Kelli Martin Email and Phone Number

Spearheaded the creation of the finance department, reporting to the CFO and serving as a trusted advisor to the COO.Led the establishment of the company’s operating structure and FP&A organization.Oversaw strategic long-range planning, annual budgeting, monthly forecasting, and reporting.Prepared and presented financials, KPIs, and trend analysis to C-suite and all division leaders.Established trust in financial data, collaborated on strategic initiatives and aligned financial partnering with business units.Played a strategic role in six acquisitions, developing financial analyses and projections.Led the implementation of Workday’s Adaptive Planning financial forecasting tool and Workforce Planning module.

Managed financial functions of a $0.5 billion P&L portfolio, overseeing month-end close, forecasting, and planning.Prepared and monitored a weekly P&L forecast model and monthly business review for senior executives.Developed and maintained 800+ client scorecards, supporting business leaders with strategic ad hoc reporting.Developed key performance metrics and provided tracking of achievements.Performed trend, growth, and variance analysis, as well as portfolio buyout valuations.

Developed models for analyzing client portfolios and proposals, supporting 25 sales professionals within the Independent Sales Organization (ISO).Defined pricing strategies, consulted on client deals, and coordinated senior management approvals.Developed new product pricing models and performed client comparability and trending analysis.Managed the ISO Sales channel quota process and annual quota development.Functioned as a liaison between Legal and Sales for financial terms within contracts.