Meegan Addy Email & Phone Number

Virtual, Us

Chicago, Il, Us

Woburn, Massachusetts, Us

Woburn, Massachusetts, Us

Providing financial and management consulting services focused on implementing Adaptive Insights for corporate budgeting, forecasting, reporting, consolidation, modeling, KPI analysis, dashboards, and variance analysis. Adaptive Insights - the application is built on a multidimensional database, has an in-browser user interface similar to that of a spreadsheet, and the drag-and-drop characteristics of a web-based consumer application. But unlike spreadsheets, Adaptive Insights automates consolidations and integration of data from other systems, and foments collaboration and real-time updates via its on-demand SaaS-based model, which has been documented to significantly lower overhead. The product has also been acclaimed as easy to use and implement.

San Ramon, Ca, Us

Adaptive Insights Consultant with Armanino, a firm that provides an integrated set of audit, tax, business consulting and technology solutions to a wide range of organizations operating in the U.S. and globally. Armanino focuses on the stages of company life cycles, supporting its clients by helping them find the right balance of people, process and technology. Meegan worked in the CFO Cloud Solutions Practice providing CFO consulting services as well as implementation and support services on the software suite- Adaptive Insights.

Chicago, Il, Us

Appointed as Secretary where I will support the senior officers, staff, and governing board to provide financial assistance to the families of fallen first responders in the City of Chicago and Cook County, Illinois.

Chicago, Il, Us

• Leading development of consistent financial reporting in new reporting system according to organizational requirements, GAAP and best practice financial principals. • Leading project to overhaul current chart of accounts from conception through implementation and rollout to users. • Prepare, explain, and present analyses for reporting trends within organization.• Ad Hoc report creation for new initiatives as well as reporting improvements for existing reports. • Connect employees’ organization-wide to financial data necessary for their own departments while directly supporting CFO and CEO.• Developed timeline, communications, rates, allocation methodologies, and implementation strategies for FY2011 and FY2012 Budget process. • Project Lead to develop an in-house budgeting/reporting system- including functionality design, test plan creation, system documentation, training manual, data work-flow models, and provided system training to all budgeting staff (250+) in a classroom setting. • Created functional knowledge base and procedural documentation for legacy budgeting/financial reporting system

• Compiled and reported monthly performance analytics to Executive management including key performance indicators and variance analysis through monthly/quarterly/annual reports.• Managed the annual budgeting process for the North American operations and developed budgets and forecasts for the executive division including Finance, Human Resources, IS, and Administration budgets.• Direct support to CFO on management reporting.• Develop additional financial reporting models and tools when necessary.• Manage all aspects of corporate insurance responsibilities including the annual renewal process for general liability, workers’ compensation, automobile, and property insurance. • Led Corporate Treasury project to take all banking services serving North and South America online.• Led special projects including streamlining of processes, automation of reporting, and development of new reporting tools

Us

• Led pre-sale (to Bank of America) restructuring RIF of 5% of workforce (900 FTEs) for Financial Control. Duties included creating processes for capturing all restructuring costs to ensure proper use of prior year created reserves according to FASB. Duties also included creating and maintaining master documents of all costs and timing of payments, ensuring severance packages were accurately paid, and managing coordination between HR, Payroll, and business line managers.• Compiled and reported monthly variance analysis as well as quarterly/annual balanced scorecard-benchmarking report. • Created and maintained budgets and forecasts for use in monthly, quarterly and annual reporting for the internal line of business. • Developed financial reporting models and tools necessary to effectively transfer information to senior management

Chicago, Il, Us

• Managed Accounts Payable for four individual corporations and parent company.• Streamline payables process, increasing efficiency and on-time payments while eliminating late charges and over-payments. Managed and improved W-9 collection and 1099 distribution.• Calculated and reported PEAK6 Net Capital to upper management and senior partners every business day. • Reconciled any and all discrepancies from clearing firm imports through ERP system.• Maintained and distributed expense budgets and forecasts for use in daily and monthly balanced scorecard targets supporting all business units.

Reporting directly to CEO, managed all aspects of finances including expense budgets, variance analysis, and forecasting. Developed annual budget and forecasts for 2004-2005, which directly supported acquisition of $2 million dollars of angel financing. Also managed AP, AR, and payroll.

Working directly with the President and Director of Technology, developed new business model, supported business and marketing plans, and made multiple presentations to the Board of Directors. Critically evaluated existing business model, core competencies, and competitive landscape to provide strategic planning, new direction, and marketing strategies. Developed new business structure based upon newly created financial models.

Mba, Management Of Advanced Technology And Innovation

Bachelor Of Fine Arts, Performance