Cari Bock, Mba Email & Phone Number

Boston, Massachusetts, Us

Boston, Massachusetts, Us

Boston, Massachusetts, Us

Scope new business requests with sales, operations, and finance partners, and provide tactical guidance around pricing strategy & impact. Analyze & review deal pricing based on expertise within the market; contribute strategy & content for sales proposals; and identify and correct pricing errors. Build deal model for special opportunities with focus on maximizing profit. Review customer pricing trends and develop actionable analytics to highlight price improvement opportunities which are showcased to the executive team as part of monthly dashboard reporting. Generate pricing reports to aid sales commission calculation. Provide training on Price Analysis Model to new sales reps, team members, and Region Managers. Create pricing initiative budget and assign to Sales Segments and Regions.

Boston, Massachusetts, Us

Designed forecasting business models to project revenue based on year-to-date results, current trends, and estimates. Monitored monthly expenses and provide month over month analysis to management team. Prepared weekly Region forecast including explanation of variances. Assisted with preparation of monthly Region forecast. Analyzed operating results; provide explanation of variances, trend, and year-to-date reporting. Assisted with annual headcount plan and budget process. Provided support to Sales team through Quarterly Price Increase process and customer account management and analysis. Prepared financial reports and presentations for senior management team. Prepared and review weekly Labor Utilization reports; work with Operations Managers to resolve resource and compliance issues. Provided ad hoc reports and analytics as needed by business leaders to present to Sr. Executive Team and other stakeholders. Attended team meetings to provide financial and other updates. Prepared financial analysis and support on M&A activity, as needed. Assisted with integration of acquisitions and Tuck-ins. Prepared revenue accrual and reversing general ledger journal entries.

Boston, Massachusetts, Us

Managed a staff of 2 employees; design and development of individual goals, yearly performance reviews, and education. Performed financial modeling and analysis and made recommendations to support fact-based and effective decision making. Prepared monthly financial reporting for presentation to executive leadership team. Prepared revenue accrual and reversing general ledger journal entries. Provided timely, accurate, and meaningful financial overviews to key territory decision-makers using key performance indicators. Prepared and submitted monthly forecast of future revenue and margin performance. Analyzed and monitored territory accounts receivable, billing, and labor management. Provided support to territory sales team through Quarterly Price Increase process and customer account management and analysis. Performed special projects, ad-hoc data analysis, and decision making. Assisted with acquisitions and customer contract remediation process. Worked with territory sales management and marketing team to coordinate customer events.

Hamburg, Hamburg, De

Managed a staff of five employees; design and development of individual goals, yearly performance reviews, education and rollout of new policies and procedures, and regular team meetings. Responsible for management of monthly, quarterly, and annual financial closings, including intercompany eliminations. Responsible for ensuring appropriate internal controls are in place to safeguard company assets. Coordinated annual and strategic budgeting process, as well as, monthly, quarterly and annual forecast. Communicated performance to department heads on a monthly basis and provided research and analysis. Oversaw and coordinated intercompany payable and receivable process. Identified, developed, and recommended process improvements. Prepared and reviewed account reconciliations; research and resolve account variances. Developed financial plans and forecasts and analyzed variances against plan. Oversaw and maintained monthly accruals with required maintenance and reconciliations. Responsible for accounts payable department, corporate card program, and travel and expense processing. Worked with Director of Finance to create and evaluate internal accounting controls and policies to improve organizational efficiency.

• Prepare and review over 25 monthly account reconciliations.• Prepare quarterly Balance Sheet review presentations for upper management.• Assist with special projects, financial analyses, and back-up and support management team for internal controls, financial planning and reporting departments.• Assist in development and implementation of new procedures and features to enhance the workflow of the department.• Collaborate with other finance department managers to support overall department goals and objectives.• Assist with travel administration, corporate card monitoring, and purchasing card processing.• Provide support for external and internal audits.• Assist with maintenance of accounting and finance policies and procedures. • Manage two direct reports and assist with development and delegation of responsibilities. • Work with direct reports to establish goals and objectives and monitor and advise on the progress to enhance the professional development.

• Assisted management of Sarbanes-Oxley (SOX) compliance program for business unit, including scoping, process documentation and identification of key controls.• Coordinated with management, external auditors, corporate headquarters and other outside consultants to develop and execute internal audit and SOX audit plans.• Managed internal audit programs with the goal of maintaining no significant deficiencies or material weaknesses. • Managed outsourced audit team and fieldwork testing while serving as point of contact for management and corporate headquarters.• Ensured all audits were coordinated and audit teams were educated on the company’s control environment.• Represented company’s compliance program to corporate headquarters staff and management.• Conducted remediation of findings based on corporate headquarters’ guidelines and performed testing of business areas under remediation action as requested by management.• Coordinated timely integration and adoption of corporate compliance programs into acquired entities including all applicable functions.• Ensured awareness of internal controls and SOX 302/404 compliance throughout the company.• Performed reviews of company policies and procedures to assess adequacy of internal controls.• Assisted in managing finance policy and procedure development and review process.• Advised management in financial policy and process matters.• Assisted with preparation and management of compliance plan and budget.

• Oversaw financial planning, budgeting, forecasting and reporting.• Served as primary point of contact to corporate headquarters for consolidated financial reporting and filing requirements for monthly, quarterly and yearly periods.• Worked with multiple departments in business unit to develop, consolidate and report monthly, quarterly and year-end results as well as prepare operating budget. • Provided support to strategic business units, tax department, and other groups as needed.• Generated monthly budget versus actual variance reports for distribution to management.• Managed relationship with external auditors and provided analytical data for financial statement audits. • Prepared various ad-hoc reports, internal and external presentations for management.• Performed and supported SOX controls related to the financial reporting process.• Supported all financial requirements associated with mergers and acquisitions including purchase accounting. • Supervised one direct report to develop skills and ability to examine work processes, create solutions, and measure improvements.

• Monitored daily receipts and disbursements and prepared weekly cash flow forecast for corporate headquarters’ treasury department.• Assisted with development of annual operating plan and prepared monthly, quarterly and annual reports for submission to corporate headquarters. • Provided support to strategic business units, tax department, and government finance department and assisted with internal and external audits, government audits and supported special projects as assigned.• Created, maintained, and generated Oracle queries and reports to provide supporting details for presentations to upper management.

Us

Prepared monthly project reviews, cost to complete estimates and forecasts for senior management, invoiced customers on payment milestones ranging from $35K to $1.2 million, and served as project liaison to finance, legal, and other corporate functions.

Master, Business Administration

Bachelor Of Science, Business Administration

Education record