Toni Counts Rose

Toni Counts Rose, CFE, MBAMobile: 805-338-0395 Email: tonirose12@sbcglobal.net

SUMMARY of QUALIFICATIONS

A multi-faceted Internal Auditor with 10 years of proven ability to manage multiple projects, undertake complex assignments, meet tight deadlines, and deliver superior performance. Possess excellent customer service and interpersonal skills. Apply patience, determination, and persistence to troubleshoot client issues internally and externally. Make strategic decisions regarding project scopes, relevant policies, and timely implementations. Flexibility to adapt to quickly changing needs.

Lead Auditor ▪ Financial Reporting ▪ Strategic Planning ▪ Budgeting and Forecasting ▪ Project Management ▪ Accounting ▪ Experienced Communicator ▪ Data AnalysisMicrosoft Outlook- Microsoft Office- Microsoft PowerPoint- Microsoft Excel- Microsoft Word-SAP-TeamMate

PROFESSIONAL ACCOMPLISHMENTS Provided effective leadership in managing SOX controls and internal audit projects on cross-functional teams

especially during stressful month and year-end deadlines. As a result, acted as a key resource to department and division management by providing consultantacy to payroll clients. 

Used data analytics to test and identify the root cause of why an employee payroll check was rejected due to HR error of over $1M. As a result, recommended management verify the accuracy and integrity of the off-cycle manual processed checks procedures.

Generated and implemented accounting and credit policies increasing efficiency in revenue collections from 68 days to 45 days.

Predicted future debt and probability of default, then use that information to improve the availability of money to help fund a chip product line for the Semi-conductor operations and increased cash flow by 15%-20%.

LEADERSHIP SKILLS Possess excellent interpersonal skills for decision-making and problem-solving, plus establishes workable

relationships with clients Take initiative and lead projects and teams with minimal guidance and supervision by using project management

experience and skills Provide guidance and direction to management and staff in regards to credit forecast and financial risk polices Demonstrate strong ethics, influence and negotiation skills, and the ability to effectively manage stress and engage in

crucial conversations with all levels including senior management Provide leadership and supervision to others:

o Two Interns secured positions within Audit Serviceso Three mentees promoted to manager and excelling

PROFESSIONAL EXPERIENCE

EDISON INTERNATIONALCorporate Auditor, Southern California Edison, Rosemead, CA 2006 to present

Financial and Contracts (2011-present) Perform SOX testing and reviewing internal controls (Payroll & Benefits; EIX Holding Company- Accounting; EIX Common

Stock Dividends; Cash Management; Long-Term Investments; Short-Term Debt; Common Stock Dividends Financial Reporting, Miscellaneous Journal Entries; and Corporate Accounting) over financial reporting risk, performing walkthroughs controls testing, and communicating results and exceptions

Lead and participate as a team member on highly complex sensitive audit projects for Payroll, Finance, Legal, and Human Resources business units by following the audit work practices

Provide guidance to audit clients’ awareness of compliance with management objectives; the Company goverance policies and procedures; and the CPUC tariff rules and rates.  Identify significance risk to the Company and provide recommendations to senior management based on audit

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Toni Counts Rose

fieldwork and persuasive evidence. For example, recommended a process to ascertain employees’ authority levels in the SAP 1010 table are consistent with the OU Matrices and/or reflect changes made during the year.

Work with several operational units, including Controllers, and ASD management to support successful completion of the annual audit plan

Gathers, documents, analyzes, draws conclusions and provide recommendation based on evidence obtain from clients. Also considers alternatives through objective research, best practice, and root cause analysis for ongoing audit projects and management requests audits.

Delivers presentations to middle and senior management to communicate audit findings; negotiate and obtain buy in of recommendations; and monitor the outcome.

Operational and Consulting (2006-2011) Led and managed complex Operational and Consulting audit projects in Customer Service and Transmission and

Distribution that may have significant risk to the Company. Provided recommendations to mitigate risk significance and potential financial Impact to the Company for Demand

Response energy efficiency programs. Such as, recommending client incorporate compliance procedures that includes obtaining the customer and engineer’s signature and certification to prevent possible Incentive payments to customers for improperly installed equipment.

Developed audit engagement plans and work programs; assess risk level assessments; and conduct entrance and exit conferences with senior management

Presented vital conclusions status to management and clients; delivered assessments to team members; coordinate lessons learned and best practices meetings for projects

Developed and manage audit plans and risk assessment projects, including developing work scope, defining milestones, metrics, and other supporting details

Maintained and sustained client relationships by providing business change resolutions during high profile projects. Gathered and analyzed large amounts of data for supporting ongoing audit projects, investigations, and management

requests

Jefferson Wells Internal Audit Consultant 2005

Conducted various financial, contract, and operational audits in various roles; project lead, and team member for SCE

DMX Music Entertaining Industry Independent Contractor- Project Manager 2005

Utilized project management skills while managing a staff of four supporting company with bankruptcy filing 3D Systems Prototypes Manufacturing Company Independent Contractor - Accounting Manager 2004

Led various projects that included managing eight accountants, fact gathering, analyzing, providing resolutions, and implementing the results for all accounting functions such as accounts payables and receivables; payroll, and general ledger

Established a detailed corporate policy to manage bad debt and write-offsCeletronix, USA Manufacturing Company Memory Boards Independent Contractor - Accounting Manager 2004

Directed and monitored staff to ensure accurate and timely completion and distribution of financial statements to VP, CFO, and Controller

Conducted various financial industries benchmarking; analyzed financial data, and made recommendations: receivables and collections; forecasting customer risk and write-off; and manage vendors and negotiate terms for project decisions and outcomes

Reviewed monthly and annual reconciliations and schedules prepared by staff accountants to ensure efficiency and accuracy of reconciliation of general ledger accounts; supporting the financial statements; and information provided to external auditors

Poly-Flow Engineering Semiconductor Manufacturing Company

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Controller 1995-2004 Managed and directed the company’s financial reporting function including income statements, balance sheets,

future earnings and expense analysis, financial forecasts Managed a staff of ten which included receivables and collections; payables and disbursements; costs; general

ledger; and payroll accountants Built risk scores models for all customers based on credit ratings and payment history Advised management of the increased threat of losses occurring in Semi-conductor and related industries; and

customers experiencing financial despair       Managed vendors and negotiated terms by giving discounts or special terms to customers that purchased large

volumes Created a bad debt policy approval for customer write-offs that range between $1,500 and $2,000 Reviewed audit schedules to prepare for the year-end audit of the financial records for the external auditors.

EDUCATION and CERTIFICATIONSMaster of Business Administration Bachelor of Science in Business and Accounting University of Phoenix; Woodland Hills, California

Leadership CertificateThe Strategic Leader Certificate Program, University California San Diego

Certified Fraud Examiner (CFE)Association of Certified Fraud Examiners

Project Management CertificateCalifornia Institute of Technology

BOARD MEMBER

Legacy Ladies, Inc. (Non-profit) 2012 to presentTreasurer

Maintain bank accounts by selecting banks, signing checks, and investing excess funds wisely Provide financial oversight including awareness of: access to the organization’s funds; outstanding bills and

fundraiser revenue; and manage the organization cash flow Develop the annual budget as well as comparing the actual revenues and expenses incurred against the budget Oversees the development and observation of the organization’s financial policies Keep the board regularly informed of key financial events, trends, concerns, and assessments Complete monthly and yearly required financial reporting and make available to the board and the external auditors

for the Federal 990 filing

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