Kerry Sullivan, Mba Email & Phone Number

Provides financial business consulting services including but not limited to budgeting, forecasting, financial report creation, and management of income statement, balance sheet, and cashflow.

Huntsville, Alabama, Us

• Transformed the $20M Cash Forecast monthly budget into weekly and daily views while keeping gross margin tied to GMV (Gross Merchandise Value). Improved accuracy and visibility by separating growth channels to track progress and include detail down to each invoice. Absorbed backend model upkeep from contractors, saving tens of thousands. Updates account balances, presents to CFO weekly, explains every variance, and provides follow-up.• Presents monthly close to CFO. Creates 20+ slide deck of GMV performance, financial metrics, and variance analysis for the Board of Directors. Doubled speed of completion by executing process improvements.• Creates Flash of anticipated monthly close for the CFO, which includes a full P&L view.

New York, Ny, Us

• Drove budgeting, forecasting and reporting of $300M in annual sales through the P&L, Balance Sheet and Cash Flow Statement. Reviewed financial variances with each department’s senior leadership and prepared a presentation of results to the Board of Directors on a monthly basis. Provided strategic analysis and insights that influenced business decision-making, including vendor contract negotiation. Approved/denied employee reimbursement requests in accordance with policy and worked closely with Accounting to reconcile receipts.• Managed one Financial Analyst as part of day-to-day operations. Lead through goal setting and follow-up, delegated deliverables, and career development.• Transitioned company financials onto Vena, an FP&A software tool. Partnered with Vena coaches to debug software issues, ensuring reliable reports.• Created and presented new financial policies in company-wide All Hands meetings.

Cupertino, California, Us

• Provided OpEx and CapEx financial analysis for Camera Module and User Studies/Machine Learning Orgs in R&D, with annual spend >$200M. Activities included submitting monthly close and forecasts, quarterly accruals, and annual budgets. Close and forecast variances were presented to VPs.• Served as primary Finance support for hundreds of engineers across all product categories. Reviewed and approved hundreds of purchase requisitions per month. Maintained accurate project hierarchy and cost center databases.• Flipped annual budget process from top-down to bottoms-up to provide better visibility for Finance. This process involved heavy change management and alignment of incentives across Engineering leadership.• Lead team during process transition to Adaptive Insights as a forecasting tool.

San Ramon, California, Us

CooperVision is the #1 sales leader for contact lenses in Europe and #2 globally.• Provided OpEx close reporting for all Marketing depts in CooperVision, a contact lens company generating $2B annual Revenue. Also tracked project spend, submits accruals, developed annual budgets, streamlined forecast models, guided financials for CAPEX projects, and presented close/forecast to Senior Management. Presented Finance goals, strategy, and progress to CFO annually.• Provided full P&L (Revenue/ COGS/ Sales/ Customer Service/ Marketing/ IT/ R&D/ Finance/ G&A/ Amortization) close reporting for EyeCare Prime, a $5M annual Revenue international SaaS company within CooperVision.• Resolved conflict with major vendor by getting disputes under control. Stripe threatened to terminate $5M/yr in payment services unless customer dispute frequency and amount decreased to target. Investigated repetitive disputes, fixed process communication gaps, and advised write-off when business errors occurred. Created templates to report on dispute and AR aging metrics each week, achieving target one month later.

Atlanta, Ga, Us

Created processes and conducted financial analysis that assisted leaders in making strategic and operational decisions in Procurement, National Retail Sales (NRS) and International Treasury as part of a rotational development program to gain cross-functional experience in traditional and E-Commerce platforms.• Managed shadow P&L for Share-A-Coke.com. Utilized SAP to assist with monthly budget planning through OPEX analysis for the E-Commerce channel. Expedited receipt of $800k in revenue from third parties, enabling the channel to realize profit in time to meet quarterly goals.• Constructed revenue forecast model for Amazon.com where no existing models for brick-and-mortar customers fit their E-Commerce platform. This comparison model uncovered misaligned risks and opportunities. Increased accuracy of Amazon.com forecast by 11%, which was unprecedented.• Managed a cross-functional team of five employees during the upgrade of an Excel-based model used to forecast the $600M cost and variance of highly sensitive data in the manufacturing of PET plastic bottles.• Re-engineered Individual Performance Objective valuation model used to track $13B in bottle/can sales in NRS. Corrected the 20% misaligned customer categorization that occurred due to the changing nature of the business.• Designed Salary Forecast model to meet $70M annual budget targets for hundreds of employees in NRS. Discovered budget overspend risk which led to a reduction in hiring speed to meet year-end targets.

Gainesville, Florida, Us

• Concentration: Finance; Finance Club President• Merit scholarship recipient• UF MBA Admissions Ambassador

Master Of Business Administration (M.B.A.), Finance And Financial Management Services

Ba, Psychology