Kim Puzzo Email & Phone Number

Connecticut, United States

* Manage IT expense budgets for Health Solutions, Wealth Solutions and Digital Marketing areas.* Provide SLT with monthly financial reports as well as quarterly forecasting reports for each segment.

* Oversight of budget development, (both operating and capital), allocation control and analysis, position control, budget and financial analysis of new and existing programs, and overall budget management.* Collaborating with University Deans and Senior Level Staff on planning for new initiatives and guiding managers and supervisors in fact-based decision making.* Developing standardized processes and financial reporting for routine and ad-hoc budget requests for department and institutional use including roll-forward analysis, budget variance analysis, funding availability, savings calculations, return on investment, and trend analysis.* Spearheading efforts to create, automate, and operationalize financial models to support operating decisions and initiatives.

Springfield, Massachusetts Metropolitan Area

* Learned non-profit higher education financial management with Ellucian Colleague software platform.* Supervised staff accountant and responsible for approving budget adjustments.* Participated in Budget Advisory Council meetings and prepared official meeting minutes.

Windsor, Ct

* Report, analyze and interpret moderately complex financial and operating data.* Monitor and report to senior management all trends and variances related to headcount, sales and general expense budgets.* Execute value-added analysis and provide decision support for special projects and initiatives.

Chicopee, Ma

* Responsible for daily accounting consolidation reporting, end of day balancing transmission to corporate, while ensuring all orders are transacted accurately.* Conduct and approve credit application reviews for potential clients.

Springfield, Massachusetts Area

* Restructured cost center hierarchy post-merger of US Insurance Group and RS while maintain financial reporting integrity and with minimal business interruption.* Managed Operations, Institutional Solutions and Direct to Consumer department budgets totaling $160M, including establishing future year budget plans, current monthly forecasting updates and headcount reconciliation.* Strengthened unit cost savings efforts by 15% by identifying potential efficiencies and savings.* Reviewed and approved 75 procurement Statement of Work (SOW) requests for validation of spend against budget to minimize expense overages, allow tracking of vendor spend and ensure invoicing compliance. * Conceptualized and prepared monthly business review presentations for senior management, which included specific business focused metrics, year over year comparisons of expenses by line code, headcount by cost centers and segmentation breakdowns.

Springfield, Massachusetts Area

* Interim team lead with divisional budget oversight while ensuring monthly closings occurred without incident, trained and mentored less experienced peers and prepared monthly and ad hoc financial reports until manager could be hired.* Partnered with Change Agents to lead team MM Way initiative to identify current processes and document 30 standard work procedures. * Initiated divisional travel expense review which reduced past due submissions by 75%. * Led Ariba pilot (accounts payable) program with Treasury to develop and implement best practices for company-wide rollout and training.* Partnered with human resources to create the Position Approval Request (PAR) workflow and responsible for weekly approval presentations to CFO based on capacity planning and budgetary requirements.

Springfield, Massachusetts Area

* Managed Operations department budget including annual budget preparation, tracking assumptions and variances for presentation to management while continually improving unit costs.* Absorbed IT department budget and partnered with 10 project managers for quarterly project financial reviews, monthly accrual and capitalization reviews.* Reduced divisional staffing reconciliation by 35%, while still maintaining reporting integrity.* Administered PERA program and coordinated integration with Compliance, Law, and field personnel ensuring all documentation met our requirements and payments met deadlines.* Initiated and completed PERA electronic filing on eCab platform to ensure 5 years of historical data was intact for future audits.* Divisional HR salary contact and processed 200+ salary changes, promotions, title changes, work location changes along with SAP organizational management structure with 100% accuracy. * Divisional sub delegation coordinator responsible for establishing individual approval limits for general expense and travel related expenditures.

Springfield, Massachusetts Area

* Partnered with SOX PMO for the “Segregation of Duties Project” which audited and addressed deficiencies and created mitigating controls for 25 conflicts.* Managed the “Reflex Security Profile Project” which resulted in 60% reduction of user profiles and narrowing of user access, without disturbing daily business flow.* Partnered with HR to complete the “Organizational Management Change Notification Process Improvement” which consolidated forms by 75% and streamlined the process for employee changes which reduced errors and improved processing time by 50%. * Partnered with Corporate Finance to complete the “Corporate Fixed Assets Retirement Process Improvement” reviewing and writing off fully amortized fixed assets and reducing in service assets by 85% while establishing future audit guidelines.

Springfield, Massachusetts Area

* Engaged managers from each business segment to determine their reporting needs and developed various metric reports to analyze market trends, segment profitability, account management summaries and business retention as compared to industry benchmarks.* Collaborated with Actuarial to establish tracking system for contract re-pricing requests and fund changes.* Partnered with Pre-Sales group to establish standard business responses to RFPs. * Conducted Excel training for Plan Year End team increasing productivity and reducing client call backs due to conformity issues.

Springfield, Massachusetts Area

* Provided administrative support to IT management, coordinated travel arrangements, and departmental facilities requests.

Holyoke, Ma

* Handled collection of past due accounts receivables for small manufacturing company.

Hartford, Connecticut Area

* Provided administrative support to Vice President.

Hartford, Connecticut Area

* Scheduled interview appointments for recruiters and conducted the new hire orientation.

Bachelor Of Science (Bs), Liberal Arts And Sciences/Liberal Studies

Activities and Societies: President of Non Traditional Student Organization

Project Management Certification, Project Management

Associate Of Science (As), Word Processing Management

Activities and Societies: Resident Assistant and Admissions Tour Guide

Master Of Business Administration - Mba, Business Administration And Management, General

Currently enrolled in MBA program.