Jennifer Sargent Email & Phone Number

Kirkland, Wa, Us

Greater Seattle Area

Founder of financial and legal technology consulting company. Indigo Rose has expanded from its original scope and now provides financial and management services for numerous rental properties.

Mercer Island, Wa

Completed Juris Master's degree at Emory University, earning a 3.9 GPA.

Since January 2006, history of rapid promotions within the company, emphasizing the design and implementation of optimized processes, systems, scorecards, and reporting functions to increase efficiency; roles held during tenure include Sr. Business Planning Manager, Sr. Process Manager, Sr. Business Manager, Sr. Product Manager, and Sr. Program Manager.• Currently engaged in extensive process redesign work for various operations related to GDPR, Compliance, Privacy, and Accessibility—and requiring heavy collaboration and sponsorship at the executive level • Served as the worldwide Microsoft Sales Excellence Lead for the Small & Medium Business (SMB) Group, leading process redesign efforts that improved lead flow, created integrated rhythm-of-the-business reporting, improved the quota distribution process, and welded disparate parts into a unified Sales/Marketing strategy• Perform detailed requirements gathering, metrics analysis, and data migration for the company’s Field Dashboard and provide analytical support and insights to Field Area Leadership and Corporate KPI Owners• Drive monthly scorecard reporting and metric planning functions for the executive leadership team, presenting monthly results and coordinating any subsequent Correction of Error (COE) process actions necessary

• Manage Quarterly Business Reviews and Executive Leadership Team meetings for the Microsoft US Subsidiary (MSUS), handling all meeting facilitation, agenda-setting, documentation, and planning steps• Present complex scorecard-based data, insights, and recommendations related to trend analysis, area tallying and ranking, and performance depth to the Presidents of MS North America and MS International• Drive monthly scorecard reporting and metric planning functions for the leadership team, presenting monthly results and coordinating any subsequent Correction of Error (COE) process actions necessary• Led the standardization of the QBR process across MS North America, to eliminate confusion and effort duplication, followed by leadership of a project to standardize reporting internationally• Held ownership of a high-profile People Initiative aimed at improving morale and boosting Work Health Index (WHI) scores in the areas of Collaboration, Rewards & Recognition, and Work-Life Balance; implemented changes that led to sustained team management scores among the 98th percentile of leaders at Microsoft• Launched a newsletter for the Windows Management & Operations (M&O) group to improve internal communication, alignment, and collaboration; drove the comms rhythm for content collection and delivery

• Project-managed elements of a $20M finance reporting restructuring project; brought together three teams for collaboration in rewriting Revenue and OpEx reporting, worldwide, eliminating prior “shadow box” reporting and standardizing all geographical hierarchies; demonstrated extensive strengths in requirements gathering, report writing, and delivery—and assisted in doubling the size of the Financial Systems team from 40 to 75 FTEs to support the effort and the impact it represented for all worldwide finance operations• Apply training, communications, and change management expertise within multiple areas of the business, including leading a Finance Solutions Delivery presentation within Microsoft’s Executive Briefing Center• Strong partnership with business, integral to understanding requirements needs, along with determining implementation and operational options. Drive compromise between business needs and cost-effectiveness.• Drove SOX compliance for Financial Reporting tools.• Developed systems support for financial reconciliation solutions for all merchant product groups.• Successfully delivered all financial reporting on schedule, and including all functional requirements. • Managed vendor budget across multiple teams and funding sources, remaining on or under budget.• Six Sigma Greenbelt certification

Provided Financial Systems expertise to a travel startup.

Initially hired as Financial Systems Manager for this leading global online travel site; rapidly promoted to senior-level role overseeing a complex mix of financial operations, processes, tools, and reporting responsibilities. • Managed a complex 3+ year finance project that involved PeopleSoft, AP Reconciliation, and BI Reporting—working in collaboration with stakeholders from the Financial Services, FP&A, PMO, Product, and IT teams given the project’s significant downstream impact on multiple departments• Led an end-to-end redesign of the Accounts Payable (AP) process, designing/implementing an automated AP Reconciliation system used to efficiently process payments to pay tens of thousands vendors worldwide• Managed numerous large-scale, multi-year programs and projects, including taking point and guiding 5 development teams in completing a banking project aimed at automating payments to suppliers via credit card• Ensured SOX compliance for all financial reporting tools and developed a series of new systems to support financial reconciliation across all merchant product groups• Designed/customized IT systems, reports, and enhancements to meet the company’s changing needs, including creating new billing and cash applications for financial modules, designing database cleanup routines, and leading the testing of all modifications and new software installations• Resolved numerous production-critical financial system/reporting issues, replacing an outdated support approach by merging multiple teams/processes into a single, centralized, highly-responsive support entity

Served in senior consulting role for this boutique technology consultancy serving the health insurance sector.• Managed numerous large-scale, multi-year programs and projects, driving and implementing large-scale financial solutions at several large health insurance providers.

Performing financial analysis, technology support, and product specialist responsibilities for this regional managed care technology provider; remained in role following acquisition of the firm by HBO & Company (HBOC) in 1997.• Developed subject matter expertise in various financial systems—handling a mix of client certification, new client onboarding, system configuration, and training/retraining activities; heavy focus on the company’s billing, accounts receivable, and sales applications—in addition to providing general ledger training

Began career working for this industry-leading healthcare organization, gaining an extensive understanding of medical billing, budgeting, and financial processes—and how to optimize them for maximum efficiency.• Managed financial planning, budgeting, and actuals reconciliation functions—consistently remaining on (or under) budget in all areas and engaging in strong cross-group collaboration across multiple teams

Ba, English

Activities and Societies: Delta Phi Epsilon

Mba, Finance

Mph, Health And Hospital Administration

Juris Masters, Business Law

Financial Accounting

Alternative Investments