evolve forecasting models
* Analyze monthly results - identify drivers and explain key variances
* Prepare monthly reporting package
* Prepare quarterly business review decks
* Coordinate all activities with TIAA Bank's business planning processes & schedule
* Extract and disseminate key plan metrics to business unit management
* Lead creation of new monthly reporting package utilizing modular approach that will meet the needs of Executive Management and TIAA Bank governance activities
* Complete special project and ad hoc reporting as assigned
* Key resource in TM1 upgrade and redesign
* Lead re-forecasting activities
* Update/evolve forecasting models
* Analyze monthly results - identify drivers and explain key variances
* Prepare monthly reporting package
* Prepare quarterly business review decks
* Coordinate all activities with TIAA Bank's business planning processes & schedule
* Extract and disseminate key plan metrics to business unit management
* Lead creation of new monthly reporting package utilizing modular approach that will meet the needs of Executive Management and TIAA Bank governance activities
* Complete special project and ad hoc reporting as assigned
* Key resource in TM1 upgrade and redesign
12/2011 – 12/2015
Sr. Accountant Lead
Accounting, Accounting/Finance
* Maintain and reconcile various complex general ledger accounts
* Facilitates the timely completion of the month end close with variance reporting
* Prepare forecast/trend and variance reporting versus budget and prior forecast
* Prepare monthly management reports and other specialized reports
* Assist in budget process from start to finish and provide multiple financial views for management
* Key resource in the Temenos conversion project
* Develop and maintain SOX controls and procedures
* Lead in development to automate processes and reports
* Participate with special projects and ad hoc reporting
* Participate in completing and reviewing internal and external audit requirements
* Facilitates the timely completion of the month end close with variance reporting
* Prepare forecast/trend and variance reporting versus budget and prior forecast
* Prepare monthly management reports and other specialized reports
* Assist in budget process from start to finish and provide multiple financial views for management
* Key resource in the Temenos conversion project
* Develop and maintain SOX controls and procedures
* Lead in development to automate processes and reports
* Participate with special projects and ad hoc reporting
* Participate in completing and reviewing internal and external audit requirements
05/2007 – 01/2012
Finance Manager
FIS
Finance, Finance Manager, Accounting/Finance, Banking/Loans, Management/Manager
* Ensures accurate compilation, analysis and reporting of data
* Manages, prepares and directs the control of the budget
* Monitors division adherence to approved budgets
* Manages preparation of budget versus actual reports
* Supervised, hired, and trained Staff Accountants
* Identify areas of potential improvements
* Work with internal and external auditors on quarterly/annual basis
* Develop, implement, and maintain systems, procedures and policies
* Manages, prepares and directs the control of the budget
* Monitors division adherence to approved budgets
* Manages preparation of budget versus actual reports
* Supervised, hired, and trained Staff Accountants
* Identify areas of potential improvements
* Work with internal and external auditors on quarterly/annual basis
* Develop, implement, and maintain systems, procedures and policies
12/2006 – 12/2009
Sr. Financial Analyst
Financial Analyst
* Facilitates the timely completion of the month end close with variance reporting
* Prepare forecast/trend and variance reporting versus budget and prior forecast
* Prepare monthly management reports and other specialized reports
* Assist in budget process from start to finish and provide multiple financial views for management
* Develop, maintain and execute inter-application data upload, download and conversion process
* Perform exposure (Risk & Opportunity) reporting
* Provide income statement and balance sheet research
* Prepare internal and external statements and reports concerning financial status
* Maintains and/or reviews accounting records and ledgers
* Assist in the definition, design and implementation of financial processes
* Responsible for special projects as assigned by manager
* Work with internal and external auditors on quarterly/annual basis
* Prepare forecast/trend and variance reporting versus budget and prior forecast
* Prepare monthly management reports and other specialized reports
* Assist in budget process from start to finish and provide multiple financial views for management
* Develop, maintain and execute inter-application data upload, download and conversion process
* Perform exposure (Risk & Opportunity) reporting
* Provide income statement and balance sheet research
* Prepare internal and external statements and reports concerning financial status
* Maintains and/or reviews accounting records and ledgers
* Assist in the definition, design and implementation of financial processes
* Responsible for special projects as assigned by manager
* Work with internal and external auditors on quarterly/annual basis
12/2004 – 12/2006
Sr. Accountant
Fidelity National Financial
Accounting, Accounting/Finance
12/2002 – 12/2004
Client Accounting Supervisor
Nelnet Loan Services, Inc.
Accounting
12/1998 – 12/2002
Accounting Manager
Specialty Partners, Inc.
Accounting, Management/Manager
12/1995 – 12/1998
Accounts Receivable Supervisor
Budd Mayer Company
Bookkeeping
Language Skills:
Basic:
English
Skills:
n/a:
PeopleSoft, SOX, application data, Excel, Visio, SharePoint, Word, Hyperion HFM/Planning, JD Edwards, PowerPoint, Oracle 12i, SQL, Access, TM1, resolving multiple and complex issues, motivating staff