DANIEL J.

WICKEY
Andover, MA 01810
978-273-0664
Wickey182@comcast.net
Summary:
Hands on accounting professional with a broad work background which includes:
General Accounting Group Management
Systems Implementation
Contract Management
Commission Programs
Financial Reporting
Project Accounting

Budgeting/Forecasting
International Accounting
Shared Services
Audit Management
Public Accounting Experience

Accounting systems - Oracle, SAP, NetSuite, Open Air, PeopleSoft, CODA

PROFESSIONAL EXPERIENCE:

Winter Wyman Contracting Services, Auburndale, MA

Cushman & Wakefield Facility Services, Auburndale, MA

3/16- 7/16

Project Management Resource - Business Process Outsourcing

Team member for outsourcing of accounting support functions to third party in Chennai, India.
Document and coordinate As Is process and procedures for billing and accounts payable groups.
Establish control documents to manage flow of information and responsibilities to off-shore team.
Develop reporting documents and structure to allow for status checks during the monthly accounting cycle.
Prepare and coordinate communication documentation of process changes to suppliers and clients.

Hitachi Consulting Corporation, Waltham, MA

9/08- 1/16

(Formerly Celerant Consulting, Inc. acquired by Hitachi Consulting Corporation 12/31/2012)

Controller-North America

Responsible for all general accounting and treasury functions in the US, Canada, South America
Annual revenue has ranged from $65M to $135M.
Project driven organization for all direct and indirect activity.
Full reconciliation of Billing in Excess and Revenue in Excess balances on a monthly basis.
Provide project costing, reporting and forecast updates through-out the life of the projects.
Served as financial liaison for senior management team, SVP and direct reports to team level.
Manage staff of 6 individuals.
Participate in sales contract management, review and execution.
Instituted and manage workflow for the accounting organization including policies and procedures for accounting functions.
Continuous review of existing vendor contracts, re-negotiating when necessary.
Responsible for regional budget and forecast process.
Manage annual year-end audit process.
Developed and manage cash flow reporting for region.
Management and review of 401k plan filings.
Manage sales and operations commission program.
Developed and managed all accounting and tax aspects of employee secondment program.
Manage tax filing process for multi-entity, multi-jurisdictional filings both international and domestic.
Team member for world-wide systems implementation.

R. G. Vanderweil Engineers, LLP, Boston, MA

11/02- 09/08

Assistant Controller

Manage all general accounting functions including Accounts Payable, General Ledger, Payroll Services and Fixed Assets.
Annual revenue approximately $40m.
Prepare all Monthly Internal Financial Reporting on both a consolidated, office, market sector and project level.
Responsible for the internal budget process.
Manage staff of 4 individuals.
Project costing environment for all activity with WIP reconciliation.
Institute policies and procedures for day-to-day accounting functions.

DANIEL J. WICKEY
Andover, MA 01810
978-273-0664
Wickey182@comcast.net

Continuous review of existing vendor contracts, re-negotiating when necessary.

Manage annual year-end review, preparation of GAAP financial statements, manage compliance audits for select client
Provide support for annual cash basis tax filings.
Review annual 401k calculations, manage 401K audit.
Manage accounting software deployment/upgrades for ERP system.

Thomson Financial Corporation

10/97- 11/02

Thomson Financial Corporation acquired the Primark Corporation in September 2000 below is a summary of the positions I held
during my five years of employment with both companies.

Senior Financial Manager-Shared Services - 01/01-11/02

Provide centralize accounting services for 9 Business Units within the Thomson Financial Organization with annual revenue
of approximately $1.2 billion.
Accounting Services provided include: General Ledger Accounting, Payroll Accounting Services,
Fixed Asset Management, Monthly Internal Financial Reporting
Manage staff of 16 individuals (3 direct 13 indirect).
Clearly defined job roles across each group.
Implemented job tiers within sub-groups and succession plans across all groups.
Developed and managed strong working relationships with other shared service groups and operating units to maintain twoday close process.
Responsible for the preparation of standardized quarterly financial templates used for worldwide consolidation of the
Thomson Financial Corporation.
Coordinate year-end audit and quarterly reviews conducted by outside audit firm.
Responsible for the internal budget process for all shared service departments.

Primark Accounting Services- Senior Manager-Sales and Distribution - 07/99-01/01

Responsible for all sales contract processing, which includes order processing, billing and revenue recognition for five
subsidiary companies located throughout U.S. and Canada via shared services center.
Managed staff of 10 individuals (2 direct 8 indirect).
Responsible for all financial analysis related to revenue and deferred revenue accounts.
Implemented and maintained standardized order processing and revenue recognition procedures.
Developed and maintained quality control procedures for SAP system as it relates to sales processing.
Developed and implemented customer service group for accounting related issues for five subsidiary companies.

Primark Corporation - SAP Implementation Team Lead- Sales and Distribution - 01/99-7/99

Responsible for establishing functional requirements and business processes for the sales and distribution area which
include order processing, billing, revenue recognition and all sales reporting for ten Primark subsidiaries.
Prepared review of current business processes for implementation consultants.
Established and standardized best business practices for use by Primark subsidiaries.
Supervise staff of three in the functional design, testing and documentation of SAP system.
Supervise conversion of customer master data, existing open contracts and material master data from six existing computer
systems into new SAP system.
Conducted workshops and presentations to validate system design with the user community.
Supervised the development of end user training materials.

The Yankee Group Research, Inc. (Primark Subsidiary)-Accounting Manager 10/97-1/99

Responsible for all domestic accounting functions including accounts receivable, accounts payable, monthly and annual
closing and the maintenance of the general ledger.
Annual revenue of $25M.
Preparation and review of all monthly work-papers.
Preparation of monthly sales commission statements for sales force of 15 individuals.
Supervise and review the preparation of month to date/year to date income statements for 22 business units for internal
reporting purposes as well as consolidated balance sheet and income statement.
Supervise a staff of three individuals.

DANIEL J. WICKEY
Andover, MA 01810
978-273-0664
Wickey182@comcast.net

Prepare annual budgets for individual business units.

Supervise the production of bi-monthly payroll and all quarterly and year-end filings.
Prepared percentage completion calculations of all consulting engagements.
Coordinate year-end audit and all interim review by audit firm.
Accomplishments:
-Completed conversion from cash basis to accrual basis reporting.
-Instituted and streamlined year-end audit process.
-Instituted proper accounting procedure for revenue and expense recognition and internal controls.
-Developed internal reporting packages for all Business Units.
-Supervised the installation of time tracking system for consulting projects.

FIRST DATA INVESTOR SERVICES GROUP, INC., Boston, MA 10/93-10/97

Limited Partnership Administration (LPA)
Accounting/Financial Services Manager I (Assistant Controller) (11/96 - 10/97)

Responsible for the maintenance and accuracy of all LPA financial results.
Supervise the preparation of monthly analytical reports detailing consolidated revenues and expenses.
Preparation of monthly variance analysis of actual to budget and actual and forecast for presentation to LPA manager and
corporate finance department.
Supervise a staff of 3 individuals.
Prepare annual budget and any forecasts as requested for LPA.
Supervise the billing of all clients serviced by LPA.
Support client development including the preparation of price and cost allocations.
Support department manager on all ad hoc reporting requests, including historical analysis and billing and cost allocations.
Supervise the preparation of consolidated monthly reports for all general partner entities.

Senior Financial Reporting Accountant (10/93 - 11/96)

Prepare 10Q and 10K consolidated financial statements for filing with the Securities and Exchange Commission.
Responsible for the financial and operations analysis of several limited partnerships consisting of hotels, retail centers and
commercial properties.
Consolidation of multiple property, multiple partnership entities.
Maintain general ledgers and detailed work papers.
Coordinate accounting and financial matters with property managers, various lending institutions and several audit firms.

Public Accounting Experience

CHARLES E. DIPESA & CO., CPA, Boston, MA

08/92-10/93

ANSTISS & CO., CPA, Lowell, MA

02/90-06/92

COMPUTER
SKILLS:
G/L software includes:
PeopleSoft, SAP, Great Plains Dynamics-FRX, Platinum G/L-FRX, BST enterprise; Open Air; NetSuite G/L;
CODA; Oracle, Oracle Business Intelligence
P/C software includes:
Microsoft Word & Excel
Best Fixed Asset Software

EDUCATION: Bachelor of Science Degree, May 1990

Southern New Hampshire University, Major: Accounting

REFERENCES: Available upon request.