Katy Eldridge Email & Phone Number

Irvine, Ca, Us

Us

• Utilized my extensive knowledge of leading finance teams and financial responsibilities along with my prior implementation experience to assist in leading the Workday Financials project• Led focused driven project meetings including multiple all-day working sessions to ensure decisions were made, action items logged, deadlines were met, and processes were documented• Partnered with accounting and consultants to ensure Workday configuration workbooks items were discussed, resolved and in-sync with the tenants • Managed several project logs to drive action, decisions and issue resolution• Created workstream strategies for data conversion and change management to ensure the approach was documented, approved and executed• Trusted partner for finance leadership and project consultants

San Diego, Ca, Us

• Leveraging my extensive knowledge of leading finance teams and financial responsibilities to lead the following projects: Coventry Integration (Finance workstream), NetSuite migration (Functional Lead), User Acceptance Testing (UAT) for the NetSuite Project, OneStream implementation for the FP&A organization and new business travel site.• Trusted partner for finance leadership, project managers and project consultants• Lead focused driven project meetings to make decisions and keep projects on-track• Identify critical elements important to the success of the finance implementation• Partner with business workstream leads to identify finance related impacts • Primary support and sounding board for the Corporate Controller and VP of Finance

Chicago, Illinois, Us

• Oversaw and directed the $260M Property & Casualty Claim Operations managed expenses, managing all elements of variance analysis, budgeting and forecasting.• Presented quarterly results to senior leaders at leadership meetings, answering various key questions and proposing expense reduction efforts. • Executed financial reporting and analytics, continuously improving the quality of information to ensure the team is providing value to our business partners. • Spearheaded three plan cycles, coordinating closely with claim partners to assess budgetary information, develop realistic and actionable goals and secure executive buy-in for the plan.• Oversaw and mentored analysts responsible for headcount models, brought into discussions with more complex requests with senior leaders. • Designed and implemented various Tableau dashboards that condensed the previous processes by several hours, inaugurating a more efficient and visually informative delivery of expense information which bolstered various expense analytics processes, providing more detailed variance explanations. • Change Lead for Workday integration, collaborated with EFT process owners on new module, designed a new expense dashboard, coached staff member on new dashboard department training, and crafted and delivered several departmental communications. • Mentored and coached a team of 4 financial analysts, various job bands

Chicago, Illinois, Us

• Led the financial close efforts for the $9B Property & Casualty (P&C) segment, directing a 10-member accounting team and overseeing two direct reports to coordinate and execute financial close processes.• Attended daily financial close meetings to provide updates and answer questions related to the P&C segment.• Oversaw and reviewed team’s deliverables including Direct Cash Flow with analytics, Financial Analysis Package (FAP) with analytics, and GAAP and Statutory statements while adhering to strict deadlines and maintaining accuracy.• Streamlined the FAP for monthly and quarterly reporting, securing executive buy-in, gathering requisite data from stakeholders throughout the department, and eliminating redundant and unnecessary processes to implement the changes and increase efficiency by 25%. • Provided challenging opportunities to team members to ensure development and growth. For example, presenting the FAP to senior leaders and external auditors.

Chicago, Illinois, Us

• Finance implementation Lead on the Hardy Integration Project – point of contact for home office, organized UAT for the journal entry process, orchestrated training sessions for finance systems modules journal entry, travel & expense, accounts payable.

Chicago, Illinois, Us

• Directed monthly and quarterly financial close processes, led daily financial close meetings, maintained the financial close calendar, collaborated with financial close owners, and led discussions on numerous financial close topics. • Established a more effective working culture that made it easier for employees to come forward with mistakes, consequently facilitating a more accurate and driven workforce. • Championed and coordinated a major PeopleSoft upgrade among close owners, solicited feedback from users, liaised between users and the IT staff to understand and communicate the changes being made, acting as the change lead for a project that ultimately augmented how PeopleSoft software was utilized by end users.

Chicago, Illinois, Us

• Led the financial reporting and analytics team to oversee quarterly deliverables including Schedule F, Schedule P, GAAP and statutory balance sheet analytics, statutory cash flows, and SOX compliance reports. • Developed and instituted a major process improvement for Schedule F statements, overhauling and automating the method to reduce time-to-complete by several hours. Received the Chairman’s CARE award in recognition of modernizing the process.

Chicago, Illinois, Us

Chicago, Illinois, Us

• Recipient of CFS Excellence Award (2005)

Chicago, Illinois, Us

Bachelor Of Science In Public Affairs (Bspa), Environmental Science

Accounting Courses

Accounting Courses