Clay Newman Email & Phone Number

Austin, Texas Area

o Finance lead on multiple client engagements, primarily IT sourcing. Engagements required quickly ascertaining client needs, developing requirements, presenting options, coordinating work among the various teams, and ensuring work was completed on time, on budget, and as proposed.o Lead financial negotiator for multiple IT outsourcing contracts totaling over $2B, including public cloud, data centers, networking, and SaaS. Secured 16% cost savings to allow for enhanced public cloud and… Show more o Finance lead on multiple client engagements, primarily IT sourcing. Engagements required quickly ascertaining client needs, developing requirements, presenting options, coordinating work among the various teams, and ensuring work was completed on time, on budget, and as proposed.o Lead financial negotiator for multiple IT outsourcing contracts totaling over $2B, including public cloud, data centers, networking, and SaaS. Secured 16% cost savings to allow for enhanced public cloud and security services.o Created business case, budgets, financial models, expected return on investment, key metrics for evaluation, financial contract documents, and negotiation strategy.o Acted as financial transition project manager to ensure contract provisions were met, and vendors integrated with internal IT systems such as billing, incidents, disputes, and cost management accounting.o Provided internal and external stakeholder presentations comparing actual results versus planned, progress to goals, risks, and commentary with recommendations. o Expert Excel skills were used to develop robust models using measures, Power Query, macros, and advanced formulas. Proficient in Microsoft Office, Google Docs, Salesforce, SQL and ServiceNow.o Developed data quality checklists, documentation, and built-in controls to ensure accuracy of models. Reviewed models for continual process improvements, including feedback from stakeholders.o Project management, strong verbal and written communication, attention to detail, and excellent organization skills were used to deliver timely work commitments. Worked in a self-directed role as well as cross-functional teams. Show less

Austin, Texas Area

o Executive responsible for finance, accounting, budgeting, general ledger, forecasting, P&L, investments, and reporting. Oversaw information technology, human resources, and facilities. Supervised 7 employees.o Reported to a 25-member board and Finance/Investment committee, prepared and managed multi-variable budgets, set financial goals, created financial reports and financial projections; managed an annual budget of $43M which included a 400% increase in revenue.o Led transformation… Show more o Executive responsible for finance, accounting, budgeting, general ledger, forecasting, P&L, investments, and reporting. Oversaw information technology, human resources, and facilities. Supervised 7 employees.o Reported to a 25-member board and Finance/Investment committee, prepared and managed multi-variable budgets, set financial goals, created financial reports and financial projections; managed an annual budget of $43M which included a 400% increase in revenue.o Led transformation of IT resources to a cloud-based solution; designed and executed organization-wide business process evaluation and needs assessment; implemented a Salesforce solution which migrated legacy data and organizational documentation. Acted as the Salesforce administrator and primary developer.o Provided training and technical assistance to 70 member organizations, including financial planning and accounting best practices, policies, IT expertise, risk mitigation strategies, board relations, and employee management. Show less

Austin, Texas Area

o Managed financial consulting and outsourced CFO firm. Meet with clients to understand needs, document expected outcomes, and develop project plans.o Used problem solving and interpersonal skills to communicate clearly with clients regarding expectations and deliverables. Leveraged organizational skills to effectively support multiple clients simultaneously.o Redesigned accounting systems and reporting tools, including data migration, to standardize and improve reporting. Redesigned… Show more o Managed financial consulting and outsourced CFO firm. Meet with clients to understand needs, document expected outcomes, and develop project plans.o Used problem solving and interpersonal skills to communicate clearly with clients regarding expectations and deliverables. Leveraged organizational skills to effectively support multiple clients simultaneously.o Redesigned accounting systems and reporting tools, including data migration, to standardize and improve reporting. Redesigned systems were created to be adaptable as organizational needs evolved.o Routinely responded to new clients in crisis by performing rapid assessments with short- and long-term action plans.o Acted as lead financial analyst for a $1 billion data center services outsourcing contract with multiple legacy platforms, chaotic or absent data tracking and reporting, and a challenging political environment. Provided financial reporting and analysis which led to a decision to terminate the vendor for cause.o Created Access database, including front-end and back-end customizations, to track and manage thousands of IT assets and financial data in order to validate vendor performance and reporting. o Developed complex budgets, cost accounting methods, analysis variance, and general ledger documentation which were subject to external audits. Show less

Master'S Of Accountancy, Accounting

Bachelor Of Business Administration (Bba), Accounting