Ingrid Phillips-Webb Email & Phone Number

Chicago, IL, US

• Constructed Financial and Operational Models: Developed robust models to track retention and turnover trends, aiming to boost revenue and reduce costs associated with employee turnover.
• Streamlined Data Aggregation: Efficiently gathered and organized financial data from diverse platforms (Tableau, SQL, Excel). Proposed procedural enhancements to enhance model accuracy and effectiveness.
• In-Depth Data Exploration: Conducted deep dives into extensive datasets, uncovering insights related to employee retention, training, life and health insurance sales, and customer interactions.
• Strategic Formulation: Contributed to corporate strategies and actively participated in Financial Planning & Analysis (FP&A) initiatives.
• Process Documentation and Accuracy: Documented work processes, including data sources and definitions, ensuring data accuracy.
• Cross-Functional Collaboration: Collaborated with various departments to address business challenges and align with organizational objectives.

• Planned and Executed Manufacturing KPIs: Collaborated on implementing Manufacturing Key Performance Indicators (KPIs), resulting in enhanced business performance across safety, quality, and cost.
• Focused on Improvement Implementation: Spearheaded the execution of improvement plans, successfully eliminating waste, improving plan adherence, reducing conversion costs, and enhancing overall efficiency.
• Effective Coordination and Reporting: Orchestrated regular calls and reporting cycles (daily, weekly, monthly) to collect actual data for Manufacturing KPIs. Supported extended routines for underperforming sites.
• Coaching for KPI Application: Coached business team members in practical KPI analysis, development, and execution.
• Strategic Site Master Planning: Assisted management in developing, planning, and executing Site Master plans.
• Materials Preparation for Global Operations Review: Prepared materials for functional reviews within global operations.

CNH - Focused on inventory purchase costs, exchange rates, and labor expenses.BZAE Day School - Conducted monthly financial close activities.Caterpillar - Assisted the Caterpillar team with data migration and cleaning.Livingston International - Successfully implemented a 2-year project to track revenue KPIs for the international freighting company’s.

Chicago, IL, US

• Recruitment and Problem-Solving: Successfully resolved an operational issue that hindered accurate product component tracking. Resulted in recruitment and full-time employment.
• Strategic Recommendations: Provide management with actionable recommendations to drive business results and achieve financial goals.
• User Stories and Process Improvement: Conducted interviews across IT, Sales, Marketing, and Operations departments. Gathered user stories to facilitate the development of an improved process.
• Focused on inventory tracking, pricing planning, and cost/profitability analysis.
• Data Analysis Model: Constructed a financial/operational analysis model. Served as a valuable tool for upper-management decision-making.
• Cross-Functional Collaboration: Collaborated with cross-functional teams (Operations, IT, Sales, Marketing). Investigated and addressed root-cause operational challenges.

• Month and Year-End Close and Reconciliation: Successfully completed month-end and year-end financial closings, ensuring accurate financial records. Reconciled more than 20 accounts monthly.
• Business Review Packages for Boards of Directors and Division Managers: Prepared comprehensive business review packages for presentation to Boards of Directors and division managers. Included essential financial.
• Balance Sheet Account Reconciliations and Monthly Financial Report Analysis: Conducted meticulous balance sheet account reconciliations, identifying discrepancies, and ensuring precise data. Analyzed monthly financial.
• Journal Entries for Cash Accounts, Payroll, Accruals, and Fixed Assets: Accurately prepared journal entries for various transactions, including cash accounts, payroll, accruals, and fixed assets.

Chicago, IL, US

• Annual Budget Process: Led and managed the annual budget process, ensuring alignment with organizational goals and financial objectives.
• Departmental Budget Development: Developed comprehensive budgets for over 40 departments, leveraging tools such as MS Forecaster and Excel spreadsheets.
• Employee Training and Documentation: Strengthened employee training by creating and documenting clear financial reporting procedures and requirements.
• Institutional Knowledge Preservation: Ensured continuity by capturing institutional knowledge related to financial reporting processes.
• Cross-Departmental Collaboration: Partnership Building: Established collaborative relationships between the finance department and other departments.
• Improved Data Collection and Reporting: Streamlined data collection processes, resulting in more accurate and efficient reporting.

• In-Depth Analysis: Conducted comprehensive research and analysis on critical policy issues impacting physicians, the medical industry, and public health
• Key Topics Covered: Graduate Medical Education, Medical School Debt, Uninsured Population, Medical Liability, Resident Work Hours residents, Electronic Health Records
• Effective Communication: Recorded physician testimony and prepared reports on policy statements during AMA meetings. These statements could potentially become national advocacy issues if accepted by the AMA membership.

• Budgeting and Forecasting: Successfully managed budgeting and forecasting for an annual operating budget exceeding $30 million.
• Strengthened Interdepartmental Collaboration: Acted as a bridge between finance and non-finance departments, fostering better communication and streamlining revenue reporting, expense tracking, and budgeting processes.
• Ad-Hoc Analyses and Special Projects: Proactively performed in-depth analyses and contributed to special projects, driving revenue growth.
• Effective Database Management: Managed the patient insurance eligibility database, ensuring accurate membership data, timely capitation payments, and efficient claims processing.

Ba, Economics

Master Of Business Administration - Mba, Accounting

Master Of Public Health - Mph, Health Policy Administration