SUMMARY OF EXPERIENCE:

* An accomplished Accounting and Finance professional who has gained significant

work experience with several Fortune 100 industry leaders.
* Strong analytical, communication and team experience including Mid-Office to B
ack-Office.
* Background includes experience with inter-company entities, budgeting, and for
ecasting.
EXPERIENCE
Financial Planning, Reporting & Analysis
* Performed monthly earnings analysis, prepared monthly and year to date reports
; revenue and expense impacts, income statements, LIFO calculations, and monthly
and year to date price trend reporting.
* Prepared reports that included; sales and impacts from Inter-companies, gains
and losses impacts, transfers between regions impacts, inventory impacts, market
ing product distribution coverage, inventory revalue, and freight analysis.
* Produced monthly and year to date charts & graphs using Excel and PowerPoint
; price trends, sales volumes, and plant vs. plant comparisons.
* Researched transactional details to identify the origin of large impacts; tra
nsaction prices, dates, customers, vendors, volumes and type of transactions. i.
e., planned purchases and sales, spot purchases and sales, re-class items, term
purchases and sales, and seasonal trends.
* Prepared weekly earnings forecast and actual monthly operating income stateme
nts. Including calculations for cost per barrel, cost per gallon and transfer p
rice analysis.
* Compiled monthly operating expenses into a consolidated reporting package with
multiple supporting schedules.
* Prepared variance explanations; monthly actual vs. planned, monthly, quarterly
and year to date consisting of entity by entity, marketing segments and busines
s units.
* Compiled monthly business results into an Access database for analysis; create
d, updated and maintained tables and queries.
* Assisted with forecast and preparing annual budgets for Supply Chain teams and
respective cost centers.
* Monitored & analyzed capital expenditures for the Supply Chain Capital Project
s.
Accounting & Monthly Close Processes
* Performed end-of-month balance sheet reconciliation on general ledger accounts
and made adjusting entries.
* Assisted with preparing weekly sales aging report and advised field personnel
of aging status.
* Booked miscellaneous accounting entries into SAP during monthly close; FX Deri
vatives impact, LIFO impact, cost of sales impact and balancing impact.
* Recorded and prepared in SAP; purchases, sales, stock transfers, tariffs, accr
uals and reversing entries on accounts, prepayments, book transfers, and re-clas
s entries.
* Approved and signed off on daily wire transfers payments for A/P invoices.
* Approved and signed-off on monthly team member plants and/or pipelines reconci
liation reports and updated in a management reporting.
* Integrated, mapped, and set up new and/or existing cost centers in SAP.
* Reconciled inventory for assigned refineries, equity terminals, 3rd Party term
inals, outside supply points, pipelines, and terminal partners.
Other
* Participated in internal & external company audits. Ensured that company accou
nting processes and procedures were in compliance according to company guideline
s.
* Served as primary liaison between field personnel, accounting staff, analysts
and others to resolve accounting and system application issues.
* Responded to ad hoc inquiries upon request from managers and others.
* Designed and managed Access databases; added new tables, updated existing, and
created queries.
* Participated in daily, weekly and bi-weekly staff meetings to update managers
and/or department controller regarding company revenues, costs, expenses, net in
come, and company profitability.
* Recommended improvements to systems, processes and procedures as necessary.
* Trained and advised team members on new accounting processes and procedures.
* Prepared Fuel and Utility Analysis reports.
Managerial Experience
As a Control Accountant, I assisted with managing a team of approximately 12 deg
reed and non-degreed accountants and analysts. On a monthly basis I approved and
authorized multiple team accounts and reports.
EMPLOYMENT HISTORY
Financial Analyst - CITGO Petroleum Company - Houston, TX
Financial Analyst - Plains All American Pipeline, L.P - Houston, TX
Financial Analyst (Consultant) - Enventure Global Tech., a Shell/Halliburton JV
Co. - Houston, TX
Shell Oil Companies - Houston, TX
- Financial Analyst - Shell Global Lubricants Supply Chain Finance & Analysis
- Control Accountant - Equilon / Shell Oil Products & Equiva Trading
- Plant Accountant - Equilon Products
SOFTWARE EXPERIENCE
Access, Excel, Outlook, PowerPoint, Word, Business Objects, Hyperion, SAP: MM, F
I, CO, & SD, Oracle, Cognos, Business Intelligence, Marketview, and Trade Captur
e System (CSL).
EDUCATION
* B.B.A., Concentration in Finance - Texas Southern University, Houston, TX 1997