Wendy Powell

About Wendy Powell

Highly motivated and experienced accounting professional with expert proficiency in complex financial accounting,revenue reporting, and budgeting planning & analysis. Comprehensive understanding of sophisticated accounting treatment with a particular emphasis on general ledger management, accounting reconciliations, and cash conversions processing. Analytical talent and quantitative focus directly transferable to financial management positons with one of the four largest public accounting firms performed within banking and capital markets industries. Thorough understanding of the month-end closing process, automation of financial accounting systems and operations to increase staff efficiencies. Synthesize, review, and anlyze sophisticated data, contributing valuable input to produce financial statements.Specialties: Completion of several courses: Sarbanes-Oxley Orientation Update for PCAOB Proposed Standard, Performing An Agreed Upon Procedure, Anaysis of Financial Statements, Bloomberg Terminal Training and Advance Leadership in Project/Portfolio Management. TECHNICALLY PROFICIENT in MS 2003: Word, Excel and, PowerPoint and Access; novice level in Visual Basic and HTML; including Web design, Crystal Report, Lotus Application, Adobe Acrobat, SAP, Oracle (People Soft) Hyperion

Experience

1. Director

   Equitable

   Jan 2015 — Present

   Implement annual enhancements of critical financial forecasting policies and procedures specifically on existing and emerging components and balance sheet forecastingManage statutory deposit for all domestic and foreign entities.Perform trends actuals vs. baseline analysis for financial items which are low to medium complexity in scope, while communicates with business partners to research and document explanations for variances. Develop financial models to analyze possible business changes.Prepare standard reoccurring financial reports while performing data validation functions such as reconciliation of data sources for completeness and accuracy.Responsible for providing senior management with strategic analysis of the firm global business, the annual budget and various related financial information to utilized in strategic decision-makingWork closely with business segments FP & A, reporting teams, risk department, investment and hedging on various aspects of deliverables.

Education

• Baruch College

  Master of Business Administration (MBA), Accounting and Computer Science

  2013 — 2018