Hannah Newman Email and Phone Number

● Make Recommendations for System Structure and Integrations● Provide SageIntacct Training for Advanced Reporting● Process Mapping in Visio● Evaluate Implementation Risks● Review Reconciliations and Automate

● Provide Mature Business Recommendations, Process Improvement, Update Systems and Create Policies.● Establish New Accounting Methods for Start-ups.● Software Implementation and Selection, Data Governance, Data Migration and Project Management.● Advise and Train Teams how to Successfully Create Data Visualizations with Tableau. ● Advise on Business Formation, Provide Insights on Houston Regional Markets.● Train Employees in Excel, Create Budgets, Assist with Month End Clean-up, Complete Year End Close.● Create Accurate Dashboards including Tables, Charts, Pivots, etc.

● Provide Insights on Business needs around migration.● Liaison with JMT and HRIS partners to ensure a smooth integration with Sage Intacct across departments.● Map data from legacy software to SageIntacct including GL Account opening Balances, GL history, open AP items, and open AR items as of Go Live date.● Budget Loads and Reporting.Restructure GL Accounts to be modern and fit the new needs of the organization.● Develop cost center, department, and tagging structure to streamline reporting.● Create and manage Post Implementation Project Plan including extensive Reporting Refinement.● Process Mapping and Flow Chart Creation. Implement Best Practices for Month End Close and iternal audit review. ● Train administrators for configuration maintenance.● Create integration plan for other softwares used, including Workday, Submittable, Azure, Okta, Salesforce, and Expensify. ● Setup Single Sign On (SSO).● Determine appropriate roles and user access. ● Manage API development for Workday Payroll Integration.

● Data Migration from on prem to cloud.● Gather specifications for Design Workshop.● Create and manage Project Plans.● Facilitate User Acceptance Testing UAT and Create Testing Scripts.● Determine Go/No Go for project completion. Working with 8+ major clients at a time.● New Features Training.

● Migrate Data from SAP and other data sources to Snowflake Cloud.● Identify and map required columns, tables, fields, adjustments and volumes for migration.● Create Product Roadmap and manage project team of developers, coders, and data architects across departments.● Interview over 45 data users, transactional accountants, subject matter experts, and operations analysts to determine what each data field represented to create white papers and data dictionary. ● Determine who should be apart of UAT, and create test scripts.● Lead weekly team dev ops meetings, monthly stakeholder meetings, and quarterly sponsor meetings.● Act as Liaison between IT and Accounting/Finance Departments.

● ReconNet Development and Implementation for New Delivery Service Providers.● Identify DSP Variances to Reduce Monthly Write-Offs of $50k.● Identify Processes to be Improved in Accounting Department. ● Prepare White Papers for new Operations and Procedures.● Make Recommendations for Data Efficiencies.● Act as Liaison between IT and Accounting/Finance Departments.

● Data Migration Project Lead for a Team of 8+ individuals. ● Sage Intacct & SalesForce CPQ and CRM Implementation for 4 Entities including a recent Acquisition.● Identifed Relevant Data to be Pulled from Legacy Proprietary Databases via SQL for Data Migration.● Compiled Templates for in-flight Active Contract Processing Uploads.● Data Cleanup and Validation Management.● Provided Insights on Sage Intacct Software Implementation.● Provided Link and Synch Data Recommendations for SalesForce and other Third Party Vendors for Sage Intacct.

● Tableau Lead for Team of 5+ individuals. ● Trained Team Members to Create Relevant Data Visualizations & Dashboards in Tableau. ● Trained Team Members to Uncover Needs and Provide Meaningful Recommendations based on Available Data.● Heavy Excel with Data Pulls from TeraData/SQL.● Sentiment Project Tableau Lead: Created Call Center KPI Dashboard using Tableau to Meet Interim Needs Prior to Production Dashboard.

● Implemented new software and pre-close procedures increasing efficiency by reducing monthly close from 25 to 12 days.● Reduced temporary employee expenses by $160k annually by explaining the direct hire costs to hiring managers, reducing misconceptions and increasing retention.● Managed accounting staff performing all daily and monthly accounting functions for shared services including 25+ entities. ● Identified HR Liabilities, retained 3 managers by retraining soft skills. HR liaison for 120+ employees.● Responsible for overseeing all accounting & financial transactions of related entities for partnership, intercompany accounting and shared services including year-end close.● Ensured monthly period ends were accurately and timely completed. Responsibilities included managing and reviewing all aspects of month-end close.

● Reduced storage costs from 37 to 5 boxes of paper annually. Freight costs reduced by 75% monthly. ● Making recommendations and monitoring implementation of new policies in addition to notating existing risks and infractions during internal field audits of broker offices while maintaining state licenses and certifications.● Reviewed treasury/cash management functions including daily and monthly maintenance of 90+ checking and savings accounts, transfers, payroll, and payable requirements. ● Prepare month-end statements and account reconciliations for 25+ entities.

● Presented recommendations, findings, and solutions to managers, directors and VP’s. As team lead for visualization projects, provided explanations of large data sets in the board room on 6+ occasions. ● Established reporting for Self-Install Kit Utilization and through weekly conference calls increased usage by 45% saving the region over $75k per day in truck rolls. Reporting was then implemented nationwide. ● Honored to be 1 of 15 “Step Up to Leadership” participants selected out of 75 eligible candidates. ● As an active member of Toastmasters and as the Tableau trainer for 5 team members and the “Tableau SME” for the Houston region, I worked to achieve ideals of a lifetime of learning and teaching.● Created a dozen+ KPI Dashboards in Tableau for different departments.● Created management reporting using Pivots, Tables, Charts, Graphs, and Geographical Maps in Tableau.● Forecast Variance Tracking, Actual to Budget Subscriber Dashboards, Management Expense Statements.● Created and maintained store sales rep ranking report, Special Incentives/Commissions reporting.● Heavy analysis and reporting, worked on a team of 5, expanded Excel and SQL skills. ● Completed New Ad-Hoc reporting and updated/improved existing scorecards and dashboards.● Actively contributed to Comcast weekly “Tableau Jedi” user calls.

● Created lesson plans to accommodate the students learning style.● Presented lectures to develop conversational skills in French or English, built trust with each audience. As the instructor modeled the language, the students confidence to speak grew and their understanding and use of grammar and pronunciation was a testament of success.

● Ensured major vendors had up to date documentation, timely shipments, and appropriate commissions. Efficiently input useful data from two cardboard boxes detailing aging equipment sold in the last 15+ years and forecasted replacement parts and equipment. ● As the middle man for copper tubes and stainless-steel pipes, this company had good years varying from $700k - $2.5mil in revenue. ● Successfully updated systems and policies moving the company away from traditional paper-based ledgers and building their confidence in accounting software. Reduced accountant salary expense by 25 hours per week.

Created MLS ReportsUsed the Access Database