Dallas-Fort Worth Metroplex
Finance Transformation leader with 20+ years of hands-on experience in all facets of business, tech and financial analysis. With a career that spans a variety of industries, she is continually praised for her business knowledge and broad understanding of Finance & Operational metrics/KPIs that can be quickly adapted and applied to each client’s needs. Routinely leads process optimization and scalable analytics projects - dashboarding, reporting, modeling, and forecasting applying Agile methodology and a variety of data optimization concepts to exploit enterprise databases, ERPs or legacy systems. Consistently recognized by leadership and co-workers for her dedication to team and development, she embodies open communication, promoting understanding between business teams and technical groups while reliably driving sales growth and organized, on-time delivery.
Oversight of metrics, automation and excellence in financial reporting.
Oversight of Internal Operational and Financial Metrics, 3 statement reporting and ERP administration. Leading finance transformation and automation from strategy to execution. Forecast modeling, KPI reporting on sales credit, revenue, utilization, client margins, SG&A expense planning, capital and R&D recognition, sales cycles and AR/AP accuracy. Strategic advisor for client transformation opportunities and revenue planning engagements.
Roles & Responsibilities: • Engagement Lead – Project Planning, Oversight & Delivery • Business Line Manager, Financial Transformation & Analysis – Sales support, marketing, hiring and staff development reporting directly to CFO • Technical Lead, Business Intelligence – ensure all analysis using a BI/Visualization tool adhere to standards and best practices in data modeling and UI/UX. Oversee hiring and sales support reporting to VP of Business Consulting • Internal FP&A Oversight – develop and maintain all internal financial reporting and analytics Key Engagements: • Change Management Lead implementing Agile methodologies into large professional services company across business units, IT, OpEx and Data & Development • Business Intelligence SME for Analytics giant and Automotive leader developing analytics and BI delivery for a dynamic pricing model • Finance SME for PE-backed service provider improving their data warehouse and visualizing/analyzing margin performance across business lines
Lead team of analysts in diverse finance-focused analytics across automotive company projects. Support sales team in detailed quotes for financial engagements in diverse industries. Key Achievements: *Specialize in connection of KPI's and business drivers to financial results for descriptive and predictive data analysis. *Oversight of finacial capability pod and staff augmentation support team. *Grow FP&A business across diverse divisions through expansion and maintenance of existing contracts and new sales support. *Drive internal growth and team building within Kaizen's Plano office through internal projects, meetings and staff oversight.
Developed business processes to support finance, operations, sales, and marketing teams. Manage all aspects of budgeting, forecasting and FP&A reporting. Key Achievements: • Solely responsible for developing a forecasting tool in Excel capable of a full bottoms-up budget for three years including revenue, staff planning, operational inventory and automating forecasts, quarterly and monthly reporting of financial statements. • Revamp customer licensing spreadsheet into functional Access database to better track historical subscriber counts, tax reporting and deferred revenue recognition.
Developed business processes to support billing, payroll, and payables throughout a more than 40% sales growth in the second half of 2018. Recruit and manage clerk team for a $35M budget. Key Achievements: *Create reporting to foster improved understanding of all aspects of costs, billing and collection process for non-technical managers. *Initiate business processes for routine journal entries to balance P&L accounts and create efficiency for audits, covenant reporting and capital accounting. *Impacted reduction in aging and collections accounts from 15% to less than 3% in 14 months by fostering consistent routines and stream-lining front-end customer set up.
Streamlined processes to improve business processes that enhanced productivity, transparency, and projections. Held responsibility for all US K-12 small accounts, subscription renewals, and channel sales departments across two office locations, and the management of a $150M budget.