Greg Williams

Greg Williams Email and Phone Number

FP&A | Business Intelligence Analyst @ Intellance
irvine, california, united states
Greg Williams's Location
Zagreb, Zagreb, Croatia, Croatia
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About Greg Williams

Senior analyst with diverse blend of accounting, IT & project management experience. Highly cross functional and skilled leading teams and initiatives that bridge interdepartmental gaps and facilitate resolution of complex business challenges. Results driven and focused in the application of data, reporting and systems solutions to advance business to the next level.Prior to consulting, I served as the manager of FP&A and member of the senior management team at CTSC Law. I provided direct strategic support to the firm's equity holders and managing partner, while also managing the firm's financial reporting, budgeting and forecasting.My background combines over a decade of experience in finance and accounting with a heavy focus in information systems. I have led and contributed to several significant cross-functional projects, including:     • Financial systems integration through 4 mergers and acquisitions     • 2 ERP migrations from legacy systems to Microsoft Dynamics AX (Axapta) and Dynamics 365     • Implementation of ETL (extract, transform, load) for large scale cost accounting operations     • Deployment of Microsoft SharePoint and operational workflows in multi-entity organization     • Authoring and deploying BI solutions for numerous small & mid-size organizationsAreas of expertise:SQL, SSAS, SSMS, SSDT, SSRS, DAX / MDX, Power BI, Tableau, power query (M), power pivot, data modeling & architecture, report design, dashboarding, financial modeling, budgeting & forecasting, Microsoft Excel (arrays, index/match, vlookup, pivot tables and VBA).

Greg Williams's Current Company Details
Intellance

Intellance

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FP&A | Business Intelligence Analyst
irvine, california, united states
Website:
intellance.net
Employees:
1
Greg Williams Work Experience Details
  • Intellance
    Business Intelligence Developer
    Intellance Mar 2017 - Present
    Greater Los Angeles Area
    Author and developer of business intelligence solutions, data & financial models, and custom reporting to support the strategic initiatives of various small and midsize organizations.Project highlights: •  Integrated Microsoft Azure, Azure Analysis Services and Power BI to enable real-time capture and reporting of call data and analytics for large-scale call center operations. •  Led migration of on-prem infrastructure to cloud-based solution via Microsoft Azure, O365 and Azure Apps to support operational systems and needs of mid-size legal services firm.•  Managed analytics, report development and generation of semantic data models / architecture for national construction firm post ERP migration.Software: D365 (Microsoft Dynamics) Finance & Operations, Power BI, Tableau, SSRS (SQL Server Reporting Services)
  • Callahan, Thompson, Sherman & Caudill, Llp
    Manager, Fp&A
    Callahan, Thompson, Sherman & Caudill, Llp Aug 2015 - Nov 2018
    Greater Los Angeles Area
    Reinitiated the strategic planning process to better align operations with financial goals. Produced budgets, forecasts and key performance indicators that established clear monthly and annual objectives. Analyzed financials and provided stakeholders with monthly assessment of variances, risks and recommendations to achieve performance goals.Key achievements: •  Played key role in strategic planning and operational direction that achieved sustained revenue ⠀⠀growth over 3 years. •  Designed and implemented series of automated and electronic processes which increased    capture rate of billable client costs by 5.8% ($106 thousand annually). •  Slashed interest expenses by $10.3 thousand and reduced long-term liabilities by 54%    by restructuring firm debt and securing alternate credit facilities. •  Leveraged Microsoft Power BI to connect disjointed applications and produce streamlined,    highly automated reports, financial models and performance dashboards. •  Negotiated buyout of copier lease, securing $107 thousand contract buyout, new print    technology firm wide and reduced copier costs by 42% ($30 thousand annually). •  Setup Amazon Business account, approval workflows, and curated catalog to manage    administrative office expenses. Changes yielded improved expense tracking and reduced office ⠀⠀spend by $18 thousand annually.Software: Tabs3 Legal Billing and Practice Management, Power BI, Excel, SharePoint.
  • Dkn Property Management
    Senior Staff Accountant
    Dkn Property Management Jan 2010 - Jan 2014
    Greater Los Angeles Area
    Financial management of hotel portfolio consisting of 12 properties, each with budget, P&L, balance sheet and cash flow. Provided financial reporting, profitability & performance analysis and budget support directly to business executives. Oversaw accounting operations at the property level to ensure compliance with internal controls, procedural requirements and performance expectations.- Financial management.- Prepare, analyze and interpret financial statements.- Cash flow management.- Systems integration.- Process and policy implementation.- Staff management.Software: Microsoft AX, Sage MAS 90, UltiPro, SharePoint, Excel
  • Megapath
    Cost Analyst
    Megapath Feb 2004 - Feb 2008
    Greater Los Angeles Area
    Diversified telecommunications provider with a focus in secure connectivity and cloud communications for businesses. - Budgeting and forecasting.- Key performance indicators.- Review of $24M in CoGS spend annually.- Variance analysis.- ETL (Extract Transform Load) data files exceeding 2 million rows.- Task automation via VBA.Software: Oracle Financial, Brevado (In-house ETL software), Excel

Greg Williams Skills

Financial Accounting Financial Reporting Financial Analysis Gaap Year End Close Project Management Microsoft Excel Agile Methodologies Agile Project Management Excel Dashboards Business Intelligence Data Modeling Data Visualization Data Analysis Power Bi Sql Visual Basic For Applications Dax Kpi Dashboards Performance Dashboards Ms Excel Pivot Tables Business Strategy Sql Server Reporting Services Microsoft Office Corporate Fp&a

Greg Williams Education Details

Frequently Asked Questions about Greg Williams

What company does Greg Williams work for?

Greg Williams works for Intellance

What is Greg Williams's role at the current company?

Greg Williams's current role is FP&A | Business Intelligence Analyst.

What is Greg Williams's email address?

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What is Greg Williams's direct phone number?

Greg Williams's direct phone number is +171480*****

What schools did Greg Williams attend?

Greg Williams attended California State University-Channel Islands, Irvine Valley College.

What skills is Greg Williams known for?

Greg Williams has skills like Financial Accounting, Financial Reporting, Financial Analysis, Gaap, Year End Close, Project Management, Microsoft Excel, Agile Methodologies, Agile Project Management, Excel Dashboards, Business Intelligence, Data Modeling.

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