Jacqueline Brooks, MBA, CPA

Experience

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  United States Air Force

  Feb 1983 - Mar 1991

  Deputy Team Chief and Quality Control Transcriber Analyst

  * Collected, transcribed, analyzed and reported on material dealing with research, development, testing, and evaluation of new generation aircraft and tactical and strategic air-launched weapons

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  Ernst & Young

  Apr 1991 - Feb 1993

  Tax Accountant/Auditor

  * Prepared consolidated corporate, partnership, individual, and tax-exempt organization returns. Also prepared tax projections* Performed financial statement audits. Compiled financial statements. Prepared bank and account reconciliations. Consulted on payroll tax issues. Prepared necessary spreadsheets and schedules required for audits

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  Federal Depositors Insurance Corp

  Feb 1993 - Apr 1995

  Auditor

  * Performed operational audits involving the analysis and interpretation of bank financial and management data and policies and procedures to determine conformance with examination and banking regulations.* Researched and prepared ad-hoc reports – prepared report on financial derivatives presented to the FDIC Inspector General Board to identify the risks of investments to financial institutions

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  Systems Research and Application

  May 1995 - May 1997

  Project Manager

  *Managed internal infrastructure projects and incorporated project management methodology into our client's (BellSouth) businessPerformed program analysis and control on OPEX, CAPEX, and headcount of a $70M infrastructure refurbishment program for our client* Identified potential problems on projects and worked toward resolution as required

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  MedPartners HIM

  May 1997 - Apr 1998

  Financial Manager

  * Developed and coordinated budgets for nation-wide IT departments with capital and expense in aggregate of $300 million and a headcount of 800 and performed financial, headcount, and quality analyses* Implemented a measurements tracking system for nation-wide Information Systems (IS) Departments, to include financial and quality and growth units of work measurements

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  BellSouth Telecommunications

  Apr 1998 - May 2002

  Business Analyst/IT Liaison

  Business/Project Cost Analyst* Provided analysis and reporting on a common dashboard of financial data used cross-functioamong business units, finance and IT requiring a high level of business acumen* Provided financial support to IT project managers, performed financial analysis on project costs, and forecasted project budgets* Worked with IT and finance to enhance the financial reporting systems in order to provide more timely project data to senior managementWeb Metrics and Reporting * Performed analysis of e-channel business cases, forecasted e-channel sales, and measured e-channel sales performance against business case forecasts for senior management and business unitsCommissions Assurance* Worked with IT, Contract Dept., and Finance Dept. to ensure all key contract, financial, and tax data was included in the commission system and ensured that proper controls and processes were in place to pay commissions consistently and accurately to BellSouth Payphone customers Show less

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  Accountemps - Lewis and Saunders

  Jul 2002 - Jun 2003

  Business Analyst

  * A temporary position while preparing to emigrate to New Zealand* Identified the disconnect in reconciling inventory and purchasing reports* Performed cash account analysis to ensure compliance with company policies and procedures* Performed analysis of accrued inventory account and related inventory and purchasing reports

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  Tegel Foods, Ltd. (Contract Work)

  Aug 2003 - Jun 2004

  Production Control Analyst

  * Controlled and maintained data integrity and completed month-end financial requirements for analysis of variable & fixed costs against standard & budget* Identified and investigated quality and production issues and lead efforts to resolve them

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  Christchurch Development Corp

  Jun 2004 - Jun 2006

  Financial Management Accountant

  * Developed a project management tool to ensure proper tracking and reporting of project costs required by the funding organizations* Created financial models to assist in forecasts and project scenarios* Provided financial and management reporting for CDC-associated companies and performed accounting duties for month-end close for CDC-associated companies

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  Dell

  Oct 2006 - Aug 2013

  Business System Analyst

  Global Audit & Transformation/Corp IT/Dell Education Services (DES)* Performed Conference Room Pilots (CRP) testing of Accounts Payable (AP) and Purchasing modules for Dell Oracle upgrade to Oracle R12 * Integrate Dell Financial Services (DFS) IT applications and DFS business and cash management processes into the Dell Oracle Global instance and Dell Treasury applications* DFS Integration efficiencies resulted in significant savings of $2M annually by reducing headcount and applications support costs * Business Analyst on Software & Peripherals (S&P) Global Cost Accounting project* Project manager on Software Recurring Billing project* S&P project efficiencies resulted in over 30% reduction in costs by automating high volume invoice matching and discrepancy resolution processes and automation of cost accounting journal entries* Define business requirements ensuring alignment with Dell strategy* Improve the alignment between IT and finance business partners* Complete assigned project deliverables on time and with standard methodologies and documentation requirements* Perform user testing & defect resolution* Champion common systems architecture, data models, and methodologies* Minimize customization of the applications we deployIntegrate governance into systems requirements definition* Drive for globally integrated solutions that link accounting, planning, and reporting systems and processes* Collected financial data from sources like D3 (front-end tool to Dell Data Warehouse), finance, SQL queries and DES utilization tool to provide in depth business knowledge to mgmt* Built cost models for DES core products to bring Dell Order Mgmt System costs in line with the actual costs* Created an end-to-end reporting process tying in partner agreements to purchase orders to invoice providing an audit trail* Evaluated data and key metrics by providing analytical support; interpreting data; communicating variances and results to mgmt. Show less

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  KPIT

  Dec 2013 - Apr 2014

  Business System Analyst

  Work with business partners in an IT group that manages global critical application platforms to deploy enterprise-wide key capabilities to the business using Agile project management methodology. Responsible to ramp up on business processes and system capabilities and help write/translate business requirements into meaningful technical solutions in a short period of time. • Establish and maintain relationships with business counterparts.• Learn relevant business processes to enable IT support for new capabilities impacting them.• Engage with the business using business process knowledge to translate requests into capabilities• Support Product Leads and Project Managers in all areas of project delivery including solution development, analysis, design, testing, and deployment• Support development of standard project management documentation in line with SDLC requirements• Support development of solid business requirements• Translate those requirements into meaningful capabilities• Support and perform testing of scripts in QA and UAT test environments and incident resolution Show less

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  Dell

  May 2014 - Oct 2016

  Software Asset Manager/Financial Analyst

  Worked in Dell’s Infrastructure, Engineering, and Operations (IEO) organization managing internal use software licenses, software usage and ensuring compliance per vendor contract terms. Develop business and scenario analyses to support Vendor Managers, Global Procurement, and Executive Management in making more informed decisions in vetting out software, determining ROI on software and negotiating more advantageous terms with software vendors. • Lead true-up effort of a Tier I $80M software vendor contract to clean up and reduce licenses and sandboxes to bring Dell under capacity. I brought capacity down from $30M over to $30M under capacity including a $2.5 reduction in sandbox usage.• Provided valuable software license analyses and reporting that identified redundancies in license usage. I managed the removal of these redundant licenses, which resulted in a $5M cost savings.• Lead several efforts for another Tier I $45M software vendor contract to implement efficient request and approval, license assignment, and removal processes as well as reduce, clean up and right size existing subscriptions of one of the highest cost software products. This resulted in a reduction of $2M in subscription cost as well as reducing audit non-compliance exposure by $2.5M. Show less

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  Intuitive IT, LLC

  Mar 2017 - Nov 2018

  Senior Business Analyst

  · Build functional requirements document for VA wide financial transformation project data cleanse effort· Build process flows for data cleanse processes· Work with IT and Data Analytics to ensure proper data de-identification is incorporated into the data cleanse process· Worked on dashboard projects in Data Analytics Services (DAS) to provide various key metrics· · Researched business processes, general ledger data, and reporting used by the business to gain a solid business understanding and how to provide the correct data elements for the required metrics· Identified the data elements and logic required to create the queries and tables to be used in building the metrics and visualizations for the CFO dashboard· Supported development of visualizations in the data visualization and analytic software tool, Spotfire, for the CFO dashboard· Tested and evaluated data and visualizations to ensure accurate results from the data per customer requirements and usability of the visualizations in the dashboard· Researched the CRISP-DM methodology and current DAS processes to develop and document the DAS Data Modeling Project Lifecycle playbook for senior management· Worked on Business Activity and Monitoring (BAM) project to support the identification of improper payments· Built business process models and accounting transactions to follow accounting through business systems from procurement to payments and collections· Conducted analyses of the various accounting transactions in the procure to pay and bill to collect lifecycle within VA· Proposed business processes and various options to record improper payments, track them and establish an audit trail Show less

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  Booz Allen Hamilton

  Nov 2018 - Nov 2019

  Senior Business AnalystWorked on Financial Management Business Transformation (FMBT) projects in Data Analytics Services (DAS):FMBT Data Cleanse Informatica (INFA) effortFMBT Data De-identification Informatica effortWork performed on these projects:• Conducted Release and Sprint planning sessions to develop project timelines • Collaborated across teams to define requirements, user stories and tasks, and obtain Product Owner (PO) approval on plans, timelines and deliverables• Loaded and maintained Release and Sprint plans and schedules in Rational• Engaged in scrum, technical and information gathering meetings with PO's, Business (Financial Transformation Support Division), Data Analysts, Data Engineers, Data Scientists and INFA contractors • Facilitated setup and configuration of INFA tools, tracked issues and held working sessions with INFA and IT support• Communicated between project team and stakeholders on progress of issues and risks including regular status updates and tracked these risks/issues to resolutionFinancial AnalystWorked on FMBT Business Intelligence and Reporting project to automate and provide dynamic reporting as part of the VA’s effort to transform their financial and acquisitions systems. • Engaged with Product Owners to define requirements, user stories and tasks, and obtain approval on plans, timelines and deliverables and maintained sprints and stories in Rational• Performed business understanding of the Payroll data and calculations used for the payroll metrics by reviewing the “Payroll Workbook” used by the business and researching data sources used to produce the workbook• Performed discovery of the payroll data sources and columns to be used for the Payroll report • Defined mock data to be created and rules to create the data due to lack of actual payroll system data until access to actual data is available• Supported Data Analyst in development of visualizations in Power BI for the Payroll POC wireframe Show less

  • Financial Analyst/Business Analyst

    Nov 2018 - Nov 2019

  • Associate

    Nov 2018 - Oct 2019
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  Q2ebanking

  Nov 2019 - now

  Business Analyst