David McJunkin

Experience

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  Champion Technologies

  May 2007 - Jul 2007

  Accounting Internship

  • Assisted with monthly financial statement preparation and reporting• Performed reconciliations of trial balances between legacy systems, SAP and consolidation systems

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  PMB Helin Donovan

  Jan 2008 - Feb 2010

  Promoted internally to lead review and audit engagement planning, supervise staff accountants, and audit debt and equity transactions• Supervised 3-5 staff accountants on audits for clients in various industries, including technology, software, wealth management, and commercial real estate• Experienced auditing public clients and drafting commentary for SEC reporting• Audited evidence supporting client revenue recognition and the accuracy of complex debt and equity transactions Show less

  • Senior Accountant

    Jan 2010 - Feb 2010

  • Staff Accountant

    Jan 2008 - Dec 2009
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  Nalco Champion, An EcoLab Company

  Aug 2010 - May 2014

  Promoted internally to provide technical SAP Finance systems support, interim consolidated financial reporting, and interim forecast development during initial phases of $2.2B merger.• Led SAP Finance integration project that modified the acquired entity’s corporate cost center structure to allow for historical trial balance upload in SAP and accurate corporate cost allocations for interim consolidated reporting• Created the first interim monthly considered financial package for the newly merged entity that presented comparative Profit & Loss statements, financial performance modeling, and illustrative dashboards to facilitate analysis• Supported region management and senior leadership with data extracts and ad-hoc reporting from multiple ERP systems including SAP Business Consolidation Systems, SAP Business Planning & Consolidation, and Hyperion Financial Management Show less Promoted internally to generate the monthly global consolidated financial package delivered to senior leadership, as well as maintain SAP system reporting hierarchies and coordinate the annual plan process across multiple business functions• Discovered source of $200K earnings variance versus legal trial balance during audit of global consolidated financial package• Enhanced raw data export process and automated compilation formulas in Excel to reduce the turnaround of the global consolidated financial package by two business days• Redesigned FY2013 budget templates in Excel to reduce the risk of user input errors and enhance integration with SAP Business Planning System (SAP BPS) to facilitate mass data upload and streamline plan reporting process• Created mid-year earnings variance outlook report using cost savings input from support group managers to identify 20% annual earnings growth over plan Show less Serviced 18 district administrative personnel with technical SAP requests and supported the ABU Controller with implementation of multiple operational improvement initiatives• Created the ABU Truck P&L that reported individual truck revenue, costs, and overhead allocations that contributed to a 12% reduction in overall delivery and warehouse costs FY2012 vs FY2011• Completed technical requests from district personnel including generating ad-hoc reports and processing mass data updates in SAP ECC 6.0 utilizing branch software, WinShuttle. Show less

  • Senior Financial Analyst, Energy Services

    May 2013 - May 2014

  • Corporate Financial Analyst, Production Chemicals

    Jul 2011 - Apr 2013

  • Business Analyst, Americas Business Unit

    Aug 2010 - Jun 2011
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  Rockwater Energy Solutions

  Oct 2014 - May 2015

  Manager of Operations Support, Production and Specialty Chemicals

  Managed and monitored implementation of multiple financial and operational improvement initiatives conceived by senior leadership, including: standardization of forecast processes, inventory management systems, and cash flow optimization.• Developed monthly illustrative financial dashboards and customer-level gross margin reports in Excel to assist Region Managers develop Q1 2015 quarterly forecasts• Enhanced customer-level gross margin reporting tool using advanced functionality in Excel to largely automate the process, resulting in a 75% reduction in report compilation time• Audited specialty product line P&L for accuracy and discovered $300k of misallocated head-count and vehicle costs, representing 20% of monthly product line revenue• Served as interim Fleet Director and spearheaded multiple cash flow improvement strategies, including negotiating a 15-day payment extension with our primary fleet services vendor Show less

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  Holland Parker

  Nov 2015 - Jan 2016

  Consultant

  Led the development phase of an Oracle Hyperion Financial Management (HFM) application redesign project, including data integration enhancements, for a large multi-national public client in the Financial Services industry• Received specialized training in Oracle Enterprise Performance Management Architect (EPMA), HFM, Financial Data Manager Enterprise Edition (FDMEE), SmartView, and Financial Reporting.• Completed development tasks including finalization of dimensional metadata structures, FDMEE account mappings, and data load tie-outs, all while remaining 100% on-time with prescribed deadlines• Generated ad-hoc reports in HFM SmartView to facilitate drilldowns for data load tie-out purposes Show less

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  Wolters Kluwer Lien Solutions

  May 2016 - now

  Promoted internally to provide FP&A guidance on key strategic initiatives and further partnership with functional leaders• Present monthly financial update to cross-functional group that includes CEO, Product, Service, and Technology• Compile monthly Revenue Flow Through Analysis that combines Sales and Revenue data and deliver results to CEO• Designed Product Profitability Report that won Q2 2023 “Stars of the Quarter” award from divisional Finance EVP • Deliver insights to Finance Manager on Core product transactional volume trends, Outlook/MMF, revenue and expense variance commentary, and risk and opportunities Show less Leveraged database skillset to overhaul periodic P&L reporting, revenue modeling, expense budgeting, and deep dive analytics delivered to Finance and cross-functional Leadership• Reduced compilation time of daily revenue forecast by +2hrs/day utilizing advanced methods in Excel• Applied business knowledge and data observations to develop a new monthly Customer Attrition Report that factored in product group dimension to improve accuracy• Supported functional partners with roll-out of new Motor Vehicle product with revenue, profitability, and Sales reporting• Played key role in CFO-led initiative to form a new offshore FP&A COE Team in India through training and mentorship Show less

  • Senior Financial Planning Analyst

    Sept 2019 - now

  • Financial Planning Analyst

    May 2016 - Aug 2019
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  Wolters Kluwer

  Apr 2024 - now

  Financial Planning Manager