Kristi J. Email & Phone Number

San Ramon, CA, US

Plano, Texas, US

Plano, Texas, US

Plano, Texas, US

- Implement NetSuite, FinancialForce, Avalara, Concur Expense & Pay (AP module), and financial close and reconciliation software- Lead finance transformation efforts within Accounting team- Optimize financial process to decrease days-to-close

Arlington, Texas, US

• Direct the monthly and annual financial reporting and analysis of business operations.
• Develop and monitor Key Performance Indicators to drive sales and operational improvements.
• Map order-to-cash and procure-to-pay cycles to identify areas of improvement with a focus on simplifying processes, increasing cash flow and realizing cost savings
• Communicate key insights to senior leadership, including weekly updates to executive team
• Implemented Tableau reporting with visual performance graphs and drill down data
• Introduce SIOP and MSP/MRP processes to improve production planning and inventory management

New York, NY, US

• Monthly responsibilities:
• Support practice group leader, eight practice heads and unit CFO with all aspects of FP&A
• Maintain working relationships with corporate CFO, FP&A team, other practice group FP&A leads, Global controllers and Shared Services heads
• Prepare monthly management reports including financial results, variance analysis and key performance indicators
• Create content and analysis for partner training initiatives
• Prepare monthly reforecasts for current year performance

Westlake, Texas, US

Led all FP&A functions and financial integration for aviation services firm (acquired by Oliver Wyman in May 2007). Member of senior management team.

• Oversaw all aspects of accounting for a $93M division.
• Prepared financial reports and presented variances and cost saving recommendations to top management including quarterly executive committee meetings.
• Managed one general ledger accountant responsible for banking relationships.
• Introduced a tracking tool to ensure a reduction in charge backs from insurance clients.
• Assisted corporate controller in consolidated monthly cash flow and balance sheet statements and annual reports to board of directors.

• Oversaw treasury, accounting, budget, tax and audit activities of the subsidiary.
• Manage financial and accounting system controls and standards and ensures timely financial and statistical reports for management and/or Board use.
• Prepare financial reports and presented findings and recommendations to top management including bi-monthly board of directors meetings.
• Spearheaded new cost accounting system to track profit margin by project and client
• Reviewed government contracts to ensure compliance with Federal Acquisition Regulations (FAR)
• Rebuilt a team-oriented accounting staff

Plano, TX, US

• Managed all areas of administration including: General Ledger, Accounts Receivables, Accounts Payables, Payroll and Human Resources
• Reported to Executive Management Team including CEO, COO and Senior Vice President
• Prepared monthly, quarterly and annual financials for Executive Management Team (audited by outside vendor)
• Maintained relationships with stockholders, key vendors and banking contacts
• Supervised HR Specialist, Asset Coordinator and Receptionist
• Monitored cash flow including: intensive forecasting of receivables, bad debts, payables and purchases of assets.

Masters, Accounting

Bba, Management