While on assignment, our consultant built and maintained financial models, reviewed expenses, revenues, products, markets, OPEX and ROI. They oversaw budgeting (planning, building, and executing), forecasting, long-range planning, P&L analysis, slide decks and board presentations, financial reporting, consolidations, margin/sales analysis, and EBITDA/profitability analysis.

Additional qualifications include:

• Pieced apart analytics, models, and financials (P&L’s) by BU, product, region, etc. and provided detailed industry data, trend reports, and profitability
• Worked with M&A activity, playing an integral role in strategic planning, due diligence, modeling on acquisitions and divestitures
• Expert level in Excel, including financial modeling, pivot tables, V-LOOKUPs, SUMIFs, graphs, charts, etc.

Our consultant (MBA) is a senior financial professional who recently completed a project for a fast-growing, midsized Chicago based company. They managed all financial requirements for executive and operations management, including budgeting, forecasting and ad hoc analysis.

Additional qualifications include:

• Fact and metric-driven analysis to improve operational variances and drive P&L optimization
• Collaborated with IT on NetSuite to 3PL integrations
• Proposed solutions to enhance process efficiencies and reduce expenses through data modeling and forecasting
• Led operational expense tracking, data manipulation, projections using SQL
• Utilized Tableau for regional data analysis and cost forecasting

This repeat, proven consultant (MBA, BA in Accounting) has 7+ years of experience supporting corporate accounting functions, including general ledger reconciliations, month-end close and consolidations. Systems experience includes Oracle, SAP, Hyperion, Power BI, Excel – SQL, Teradata, TOAD, Power Query and PowerPivot.

Additional qualifications:

• Proficient with accounting process such as accruals, reconciliations, journal entries, and intercompany eliminations
• Experience with documenting procedures and verifying controls
• Member of the accounting team supporting the organization’s conversion to an Oracle cloud computing system
• Strong systems skills, with ability to create efficiencies and process improvements

This sharp Senior Accounting and FP&A Consultant with a bachelor’s degree in Accounting and an MBA in Finance has more than 20 years of experience in budgeting, forecasting, planning, sales analytics and profitability analysis. Recent experience includes building out new reporting structure and automations. Industry experience includes manufacturing. Systems experience includes SAP, Oracle, MS Dynamics, PeopleSoft, Hyperion, PowerBI, Tableau, Alteryx, SQL and Excel.

Additional qualifications include:

• Developed operating Excel model to reconcile on-hand inventory balances comparing client’s system figures versus 3PL warehouses system and identified multiple stock code variances needing quantity adjustments
• Implemented consolidation tool for multiple entity charts of accounts by reconciling all accounts and validating financial statement category and subcategory designation
• Delivered financial modeling and qualitative analysis which led to informed decision-making concerning capital expenditure and operating expenditure projects

This dynamic Controller with a bachelor’s degree in Accounting has more than 20 years of experience working with executive leaders to optimize business and financial performance. Recent experience includes project accounting and revamping cost accounting systems and documenting processes. Industry experience includes manufacturing and healthcare. Systems experience includes SAP, Oracle, Hyperion, OneStream, MS Great Plains, Wdesk/Workiva and Excel.

Additional qualifications include:

• Oversaw deep dive into analytics to look at productivity, manufacturing ROI and improve reporting and planning
• Set up accounting policies, built out costing, COGS, inventory tracking, regulatory reporting, budgeting and forecasting
• Performed detailed operational analysis, checking on overtime, labor rates, labor monitoring, efficiencies and utilization

This results-oriented Controller with bachelor’s degree in Accounting has more than 15 years of experience in full-cycle accounting, cost accounting, budgeting, forecasting and financial analysis. Recent experience includes overseeing accounting functions, from transaction recording to the final issuance of the trial balance. Industry experience includes manufacturing. Systems experience includes Oracle, Reports Now and Excel.

Additional qualifications include:

• Oversaw 5 business units, including 2 manufacturing plants
• Managed inventory auditing through cycle count testing, balance sheet reconciliations and variance resolution
• Partnered with business leaders to develop robust annual budgets and strategic business plans
• Implemented technology-driven process improvements and developed systems that enhanced data analytics and operational efficiency