Cheri Bolin

Email:adymjd@r.postjobfree.com LinkedIn: www.linkedin.com/in/cheri-bolin Portfolio: https://cheriwaters.wixsite.com/mysite

FP&A Manager Senior FP&A Analyst Senior Budget Analyst

Results-driven Sr. FP&A Manager with a proven track record of driving business and financial planning, budgeting, and cost optimization initiatives.

Established detailed cost structures and capital budgets for 50+ major projects; highly skilled at defining, customizing, and instituting efficient and GAAP-compliant financial infrastructures. Expertise spans FP&A, financial modeling/projection, statistical analysis, strategic planning, cash flow forecasting, cost/benefit analyses, capital/expense budgets, contract negotiation/management, asset management, internal auditing, and enterprise resource planning. Seeking a challenging leadership role in an organization to utilize my expertise in business process improvements, financial management, cost optimization, and risk mitigation to drive profitability and support strategic decision-making; that values innovation, collaboration, and a data-driven approach to optimize financial performance and drive business growth.

Select Career Highlights

Reduced overall spending up to 13% while managing $50 million internal projects by partnering with IT department to conduct detailed analyses, evaluate processes, and streamline technology costs.

Reduced risk, maximized ROI, and ensured client financial data integrity on ERP implementation projects for Oracle contracts valued at $24 million, managed requirements, scope of work, critical milestones, and project deadlines.

Boosted productivity 34% by analyzing employee performance trends and recommending revenue opportunities.

Cut financial reporting timeline 30% and improved data accuracy via process improvement initiatives.

Eliminated 33% labor cost variance by scrutinizing payroll overtime differential reports against prior approvals.

Crafted financial reporting packages and metrics to PE backed executives and board members within corporate finance.

Core Strengths & Skills

Business Process Improvements/Change Management - ADP – Paylocity ABEST/LAR/CAPPS -- Pricing - Commission Structure - AS400/H5/Cognos - Corporate Finance - Capital Budgeting - Government Contracts & Projects - GAAP– Business Performance Analysis -Trend Analysis & Variance - AP/AR – Reconciliation - P&L/3 Model Financial Statements - Adaptive – NetSuite - Oracle/PeopleSoft/SAP - QuickBooks - MySQL workbench - Data Mining- Dashboards - Microsoft Tableau & Power BI - MS Office/Excel/Access - JIRA - Miro - Essbase - Hyperion – Anaplan - Salesforce - Adobe InDesign & Illustrator - SAP - SOX - ACS 606 Revenue Recognition - Forecasting - Compensation Analyses

Professional Overview

Mission Technologies, a division of Huntington Ingalls Industries,Newport News,VA 06/2023-Present

FP&A Manager, Interim

Information Technology Professionals -Tyler, TX, 08/2021 – 06/2023

Senior Financial Analyst Consultant

General Informatics – [12/2022 – 8/2023]]

Conducted comparative business performance studies and created financial reports to include P&L, income statement, cash flow forecasting, and budgets. Directed the annual fiscal year planning and budget cycle for 7 companies.

Reduced reporting and accounting errors by 50% while focusing on reporting efficiencies and analytics across every company. Devised detailed financial analyses models, KPIs and budgeting tools to identify and address trend analysis and revenue potential. Developed 20+ management reports using scripts in SQL then exporting data into Access and Excel to clean.

Orchestrated and overhauled job evaluation, benchmark compensation analysis, personnel model analysis. Crafted headcount and people cost processes and procedures.

Partner with business leaders to provide financial insights, identify risks and opportunities, and recommend actionable strategies to drive revenue growth and cost optimization.

Establish and streamline financial reporting processes, implementing dashboards and key performance indicators (KPIs) to monitor financial performance and provide timely insights to senior management.

Conduct in-depth financial analysis, scenario modeling, and business case development to evaluate potential investments, assess risks, and support strategic decision-making.

Present financial results, forecasts, and recommendations to senior executives, board members, and investors, ensuring clear communication and alignment with organizational objectives.

Membersy - [08/2022 – 12/2022]

Boosted subscription re-enrollment revenue 45% and drove 20% revenue growth for a team of 15 sales reps. Reduced errors 31% while doubling efficiency of systematic analysis processes across every department.

Lead and mentor a team of FP&A analysts in the development and execution of strategic financial plans, budgets, and forecasts, resulting in a 10% improvement in budget accuracy and alignment with organizational goals.

Drive the annual budgeting process, collaborating with department heads to develop comprehensive budgets and provide guidance on cost-saving opportunities and revenue growth initiatives.

Analyze financial performance, variances, and key performance indicators (KPIs) to provide actionable insights and recommendations to senior management for effective decision-making and resource allocation.

Implement financial modeling techniques and scenario analysis to evaluate business opportunities, assess risks, and support strategic initiatives. Streamline budgeting processes and implement financial software solutions, resulting in a 20% reduction in budget cycle time and improved accuracy of financial data.

Present financial plans, forecasts, and analysis to senior executives, board members, and stakeholders, effectively communicating financial performance, risks, and opportunities.

Drive the strategic financial planning process, including annual budgeting, forecasting, and long-term financial modeling, resulting in a 15% improvement in budget accuracy and alignment with strategic goals.

Oracle - [08/2021 – 08/2022]

Led public sector projects for municipal and academia clients with contract values of $20+ million.

Presented client workshops to assess business practices, identify requirements, and provide recommendations.

Coordinated projects from requirements gathering through solution design to data conversion and maintenance.

Built custom financial reports, configured critical interfaces, and introduced solutions to replace legacy reconciliation methods.

Developed and wrote test scripts for various Oracle ERP Modules. Conducted Financial Module training.

City of Killeen – Killeen, TX, 01/2019-08/2021

Financial Analyst

Selected to assist Director of Budgeting in FP&A activities, month-end close, data compilation, and ad-hoc projects. Utilized MySQL to create management reports for Sales tax data, clean data for dashboards in Cognos and power Bi.

Administered $250 million capital improvement plan; updated 5-year CIP commitments, projects, and expenditures. Centralized accounting and reporting of 20 business units; led team in developing annual and capital budgets.

Assessed budget variance for P&L report commentary, maintained balance sheet, and prepared income statement. Authored technical memorandums to concisely document analyses and data-driven decisions per GAAP compliance. Analyzed historical records and files, maintained data integrity and accuracy, and periodically audited use of funds.

Led the annual budgeting and forecasting process, working closely with cross-functional teams to develop accurate and realistic financial plans. Conducted variance analysis and provided actionable insights to senior management, identifying cost-saving opportunities and revenue enhancement strategies.

Developed and maintained complex financial models to support financial analysis, scenario planning, and investment evaluations. Collaborated with business partners to optimize departmental budgets, implemented cost control measures and tracking performance against budget targets.

Streamlined financial reporting processes, improving data accuracy, and reducing reporting cycle time by 15%. Assisted in the implementation of a new financial planning software system, enhancing budgeting and forecasting capabilities.

Conducted various long range planning for Capital Improvement plans, Utility Rate analysis for City Utilities. Assisted with annual utility rate benchmarking, pricing analysis and project coordination, risk assessments and change management strategies.

Budget Analyst

Developed and implemented strategic financial models to optimize budget allocation and streamline operations, resulting in cost savings of $0.5 million annually.

Collaborated cross-functionally with department heads to analyze financial data, identify trends, and provide actionable recommendations for improving budget performance. Led the budget planning process, including forecasting, variance analysis, and budget reconciliation, ensuring accuracy and adherence to financial goals. Established robust financial controls and reporting mechanisms, enhancing transparency and accountability in budget management.

Managed complex financial projects, including mergers and acquisitions, by conducting due diligence, performing financial analysis, and presenting findings to senior leadership. Implemented innovative budgeting software solutions, automating processes, and improving efficiency by 30%. Provided insightful financial insights and presentations to executive management, influencing decision-making, and driving strategic initiatives.

Spearheaded cost reduction initiatives by conducting comprehensive financial reviews, identifying areas for optimization, and implementing cost-saving measures, resulting in a 15% decrease in expenses. Evaluated and assessed financial risks and opportunities, developing proactive strategies to mitigate risks and capitalize on opportunities for financial growth.

Mentored and trained junior analysts on financial analysis techniques, fostering a collaborative and high-performing team environment. Demonstrated high proficiency in financial modeling, forecasting, and scenario analysis using advanced Excel and financial software applications.

Reduced departmental budget 6% via effective 3rd-party vendor contract negotiations. Supported and overhauled job evaluation, benchmark compensation analysis, Personnel Model analysis. Crafted headcount and people cost processes and procedures. Conducted annual salary structure analysis and budgets. Crafted cost benefit analysis and managed annual bonus, rate increase analyses, job classifications and salary ranges.

Partnered with HR on leveling and re-leveling jobs. cost benefit analyses budgeting and forecasting. Advised management on applicable state and federal employment regulations and compensation policies, any new human resource policies, and procedures. Successfully evaluated pay practices for alignment with internal and external equity and progressive pay trends for 1,100 FT & PT positions. Led the successful implementation and maintenance of job planning and compensation structures.

City of Round Rock – Round Rock, TX, 05/2016-01/2019

Budget Analyst

Designed 20 unique dashboards, crafted special financial reports for the City Budget Manager, Office of City Manager, and CFO; Oversaw and reported on financial and non-financial trends, and managed all budget transfers for the city. Introduced best practice methodologies; identified areas for cost reductions and budget process improvements. Conducted market analysis and geo rate adjustment requests for 1,100 positions. Prepared ad-hoc compensation statistical and data analyses.

Headed the total rewards survey process for 1,100 employees, led company-wide benchmark surveys, directed overall employee active participation in third-party industry meetings, presented statistical data analysis, and submission. Gathered and presented data from market-based compensation surveys for 200 positions. Utilized data analysis techniques to assess results and market trends.

Orchestrated the position life cycle and job title management by documenting, evaluating, establishing pay range, ensuring internal equity, creating job codes, position control, and approving job descriptions.

Partnered with HR on leveling and re-leveling jobs for 1,100 FT & PT positions. Conducted cost benefit analyses for annual budgeting and forecasting. Collected employee feedback for 725+ employees on specific issues or topics related to compensation.

Developed and implemented comprehensive financial strategies to optimize budget allocation and drive organizational growth. Collaborated with cross-functional teams to streamline budgeting processes, resulting in significant cost savings and improved financial efficiency.

Analyzed complex financial data to provide accurate forecasts and recommendations for budget adjustments, leading to informed decision-making by senior management. Identified and resolved discrepancies in financial reports, ensuring the integrity and accuracy of financial data used for budget planning and analysis.

Managed and monitored budget performance, proactively identifying potential risks and opportunities for cost optimization. Designed and executed financial models and scenarios to evaluate the impact of various budgeting strategies on business outcomes. Provided expert financial guidance and recommendations to stakeholders, facilitating informed budgetary decisions, and driving financial success.

Collaborated with internal and external stakeholders to communicate financial insights and influence strategic financial decision-making. Streamlined financial reporting processes, delivering accurate and timely reports to senior management, enabling data-driven budgetary decisions.

Enterprise Recycling – Austin, TX, 07/2015-05/2016

Financial Budget Analyst

Conducted variance analysis and provided actionable insights to senior management, driving cost-saving initiatives and revenue enhancement strategies. Implemented financial modeling techniques to evaluate business scenarios and support decision-making on pricing, product launches, and market expansion.

Streamlined financial reporting processes, reducing reporting cycle time by 20% and improving data accuracy. Developed and maintained financial models to support financial analysis, cash flow projections, and valuation of potential acquisition targets.

Led budget planning and forecasting initiatives, driving alignment between financial goals and overall organizational objectives. Implemented and maintained robust financial controls and compliance measures, ensuring adherence to regulatory standards, and mitigating financial risks.

Texas Department of State Health Services – Austin, TX, 11/2011-07/2015

Budget Analyst II & Contract Manager

Developed and executed comprehensive financial budgeting strategies, aligning organizational goals with financial objectives, and driving optimal resource allocation. Managed a team of accountants, providing leadership, guidance, and mentorship to ensure accurate and timely budgeting processes.

Implemented robust financial models and forecasting techniques, resulting in improved accuracy and reliability of budget projections. Led budget planning, monitoring, and reporting activities, ensuring adherence to financial targets, and providing actionable insights to senior leadership.

Collaborated with cross-functional stakeholders to analyze and interpret financial data, identifying trends, risks, and opportunities for cost optimization and revenue growth. Implemented effective cost control measures, resulting in significant cost savings and improved financial performance. Developed and maintained strong relationships with internal and external stakeholders, including vendors and financial institutions, to negotiate favorable terms and optimize budgetary outcomes.

Implemented and managed financial controls and compliance procedures, ensuring adherence to regulatory requirements and mitigating financial risks. Utilized advanced financial software and tools to streamline budgeting processes, automate data analysis, and enhance reporting accuracy.

Led the development and execution of financial planning and analysis (FP&A) initiatives, driving continuous improvement and efficiency in budgeting processes. Managed complex financial projects, such as mergers and acquisitions, by conducting due diligence, financial analysis, and integration planning. Prepared and presented comprehensive financial reports and presentations to executive management, providing valuable insights into budget performance and recommendations for strategic decision-making.

Implemented process improvements and technology solutions to optimize budgeting processes, enhance efficiency, and reduce manual efforts. Provided strategic financial guidance and recommendations to senior leadership, influencing decision-making, and supporting organizational growth and profitability objectives.

Demonstrated proficiency in financial modeling, forecasting, and scenario analysis using advanced Excel, financial software applications, and data visualization tools. Stayed abreast of industry trends, best practices, and regulatory changes, proactively applying knowledge to enhance budgeting practices and ensure compliance.

Education & Credentials

Bachelor of Business Administration (2011-2014) – American Intercontinental University

Certified Texas Contract Manager (CTCM) Texas Notary (active)

Oracle-Certified Associate (Accounts Payable Specialist)

Certified Financial Analyst (CFA) Enrolled in course work.

Ensure the compensation strategy is effectively implemented, within established budgets and complies with relevant regulations, laws and employment standards. Develop, implement and administer compliant and market competitive compensation programs consistent with the organization's overall reward strategy.

Deliver day-to-day compensation activities such as job evaluation, pay administration, ad-hoc requests, and short-term projects.

Act as an internal subject matter expert to HR business partners, Talent Acquisition, business leaders, and other internal stakeholders’ on pay decisions, policy and guideline interpretation, and job evaluation.

Support key projects such as market pricing review/update, compensation planning cycle, etc. Partner with other team members to ensure technology, guidelines and processes are consistently applied. Support and manage various compensation-related projects as assigned.

Ensure job classification data is accurate to include current job descriptions completed during the job evaluation process.

Partner with other compensation team members and the Organizational Development team to lead training and other communication efforts to socialize compensation philosophy, policy and best practices with Business Unit Leaders, HR Business Partners, HR Technology, Talent Acquisition, and other HR teams.

Mentor other Compensation Analysts in daily activities and projects.

Keep up to date on federal, state and local compensation laws and regulations and informed of industry trends and best practices.

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