Lynette Potter, Mba Email & Phone Number

Charlotte, NC, US

• Led multiple workstreams to enable strategies to redesign inefficient and broken processes across CFO Operations
• Audited existing SPIs to identify weaknesses, bottlenecks, and broken processes
• Led working sessions with stakeholders to foster ideation, define project goals and objectives
• Prepared action plans to implement CFO strategies, managed & reported project status
• Defined and reported process improvement metrics
• Managed end-to-end CFO management report processes, inventory, documentation, business support, and tool training

San Francisco, California, US

• Designed processes to monitor, measure, and report progress of business operations to risk compliance
• Administratively managed 100+ domestic and international consultants, on/off-boarding, vendor management
• Forecasted contingent resources and expenses, analyzed invoices, approved vendor payments
• Facilitated bi-monthly town hall meetings, developed materials aimed to inform, and engage team
• Implemented processes to identify, quantify, and report operational risk events in compliance with risk policies
• Collaboratively managed examinations of risk events, audited & analyzed documents, and artifacts of business transactions to determine root cause of financial loss, quantify financial exposure, and track progress of.

• Office of the PresidentEnacted a series of process improvements to initiate, monitor, and measure progress to business strategies and goals.Key Achievements:
• Defined KPIs, KRIs, aligned business unit goals to organization goals; collaboratively developed balanced scorecard and go-to-green plans; reported monthly health score to senior leaders, conveyed business headlines.
• Prepared and presented quarterly business reviews to the president, executive team, and board of directors
• Defined and documented client onboarding processes; launched workforce mgmt. tool aligned 350 resources to roles, products, clients, seating, and assets
• Co-chaired associate committee, prescribed organizational change initiatives aimed to influence associate engagement and enrich company culture, facilitated focus groups and action plans to drive transformation.

Charlotte, NC, US

• Development and execution of network technology projects and process improvements during HP transition and ITSM Transformation
• Managed People - Interviewed, hired, coached, managed priorities and schedules, recognition, performance evaluations, performance plans, training, development, and compensation for direct reports
• Streamlined workforce management process, aligned resources, products, projects, and budgets for 800+ employees, integrated automation and on-demand reports, improved financial and capacity management
• Planned, directed, and managed governance compliance processes for $1B Network Product Portfolio, audited expense forecasts, product pricing, allocations, benchmarking and reporting
• Established internal allocations process and rate-card for network circuit products $120M, pioneered inventory, allocation methodologies, improved allocations process and simplified cost structure
• Implemented online ticketing process (Remedy) reporting to resolve customer inquiries, early transition 1,500+ tickets reduced to 25 monthly average due to process improvements and reporting, maintained 99% SLA metrics

Charlotte, NC, US

• Managed business support and all financial processes and reporting applying Generally Accepted Accounting Principles (GAAP) in the examination of accounting books, records, and systems for multiple lines of business.
• Technology Infrastructure (TI) - Managed technology initiative project portfolio and divested business portfolio resulting in direct expense reductions of $1.3B over five years
• Legacy Asset Servicing - Audited and mapped external revenue payments to G/L during Countrywide Transition resulting in revenue recognition of $36M of short-sale incentive payments from the US Treasury, reconciled and.
• Staff Support Finance
• Marketing Finance
• Technology Finance

Charlotte, NC, US

• Formerly Columbia Management Group - Fund Administration & Operations
• Custodian bank support
• Trade management
• Prepared dividend calculations

New York, NY, US

• Fixed Income Fund Accounting
• Calculated, posted, and reported daily net asset value (NAV) and yield for bond and stock funds
• Reconciled daily cash flows
• Daily trade management
• Prepared monthly close work papers and artifacts for US GAAP Financial Statements
• Published SEC Reporting packages

Jersey City, NJ, US

Consulted and advised clients, prepared tax returns for individuals, C and S Corporations federal and state tax returns

Master Of Business Administration - Mba, Entrepreneurship Concentration

Bachelor Of Science (B.S.), Accounting