Justin Merritt, Cma Email and Phone Number
I leverage my Certified Management Accountant (CMA) credential, Pragmatic Institute certifications, and nearly 20 years of experience in business management, accounting, finance, and software to deliver innovative and scalable solutions that help our customers achieve their goals and optimize their performance.I am passionate about learning, developing successful employees, and driving results through technology. I collaborate with cross-functional teams, partners, and stakeholders to prioritize resources, measure outcomes, and ensure customer satisfaction. Outside of work, I enjoy cycling, reading, and anything related to travel and the outdoors.
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Co-FounderTwinsix Apr 2024 - Present -
Adjunct Business FacultyRochester Community And Technical College Oct 2015 - PresentRochester, Minnesota AreaAdjunct faculty in the business department credentialed in the state of Minnesota for Business Management, Accounting, and Finance. -
Vice President Of Product ManagementPlanful Aug 2023 - Apr 2024 -
Vice President Of Solution ConsultingPlanful Jan 2023 - Aug 2023 -
Senior Director, Solution Consulting & EnablementPlanful Mar 2022 - Jan 2023 -
Director, Solution ConsultingPlanful Jan 2021 - Mar 2022 -
Senior Solutions ConsultantPlanful Jun 2020 - Dec 2020 -
Director, Solutions ConsultingVena Solutions Dec 2019 - Jun 2020 -
Senior Solutions ConsultantVena Solutions Jan 2017 - Dec 2019 -
Director Of Financial Planning & AnalysisOshkosh Corporation Oct 2016 - Jan 2017Dodge Center, MnHeld multiple progressive roles over nearly 7 years of experience with Oshkosh. Primary duties and responsibilities in the following areas while leading FP&A for a $1B segment:Management• Directly supervise the Commercial FP&A department consisting of five employees• Responsible for goal setting, professional development and talent development of staffStrategic Planning• Provide direct input to the strategic planning process for the Commercial Segment• Supervise and coach the employee responsible for leading Commercial Strategy Deployment• Perform ad hoc analysis and reporting to the Sr. Director of Business Development to support strategic effortsBudgeting/Forecasting• Responsible for coordinating the annual budget and monthly forecast process at the Commercial Segment• Direct management of the team responsible for the McNeilus budget and forecast• Perform the consolidation of Commercial business unit submissions and preparation of Commercial summary reports• Provide analysis to the Commercial Leadership Team of the consolidated Commercial budgets and forecasts• Lead budget and forecast review meetings with the Commercial Leadership Team to ensure target achievementSOX Compliance• Responsible for maintaining SOX narratives and walkthroughs and performing annual process reviews with each process owner• Coordinate with the Corporate SOX Compliance department to provide all relevant documentation for the annual SOX audit• Responsible for quarterly segregation of duties review and the review of all system access requests prior to IT implementationCommercial Leadership Team Support• Provide direct support to the Commercial Leadership Team through ad hoc data analysis and reporting• Primary point of contact for the Commercial VP of Sales and VP of Finance for all Commercial analysis• Work with Commercial Leadership Team to develop standard periodic reporting to support business decision making -
Segment Controller, Sales & MarketingOshkosh Corporation May 2014 - Oct 2016Dodge Center, Minnesota, United States -
Business Analyst, Global Convergence ProjectOshkosh Corporation Jul 2013 - May 2014Oshkosh, Wisconsin, United States -
Financial Planning And Analysis ManagerOshkosh Corporation Nov 2011 - Jul 2013Dodge Center, Minnesota, United States -
Senior Financial AnalystOshkosh Corporation Mar 2010 - Nov 2011Garner, Iowa, United States -
Gerdin Athletic Learning Center Business Courses TutorUniversity Of Iowa Feb 2008 - Feb 2010Tutor NCAA athletes one on one and in groups in subjects determined by the student. Primarily tutor finance, accounting, general business, math, English, and computer science courses. Challenging work environment working with athletes from different backgrounds and skill levels and cater lessons to maximize their learning. -
Financial Analyst & Systems AuditorVerizon Dec 2007 - Feb 2010Cedar Rapids, Iowa, United StatesFinancial Analyst• Trouble ticket management around billing system issues working with account teams to explain billing system logic and perform root cause analysis to make change recommendations to IT• Perform business case analysis to determine where resources are most needed for new initiatives• Ad hoc data analysis to support project management role for Financial OperationsFinancial Systems Auditor• Directly responsible for the design and implementation of audits and controls around databases and billing systems utilized for unique customer solutions• Perform multiple system audits monthly to validate system code and protect the revenue stream by ensuring theaccuracy of data used to generate customer billing• One of two auditors directly responsible for maintaining the existing audit approaches and audit packs• Work with team to create and improve SQL queries to support audit effortsSOX Auditor• Responsible for maintaining SOX compliant audits and communicating any gaps to my team’s SOX coordinator• Work with internal SOX auditors to validate the compliance of audits I perform• Bi-Annual review of departmental SOX documentationProject Management• Project management role on multiple congruent projects responsible for working with IT, Sales, and otherorganizations to design and ensure proper audits and controls around the process flow utilized by the project andensure all systems satisfy the requirements of Financial Operations• Perform IT change implementation testing to ensure code changes perform the desired task and function asdesigned without any fallout to other process both internal and external to the systemIntern & New Hire Coordinator• Created and maintain training documentation consisting of HR, Products, Systems, Excel, Access, SQL, & QMF• Primary POC for department interns and new hires during training and transition period -
Gts Smb Financial Analyst In Rochester CoeIbm Jun 2007 - Dec 2007Lead financial analyst on four contracts in the Automotive, Aerospace, and Defense industry providing direct support to the project executive and delivery project executive on each contract. Responsible for monthly, quarterly and yearly revenue and costs forecasting and actuals review. Main focus and objective to drive account teams to lower costs, improve efficiency, and improve overall profitability. -
Procurement Services Student EmployeeUniversity Of Iowa Hospitals And Clinics Sep 2006 - Mar 2007Responsible for hospital inventory management, tracking instrument repairs, and updating inventory records. Focus on the accuracy of acceptable products inventory records. Student employee internship position.
Justin Merritt, Cma Education Details
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Management Information Systems, General
Frequently Asked Questions about Justin Merritt, Cma
What company does Justin Merritt, Cma work for?
Justin Merritt, Cma works for Twinsix
What is Justin Merritt, Cma's role at the current company?
Justin Merritt, Cma's current role is Co-Founder, TwinSix | MBA, CMA, Product Master.
What schools did Justin Merritt, Cma attend?
Justin Merritt, Cma attended The University Of Iowa Tippie College Of Business, The University Of Iowa Tippie College Of Business.
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