Katy Eldridge Email and Phone Number
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FINANCE LEADER with experience in areas of financial accounting, reporting, budgeting and forecasting. Extremely passionate about collaborating with business partners, providing support and expertise to help them exceed their financial goals and objectives. Analytical problem solver with a proven record of assessing existing processes to isolate inefficiencies, design process improvements that safeguard financial and accounting operations. Recognizes the importance of coaching and developing talent to grow an organization and company – over 15 years of management and supervising experience. • Proven leadership, dependability and loyalty provided me the opportunity to transition to a new role within the company every 2-3 years with increasing responsibilities which allowed me to increase my expertise and enhance my leadership skills.• Established and fostered strong relationships with customers and business partners, maintaining a powerful network of internal resources that increased interdepartmental and cross-functional communication, collaboration and trust. • Created a culture of innovation, challenging the status quo, identifying inefficiencies, developing solutions, and empowering team members to create and implement process improvements.
Alliant Insurance Services
View- Website:
- alliant.com
- Employees:
- 1
- Company phone:
- +1 949-756-0271
- Company email:
- marcomm@alliant.com
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Senior Manager, Financial Planning & AnalysisAlliant Insurance Services Nov 2024 - PresentIrvine, Ca, Us
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Finance Lead | Project ManagerEnsign Services Mar 2023 - Apr 2024Us• 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 -
Finance Lead | Project ManagerMitchell International Sep 2020 - Mar 2023San 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 -
Financial Planning & Analysis AvpCna Insurance Apr 2016 - Apr 2019Chicago, 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 -
Accounting DirectorCna Insurance Nov 2013 - Apr 2016Chicago, 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.
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Finance Implementation DirectorCna Insurance Aug 2013 - Nov 2013Chicago, 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.
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Financial Close DirectorCna Insurance Apr 2011 - Aug 2013Chicago, 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.
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Statutory Reporting DirectorCna Insurance Dec 2008 - Apr 2011Chicago, 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.
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Financial Planning & Analysis ConsultantCna Insurance Mar 2006 - Dec 2008Chicago, Illinois, Us
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Internal Gaap Reporting SupervisorCna Insurance May 2004 - Mar 2006Chicago, Illinois, Us• Recipient of CFS Excellence Award (2005)
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Internal Gaap Reporting SeniorCna Insurance Nov 2003 - May 2004Chicago, Illinois, Us
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AccountantShankervalleau Accountants,Inc. Nov 1998 - Nov 2003
Katy Eldridge Skills
Katy Eldridge Education Details
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Indiana University BloomingtonEnvironmental Science -
Loyola University ChicagoAccounting Courses
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Depaul UniversityAccounting Courses
Frequently Asked Questions about Katy Eldridge
What company does Katy Eldridge work for?
Katy Eldridge works for Alliant Insurance Services
What is Katy Eldridge's role at the current company?
Katy Eldridge's current role is Finance Leader.
What is Katy Eldridge's email address?
Katy Eldridge's email address is ka****@****ink.net
What schools did Katy Eldridge attend?
Katy Eldridge attended Indiana University Bloomington, Loyola University Chicago, Depaul University.
What skills is Katy Eldridge known for?
Katy Eldridge has skills like Leadership, Team Building, Dashboard Development, Workday, Accounting, Cross Functional Coordination, Peoplesoft, Culture Building, Financial Forecasting, Mentorship, Insurance, Insurance Claims.
Who are Katy Eldridge's colleagues?
Katy Eldridge's colleagues are Andrew Truong, Sofia Hennessey, Earl Thompson, Kelly Murray Greer, Michael A., Amber R., Amir Pardaz.
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