Anastasia Bourgeois, Mba, Cpa, Cfe, Cva, Maff Email & Phone Number

Austin, Texas, United States

Anastasia works with clients on patent infringement, breach of contract, and other litigation matters. Anastasia also manages business valuation engagements for shareholder disputes, marital dissolutions, buy-sell agreements, sale or purchase of a business, management planning, estate and gift tax compliance, and other purposes.

Austin, Texas Area

• Provided business valuation, forensic accounting, lost profit calculation, and litigation support services.

Austin, Tx

• Served as the main finance business partner to multiple SVPs and VPs providing direct financial oversight and decision support.• Responsible for performing key financial activities including P&L modeling and analysis, forecasting, annual and long-range budgeting. • Tracked key performance indicators of expenses and labor performance to provide senior leadership context regarding spend and efficiency.

Austin, Tx

• Served as the main finance business partner to three Technology SVPs, nine VPs and their IT teams in multiple geographical locations. • Provided direct financial oversight and decision support for areas within Office of the CTO, Core Technology Solutions and Cross Enterprise Services.• Performed key financial activities including P&L modeling and analysis, forecasting, annual and long-range budgeting and resource prioritization. • Led monthly financial close process around… Show more • Served as the main finance business partner to three Technology SVPs, nine VPs and their IT teams in multiple geographical locations. • Provided direct financial oversight and decision support for areas within Office of the CTO, Core Technology Solutions and Cross Enterprise Services.• Performed key financial activities including P&L modeling and analysis, forecasting, annual and long-range budgeting and resource prioritization. • Led monthly financial close process around expenses, personnel and related metrics.• Performed reviews of vendor bids and existing contracts, created financial models and translated complex business case analysis into easy-to-understand presentations for senior management.• Led several process improvement projects aimed at greater financial transparency and reporting, and better decision making including standardizing of accrual submission process across multiple business teams, and research and analysis of Schwab talent incentive compensation/relocation/talent acquisition expenses. Show less

Austin, Texas Area

Product Group FinanceOctober 2010 – March 2012• Served as a finance business partner to 2 Commercial Product Group VPs and their teams• Performed key financial activities including revenue and margin forecasting, P&L modeling and analysis, and validation of a long-range plan• Partnered with Demand Planning and Supply Chain teams to manage inventory, establish appropriate valuation and minimize write-offs• Performed customer contract review and pricing deal… Show more Product Group FinanceOctober 2010 – March 2012• Served as a finance business partner to 2 Commercial Product Group VPs and their teams• Performed key financial activities including revenue and margin forecasting, P&L modeling and analysis, and validation of a long-range plan• Partnered with Demand Planning and Supply Chain teams to manage inventory, establish appropriate valuation and minimize write-offs• Performed customer contract review and pricing deal analysis• Performed monthly financial close (journal entries, profit center adjustments, balance sheet reconciliation)• Performed budgeting & forecasting for operating expenses incl. Research & Development and general admin expensesMarketing FinanceMarch 2008 – October 2010• Provided financial analysis & support to 6 Mktg VPs and Corp. Accounting to ensure achievement of spending targets• Performed monthly financial close, including consolidation, reporting, forecasting, and performing trend analysis of marketing-related spend worldwide ($500M/yr)• Handled reconciliation and analysis of global Marketing P&L (400 cost centers)• Performed journal entry and reconciliation of marketing spending, outstanding liability, and prepaid accounts.• Led several process implementation and process improvement projects such as designing a process workflow and launching an internal share point site for approving and tracking incremental revenue reduction funding ($50M/yr)• Implemented global marketing PO aging & review process, resulting in $2M reduction in qtrly marketing PO accruals Show less

Austin, Texas Area

Residual Valuation & Portfolio Management Finance Team. • Responsible for forecasting residual values for a $3 billion portfolio of leased IT equipment.• Used financial modeling and business problem skills to analyze and forecast financial trends impacting the company’s portfolio gain. • Performed scenario analysis, sensitivity analysis, and statistical analysis using SAS statistical software (linear, quadratic & cubic polynomial models)• Provided consulting and training… Show more Residual Valuation & Portfolio Management Finance Team. • Responsible for forecasting residual values for a $3 billion portfolio of leased IT equipment.• Used financial modeling and business problem skills to analyze and forecast financial trends impacting the company’s portfolio gain. • Performed scenario analysis, sensitivity analysis, and statistical analysis using SAS statistical software (linear, quadratic & cubic polynomial models)• Provided consulting and training support to Sales and Pricing teams with regards to residual rate calculation process and exception pricing methodology.• Modeled and implemented special pricing promotions with Sales, Credit, and Dell counterparts. Show less

Wordwide

Assisted law firms, corporations, and governmental agencies in investigations and litigation matters. Projects included financial misrepresentations, fraud investigations, breach of contract, lost profits damage calculations, government procurement audit, forensic accounting services, and statistical sample review for clients in the U.S., Russia and the Middle East.

Austin, Texas Area

• Provided financial planning services for businesses and individuals. Analyzed personal and financial information and developed tailored financial plans covering insurance needs, cash reserves and short-, medium- and long-term investment strategies (Securities Licenses Series 7 and 63, Insurance License “Group 1”)

Austin, Texas Area

Bachelor'S Of Arts In Economics

Master Of Business Administration

Master Of Accountancy