Chicago, Illinois, United States
- Lead enterprise FP&A reporting processes across month-end, forecasting, Board reporting, and executive financial reviews - Own monthly Board reporting package and core P&L reporting files supporting executive leadership and 11 reporting groups - Manage forecast and monthly review templates used in senior leadership reviews across Corporate and Regional teams - Coordinate cross-functional deliverables across Regional FP&A, Corporate Finance, Financial Systems, Controllership, and business teams - Serve as key FP&A lead for reporting questions, system issues, process requirements, and financial data consistency - Drive process improvements across reporting templates, organic reporting, Hyperion enhancements, and Chart of Accounts standardization - Support onboarding, SOP creation, training, and knowledge transfer across critical FP&A processes
Responsibilities: -Implemented migration of sites to supply chain cost structure system -Transitioned sites to PowerBI for real-time financial insights -Supported Cost of Poor Quality manager in data accuracy and timeliness -Collected and analyzed forecasting information to support financial planning -Collaborated closely with engineering and operations teams to ensure adherence to budgets across 80+ European sites Finance led of a key system migration project, focusing on: -Migrating Chart of Accounts structure and local requirements -Implemented new reporting structure aligned with project goals -Organized and facilitated a comprehensive 2-week simulation event for team readiness -Provided weekly progress updates to executives including project achievements and risks impacting timelines
Two-year leadership development program to develop leaders through four six-month rotations and classes in accounting, supply chain finance, commercial finance, finance planning & analysis, and business strategy Corporate FP&A - Owned monthly/quarterly tracker to report to executives for each business group - Created 20+ page report to executives to track marketing trends, financials, key performance indicators for all sites - Supported in budgeting/planning process across newly integrated business units - Ad hoc requests for Investor relations/Board of directors and other internal scenario planning Sourcing - Owned functional expense forecasting for Sourcing - Tracked synergies from merger of across all sites within Wabtec - Created new tracking system to include newly integrated sites from merger - Monitored and assisted cross-functional on asset creation within Sourcing Customer Finance Manager & North America Services Support - Owned income statement and balance sheet for a customer account - Provided operational and commercial updates in bi-weekly pacing calls with the Services product line - Collaborated with supply chain on delivery schedules and cost saving initiatives to ensure the account was maximizing profitability and meeting quarterly commitments Business Unit Finance Analyst - Owned full-cycle accounting financials including Orders/Sales/CM/EBIT/CFOA -With turnover in the site in my six-month rotation from managerial roles in my product line -Presented monthly on results and variances from variances vs. actuals -Forecasted cash flow for two sites within my product line -Analyzed variances from forecast to actuals - Supported the evolution of project that transformed the business group
One on one appointments assisting students in creating financial security in college with financial goal setting, banking basics, budgeting, credit education, and debt repayment education
• Rotated through Mergers & Acquisitions, Investor Relations, and the Performance, Products & Service business unit • Assisted with compiling answers to potential analyst questions during earnings conference call • Developed an extensive reference sheet of the company’s current financials oriented for investors