Brandi Carter Email and Phone Number
san francisco, california, united states
Brandi Carter's Location
Camden, South Carolina, United States, United States
Brandi Carter's Contact Details
Brandi Carter work email
- Valid
- Valid
- Valid
Brandi Carter personal email
n/a
About Brandi Carter
Strategic business operations leader with over a decade of expertise and proven success in executive reporting, financial strategy, budgeting, expense management, variance analysis, strategic resource planning and forecasting. Specializing in the improvement of operational financial efficiency and effectiveness by presenting accurate, informative and persuasive presentations compiled from precise data analysis.
Brandi Carter's Current Company Details
Wells Fargo
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Executive Director, Business Operations Management at Wells Fargo
san francisco, california, united states
- Website:
- wellsfargo.com
- Employees:
- 246787
Brandi Carter Work Experience Details
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Executive Director - Business Operations ManagerWells Fargo Apr 2023 - Present• Partner with CIO, Tech Directors and Product leaders to ensure that we are strategically planning to meet deliverables while working within Financial and HC constraints• Work cross-functionally with Workforce Management and Finance to streamline all headcount tracking, including tasks and requisitions, to ensure we can easily deliver an accurate monthly forecast by Product.• Clearly articulate explanations behind variances along with planned actions for remediation
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Vp, Finance LeaderWells Fargo May 2021 - Apr 2023• Overseeing the financial performance for 2 CIO's with horizontal teams, including budgeting, forecasting, financial analysis and third party contracts• Provide financial guidance and support for 2 CIOs to include all departments and teams within those areas• Perferm variance/trend analysis, identify and resolve any discrepancies, and provide recommendations to senior management on the process to correct moving forward• Provide detailed monthly reporting to LOBs to explain approx. $2.5B in indirect allocations• Provide analysis and suggested changes for new distributions and updated methodologies for indirect expenses• Work cross-functionally and develop successful partnerships with LOB CFOs, Technology, LOB Finance, and Business SMEs to deliver accurate & crisp financial reports• Partner with LOB Finance and Business SMEs to assist in cost reduction opportunities and efforts• Responsible for partnering with LOB and Technology to create a $600MM budget• Train and develop resources on budgeting, forecasting and indirect allocations
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Business Initiatives Consultant - Reporting & Analytics LeadWells Fargo Jul 2019 - May 2021Charlotte, North Carolina• Manage a $35MM+ program budget while maintaining an average of <2% monthly variance • Identified over $1MM in erroneous resource charges by partners over the past 1.5 years in role• Responsible for $30MM+ annual operating budget; create headcount and traceability reporting to provide insight to management on hiring timelines for over 150 resources• Work cross-functionally and develop successful partnerships with Delivery and Shared Services, Technology, Finance, and Business SMEs to deliver accurate, crisp financial reports, annual business cases, quarterly funding requests, ROI projections for projects, and beyond• Develop financial reporting and dashboards at both an individual project level, spanning 30+ projects, and in a consolidated portfolio view in collaboration with partners• Act as a liaison between the business and partners to translate complex requirements into tangible deliverables while considering opportunities for operational efficiencies
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Business Systems ConsultantWells Fargo Apr 2017 - Jul 2019Richmond, Virginia• Complete monthly forecast for FTE, contractor and statement of work personnel within Domain Services to ensure large projects, enhancements and application maintenance teams are properly staffed for success• Strategically evaluate and analyze risk and regulatory related requirements to provide proper resource expertise during the discovery, development and testing stages while covering all post-production application support needs• Meet with Subject Matter Experts (SMEs) to estimate project scope, resource allocation and level of effort for enhancements to web services, application entitlement provisioning and configuration management • Coordinate financial planning activities with web service consumers across the enterprise to best determine future spend and proactively uncover resource and budget constraints• Provide accurate and informative financial reports for senior management which detail the base spend, project spend, resource headcount and variances• Prioritize intake requests, change control items and efficiently manage resource capacity to ensure deliverables are completed on schedule• Complete resource onboarding and roll-off activities related to resource backfill preparation, capacity planning and application access management
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Reporting & Analytics LeadBon Secours Health System Jun 2016 - Apr 2017Richmond, Virginia Area• Partner with client area SMEs to craft process models to identify gaps and opportunities for automation in data collection and reporting• Provide data-driven optimization strategies based upon trend analysis to improve quality and turnaround time within areas performing below the mandated company goals and objectives• Bolster awareness within multiple client areas of financial reporting discrepancies and provide coaching to ensure the proper procedures are implemented and being followed• Perform detailed quantitative and trend analysis to determine Key Performance Indicators (KPIs) to be used for goal setting and strategic planning• Create reports, dashboards and scorecards to provide stakeholders with detailed and at-a-glance views centered around the desired KPIs• Conduct departmental research and audits to provide root-cause analysis, answer questions and address concerns regarding inconsistent reporting output -
Financial Systems AnalystPremier Medical Associates Jan 2014 - Jun 2016Monroeville, Pennsylvania• Liaison between client area leadership and technical teams to translate business objectives into technical solutions resulting in the automation of the collections process which lowered turnaround time by 13 business days• Served as quality assurance for all generated reports to identify, track and remediate any data inconsistencies• Created and maintained ODBC connection between system of record and Access to receive source data for the preservation of quality and integrity of all exported, transformed and loaded data and ensure the accuracy of each generated report• Performed strategic analysis of client area data to develop mature processes and measurable metrics for reporting and ongoing data analysis for each area and enterprise wide• Deployed updated code to test environment, create test plan and cross-team coordination strategies for the functional testing and production validation of system enhancements
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Executive Financial AssistantMed Health Services Dec 2011 - Oct 2013Monroeville, Pa• Created and present benchmark reporting to senior level stakeholders to show productivity for all affiliate offices• Streamlined accounting process via automated systems to save multiple manual touchpoints which resulted in more accurate reporting, boosts to quality scores and a 10% lift in ROI across multiple departments• Partnered with Human Resources to troubleshoot and resolve concerns related to data retrieval and analysis• Managed and administer application support for billing software within Accounts Payable department and provision access across the entire practice based upon user role and business need to know
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Accounting AnalystSchneider Downs Oct 2008 - Dec 2011Pittsburgh, Pa• Improved Account Payable and Account Receivable productivity, quality and turnaround time by 50% via automated queries and standardized reporting• Conducted internal audit of travel and expense reports resulting in a 5% reduction of reimbursable charges• Performed account reconciliations, journal entries and general ledger analysis to provide snapshot reports to upper management across five business units• Created business process and technical approach using queries to export data from Oracle tables for weekly reconciliation reporting -
Financial AnalystUpmc Jun 2007 - Oct 2008Pittsburgh, Pa• Managed the authorization, card activation, fund allocation and reconciliation for corporate charges related to Accounts Payable and Purchasing resulting in a reduction of $27 million in available credit risk• Prepared monthly management reports for compliance detailing a complete and accurate account of current and aged payment variances, root cause, issue remediation plan and targeted resolution date• Reviewed Sarbanes-Oxley audit findings and assisted with issue remediation and reoccurrence prevention• Created services charge-back scorecard to monitor and determine trends in service quality and invoicing
Brandi Carter Skills
Internal Controls
Accounting
Auditing
Financial Reporting
Assurance
Forensic Accounting
Quickbooks
Financial Statements
Internal Audit
Microsoft Excel
Vlookup
Ms Excel Pivot Tables
Microsoft Office
Financial Accounting
General Ledger
Account Reconciliation
Accountants
Prosystem Fx Tax
Sarbanes Oxley Act
Tax
Financial Analysis
Access
Finance
Process Improvement
Brandi Carter Education Details
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International Academy Of Design & Technology4.0 -
Allegheny College Of Maryland
Frequently Asked Questions about Brandi Carter
What company does Brandi Carter work for?
Brandi Carter works for Wells Fargo
What is Brandi Carter's role at the current company?
Brandi Carter's current role is Executive Director, Business Operations Management at Wells Fargo.
What is Brandi Carter's email address?
Brandi Carter's email address is br****@****msn.com
What schools did Brandi Carter attend?
Brandi Carter attended International Academy Of Design & Technology, Allegheny College Of Maryland.
What are some of Brandi Carter's interests?
Brandi Carter has interest in Volleyball, Coaching And Playing.
What skills is Brandi Carter known for?
Brandi Carter has skills like Internal Controls, Accounting, Auditing, Financial Reporting, Assurance, Forensic Accounting, Quickbooks, Financial Statements, Internal Audit, Microsoft Excel, Vlookup, Ms Excel Pivot Tables.
Who are Brandi Carter's colleagues?
Brandi Carter's colleagues are Elysse Poulson, Manuel Laporte, K Chandra Sekhar, Srikanth Vattikonda, Lenny Lopez, Brandi Ostwinkle, Haskell H. Hatfield.
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