Joseph Lackay 2090 Ravine Place · Reynoldsburg, OH 43068 614.806.1444 · lackay.joseph@yahoo.com

ACCOUNTING PROFESSIONAL

Senior Financial Analyst with expertise in budgeting, forecasting, variance analysis, and ad hoc reporting. Committed, high-energy professional with experience handling diverse accounting and finance functions with multiple industries. Accomplished and results oriented professional who consistently meets deadlines and increases company revenue. Knowledge of generally accepted accounting practices with extensive experience in accounting environment with exposure to a range of accounting principles, practices, and procedures.

Detail-oriented and organized team player; effectively collaborates with others and diligently works to resolve business and financial related issues. Bring excellent communication skills and a reputation for embracing challenges and reliably delivering results.

Specialties: Hands on Financial reporting experience, budgeting, forecasting, performed General Ledger accounts reconciliations and analysis, compliance with GAAP, FDIC, and SOX. Fixed assets, prepaid and accruals, Analysis and Reconciling Accounts, Strong GAAP Knowledge, month-end closings and expense tracking.

 

TECHNICAL COMPETENCIES

·               Financial Reporting /  Accounts Reconciliation / Auditing / Control Analysis / Forecasting

·               Oracle R12 E-Business Suite experience, and Sound ability to analyzed and resolve problems in E-Business suite, and interpret application implementation methodology

·               Comprehensive knowledge of AP and PO workflows: AP Invoice, PO Requisition, and PO Account customization. Strong analytical and problem solving skills

·               Profound knowledge of Oracle ERP eBusiness database, Interfaces and Schemas

·               Performing queries in SQL to retrieve data for analysis, validate data and running reports via XLS.

·               Experience SOX testing and other SOX program deliverables

·               RCSA testing, control rating, issue/action plan reporting

·               SAP and ERP / SAP Financial / Analyzing Data using MS Excel

·               PeopleSoft Financial - Billing, Project Costing and General Ledger accounts

·               Highly Competent in MS Excel, Word and Access

·               Oracle General Ledger Accounting System / SEI Trust Accounting System

·               Government Contracting Experience

 

PROFESSIONAL EXPERIENCE

Abbott Laboratories   Columbus, Ohio       Financial Analyst II (Consultant)          10/2014 to Present                                                                

·               Analyzes financial data and projects financial condition based on past performance and present earnings; Perform accounts analysis, reconciled and maintained all fixed assets

·               Reviewed & approved accounts payable documentation submitted from projects through EPAS

·               Processed accounts payable for assigned projects, and managed various corporate vendor relationships;

·               Budgeting, forecasting, variance analysis, and building excel based financial and tools to maximize profits. Reviews proposals and prepares analysis of feasibility and profitability.

·               Develop integration solutions and custom application for Oracle Finance Module with SAP Financial Module. Perform general ledger accounting, month-end closing, journal entries and financial reports

·               Use SAP Financial, Oracle Financial Module, Microsoft Office and Excel Spreadsheet to perform my daily functions.  Analyze and resolve problems in eBusiness suite

 

Sonoco Plastic, Columbus, OH    Access Database Consultant (Contract)    03/14 – 07/14

·               Created and deployed Web-based application using Access for proposal management system, tracking production activities, including form, reports, tables and queries, and client data.

·               Developed company-wide database for human resources department, including forms, filters, reports, tables, and queries (front end) supported by MS-SQL Server. Reviewed and prepared system documents and specifications. Oracle forms design and development; Oracle reports design and development

·               Coding in PL and SQL, SQL*Plus, writing reports and database packages

 

Cardinal Health, Inc., Dublin, OH        Accountant / Analyst                           05/2013   - 01/14                                                                                                                                          

·               Performed sales-based accruals – rebates, royalties, deferred revenue, warranty, and associated fees; Ran queries in Access, SQL, extracting data, analyzing data using Lookup and PIVOT Table to summarize data for budgeting and forecasting. Posted corrected entries/adjustments using business object into SAP general ledger accounts. Reviewed financial statements and analyzed sales revenues, costs and expenses

·               Developed detailed spreadsheets to identify trends and develop forecasts. Consolidated and analyzed monthly results and budgets

Battelle Memorial Institute, Columbus, OH   Business Analyst (contract)   07/2012 – 04/13

·               Prepared integration into PeopleSoft version 9.2 Financial – Project Costing, Billing, and GL accounts

·               Performing analysis and resolving issues in the billing module – recognizing revenue

·               Prepared or reviewed account reconciliations

·               Performed complex analysis and advanced reporting requirements, contract documents and financial data to determined proper accounting treatments, using SQL script to retrieved data for analysis purposes

 

Action for Children, Columbus, OH Database Specialist                   09/2011 – 04/13                                                                    

·               Defined system and user requirements through interviews and analysis

·               Converted Excel spreadsheet to Access Database and converted Access Database to Excel Workbooks. Modified databases and developed new databases, Analyzed and discussed business requirements with clients, defined objectives, and formulated systems to parallel overall business strategies. Debugged errors and recommended solutions; designed and maintained database

 

Garden City Group, Inc., Columbus, OH           Accountant                      02/2011 – 05/2011                                        

·               Ensured journal entries properly recorded on Oracle general ledger accounting system

·               Reconciled Oracle General Ledger for Revenue and Cost of Goods Sold to Business Intelligence System. Performed expense analyses, forecasting, budgeting, generating   reports, and making   presentations. Process daily Work Order Variance Reports, Close Work Orders to history, handle the cost on termination inventory, and process month end ad hoc reports. Upgraded assessment of current business process in R11 (GL, AR and Cash Management). Designed test scripts of sub-processes identified in assessment phase

 

JP Morgan Chase, Columbus, OH         Accountant / Analyst (contract)      01/2010 – 06/201                                                                                   

·               Updated investment records (Fixed Income Products) in database warehouse, performed analysis on fixed income products, and generated accounting statements for Portfolio managers

·               Monitored cash, investment values and income activity

·               Data analysis reporting. Handled general ledger accounts, fixed assets, cash management, and data extraction, filtering, and validation

 

Citigroup, Inc., Columbus, OH       Accountant                                           03/2006 – 11/2008                                                                

·               Performed General Ledger account analysis. Expensed accrual calculations

·               Prepared financial and accounting records, cash and position reconciliations

·               Prepared journal entries; performed bank reconciliations and ensured proper coding of cash receipts

·               Used SAP Financial, SUNGARD Investment System, Share Point and Excel to perform daily reconciliations and accounts analysis; Performed SOX testing and other SOX program deliverables

·               Developed enterprise  applications, using Oracle form, Oracle APIs, and Oracle reports

 

State of Ohio, Columbus, OH         Staff Accountant                                11/2001 – 03/2006                                                                                                                                                     

·               Handled General Ledger Accounting analysis

·               Performed month-end closing, prepared journal entries, and managed accounts payable functions including coding invoices to proper account number for payment and processing invoices into accounting software, researching past due invoices and balances, and advising vendors of payment status. Prepared  budgets for all facility operations and analyzed budget variances

 

Analytical Services, Inc., Columbus, OH Accountant / Auditor             02/2000 -07/2001                                                                                                                      

·               Reconciled and identified unmatched disbursements, and made adjustments to DFAS systems

·               Performed audits; examined financial and accounting records 

·               Reconciled government contracts using DFAS system

 

EDUCATION

Keller Graduate School of Management, Columbus, OH                                                              

Master of Business Administration (MBA)

Keller Graduate School of Management, Columbus, OH        

Master’s Degree (Accounting and Financial Management)

Franklin University. Columbus, OH

Bachelor of Science (Accounting)