Ingrid Phillips

Chicago, Illinois 773-***-**** adyxqc@r.postjobfree.com https://www.linkedin.com/in/ingrid-phillips/

Professional Summary

Senior Finance Professional with expertise in management-level financial, budgeting, forecasting and execution analyses, general accounting support, developing budgets, financial modeling, and GL accounting, and developing KPIs.

Prior experience in airline operations managing 5-10 crews (American Airlines Cargo & Passenger)

Developed integrated revenue/expense analyses, projections, reports, and presentations for senior management.

Able to work independently and within cross-functional teams to achieve project goals, increase revenue, and decrease expenses.

Proven ability to provide continuous improvement and a strong desire to leverage finance and technology professional background to enable companies to meet customer needs.

Prior experience in airline operations managing 5-10 crews (American Airlines Cargo & Passenger)

Core Competencies

Financial

FP&A

Financial Modeling & Analysis

Forecasting & Budgeting

GAAP

ERP Systems

Corporate strategy

Data Analysis

Collaboration across Cross-functional teams

Strategic Planning

Data Analytics & Visualization

Data Management

Data Collection & Quality

Team Problem Solving

Analytical Problem-Solving

Business Analysis

Customer Relationship Management (CRM)

Business Process

Process Improvement

Demand Planning

Risk Management

Requirements Analysis

Business Operations

Certification

Scrum Master (CSM)

Business Analysis (ECBA)

Lean Six Sigma Green Belt (LSSGB)

Scrum Product Owner (CSP)

Salesforce (Administrator Certification Expected Sept 2023)

Software

Advance Excel

MS Access

MS Project

PowerPoint

Tableau

Great Plains

PeopleSoft

MS Project

SQL

SAP

Hyperion

Oracle Database/ Oracle Applications

Crystal Reporting

Power BI

Industries

Healthcare (Hospitals, AMA, Associations)

Not-for-profit

Consumer Goods (cosmetics,

Consulting

Manufacturing

Services

Higher Education

Research (Academic: Biological & Behavioral Sciences, Market)

Transportation (Passenger, Freight, Airline)

Ingrid Phillips

Chicago, Illinois 773-***-**** adyxqc@r.postjobfree.com https://www.linkedin.com/in/ingrid-phillips/

PROFESSIONAL EXPERIENCE

Financial Analyst - Kemper (Contract) – (10/22- 5/23)

Constructed financial and operational analysis models as tools for analysis and business decisions.

Aggregated and organized financial data from multiple platforms and systems and suggested procedural changes to increase the accuracy, effectiveness, and efficiency of the team’s models and reports.

Formulated corporate strategies and worked on Financial Planning & Analysis (FP&A)

Document work processes (including data sources and definitions). Verified data accuracy.

Coordinate with departments to address business issues and meet organizational objectives.

Support the analysis of company financial performance, including losses and expenses. Interpret data and identify trends to help leadership understand business drivers, make decisions, and develop strategies.

Finance Business Analyst - Kraft Foods (Contract) – (12/21-9/22)

Planning and assisting in the execution of Manufacturing KPIs, improving business performance on safety, quality, and cost.

Planned and assisted in the execution of Manufacturing KPI's routines/rituals to improve the business's safety performance, quality, delivery, and costs.

Concentrated on improvement plan’s implementation that eliminates waste, improves conformance to plan, reduces conversion costs, and improves efficiency.

Coordinated Daily / Weekly / Monthly calls and reporting (collected actuals for Manufacturing KPI's and supported extended routine for bad-performing sites)

Coached business team members in the practical application of KPI analysis and development and plan execution.

Supported management in the development, planning, and execution of the Site Master plans.

Prepared materials for Global operations (functional) review.

Used Google Sheets on daily basis.

Shared best practices for manufacturing performance improvement (OEE, Unplanned losses, CTP, etc.) across North American factories.

FP&A- Worked on Financial Consolidation, and financial modeling to analyze the data

Developed training materials and provided training sessions.

Communicated with POD leaders, plant managers, Continuous Improvement (CI) and Engineering managers, S&OP Planning, and Financial Analysts to coordinate projects and initiatives.

Recorded and maintained a record of measurable statistics (including a budget, spending, operations, research, number of employees supervised – directly and indirectly; sales volume; cost of purchases; the value of inventories controlled; goods produced).

Senior Financial Analyst - Various Companies (Contract) – (8/19-12/21)

Exelon - (8/2020-12/21) Created reports and analyze financial reports utilizing Power BI.

CNH (1/2020-3/2020) Produced reports and variance analysis of purchase costs related to exchange rate and labor.

BZAE Day School (11/2019-12/2019) Monthly close

Caterpillar (08/2019-09/2019) Assisted the Caterpillar team in data migration and data cleaning.

Livingston International (11/2018-3/2019)

Created and implemented KPI metrics in collaboration with the data analytics team in Qlik.

FP&A- planned, forecasted, did analytical activities that supported major business decisions and overall financial health.

Successfully implemented an ongoing 2-year Livingston International project to track revenue KPIs for the international freighting company’s Domestic division utilizing several databases with data compatibility and integrity issues.

Use SQL to pull data and consolidate.

Ingrid Phillips /Page 2

Support the analysis of company financial performance, including losses and expenses. Interpret data and identify trends to help leadership understand drivers of results, make decisions, and develop strategies.

Support key financial decisions using analytical approaches and modeling.

Assist with data migration to a new platform and verify data integrity.

Laid the foundation to start tracking revenue KPIs for the international division by developing a complex formula-driven Excel process that the C-suite would easily understand and summarize.

Fashion Fair Cosmetics, Chicago, Illinois 04/2014-08/2018

Business Analyst (Reported to CFO, VP of Operations, and VP of Marketing/Sales)

Recruited and hired as a full-time employee after problem-solving an operational issue that prevented accurate tracking of product components.

Interviewed IT, Sales, Marketing, and Operations departments to gather user stories to facilitate the development and institution of an improved process to track inventory, plan pricing, and identify cost and profitability along product lines, territories, and distribution chains.

Constructed financial/operational analysis model as data analysis aid and tool for upper-management decisions.

Worked with cross-functional teams (Operations, IT, Sales, Marketing) to investigate and address root-cause operational impediments.

Prepared monthly cost reports and KPIs for all BU Teams

Documented processes & compiled and analyzed KPIs for key stakeholders' monthly, quarterly, and annual reports.

Developed integrated revenue/expense analyses, projections, reports, and presentations for senior management.

Support key financial decisions using analytical approaches and modeling.

Served as lead on inventory reconciliation projects, subject matter expert, and resource for the software system issue.

Provided support to all levels of internal operations-from acquisition to the distribution of products, determined cost of goods, forecasted quarterly sales revenue, and monitored monthly sales.

Senior Financial Analyst - Various Companies (Contract) – (8/2006-4/2014)

Recruited as a permanent employee after developing a dashboard to manage inventory & trends at Fashion Fair (6/2012-6/2013, full-time 2014)

Prepared monthly financial reports for merchandising company (sales performance) at Hinda Incentives (3/2012-6/2012)

Performed month-end close, Thorek Hospital (2/2010-12/2011)

Managed the transition of financial data to Forecaster for budget and prepared and review consolidated forecast at Chicago School of Professional Psychology (1/2008-11/2009)

Provided leadership and project management for the annual budget process by collaborating with departments (IT, Administrative, Operations, and Marketing) to develop a consolidated budget.

Prepared monthly financial performance reports and KPI/ Critical Success Factors Dashboard for Business Units.

Prepared monthly profitability analysis of business at the customer/Product line/ sales order level

Prepared departmental budgets for hospital, college, manufacturing, and service industries working in collaboration with department directors, and prepared consolidated budgets.

Provided financial analysis (working capital, benchmarking studies, gross sales, margin, profit & loss, variance analysis, labor reports, cash flow, and balance sheet) utilizing advanced Excel formulas, graphs, and trend analysis.

Managed year-end audit process, audit schedules, and explanations to outside auditors.

Prepared month-end business review packages for C-suite and division managers (Income Statement, Balance Sheet, Cash Flow Statement, capital expenditures, etc.) using PeopleSoft, and Hyperion.

Improved employee training and institutional knowledge by developing and documenting financial reporting procedures and requirements.

EDUCATION

Master of Business Administration (MBA/MPH) Accounting, University of Illinois

Bachelor of Science (BA), University of Chicago

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