Anna Halpern Email and Phone Number
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Finance & Operations Director with 10+ years experience in forecasting & analyzing financial performance. Skilled at devising strategic risk mitigation solutions for complex problems in order to enhance business outcomes and growth efforts. This combination results in improved financial performance.I focus on operations, process design, system infrastructure, and automation. I have excellent training abilities and thrive working in cross-functional & cross-collaboration environments. I offer innovative and critical thinking skills in all areas of my work.I specialize in building high-performing teams by empowering and supporting employees. I build systems & processes in all areas of business to allow teams to function efficiently, enabling transparent communication around project strategy, progress, and individual & company goals. This structural approach to a business team facilitates clarity, focus, autonomy, and innovation. -✔️Impactful Finance & Operational Achievements:➕Built custom automation tool which recovered $2.5M+ in previously unidentified, unpaid client fees➕Prevented a $500M revenue impact after identifying a discrepancy via thorough financial analysis➕Reduced manual workload by 80% by developing an accounts receivable (AR) reconciliation program✔️Notable Finance & Operations Manager Skills:➕Skilled in using financial analysis to surface insights, make decisions, identify business needs & targets➕Seasoned in leading prioritization of strategic projects to achieve departmental goals➕Adept at developing project parameters including scope, budget, timeline, and implementation plan➕Experienced in creating collaborative teams to encourage the best ideas from diverse, varied voices➕Trained in managing multiple projects concurrently in an operational environment✔️Areas of Expertise:✔️Techniques:➕Financial Management & Forecasting➕Budget to Actuals➕Accounts Payable/Receivable➕Resource Management➕Vendor Management➕Agile Project Management➕Leadership & Team Management➕System & Strategy Design➕Agile, Scrum, QA, UAT✔️Tools:➕Excel Expert➕JIRA➕SAP➕Microsoft & Google Suite➕ClickUp➕Microsoft Teams & Slack✔️Experience In:➕SaaS➕Investment Banks➕Start Ups➕Technology Consulting➕Process Improvement ➕Automation
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Finance And Operations DirectorGeorgia Resilience & Opportunity Fund Jan 2024 - Present
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Finance And Operations ManagerGeorgia Resilience & Opportunity Fund Apr 2023 - Present
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Fractional Chief Of Staff & PrincipalOperational Designs Jul 2022 - Apr 2023Achieve sharper gains in productivity and impact, and calm the inner storm of business operations to get back to your critical role as Founder.•Perform audit of client's internal operational systems to determine current system performance•Provide department leaders with recommendations and consultation to improve teamwork across the organization •Assist the executive team members to determine and prioritize business strategies based on their schedules•Determine key performance indicators and how to measure team performance
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Chief Of StaffNocodeops Jan 2022 - Jun 2022Atlanta, Ga, Us•Developed & scoped out 5 integral business roadmaps, communication strategies, training plans, & reporting structure for internal business initiatives bridging cross-functional teams for B2B SaaS product•Managed 7 phases of end-to-end software implementation resulting in automation of 500+ workflows across 4 departments•Built & refined custom ATS system to handle a 75% application increase•Developed 4 strategic playbooks & a 10 section employee handbook which now serve as comprehensive resources for operational processes•Implemented regular cadence of business critical meetings for internal initiative teams & leadership, and developed OKRs & key performance indicators for the business team•Built documentation and playbooks for HR & internal business operational processes•Supervised 6 Senior employees staff and participated in hiring, training and performance evaluations to establish and enforce policies and procedures for business functions•Encouraged coordination and cooperation among departments and continuous review of interdepartmental processes to support quality control and improvement -
Mercury Business Advisor (Mba)Ey Apr 2021 - Jan 2022London, Gb● Reviewed open items in ServiceNow (ticketing system), & prioritized follow up activities andscheduled engagement team meetings for the week● Provided guidance on local policy and leading practices● Facilitated training for client serving teams on Mercury and effective financial managementpractices● Managed new-user lack of knowledge / frustration and directed the interaction to the bestoutcome for the end-user, leveraging strong soft skill abilities and global mindset● Assisted client facing teams with the following engagement economic activities:○ Reviewing pricing plans○ Advising on service line GDS leverage targets○ Ensuring engagement teams are properly prepared for client negotiations from afinancial perspective○ Explaining downstream impacts of different user choices required by Mercury○ Providing instruction and guidance on estimate to complete (ETC) processes andcorresponding financial impacts -
Uat Manager, Senior ConsultantEy Jan 2020 - Apr 2021London, Gb● Headed international UAT testing team using Agile methodology & Scrum frameworks;managed development of user stories, testing, defect triage, risk management, productioncheckout & headcount planning● Consulted product manager, engineering team, and QA team on function, performance anddesign compliance of every product against design standards and customer needs● Analyzed historical testing results to isolate failure patterns for long-term investigation intopossible improvements to workflows● Tracked, prioritized and organized defects with JIRA, working with the development team tofacilitate timely corrections
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Program Manager, Senior ConsultantEy Oct 2018 - Jan 2020London, Gb● Owned financial forecasting for a $39M book of business using the firm’s internal financialplanning system to report financial health of the program to key executives. Managed thedevelopment, preparation and analysis of budgets, assets, portfolios, accounts payable andreceivable and general financial reporting procedures; including financial close for fiscal yearend● Provided financial training to 2 Senior Managers in the development of Request forProposals (RFP) for 2 investment banks with $1.8T in AUM for engagements worth$750K+ in revenue● Streamlined accounts receivable process through automation to increase efficiency andoptimize employee productivity by reducing manual workload by 80%. Additionally, thistool uncovered $2.5M in unpaid fees owed by the client● Facilitated the successful transition of engagement economics for a program with $21M inrevenue across 7 engagements by providing detailed training over the course of 3 monthsto 3 Managers and 4 high performing Seniors● Analyzed and advised on actual results of key financial metrics to provide guidance forfinancial improvements on current project, as well as new Statements of Work to projectmanagers and Partners with a total opportunity value of $100M+● Developed financial reporting presentations on a weekly, monthly and quarterly basis forproject stakeholders, executives, and global partners
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Program Manager, AnalystEy Jan 2017 - Sep 2018London, Gb● Managed financial forecasting for a $26M book of business across 7 client engagements,and completed accurate, efficient and compliant completion of monthly financial reports● Identified business issues through careful collaboration with key stakeholders; personally,identifying an issue that would have had a $500M revenue impact to the division● Performed program research and analyzed data collection to develop cost estimates andbudgets, create data visuals, and create and analyze program surveys for presentations toprovide insight and transparency into financial performance and employee satisfaction● Developed financial models and provided analysis when requested by program leads for keybusiness and programming decisions● Improved success of program by making proactive adjustments to operations byimplementing a weekly reporting process for delinquent accounts to obtain funds andreduce aging balances● Scheduled and supervised staff meetings to discuss new ideas and update participants onprogram details and milestones. This included event design, coordination, and delegation
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Assistant ManagerKudzu And Company Aug 2015 - Jan 2017• Managed the day-to-day operations, web maintenance & presence of a multi-million dollar revenue-generating home design store based in Atlanta, Georgia. • Developed loyal & highly satisfied customer base through proactive management of customer service strategies• Created policies to increase employee productivity and strengthen operational efficiency• Prepared daily financial statements & deposit records; increasing accuracy and reducing discrepancies
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Copywriter & Social Media ManagerDistrict Design Group Feb 2013 - Aug 2015UsManaged social media accounts for multiple local businesses who were clients of a DC based web-development firm. Fostered successful, ongoing client relationships with business owners. Wrote and edited original copy for digital and print media, and edited project proposals. Assisted the Creative Director in collaborative design development projects. Stayed up to date on trends as they relate to clients’ industries (beauty, home design, etc). -
Operations AssociateBirchbox Mar 2015 - Jul 2015New York, New York, UsProvided operations support for a multinational e-commerce business that served over 800,000 online subscription clients. Delivered highly responsive, personalized customer service solutions. Operated and utilized over seven unique platforms that maintained inventory, shipped merchandise, processed returns, billed, and communicated with customers on a daily basis. -
Assistant ManagerGeorgetown Aveda May 2008 - Sep 2013Managed 10+ employees at a multi-million dollar revenue generating salon and spa based in DC, and provided administrative support for the business.
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Publishing Assistant InternFeminist Studies Academic Journal Jun 2012 - Dec 2012Headed research project for an international academic print journal that processed department specific data from over 940 universities, and line edited manuscripts at various stages of development. Created Chicago style citation lists included in publications. Advised in art layout design of journal before going to press.
Anna Halpern Skills
Anna Halpern Education Details
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University Of MarylandJewish Studies Minor
Frequently Asked Questions about Anna Halpern
What company does Anna Halpern work for?
Anna Halpern works for Georgia Resilience & Opportunity Fund
What is Anna Halpern's role at the current company?
Anna Halpern's current role is Finance & Operations Director.
What is Anna Halpern's email address?
Anna Halpern's email address is anna.halpern@ey.com
What schools did Anna Halpern attend?
Anna Halpern attended University Of Maryland.
What skills is Anna Halpern known for?
Anna Halpern has skills like Blogging, Social Media Marketing, Social Media, Editing, Proofreading, Research, Wordpress, Creative Writing, Critical Thinking, Team Building, Marketing, Web Content.
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