Peachtree City, Georgia, United States
Experienced Financial Professional, Global Finance Leader, Adaptive Planning Expert Senior finance professional with 25 years of experience in financial leadership, audit and accounting. Diversified portfolio of financial experiences including controllership, strategic planning and internal controls. Strong background and experience gained in mid and small size companies in various industries. Expertise developed in international accounting, quality initiatives and building a metrics oriented environment in various industries and corporations. Strong and highly ethical leader who obtains results via empowerment and team building
At Trillix, our team consists of senior-level FP&A professionals with extensive experience in Workday Adaptive Planning. Working with Trillix Solutions will empower you to make informed decisions, whether you are exploring a planning software, starting an implementation or looking to assess or optimize your current environment. Wherever you are in your FP&A journey, Trillix SOlutions is committed to meeting you there with solutions to maximize your investment.
• Lead 40+ implementation consultants, developing talent to become Adaptive’s leading global partner. • Implemented over 200 companies across numerous industries including software, pharma, healthcare, higher education and finance providing financial and change management guidance at executive level experience. • Created and grew a multi-million dollar Adaptive support offering for post go-live clients. 300+ clients on support with additional offering as tenant assessments and enhancements and optimizations. • Proven financial thought leader by improving business flows, providing better insight into financial data and decision making measured by feedback from numerous organizations. • Specialization in financial modeling including revenue, expense, balance sheet and statements of cashflow. • Certified implementer of Adaptive Planning
Providing financial and management consulting services focused on implementing technology to improve the financial planning and business intelligence functions of organizations spanning numerous industries, such as: Technology, Manufacturing, Non-Profit, and Financial Services. Adaptive Implementation and Support Certified
Senior Financial Analyst: • Manage the budget process: Analysis of the previous year spending and needs and determination of future needs based on activity forecasted. • Monthly review and analysis of actual spending versus budget, report all variances to upper management with action plan to meet the budget and future forecast for the remaining of the fiscal year. Publishing of operating committee and board of directors monthly packages. • Support executive leadership in special cost initiatives, refinancing activities, sales/merger transactions, facilities consolidation and special projects. • Software implementation leadership, training of end-users, troubleshooting and continuous improvement of existing tools. • Other: Assist managers with no financial background in reading and understanding financial documents; special projects; right-hand to the director of finance supporting all areas of finance; excellent problem solving skills.