Allison O'Baker Email & Phone Number

Oviedo, Fl, Us

Oviedo, Florida, United States

• Fractional CFO - Part-time strategic financial insights, budgeting, and forecasting to optimize your financial performance.• Project Management - From initiation to closure, we aim to keep your projects on track and within budget.• Data Transformation & Visualization - Visualize trends, patterns, and opportunities to drive business growth.• Financial Planning & Analysis (FP&A) - We analyze your financial data, create robust financial models, and provide strategic recommendations.• Financial Strategy - Develop and implement financial strategies aligned with the company's overall goals and objectives.• Leadership Presentations - Craft compelling presentations for impactful communication that captivate, influence, and drive positive change.• Systems & Processes - Evaluate and improve systems and processes for efficiency and accuracy.• Cost Management - Analyze cost structures and provide recommendations for efficiency improvements.​• Organizational Change Management - Expert guidance during periods of transition, fostering adaptability, and cultivating a resilient culture for sustained success.• Organizational Structure - Provide strategic advice on building effective organizational frameworks that optimize efficiency, enhance collaboration, and lay the groundwork for lasting success.

• Empowering the Senior Directors of Operations entrepreneurial management by transforming data into visually impactful and digestible packages that align with the company's strategic goals.• Elevating the data analysis and presentations targeted to the BOD, SLT, and EPMO. Created new company wide branded presentation template.• Advisory partnerships with all Restaurant Support Center departments to review their data sources, analysis and delivery. Recently organized the tracking system for a company-wide restaurant campaign.• Collaborating with other appointed data users to conceive a short-term and long-term data strategy.• Scrutinizing all KPI and report elements to consolidate, reduce or eliminate for FY24.• Initiated a SmartSheet form for operators in the restaurant to submit requests for data or technology support. This can also be used as an open forum for new ideas or process change suggestions.• Revamped planning and execution of Q3 Quarterly Business Review from day of facilitating and logistics to preparing and consolidating all department reports.

Remote

• Project manager for 70+ clients on various Workday Adaptive engagements including Finance, Sales & Operations, and Workforce Planning.• Ensuring stakeholder expectations are clear with regards to budget, scope and schedule by creating a project plan and articulating accomplishments and challenges proactively throughout the project cycle; varying from 700 hours projects to monthly managed services subscriptions.• Analyze the financial and tangible resources for the scope, while maintaining enough flexibility to revise approaches or forecasts of resources to fit the client’s needs.• Support projects by designating project resources, prepare hours forecasts, monitoring progress via dashboards and project plans, and keeping stakeholders informed throughout.• Initiate and assist with integration process by establishing connection to client data sources such as NetSuite, SalesForce, and Sage.• Manage clients from varied industries including Manufacturing, Distribution, Food & Beverage, and Financial Services.

Orlando, Florida, United States

• Senior Consultant responsible for client implementations and managed service projects for partner Workday Adaptive Planning. • Provided advisory and first-class professional services to ingrain best practices, continuous adoption, and leading-edge transformation.• Assisted the clients in developing and maintaining client solutions to improve business performance through standard operating procedures and proactive service practices.• Built financial models to enable more efficient planning, forecasting, and analysis processes.• Developed and produced financial reports and scorecards.

Orlando, Florida, United States

• Integral part of the evolving Siemens Energy US Controlling, Closing and Consolidation Team due to changes from company spin-off from Siemens AG. Developed process reviews for major topics such as consolidated monthly forecast process, management reporting, and budget for all US product lines.• Collaborated with multi-levels of Accounting and Controlling leadership to research and revamp the US monthly forecast process with the result of time and system efficiencies, increasing financial statement integrity and assisting in cultural shift for value added analytics. • Revamped monthly management reporting package for new CFO.• Took ownership over the facilitation and coordination of the annual budgeting process. Process improvements made include creating a main budget tracking file that laid out key dates, checklists to validate data imports into internal system and putting more trending analysis in place.• Finance Business Partner to the Transmission business for all forecasting, budget, and reporting topics.• Volunteered for a task team for US Accounting and Controlling to survey, discuss and implement strategies within the department to improve employee engagement.

Remote

• Provided value added business insight to assist CEO, CFO, BOD, and senior leaders to effectively manage EBITDA results.• Project manager for implementation of web-based planning and reporting tool that significantly reduced turnaround time, increased data integrity and improved version control.• Redesigned monthly Board of Directors presentation received repeated positive feedback from Private Equity representatives for constructing the most professional and informative report among their clients.• Adaptable in ever changing business environment due to 4 mergers & acquisitions and 1 new business venture. Vital in integrating the new companies into multiple data systems and assisted with pro-forma entries and analysis.• Integral in validation and data integrity during NetSuite implementation.• Facilitated a project to create standardized department types among all companies with the purpose to track controllable costs by department for budgeting, forecasting and staffing analysis coupled with Key Performance Indicator Dashboards.• Worked closely with Human Resources to perform compensation and benefits analysis, headcount reconciliations, payroll system management and workforce reductions. Lead in the annual merit and bonus processes.• Successfully worked remote and managed direct report and other strategic relationships in that capacity for 2+ years.

See above under Manager Financial Planning & Analysis.

Orlando, Florida Area

• Reconstructed the existing monthly CFO and quarterly Board of Directors presentations of the company financials that resulted in expedited preparation with Business Warehouse automation.• Integration Project Management Lead for a large acquisition. Oversaw 3 finance liaisons to cover 13 departments tasked with compiling 2 years of budgeted integration costs.• Co-owner of the 5-year plan to produce financial modeling for long-range planning.• Supported the Investor Relations team with talking points and presentation accuracy for the quarterly Earnings Call to external investors.• High stakes reporting of company-wide financials in Financial Planning & Analysis team supporting the Board of Directors, CFO, and other upper-level finance leadership.

Orlando, Florida Area

• Ensured the integrity of financials for multiple business units. Included budgeting/forecasting and review of cost centers versus actuals, proper classification of balance sheet, explained variance analysis to management, and maintained incentive compensation, pension payouts and termination benefits.• Project manager for process documentation, improvements, and transition of the Generator Controlling roles to a new team so department could refocus support efforts on the higher Power Generation level for Siemens Energy (USA) and Siemens AG (Germany).• Was selected to be an internal auditor for Sarbanes-Oxley Act compliance and assisted with inquiries from other internal and external auditors.

Orlando, Florida Area

• 75% Reduction in report production time for Foreign Exchange Currency month end closing.• Unclaimed Property recognition and filing streamlined Siemens Energy Inc. businesses.• SME of the Value Added Tax reimbursement process.• Performed standard accounting functions including account reconciliation, report preparation, and execution of journal entries ensuring conformance with U.S. GAAP/IFRS.

Orlando, Florida Area

• $82M monthly collections for challenging group of 100+ national and international accounts.• Maximized SEI corporate cash flow through effective client outreach and conflict negotiations.

Greater Boston Area

• Analyzed and reported on Private Client Group business activities.• Interpreted campaign requests to build user friendly trend analysis reports to alert sales team of their campaign progression, resulting in increased retail sales.• Entrusted to assume ownership of $1B Managed Account reporting process after firm acquisition by Merrill Lynch.

Greater Boston Area

• Proactively marketed mutual funds to financial professionals. Had FINRA licenses Series 7, 63, & 65

B.S.B.A, Management, Focus On Human Resources Mgmt

Activities and Societies: Alpha Omicron Pi AlumnaeDean's list last 3 semesters.

Bsba, Business Administration And Management, General

Activities and Societies: Alpha Omicron Pi