QUALIFICATIONS

A seasoned financial analysis & reporting professional with effective leadership and communication skills.An initiator & advocate for business process improvements and automation programs with demonstrated capabilities in preparation and analysis ofinternal/external reporting & heavy data analysis - including issue identification, problem corrections through submitting business requirements, and reconciliations.

SOFTWARE SKILLS: MS Office (Access, Excel, Outlook, Power Point, Word), TM1, Cognos, Orbit, Impromptu, EMS, CIS, TECS, Mainframe Rating, CORE, familiarity reading SQL, CEMS  

LANGUAGE SKILLS: English & Bulgarian

EDUCATION

MBA, Finance, Georgia State University, GPA: 4.0                                                                                       Dec 2003

BBA, Finance, University of Georgia, GPA: 3.95                                                                                            Dec 1998

Consortium of Universities for International Studies – Italy                                                                        May – June 2003

Advanced Finance Study Abroad Program – New York, London                                                                Summer 1993

PROFESSIONAL EXPERIENCE

CBEYOND – Atlanta, GA                                                                                                                    Feb 2009 – Oct 2010

Manager of Financial Analysis – Finance Department

·Managed COGS ($12M/ month) from a Finance perspective – reporting, variance analysis, forecast

·Collaborated with Accounting and Network Planning to manage COGS drivers, improve processes & refine forecast rules

·Devised excel models to facilitate SG&A analysis; managed SG&A meetings for CCO ($3M/ month)

·Gathered data and reported monthly on company Key Performance Indicators (KPI’s)

·Partook in employee award administration –managed load process, performed reconciliations & walk-forward schedules

·Analyzed billed & recognized revenue data – identified data integrity issues, performed reconciliations to isolate causes

MERRILL LYNCH– New York, NY                                                                                                                  June 2006 – Feb 2009

VP, Global Wealth Management, Planning & Strategic Analysis

AVP, Global Wealth Management Finance, Planning & Strategic Analysis

·Prepared, analyzed, presented performance metrics (Net New Money (NNM), Net New Annuitized (NNA)) for internal and external reporting

·Liaison with technology, businesses and all areas of finance to improve financial processes and reporting

·Created requirements and conducted testing of Cognos NNM reporting dashboard

·Conducted training sessions for businesses, technology and finance on NNM tables content and use

·Coordinated allocation, managed, and tracked GWM CFO Technology budget ($4M/ year)

·Reported Travel and Entertainment (T&E) expenses by business units

·Participated in GPC Finance Optimization initiative focused on shifting resources from production to strategy

BELLSOUTH LONG DISTANCE– Atlanta, GA                                                                                             Jan 2002 – June 2006

Revenue Assurance Manager

·Developed and led a team of 4 analysts responsible for management of erred CDR’s – led to recovery of $1M per year

·Prepared, analyzed financial reporting, investigated variances & discrepancies, presented reporting to senior management

·Automated processes and reporting via creating Access queries, macros - saved 3 hours/day

·Led the implementation and enhancement of a new error management system (CEMS/ Intec)

Systems Analyst                                                                                    

·Created business scenarios and 500+ requirements for application processes and controls for the complex line of business

·Developed RFP’s for traffic carriers and software, attended presentations, participated in vendor evaluation and selection

·Identified, researched, resolved issues with data flow, data processing, data integrity – heavy data analysis

·Automated daily resolution of repetitive errors through Access – 15% of daily errors resolved in an automated manner

·Automated revenue assurance processes through Access for complex line of business - saved days of invoice look-ups

PTEK HOLDINGS, INC.- Atlanta, GA                                                                                                               May 2000 – Jan 2002

Senior Analyst                                                                                                   

·Improved billing system design - wrote system specifications requests, tested implemented changes

·Collaborated with various teams, created control points, standardized processes - 12 accurate and timely billing cycles

·Prepared, analyzed and provided month-end revenue reporting to executive level management

·Participated actively in company-wide product & billing system migration project

 Analyst – Ptek Holdings, Inc.                                                                                                                            

·Reduced contract paper work flow by over 90% between Order Entry and Billing

·Implemented contract pricing; performed billing cycle audits on pricing, promotions, and taxes

·Performed product to billing component mapping key for accurate product billing

MCIWORLDCOM                - Atlanta, GA                                                                                                                          Jan 1999 – April 2000

Corporate Accounts Analyst – MCIWorldcom                                                                                          

·Audited customers’ invoices to ensure accurate contractual rates and discounts

·Handled 75 contracts when the average load per monthly analyst was 20 contracts

·Participated actively in testing, developing M&P’s, setting up contract shells, and training analysts on new billing system

PROFESSIONAL ACHIEVEMENTS

·2004 Pinnacle Award recipient, BSLD                                        

·Billing Department Quarterly Award (Ptek Holdings, Inc.)     

·All-Star Award (MCIWorldcom)

EXTRACURRICULAR ACTIVITIES

·Group Exercise Instructor – LA Fitness, Bally’s Total Fitness, O'Malley's

·Fundraising - Marine Corps Marathon (Oct 1997)

·Volunteer Interpreter - Centennial Olympic Games  (Summer 1996)