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Accounting Solutions Representative
guiding customers in efficient accounting systems utilization and processing
for financial reporting. Articulate communicator who fluently
speaks the languages of both people and technology, blending accounting
expertise with exceptional interpersonal skills while interacting effectively
with customers and technical teams.
P Energy Solutions,
Accounting Solutions Representative
and gas accounting guidance for setup of Excalibur accounting system.
Performed all aspects of accounting close cycle from transactional data
entry through financial statements. Experience with revenue, joint interest
billing, authorization for expenditure, accounts payable and receivable,
production tax, and fixed asset management. Develop upload processes
for mass entry of transactional data. Provided recommendations to customers
business process improvements and SarbanesOxley controls with Excalibur.
templates which reduced customer costs and start up times <
hours, providing cost competitive implementation time line. This
effort was benchmarked by the company as a “best practice”.
Worked with customers
in developing budget analysis reports to measure company and well performance
targets. Provided analysis of data to assist in management review.
Partnered with RedDog
Systems and Oildex to develop inbound electronic invoicing interface
for the import of data into Excalibur, saving – hours
a month in manual data entry.
and conversions of data between legacy accounting systems and Excalibur.
Allowing for timely cut over to Excalibur with no discrepancy in new
to customers on monthly reconciliations of key accounts to meet internal
and external auditing standards.
on accounting concepts, allowing them to take ownership of their financial
schedules and benchmarks to insure accurate process of data with minimum
need for prior period account corrections.
and Gas Corporation Dallas, TX
of revenue accounts receivable on oil wellhead sales. Setup of property
master files for new oil and gas wells and changes to crude oil marketing
arrangements. Performed monthly reconciliations of intercompany receivables
and payables between oil marketing and wellhead sales departments. Responsible
for timely updates of oil price bulletin database to insure correct
pricing on crude oil sales. Duties included development and execution
of testing plans. Performed reconciliations of results between legacy
and new systems. Documented irregularities in program results. Worked
with technical writers to develop program documentation. Collaborated
with internal and external auditors to insure new software was in compliance
with auditing standards.
scope to allow for prior period adjustments in new accounting system.
This was a key missing component in the original project, saving >$K
in redevelopment costs.
Developed user reports
for the accounts receivable system, prescribed methodology and provided
training for field level revenue analysis.
Supervised the cleanup
of the revenue and joint interest accounts receivable. Identified
>$K in misapplied cash on accounts.
Appel, & Dixon CPA Dallas, TX
on a series of Oil and gas Limited Partnerships. Responsibilities included,
cash account verification, interpartnership account reconciliation,
and loan analysis. Also reviewed audited financial statements to insure
accuracy to investors, including balance sheet, income statement, statement
of cash flows, and notes to statements.
loan documents incorrectly classified as equity investments. The subsequent
reclassification provided for correct debttoequity ratios.
in internal controls for cash disbursements by having control numbers
added to check stocks and maintain logbooks documenting stock used.
Science in Business Management with Accounting concentration
Massachusetts at Lowell
Accountant CPA Texas
P Energy Solutions
Excalibur RedDog JIBLink JIB invoice etransaction service
Systems DocVu document management software
Invoice Connect and CDEX etransaction service
, Unidata , U SystemBuilder
– Technology Committee Present
Boy Scouts of
America various roles including Council Geocaching Coordinator Present