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Carolyn W. | Elance
 
176985602337900
Last Sign-in: Mar 31, 2015

Carolyn W.

Financial Systems, Models and Management Expert
   United States
  |   Sparks, NV
  |  5:19 pm Local Time

Overview

Finance professional with both industry and Big 5 consulting experience. MBA/Finance and CMA certifications.

Extensive experience in:
* Financial systems requirements, implementations and conversions (accounting, payroll, budgeting, property management)
* Financial model development, including large models to calculate revenue, commissions and scenarios
* Financial and data analysis
* Systems automation, using spreadsheets, database programs, process improvements and upload formatting
* Monthly accounting closing and report writing /...

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Portfolio

This model was created for a non-profit. They needed something complex enough to...
This model was used for a non-profit which needed to allocate payroll and benefits of...
This is a draft of a monthly reporting model. Once completed it would have had an input...
This includes a few PowerPoint slides showing complex information in graphical form.
This PowerPoint was created to research and respond to a client concern.

Skills (8)

Tested
Financial Reporting Test
My Score
avg
Data Interpretation Test
My Score
avg
Financial Forecasting Test
My Score
avg
Business Mathematics Test
My Score
avg
Analytical Skills Test
My Score
avg
Components Of Financial Statement Test
My Score
avg
Microsoft Excel 2007 Test
My Score
avg
Business Writing Skills Certification
My Score
avg

Service Description

Areas of specialization include:

***Financial system conversion / improvement:
Development of requirements, and implementation / improvement of financial systems and reports, including accounting, payroll and property management applications. Development of data in / out methods, such as upload of payroll data and journal entries, and download of data into reporting applications.

*** Financial models and analysis:
Development and improvement of large excel models, including long range forecasts, annual budgets, revenue calculations, commission calculations, and payroll allocations.

*** Revenue assurance:
Mapping of revenue inputs stream from initial contact through payment collection, to determine points of “leakage” – these are revenues your company should receive but isn’t.

*** Outsourced controller services:
Monthly financial process development, ongoing accounting, and monthly financial and analytical reports on an interim or ongoing basis. Assistance with major projects, including audit preparation, account reconciliations, and system conversions.

*** Staff training:
Training programs developed and presented based on your company’s procedures and systems - to teach staff to read and explain their financial reports, and to use your financial systems. General courses presented on Corporate Finance, financial systems, and Excel.

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I have extensive industry experience in telecom / wireless and non profit (government and private funded, both service and...

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Employment

University of Phoenix
School of Business Instructor
2012 - Present
Numbers, Inc.
President and Chief Consultant
2000 - Present
President and chief consultant for Numbers, Inc. Client responsibilities include: accounting and other financial system implementations and improvements; development of methods to easily move data...
KPMG Consulting (now Bearing Point)
Manager
1999 - 2000
* Lead / facilitated KPMG and client resource teams to develop and improve business processes in support of large billing / customer management system implementations and revenue assurance efforts....
Verio (now part of NTT)
Director of Marketing
1997 - 1999
Marketing strategy, marketing communications, market research, and product development activities for Northern California; later expanded to focus on marketing communications for California,...
University of California at Berkeley Extension
Corporate Finance Instructor
1997 - 1999
The 4th Network
Manager of Business Operations Analysis
1996 - 1997
* Development of financial models, including long range plans, operating plans and hotel profitability models. * Development of accounting procedures, and management of accounting processes...
Nextel Communications
Project Business Manager
1993 - 1996
Positions held: * Senior Financial Planning and Analysis Manager. Responsible for planning and analysis of corporation-wide capital expenditures ($260 million in 1996) and all corporate...
Cellular One (now AT&T Mobility)
Business Analyst
1989 - 1993
Positions held: * 8/92 - 1/93 Revenue Assurance Analyst, California Regional Office, Sacramento, CA. Responsible for design and implementation of revenue assurance procedures for California /...

Education

University of California at San Diego
Bachelors degree - Economics
-
Golden Gate University
Master in Business Administration - Finance
-
Overview  |  Job History  |  Portfolio  |  Resume/C.V.

Keywords

Financial modeling
financial analysis
financial systems
outsourced controller
revenue assurance
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NumbersInc
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Carolyn W. | Elance

Carolyn W.