Laura Nelson Email & Phone Number

Newton, Ma, Us

Newton, Ma, Us

• Own, manage, and optimize our Marketing Financial and Budgeting instance (Allocadia), including global forecasting/budgeting, improving methodologies, and providing quality, on-time, and accurate reporting. This includes leading the development of integrations between our Financial system (Allocadia) with our ERP systems (NetSuite) and CRM (SFDC)• Evaluate key areas of responsibility and implement operational improvements, working with the team to identify and execute best practices in structuring an efficient workflow• Manage the annual marketing budgeting and planning process, ensuring alignment with the strategic goals of the company• Partner with Finance on the application of policies, practices, and expectations

Houston, Texas, Us

•Oversaw the successful global implementation of Allocadia, a Marketing Financial Budget tool, and manage all technical aspects of the system to generate, distribute, and report on Marketing spend. This includes developing integrations with ERP systems (NetSuite) and Project Management Tools (Wrike and SmartSheet) along with building and managing the Marketing Financial Process.•Manage two direct reports – part time contractors. Managed Marketing Summer Intern program with additional direct reports.•Responsible for submitting monthly forecasts on behalf of Marketing, working closely with Finance and Executive Management to ensure budget accuracy.•Leading the effort to employ best practices and create processes in the areas of Marketing Systems and drive significant improvements in marketing data quality.•Built and managed Marketing Metrics Reports (Salesforce and SQL) that provide insight on the performance of Marketing Campaign activities for effectiveness and close loop reporting.•Evaluating and implementing new Marketing Technology solutions to identify ones that will advance the current Marketing Technology infrastructure to increase Marketing effectiveness and operational efficiency.•Designed SharePoint site for Marketing Team•Mentor and train users in best practices of Marketing Automation systems. Working cross-functionally with team members on processes and uses of Allocadia, NetSuite, Wrike and Salesforce to ensure systems are being fully utilized to potential.•Create, analyze and train Field Marketing Managers on Global Quarterly Business Reviews which includes custom reporting and dashboards (Salesforce).

San Jose, California, Us

• Owner and Administrator of Marketo Financial Management System (Allocadia). Responsible for ongoing support, maintenance and enhancements.• Create professional documents to effectively communicate analysis and tactical recommendations to Senior Management and the business.• Project Manager Role for developing Marketing University for CA Technologies. Responsible for setting and executing goals, measurable metrics, competencies and course content.• Assisted with FY16 planning, quota setting, budgeting and the business readiness process totaling over 120 million dollars, interfacing with Finance on behalf of Marketing; providing analysis of marketing spend.• Own analysis work streams by structuring the approach needed, resources required, and executing timeline by coordinating cross organizationally.• Facilitated the identification and implementation of new business process improvements that impacted the budget and forecast reports.

San Jose, California, Us

Responsible for supporting operations management, managing and executing activities related to: planning, organizing, reporting, tools, systems, processes, procedures, communications and contracts. Supports sales, marketing, services, education, product support and the business units.• Project Manager Role on Marketo Financial Management Implementation (Allocadia) Team. Worked with the team to analyze, design, build, test and deploy. • Collaborate to provide revenue support for Partner and Product Marketing, Marketing Communications and Marketing Operations with budgeting, forecasting, accruals, pipeline analysis and reporting.• Assisted with FY14 and FY15 planning, quota setting, budgeting and the business readiness process

San Jose, California, Us

Responsible for analyzing and billing monthly invoices for multiple clients such as BOEING, CHASE, IBM, SONY etc, which total over 1 million dollars per month.Collaborate within the billing department and related fields to accomplish projects.Test and train fellow employees on new systems to help ensure successful on-time payments by the customers.Clarity Administrator - Manage a real time log of all adjustments done for the billing department and also the final approver on all adjustments.Directly and proactively communicate with Project Managers and clients to address issues relating to producing timely invoices.

Hartford, Ct, Us

Serve as primary point of contact for client in effectively managing their 401(k) plan. Manage and build case relationships, with focus on increasing penetration and maximizing asset retention. Respond to telephone and written communications concerning services such as account, product, procedural information, problem research and resolution, and customer education.

Hingham, Ma, Us

Accountable for the maintenance of merchandise on the selling floor, as well as housekeeping duties. Helped to organize marketing displays throughout the store