Customer Service Management

KHERLYN VEILLARD-MARCEL

Email: **********@*****.*** Phone: 917-***-****

CAREER HIGHLIGHTS

Experienced accounting, budget management and fundraising/development professional committed to excellence with the ability to work effectively both, independently and within a team environment. Strong analytic and quantitative skills supporting organizations through analysis of key performance indicators and trends. Extremely detail-oriented Hands-on experience in quantitative/statistical analysis, budgeting, accounting, management reporting, and forecasting. Ability to write well and effectively communicate financial information to both, financial and non-financial staff. Comfortable working across diverse information systems. Experience working in a complex, international, multicultural organization. Proven ability to identify and implement operation improvements to streamline processes and increase efficiency and productivity. Ability to meet tight deadlines and handle multiple priorities. Rapidly adapt to new technologies. PROFESSIONAL EXPERIENCE

KVM Consulting 2012-Present

Congregation Rodeph Sholom and Rodeph Sholom School Budget Consultant (Present Engagement)

• Assist with strategic planning and developing multi-year budgets for the congregation and school.

• Prepare reports, perform analyses and forecasts for presentation to board of directors. Various Consulting Engagements (Various Organizations)

• Provided financial and operational guidance to organizational leaders by developing strong relationships and understanding their business.

• Identified and implemented improvements to streamline processes and improve internal control.

• Created management reports and implemented new methodologies to enhance decision-making.

• Prepared financial presentations for senior management and board members.

• Fundraising/Development Experience: instrumental in engaging board members in creating strategic plans to cultivate key relationships, execute special events and implementing various development activities to raise funds.

Open Society Foundations/Soros Foundations, New York, NY 1994 – 2013 Open Society Foundations is a prominent foundation funded by investor George Soros. OSF supports a vast number of organizations and operates worldwide in more than 70 countries. Deputy Budget Director (2001-2013)

Senior Budget Analyst (1998-2001), Foundation Accountant/Analyst (1994-1998) Areas of Expertise:

Planning/Operations Improvement

• Responsible for all phases of planning as it supports the budget or otherwise, including regularly and persistently elevating planning as a valuable function and tool.

• Obtained and developed tools necessary to facilitate collaborative processes across the various networks and business units.

• Maintained processes to eliminate redundancies and data inconsistencies which led to a reduction in reporting time.

• Proactively enhanced and implemented process improvements to enable more efficient use of data throughout the organization.

• Collaborated with IT to develop and implement automated budget and financial reports which significantly reduced personnel hours devoted to the process, expediting submission and revision response times. Management

• Lead and supervised a team of 3 Senior Budget Analysts.

• Developed budgets in a participatory manner across the various Foundations, standardizing methods and principles, and regularly revising policies.

• Developed and managed the budget control module of an enterprise software system.

• Developed, trained and mentored budget staff in budgeting, forecasting, relationship building, and partnering with business units to provide value above and beyond budgeting, forecasting and reporting.

• Provided commitment to internal client and customer service principles.

• Demonstrated ability to effectively hire and manage direct reports, specifically directing department’s work, and attracting, motivating, evaluating, rewarding, developing and disciplining talent.

• Remained flexible and organized in a fast paced environment. Budgeting/Forecasting

• Consolidated and oversaw creation of an annual consolidated global budget of $1billion.

• Directed the preparation of the budget and operating plan, including developing assumptions, scheduling, standardizing methods and principles, and regularly revising policies and submission requirements.

• Developed comprehensive, timely, multi-year operating budget targets, reports, analyses and forecasts.

• Provided departments, programs, and foundations with the necessary support to appropriately control expenditures and sufficient flexibility to make optimal operating and programmatic decisions.

• Provided senior management with sound tools for fiscal planning.

• Worked closely with Human Resources to analyze and manage head count impact on programs and administrative budgets.

• Collaborated with IT, HR, and Facilities to properly allocate budgets by headcount across departments.

• Prepared forecasts as required, including variance explanations vs. original budget.

• Identified trends and recommended corrective action, as required.

• Implemented appropriate systems to collect information and report results to management using dashboards, metrics, and visual aids.

• Maintained strong relationships with all business units to foster successful planning and forecasting which resulted in increased use of reports and quicker decision maker attention to variances. Analysis/Management Reporting

• Responsible for the analysis of operational and financial data, including trend and variance analyses, used for a variety of purposes including significant corporate decisions.

• Collected data, analyzed, consolidated and reported on the financial status of the organization and its various business units.

• Monitored and ensured that Programs and Foundation budgets and performance were in line with their strategies.

• Prepared and analyzed currency impact and fluctuations for the international Foundations and ensured adequate funding.

• Checked for data integrity and produced in-depth analysis for any unusual variances and discrepancies.

• Partnered with Accounting to distribute accurate and timely reports on financial performance.

• Developed, produced, and distributed meaningful and useful consolidated reports to various managers across the foundations as well as to senior management and Board of Directors.

• Prepared presentations for senior management, Board of Directors, and other internal and external constituencies.

Accounting/Internal Auditing

• Partnered with the Accounting team to maintain adequate internal controls and completing monthly closes.

• Evaluated reporting to contain and fix concerns and audited budgets for compliance with policies and procedures.

• Performed financial statement analyses, such as horizontal, vertical and ratio analyses.

• Knowledge of GAAP for budget administration and accurate forecasting, and internal controls, financial statement closes and assisting with audits for accounting operations.

• Familiarity with Grant accounting and A-133 audits, compliance and regulations. Trainings

• Conducted in-house trainings on accounting code usage, budgeting, systems and budget submission requirements.

• Traveled internationally across the Soros Foundations networks in Europe, Asia, Africa and Latin America to provide trainings on budgeting, financial management and reporting processes. New Systems Implementations

• Participated in various systems implementations, including new ERP implementation.

• Worked on data migration, data integrity, and developing new models in new systems roll out.

• Worked closely with department heads and end-users to create, review and approve system requirements.

• Worked closely with consultants, IT and project team to determine validation approach.

• Implemented processes/methods to improve efficiency and promote consistent validation of systems.

• Provided weekly project updates to Project Stakeholders/System Owners.

• Motivated/managed team members to ensure on-time delivery. TECHNICAL SKILLS

Microsoft Excel, Microsoft Word, Microsoft Power Point, Microsoft Outlook Adaptive Planning, NetSuite, Abila MIP, QlikView, Sun Systems, Vision, Smart Tuition Web Intranet Applications, QuickBooks, Concur, PMQA, Adhoc reporting tools EDUCATION BACKGROUND

Masters of Business Administration • Southern New Hampshire University (in progress) Bachelors of Science in Accounting • State University of New York College at Old Westbury License and certificate

Certificate, International Leaders Program • INSEAD, Fontainebleau, France New York Real Estate License

Board Memberships

The Haitian Roundtable, Treasurer

Nassau County Chapter of Jack & Jill of America, Treasurer Languages: French

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