Julie D. Email & Phone Number

Canal Winchester, OH, US

• Key Highlights:
• Responsible for preparing tax packages to over 30 individuals/businesses with financial responsibilities going from several thousand to millions of dollars per year; performs accruals/reconciliations for varying.
• Analyzes cash flow for million-dollar projects, verifying historical data to reconcile to current cash balances; compares spend to budgets for projects in the 12-24-month range with a cost of over $1MM
• Serves as a QuickBooks ProAdvisor, helping QB clients with accounting, finance, or system inquiries
• Co-Owner of Grimmauld (real-estate investment firm), serving as CFO while managing tenants and arranging repairs

Columbus, Ohio, US

• Key Accountabilities:
• Responsible for analyzing spend and implementing financial controls, while revamping technology and processes in the Legal Department
• Relied upon to manage the government conflict of interest regulation and overall screening of $3B in contract work for Battelle and its subsidiaries, including Battelle-managed government labs
• Provided guidance and training to one direct report while managing daily finance operations with a $500K annual budget; serviced various externals stakeholders including the DOD, DOE, EPA, Homeland Security, and HHSKey.
• Earned the Export Compliance Professional certification to gain control over projects requiring government compliance in import/export regulations
• Developed new processes, implemented new technologies, and generated new contracting practices, establishing financial discipline to Legal external spend ($1MM); deployed innovative technology/process which allowed.

Columbus, Ohio, US

• Key Accountabilities:
• Provided galvanizing leadership to 7 departments and over 100 employees, directing areas related to financial reporting, financial analysis, proposal/pricing, data mgmt., contract set-up, project estimations.
• Responsible for a $15MM operational budget; created changes that effectively stabilized the operational and business system, resulting in accurate cost and invoicing data
• Relied upon to manage financial reporting/analysis; participated in executive meetings to deliver updates to leaders and executives
• Standardized financial reports and generated graphs/analyses, including current period reports, trend analyses, marketing/sales analytics, staffing analyses, KPI’s and future projections at an enterprise level Key.
• Spearheaded a critical stabilization project to correct widespread inaccuracies in financial reporting data; directed all phases including analysis, root cause, and system development; produced a system with financial.

Columbus, Ohio, US

• Key Accountabilities:
• Defined operational risks at an enterprise level and developed a process/system to quantify and review, implementing the internal control and policy development associated with operational risk
• Liaised with internal/external stakeholders and auditors to ensure policy alignment and establish mitigation steps for issues, while managing 3 team members and handling a million-dollar budget Key Accomplishments:
• Deployed an effective operational risk identification and review process to standardize procedures, incorporate financial triggers, and add regulatory reviews, providing process awareness in the whole enterprise.
• Established a paperless real-time environment, converting over 3,000,000 papers into e-format documents stored in a searchable and secure archive; boosted information security levels by creating an entirely new.

M.B.A

Bba, Finance