Project Management Purchase to Pay

Keely Allison, PMP

**** ****** **. ******, ** ***29 512-***-**** *****.*@***.***

Experienced Finance/Systems Manager Certified Project Management Professional 15+ years’ experience managing people and being responsible for specific systems and organization budgets. Extensive projects background and technical skills. Proven success with enhancing customer focus and liaising among business and technical users. Skill with building end-to-end systems and processes from ground up or consulting on process improvements. Established leader with the ability to onboard, train, and drive for results. Extensive experience with compliance, controls, and testing. Equally comfortable leading high-visibility initiatives or managing behind-the-scenes functions. 15+ years of SAP and other ancillary Apple systems. Core skills

Build and monitor metrics Project management Employee development Presentations Systems analysis Dataset modeling Key control testing Reporting Create and conduct training SOx reviewer and tester Process improvement Purchase to Pay expertise Preparing and submitting quarter end accruals Apple Inc. Austin, TX December 2007 - Present

Global Authorized Requester Manager – 2019 to present Responsibilities:

• Managed centralized Global Business Solutions (GBS) Authorized Requesters (ARs) for Benefits, People, G&A, Talent Mobility, Beats, Lisa Jackson’s org, Compensation Services, and GBS locations globally

• Directed activities of ARs to help process goods receipts (GRs) for Apple Business and help coordinate budgets

• Team manages raising purchase requisitions (PRs) for a number of the different areas mentioned above

• Prepared quarterly accrual data including running open purchase order (PO) reports and historical GR reports; this involved complicated functions and formula building in Excel

• Innovated by designing a new streamlined method of support for two accrual types that still met Apple Finance Policy

• Built custom GRID reports for users and set them on schedules for delivery if the P2P Insights Dashboard did not meet their needs

• Monitored Benefits Payment Timeliness for AMR which remained over the goal of 80% between 86-96% over various quarters

• Developed and scheduled a report delivered twice weekly to show ARs their PO lines under 10% which would need some action from their Business Initiators (BIs)

• Reviewed individual AR queues three times a week and assisted if invoices were stuck awaiting Biz approvals

• Worked with team on their IDPs bi annually or quarterly and helped facilitate meetings or projects or shadow training to help them achieve their goals

• At Financial Analyst (FA) request, built training and delivered it for Business Initiators at various points, mostly around the accrual process

Purchase to Pay Americas Procurement Manager – 2016 to 2019 Responsibilities:

• Planned, monitored, and implemented activities related to procurement of materials, parts, components, and equipment

• Directed activities of Buyers to support all lines of Apple Business

• Participated in and implemented the following projects to help Apple Business have easier and more user-friendly options for low dollar expenses, while maintaining Sarbanes-Oxley (SOx) policy compliance o Purchase Requisition to Purchase Order Automation (multiple project initiative) o Expansion of low-value purchase order (LVPO) criteria 1. Raising LVPO limit from $5K to $15K

2. Platform for issuing one-time American Express tokens for single supplier/invoice purchases 3. Virtual Card process for one-time purchase requisition (PR) for low dollar/high invoice volume suppliers

• Hired and seated five new Buyers within five months; team globally cross-trained within three quarters

• Monitored and evaluated productivity of personnel; gained efficiencies in volumes of PRs and turnaround time

• Automated two SOx control monitoring reports from quarterly to monthly execution Accounts Payable/Preprocessing/AppleCare AP Manager – 2012 to 2016 Responsibilities:

• Managed accounts payable team for all Apple entities in North and South America

• Implemented automated invoice induction using Optical Character Recognition (OCR) software o Regional superuser for the Americas, Security Administrator, and Subject Matter Expert (SME) for OCR o AMR team was first to directly connect 100% of volume to OCR o Improved service level from an average of 10 days to 2 business days o Reduced paper invoice submissions from 19% to 2%

o Created a ‘Flex Team’ of resources providing additional licensed users to help with peak volume

• Hired, developed, coached employees; able to promote employees three years consecutively

• Participated in dozens of Finance projects, from gathering requirements to writing requirements to creating test plans and Radar scripts executing testing and ticket support during warranty

• Prepared weekly metrics packages to monitor individual, team, and departmental performance

• Conducted weekly meetings with underperforming business partners to consult on process improvements and offer assistance

• Key point of contact for Apple Procurement and Authorized Requesters; attended quarterly meetings in Cupertino that engaged Apple Business users

• Led cross-functional project team to develop an AppleCare Inventory quarterly write-off process with metrics

• Prepared quarterly reports such as Related Parties reporting for the Securities and Exchange Commission (SEC); performed quarterly flux analysis

• Global Administrator for Open Purchase Order and Goods Receipt Audit review tools used for compliance with SOx key controls

• Partnered closely with Global Process Leads to ensure global consistency for new processes

• Wrote and conducted training classes for Global Finance Shared Services on numerous topics; monitored trained users’ metrics to validate progress; average discount % improvement of 14% per quarter Austin Finance iTunes Strategic Projects – Program Manager – 2007-2012 Responsibilities:

• Austin Finance project manager for the following iTunes project implementations: iTunes match, Subscription accounting in SAP, Royalty Correction Utility, iBookstore, iPad, iTunes payment consolidation, iTunes Connect, PX4 instance in SAP, App Store

• Reduced testing time required for any iTunes commerce User Acceptance Training (UAT) to 2 days

• Sought continuous process improvement by resolving issues and incorporating team feedback in accordance with integrated change control procedures

• Trained teams with full system demo, and verified all appropriate security before testing efforts

• Composed robust quality control instructions and expected results, expanding the availability of testing resources o The goal of this activity was to allow a resource unfamiliar with a system or process the ability to provide accurate validation of deliverables with maximum flexibility to accommodate ever-changing resources

• Managed tickets, including recreated issues to confirm defect vs. user error, and submitted any enhancement requests as necessary and supported users through warranty period Achievements at Apple:

• PMP certification – August 2011 (PMP in good standing)

• GFSS Award 2015 – OCR Direct Connect in Q3FY15

• GFSS Award 2014 – OCR Implementation

• Apple Finance 2012 Team Award – Tooling division implementation

• Apple Finance 2010 Team Award – Deutsche Bank Payment Consolidation Project

• Austin Finance 2008 You Make A Difference Award – iTunes SAP PX4 Implementation Project Texas Comptroller of Public Accounts Austin, TX August 1996 – November 2007 Various Project Management and System Ownership Roles

Responsibilities

• Directly responsible for managing analysts and testers for all Vendor and Payment systems from 2003-2007

• Performed complex consultative and analytical work in the planning, development, and implementation of changes and enhancements to statewide financial systems as Lead Systems Analyst/Tester 2001-2003

• Acted as SME for presenting project overviews and project status updates to end-users and management

• Investigated and reported system data using tools appropriate to the database (Structured Query Language (SQL), for example)

• Wrote jobs and coded custom reports as needed when requests could not be supported by IT

• Provided collaborative services to operational business divisions within the Comptroller’s office and other state agencies by developing most efficient technical solution to meet business needs

• Conducted design work sessions and drafted graphics to familiarize business users with system designs implemented

• Monitored and interpreted legislation affecting statewide financial systems and performed cost-benefit analysis for implementation of legislative changes within existing system architecture

• Security Administrator for all Statewide Financial Systems 2000-2001

• Wrote and administered formal week-long training as a Systems Trainer on Human Resources, Payroll, and Vendor Systems 1997-1999

• Desktop publisher/Technical writer for statewide financial systems from 1996-1997 Achievements at TX CPA

• 2004 Outstanding Comptroller Team Award

• Oversaw creation of dedicated mainframe training environment for several statewide financial applications

• Presenter at General Services Commission HUB Forum at LBJ School of Public Affairs

• Selected as system/training SME for payroll system conversion at the Texas Department of Criminal Justice EDUCATION

University of Texas at Austin BA 1992

PROFESSIONAL SKILLS

Languages: SQL, JCL, HTML, Natural and COBOL

Applications: SAP, ReadSoft, Tungsten, Citrix/IBM DataCap, GRID, Tableau, eApproval, LiveTime, OmniGraffle Pro, Merlin, Mainframe Applications & Payment Subsystems, CICS, Microsoft Office (Word, Excel, Outlook, PowerPoint/Keynote) Platforms: IBM DB2, Windows, Mac OS

Fluent in French

PROFESSIONAL TRAINING

Academy Leadership for Managers/PMPs, November 2012 Project Management Professional Certification St Edward’s University, June 2011 JCL – Datasets, Procedures, Output, October 2005

Software Configuration Management, June 2003

Conducting a Successful Technology Audit, February 2001

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