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FP&A, Management Consulting, Advanced Excel, PowerBI, Client Relations

Location:
Chapin, SC, 29036
Salary:
95,000
Posted:
July 12, 2023

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Resume:

M. Lynn Currie

Chapin, South Carolina ***** Telephone: 803-***-****

Email: adx9bj@r.postjobfree.com LinkedIn: http://www.linkedin.com/in/melissa-currie-mba

Operations and financial management and analysis professional directly supporting the C-suite to make informed operational decisions based on standardized and improved financial planning and analysis. Improved top-line and bottom-line P&L results.

Market Research and Entry Strategies

Strategic Planning and Implementation

Organizational Development & Leadership / Influencer

Operational Analysis and Due Diligence Efforts

Financial Planning and Analysis

Complex Project Management

Cross-functional Team Leadership

Start-up Initiation and Growth

Deal Structuring and Contract Negotiations

Creative Problem Solving / Issue Spotting

Business Processes and Turnaround

Budget and Fiscal Development

Client Billing Manager CONSERVICE 08/2020-Present

Manage a portfolio of 11 different management groups with 386 properties. Centralize billing and financial revenue functions under a Center of Excellence that reduces revenue leakage, accelerates invoice deliver and accuracy, centralizes complexity, reduces labor hours, improves Days Sales Outstanding (DSO), and improves Monthly Recurring Revenue (MRR).

Lead billing management engagements to ensure client understanding of organizational value to drive recurring revenue and large receivables.

Support cross-functional efforts and build relationships with other teams including Accounting, FP&A, Customer Success, Account Management (Deal Desk), and Legal.

Monitor recovery across under management vs budgets and prepare and communicate updates to the clients.

Accountable for understanding each engagement's unique contractual documents and commercial terms.

Develop Excel templates, monthly, documenting previous-to current billed percentages variances to evolve the days-to-recovery cycle.

Support clients monthly and quarterly financial close by providing timely and accurate billing results to clients.

Achieve quarterly and annual renewal retention. Maintain accurate renewal forecast of growth and churn risk.

Manage processes with opportunity management, data quality and accuracy, and auditing.

Senior Executive, Management & Finance Consultant TP&S CONSULTING 10/2016-08/2020

Advised start-ups and existing businesses with strategic direction through comprehensive needs assessment, strategic planning, expansion, organizational change management, finance and operations, budgeting, workforce planning, succession planning, marketing- brand management, social media, content and e-Commerce, and creative sales strategies.

Project management– direct involvement in market research and go-to market strategies to improve data-driven methodologies, recommending solutions for short-and long-term growth.

Focus on financial and operational functions driving management strategies to leverage human capital through employee engagement and build avenues for stronger communication and productivity.

Proven track record of building financial reports and presentations to provide analytical data to develop solutions to complex business problems and analysis of situations requiring an in-depth knowledge of current trends affecting industries. Ensured compliance of resource and financial management adherence for the Budget Forecast and Actual reporting.

Management experience in human resource development, policies creation, and performance management using data-driven metrics.

Focused on continuous improvement of operational strategies, financial reporting, and KPI’s that enabled company to reach a cost reduction of <30% through program improvements, and policy changes.

Conducting/overseeing research- identified and developed organizational strategies to guide company through the change management process, identifying human resources factors that affected employee engagement.

Partner Support Project Manager, 08/2014-10/2016

Served as a strategic partner between business clients, technical development staff, vendors, and third-party administrators. Supported new sales initiatives and optimization of existing processes. Partnered with the business in analysis of process and information needs to clearly identify and document project requirements.

Created quality project plans to support Operations process optimization across multiple locations.

Supporting the design, development, and management of OCM projects, communication plans, and roll out.

Provided visibility to project managers and sponsors on progress against approaching milestones, issues, risks, and dependencies. Documented detailed implementation tasks.

Analyzed current and future state processes for process improvement opportunities.

Aggregated data and reports to maintain and manage the operational dashboard.

Updated process maps and performed gap/trend analysis.

FP&A Analyst, 03/2010-08/2014

Provided strategic financial 1- 3- 5- and 10- year plans, interim outlooks, weekly business review, and executive updates on key topline metrics. Forecasting, Planning and Analysis: Sales, cost of goods sold, cash flow, financial statements, and income expense with reporting to the CFO and CEO. Created monthly executive financial reporting packages.

Created and analyzed monthly profit and loss statements, quarterly operating plan, and annual business plan.

Automated and improved data management and financial reporting processes creating automatic headcount and data transfer and analysis worksheets and other cost/time-saving models.

Developed dashboard and reports to improve business making decisions and team production. Formulated and maintained roadmap strategies and created metrics for monthly and quarterly team business reviews.

Ensured compliance of resource and financial management adherence for the Forecast and Actual reporting.

Managed the development of short- and long-term strategic financial planning. Establish and communicate financial targets, risks, and actionable insights to align decisions across markets and segments.

Planned and analyzed business performance by identifying gaps between business goals and objectives.

Automated financial models incorporating assumptions, expectations, and known risks.

Defined standard productivity and scaling metrics within each finance team to baseline existing productivity and make data-driven decisions for investments during annual planning cycles.

Restructured planning and reporting processes to drive increased visibility into monthly variance drivers and improve rigor on topline reporting metrics.

Evaluated budgets and statements, leveraging financial acumen to offer recommendations for process and performance improvements that resulted in optimized operational output.

Chief Operations Officer DEVINE DESIGNS 01/2006-03/2010

Full oversight of financial operations and administration for retail design firm- project management, organizational development, strategic planning, financial management with full P&L accountability, human resources and talent management, and performance evaluation to increase efficiency and productivity.

Knowledge of business management principles influencing strategic direction - creation of long and short-term to guide strategic direction as a catalyst for sustainable growth including market penetration and sales strategies.

Superior management skills in workforce planning and organizing with the ability to leverage communication skills while exhibiting strong commitment to team management and organizational objectives.

Contracts negotiation and presentation to clients including contractor / vendor relations, sales management, budget requirements, and workflow charts with a focus on executing multi-site operations.

Continuous improvement of data gathering for system improvement to evaluate performance of employees.

EDUCATION

MBA, Organizational Leadership & Marketing Ashford University 12/2015 - 12/2017

BA, Entrepreneurship Ashford University 04/2012 - 10/2015

Interior Design, Space Planning Art Institute 04/2003 – 12/2004

Advance Certification, Excel MacGuire University 10/2020



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