Julie Waller Email & Phone Number

Seattle, Washington, United States

• Provide forward looking financial projections and analysis to executive management through the process management, coordination and execution of the monthly rolling forecast process and annual strategic planning and budgeting process• Management and development of the planning application including all forecasting drivers, organizational profitability processes, workforce planning methodology and structures, centrally planned corporate items• Provide oversight and guidance to the all participants in the forecasting process• Support Corporate Operations executive level management for financial reporting, analysis and forecasting• Support FP&A Director with preparation of monthly internal and board financial statement reporting and creation of annual strategic plan documentation

• Responsible for executing key processes related to the forecasting and strategic planning process for the enterprise• Support of key corporate operations and back office departments with their monthly reporting, forecasting, planning and analysis• Development of cost allocations functions within the forecasting/reporting system to promote profitability reporting and forecasting at all organizational levels• Responsible for the development and maintenance of Hyperion Planning hierarchies, allocation rates, forecasting drivers, system interfaces and planning files

Budgeting, forecasting and decision support for worldwide Sales, R&D and G&A. Analysis of corporate and departmental monthly and quarterly financial results. Presentation of results to executive staff, department managers, board of directors and shareholders.

Coordinate the company annual budget and forecast process in accordance with the business plan including the development of budgets with executive staff and department managers. Perform monthly and quarterly reviews and variance analysis of results to ensure completeness and accuracy. Compile periodic financial reporting packages for senior management. Manage all stock programs and stock compensation accounting. Procure property and liability insurance.

Coordinate the company annual budget and forecast process in accordance with the business plan including the development of budgets with executive staff and department managers. Perform monthly and quarterly reviews and variance analysis of results to ensure completeness and accuracy. Compile periodic financial reporting packages for senior management. Manage all stock programs and stock compensation accounting.

Assist in the preparation of annual budget and forecasts. Monitor monthly results and provide variance analysis for managers. Perform various ad hoc financial reporting and analysis. Maintain stock ownership, warrant ledgers and employee restricted stock registers. Support the procurement of property and liability insurance. Assist in year-end tax preparation.

Perform general ledger functions for Asymetrix, Paul Allen and Vulcan Ventures which included; account reconciliations, accounts payable, accounts receivable, journal entries and assisted with year-end activities. Prepare Business & Occupation and Personal Property Tax reports.