Leah Oleski, Mba, Cpa

Leah Oleski, Mba, Cpa Email and Phone Number

Accounting & Finance Director | CPA, MBA @ Finsource, LLC
Leah Oleski, Mba, Cpa's Location
Charlotte, North Carolina, United States, United States
Leah Oleski, Mba, Cpa's Contact Details

Leah Oleski, Mba, Cpa personal email

n/a
About Leah Oleski, Mba, Cpa

Accounting and Financial Advisory services for Fortune 1000 companies, including:1) Director, Global Finance Transformation & Financial Systems- Reported to C-Suite Steering Committee as the Global Program Director for the organization’s top-priority initiative, the implementation of an enterprise-wide performance management software solution: OneStream- Responsible for program-level strategic planning, project workstream coordination, and execution of all continuous improvement initiatives including requirements traceability, solution blueprinting, timeline development, budget management, integration, risk assessment and issue management, and stakeholder engagement and management- Ensured program excellence and successful organizational change management for the new way of working2) Director, FP&A- Partnered with the leadership team to consolidate, analyze, interpret, and summarize monthly financial results and provide key analyses and recommendations to Segment President and CFO on both short and long-term strategic initiatives, operational improvement projects, and executive business priority projects- Developed, managed, and maintained ownership over group-wide processes related to the annual operating and long-range strategic plan, monthly forecasts updates, and other initiatives- Created and implemented high-level financial forecasting model for start-up funding3) VP, Global Finance Special Projects Chief of Staff Advisor- Designed E2E implementation of a Global Shared Service Organization for various financial functionalities- Created, developed, documented, and communicated E2E implementation plan and requirements for the roll-out of a Global Finance Center of Excellence- Designed and built project plan to transition the current Finance Organization once-a-year budgeting and planning process to a continuous rolling 18-month forecast- Key Advisor for the Global Oracle-Cloud System ERP implementation multi-year roll-out plan developed for consolidating three segments with 50+ systems and 200+ ledgers- Designed and presented Global Operating and Support plan to key Leadership executives4) CONTROLLER (Companies ranging from $20M – $6.25B Revenues)- Reporting, governance oversight, and management over teams responsible for monthly/quarterly close and financial SOX Reporting, Compliance, Internal & External Audit governance, forecasting and financial analysis5) Global Finance Program Management- OneStream CPM Implementation- Business Carve-Out6) Project Management- SAP HANA ERP Implementation- Oracle ERP Implementation

Leah Oleski, Mba, Cpa's Current Company Details
Finsource, LLC

Finsource, Llc

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Accounting & Finance Director | CPA, MBA
Leah Oleski, Mba, Cpa Work Experience Details
  • Finsource, Llc
    Executive Director
    Finsource, Llc May 2024 - Present
    Founder and President of FinSource, LLC, which provides financial accounting and advisory services to companies during times of need. Current client-serving project is: Director of Accounting at Solugen, Inc. Partnering with the CFO in oversight and management of the Finance and Accounting Departments and the implementation of sustainable change to the organizational structure and team make-up within the departments, the various day-to-day and periodic operational, compliance, and reporting processes and procedure requirements of the team members therein, as well as ensuring successful utilization of finance systems and solutions.
  • The Siegfried Group
    Associate Director
    The Siegfried Group Jan 2022 - Apr 2024
    Wilmington, De, Us
  • The Siegfried Group
    Senior Manager
    The Siegfried Group Jan 2020 - Jan 2022
    Wilmington, De, Us
  • The Siegfried Group
    Manager
    The Siegfried Group Jan 2017 - Jan 2020
    Wilmington, De, Us
  • U.S. National Whitewater Center
    Controller / Finance Manager
    U.S. National Whitewater Center Dec 2013 - Jan 2017
    Charlotte, Nc, Us
    Management level position that works along-side CEO, CFO and other key managers. Responsibilities include:- Supervise the recording of business transactions for all accounting cycles- Review financial information to ensure completeness and accuracy- Establish and monitor internal accounting controls- Prepare financial reports and statements within deadlines- Analyze financial information and advise on business operations- Assist with annual audit and tax return preparation- Develop annual budgets and forecasts
  • Ey
    Assurance Services - Senior Accountant
    Ey Jan 2011 - Dec 2013
    London, Gb
    Provide audit services for a variety of national and international companies; predominantly in the following industries:- Manufacturing- REIT (Real Estate Investment Trust)- Healthcare- Insurance- Telecommunications- Government Contracts
  • Cattaraugus County Business Development Corporation
    Financial Advisor
    Cattaraugus County Business Development Corporation Sep 2009 - Dec 2010
    Was responsible for assisting the Cattaraugus County Business Development Corporation professional staff in performing a variety of functions to address the following key basic needs of Cattaraugus County based entrepreneurs as they embark through business development stages:-Business Structure-Financial plan development & analysis-Profit/loss & income statement development and review-Tax reporting preperations-Auditing functions-Operations, systems & resource utilization plans review in relation to financial viabilityAdditional duties:-Co-instructional work with CCBDC staff professionals involving the agency's entreprenuership/business development training sessions-Co-administering a start-up microenterprise development loan fund-Providing direct counseling/technical support to start-up and/or existing small business interests located in Cattaraugus County, NY
  • Volunteer Income Tax Assistance (Vita)
    Volunteer Income Tax Preparer
    Volunteer Income Tax Assistance (Vita) Jan 2010 - Apr 2010
    Interviewed clients, prepared tax returns, and explained tax returns to clients
  • Ge
    Payroll Intern
    Ge May 2009 - Aug 2009
    Boston, Ma, Us
    Analyzed, upgraded, and streamlined payroll processes for improvement opportunities by creating an automated macro to eliminate inefficiencies in re-engagement and removal processes and presented to GE Transportation CFO and Finance Department; Executed high volume, full-scale payroll functions;Led payroll team in transition to new accounts payable system, reconciled vendor relationship;Played key role in the development and management of numerous standardized workflows eliminating 1,000 hours of rework per year
  • Ymca
    Head Swim Coach
    Ymca Aug 2007 - Jan 2009
    Chicago, Il, Us
    Head Swim coach for YMCA Swim Team consisting of 25 team members between ages 4 - 18.
  • Pennbriar Athletic Club
    Advanced Aquatics Instructor (Group & Private For All Levels)
    Pennbriar Athletic Club Jun 2004 - Dec 2008
  • Pennbriar Athletic Club
    Lifeguard
    Pennbriar Athletic Club Jun 2004 - Dec 2008
  • Ge
    Sourcing Finance Intern
    Ge May 2008 - Aug 2008
    Boston, Ma, Us
    Documented Accounts Payable Process for GE Transportation Sourcing Department using six sigma quality; built into a MyLearning initiative used to train new and current Sourcing employees; presented to GE Transportation CFO and Finance Managers; Internal auditor for Control Physical Inventory

Leah Oleski, Mba, Cpa Skills

Peachtree Microsoft Excel Microsoft Word Teamwork Inventory Management Finance Six Sigma Minitab Lexis Access Quickbooks Powerpoint Accounting Microsoft Office Auditing Management Customer Service Financial Reporting Research Outlook Data Analysis Internal Controls Leadership Financial Analysis Forecasting Lean Six Sigma Budgeting Budget Management Business Process Improvement Business Strategy Business Analysis Cash Management Cash Flow Forecasting

Leah Oleski, Mba, Cpa Education Details

  • St. Bonaventure University
    St. Bonaventure University
    Business Administration Accounting; Accounting

Frequently Asked Questions about Leah Oleski, Mba, Cpa

What company does Leah Oleski, Mba, Cpa work for?

Leah Oleski, Mba, Cpa works for Finsource, Llc

What is Leah Oleski, Mba, Cpa's role at the current company?

Leah Oleski, Mba, Cpa's current role is Accounting & Finance Director | CPA, MBA.

What is Leah Oleski, Mba, Cpa's email address?

Leah Oleski, Mba, Cpa's email address is leah.oleski@ey.com

What schools did Leah Oleski, Mba, Cpa attend?

Leah Oleski, Mba, Cpa attended St. Bonaventure University.

What skills is Leah Oleski, Mba, Cpa known for?

Leah Oleski, Mba, Cpa has skills like Peachtree, Microsoft Excel, Microsoft Word, Teamwork, Inventory Management, Finance, Six Sigma, Minitab, Lexis, Access, Quickbooks, Powerpoint.

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