Amanda Simon Email & Phone Number

- Leading Operations of $7.5M with team of 90- Streamlined Operations Company's 1st & Largest Enterprise Client- Delivers High Quality Services, Efficiently, Exceeding Financial Targets, Leveraging Technology- Leading Implementing Partners Quickly & with High Success & Client Satisfaction- Highly Focused on Growing Leaders and Creative, Strategic Thinkers

Greater Chicago Area

- Facilitated the Globally Offered Dale Carnegie Course for Effective Communications & Human Relations Skills for Success, focusing on 5 key drivers of success: Self-confidence, People Skills, Communication Skills, Leadership Skills and Stress & Attitude Management

Greater Chicago Area

- Streamlined processes and build efficiencies with a newly implemented Accounting system for a non-for profit education organization- Provided action plans, timelines and detail steps for easy execution

Greater Chicago Area

- Oversaw $40M in divisional operations at private equity owned healthcare start-up- Led cross-country team of 5 with a fast passed culture, supporting division servicing healthcare benefit administration, consolidated billing, ACA reporting, & COBRA processing- Led daily operational treasury management for healthcare benefit administration- Executed month end close & variance analysis, streamlined process to 1 day- Absorbed payroll department overseeing semi-monthly payroll… Show more - Oversaw $40M in divisional operations at private equity owned healthcare start-up- Led cross-country team of 5 with a fast passed culture, supporting division servicing healthcare benefit administration, consolidated billing, ACA reporting, & COBRA processing- Led daily operational treasury management for healthcare benefit administration- Executed month end close & variance analysis, streamlined process to 1 day- Absorbed payroll department overseeing semi-monthly payroll processing & 401K submission- Led general ledger system migration from SAP B1 to Intacct dimensional, cloud based software- Managed AP & T&E reimbursement with third-party vendor- Performed divisional annual budgeting & forecasting at a customer & vendor level Show less

Greater Chicago Area

- Led month end close for Corporate Headquarters, including Corporate, Treasury, Payroll & Benefits functions, & led monthly corporate costs allocations - Led month end close for International Recycling - Absorbed & executed monthly Recycling division forecasting for 17 yards & $115 million in revenue, presenting monthly results, forecast, and operational KPIs to Executive Vice President & Director of Operations- Led US Operations Consolidation of over $2 billion in revenue & $1… Show more - Led month end close for Corporate Headquarters, including Corporate, Treasury, Payroll & Benefits functions, & led monthly corporate costs allocations - Led month end close for International Recycling - Absorbed & executed monthly Recycling division forecasting for 17 yards & $115 million in revenue, presenting monthly results, forecast, and operational KPIs to Executive Vice President & Director of Operations- Led US Operations Consolidation of over $2 billion in revenue & $1 billion in assets- Managed IFRS Quarterly US Operations Reporting Package to Parent company- Managed & accounted for North America US & Canadian Pension & Other Post-Employment Benefits- Managed External Audit for half-year review & year-end audit for US Operations- Implemented fully electronic supporting documentation of journal entries & reconciliations at Corporate resulting in reduced hours to close & enhanced documentation supporting internal & external audits Show less

Greater Chicago Area

- Led Quarterly Forecasting, Reporting & Month End Close for US representing 70% of TransUnion- Managed US Quarterly Forecasts of $800 Million in Revenue through Project Planning for 5 US FP&A Teams, Facilitating Key Meetings, Performing Analytics & Sensitivity Analyses at Consolidated level and Compiling US President Forecast Presentations & Board Presentations- Led Budgeting & Quarterly Forecasting of $20 million for Chief Product Officer’s Innovate Solutions Group and Maintained &… Show more - Led Quarterly Forecasting, Reporting & Month End Close for US representing 70% of TransUnion- Managed US Quarterly Forecasts of $800 Million in Revenue through Project Planning for 5 US FP&A Teams, Facilitating Key Meetings, Performing Analytics & Sensitivity Analyses at Consolidated level and Compiling US President Forecast Presentations & Board Presentations- Led Budgeting & Quarterly Forecasting of $20 million for Chief Product Officer’s Innovate Solutions Group and Maintained & Advised on Budget for 8 Direct Reports, Supporting over 100 Employees- Reported on 2 Key Strategic US Growth Initiatives & Maintained 5 year Forecasting Models- Presented at Monthly CPO Staff Meetings & Quarterly Meetings of +100 employees & Created 1st Revenue Scorecard for CPO’s Innovative Solutions Group by direct report- Developed Partnerships & Cooperative relationships with HR, IT, Shared Services, SEC Reporting, Consumer Segment, and Corporate Finance- Volunteered to Lead Cross-Functional and Multi-segment Teams to implement PeopleSoft electronic journal entry workflow company-wide, working closely with the Chief Accounting Officer & Financial Systems- Retained Supervisor responsibilities Show less

Greater Chicago Area

- Managed US Month-End Close & Monthly Senior Executive Management Reporting for the US CFO & President- Managed US forecasts, including Managing & Planning for the US forecast team of 20, Performing overall US Forecast Analytics & Creating Senior Executive Forecast Reporting for our US President and Corporate Board presentations- Technical Accounting Team Expert, introducing Multiple White Paper Documentation for the Division

- Audit within Financial Services: - Led team of 10 on HSBC North America & HSBC Finance Corporation- Audited High Risk Areas of Credit Loss Reserves, Deferred Taxes & Provision- Planned Audit, including Identifying Risks Areas, Designing Test Procedures, performing Audit Procedures, Consulting & Researching Accounting Issues, & Reviewing Financial Statements- Audited SEC Registrants including Extensive Sarbanes-Oxley Experience & Review of Various Financial Reports before… Show more - Audit within Financial Services: - Led team of 10 on HSBC North America & HSBC Finance Corporation- Audited High Risk Areas of Credit Loss Reserves, Deferred Taxes & Provision- Planned Audit, including Identifying Risks Areas, Designing Test Procedures, performing Audit Procedures, Consulting & Researching Accounting Issues, & Reviewing Financial Statements- Audited SEC Registrants including Extensive Sarbanes-Oxley Experience & Review of Various Financial Reports before Issuance including Form 10-Ks, Form 10-Qs, & Form 8-Ks- Skilled in US GAAP & IFRS Accounting Technical Guidance, Sarbanes-Oxley 404, & FDICIA- Coordinated with various KPMG Functions, including Tax Specialist, Valuation Specialists, & multiple KPMG Offices simultaneously for the Successful completion of Multi-location Engagements- Nominated & served as a National Intern Instructor & SuperUser Show less

Bachelor Of Science In Business, Accounting

Activities and Societies: Cum Laude, GPA 3.6, Thematic Sequence - Mathematics, Kappa Alpha Theta (Vice President 2004), Dance Marathon.

Masters Of Accounting, Accounting

Activities and Societies: GPA 3.61