Lance Gartner Email & Phone Number

San Diego, California, United States

• Spearhead technology program consisting of analytic process automation (APA), automated data analytics, enhanced data strategy solutions, and business intelligence technologies unlocking 5,000 manual hours annually• Develop a technology training strategy for our corporate departments focused on upskilling our teams on technology tools such as Alteryx Designer and Microsoft’s Power Platform Suite tools which includes Power BI, Power Query, and Power Automate• Create and co-chair a… Show more • Spearhead technology program consisting of analytic process automation (APA), automated data analytics, enhanced data strategy solutions, and business intelligence technologies unlocking 5,000 manual hours annually• Develop a technology training strategy for our corporate departments focused on upskilling our teams on technology tools such as Alteryx Designer and Microsoft’s Power Platform Suite tools which includes Power BI, Power Query, and Power Automate• Create and co-chair a technology council comprised of peer department managers intended to help support the deployment of a successful citizen-led technology program • Partner with corporate department leadership and their teams of 30 + people through a change management framework which entails helping identify process enhancement opportunities and implementing a proposed technology solution• Identify and hire permanent and temporary resources to support the Corporate Financial technology department initiatives• Manage relationships and service agreements with several 3rd party technology vendors leveraged to support departmental needs • Lead moderate to complex ad-hoc technology projects that support key strategic initiatives such as enhancement executive management reporting, corporate data strategies, Treasury payment enhancements, HR Payment automation solutions, and setting up a formal support structure for Alteryx server Show less

San Diego

• Designed Kyriba global payments hub handling payment volumes from multiple ERP systems capturing operational payment volumes from US, Mexico, and Netherlands • Worked with Kyriba and downstream ERP system development teams to build FX payment capabilities to further streamline and secure synergies within our global payments hub • Constructed a corporate tax payment automation solution leveraging an internally developed system achieving a 90% reduction of manual payments processed… Show more • Designed Kyriba global payments hub handling payment volumes from multiple ERP systems capturing operational payment volumes from US, Mexico, and Netherlands • Worked with Kyriba and downstream ERP system development teams to build FX payment capabilities to further streamline and secure synergies within our global payments hub • Constructed a corporate tax payment automation solution leveraging an internally developed system achieving a 90% reduction of manual payments processed within the Treasury department• Directed Treasury report automation and enhancement effort leveraging Alteryx (Automation Software), Power BI, and Power Automate APA tools reducing 700 hours of manual work per year• Introduced SaaS project management platform streamlining project management and recurring tasks resulting in increased project level and team collaboration • Participated in Real Time Payment (RTP) readiness programs resulting in increased knowledge guidance on whether RTP was right for our Treasury and Collections departments• Guest speaker at multiple Kyriba annual user conferences and webinars on payments and future state of Treasury Show less

San Diego, California, United States

• Managed a 7-person operational Treasury team responsible for short term liquidity and commercial banking relationships• Led replacement of legacy treasury management systems and overhauling operational processes to optimize core operational responsibilities• Completed a Global Kyriba Treasury system implementation including Cash and Liquidity, Debt, Investments, IHB, Payments, and Administration module for US, Mexico, and Netherlands teams • Partnered with leadership to… Show more • Managed a 7-person operational Treasury team responsible for short term liquidity and commercial banking relationships• Led replacement of legacy treasury management systems and overhauling operational processes to optimize core operational responsibilities• Completed a Global Kyriba Treasury system implementation including Cash and Liquidity, Debt, Investments, IHB, Payments, and Administration module for US, Mexico, and Netherlands teams • Partnered with leadership to successfully bring new talent into the Cash Management team resulting in an advanced technology driven strategy • Overhauled In House Bank operational processes achieving an 80% reduction in hours per month within Treasury and a significant reduction in hours for downstream accounting teams due to automating the integration of interest journal entries Show less

San Diego

• Performed various audits on Intuit's Payments Business Units, Software Product Supply Chain Management, Business System General Controls, Corporate FP&A, Corporate Tax, and SEC.• Developed end to end understanding of Intuit's e-commerce product life cycle from order to cash allowing me to audit effectively and provide value added recommendations to the businesses as needed• Oversaw complex audit program covering all system access controls around 9 + core cloud and on premises front… Show more • Performed various audits on Intuit's Payments Business Units, Software Product Supply Chain Management, Business System General Controls, Corporate FP&A, Corporate Tax, and SEC.• Developed end to end understanding of Intuit's e-commerce product life cycle from order to cash allowing me to audit effectively and provide value added recommendations to the businesses as needed• Oversaw complex audit program covering all system access controls around 9 + core cloud and on premises front end and back-end applications Show less

Denver

• Integrated 2 foreign currency payments businesses into Western Union's Wall Street System Treasury Suite• Developed, managed, and executed specific Proof of Concept, Functional, QA, End to End and UAT test plans to integrate front end business FX payment systems into targeted middle and back off systems • Recognized as a team builder bridging gaps between front end system developers and treasury and accounting configuration teams from Wall Street Systems

Denver