Michael Beckwith Email & Phone Number

Louisville, Kentucky, Us

Houston, Texas, Us

• Provide financial management and support to the leaders of the Customer Experience and Engagement organization, including the Chief Customer Officer and multiple Vice Presidents. • Serve as a trusted business advisor and partner to the CEE team—communicate business vision and strategies enabling effective business decision-making.• Responsible for leading the annual budgeting and quarterly forecasting cycle for the CEE organization, in collaboration with the corporate FP&A team. • Responsible for all accounting, financial automation, human resource, business IT systems, and administrative functions.• Interface with all levels of management to evaluate new internal organic growth opportunities.• Partner with senior business leaders across Professional Services, Customer Success, Support, and Quality to provide effective financial management in a dynamic and changing environment.• Collaborate with the corporate FP&A team to lead the quarterly and annual planning process for CEE, ensuring plans are aligned with company objectives and strategy.• Analyze data gathered through various sources to achieve financial goals and develop reports and KPIs metrics.• Serve as a partner and liaison to finance and accounting teams.• Produce and present necessary financial information for Executive Staff, Board, and Audit Committee.

Houston, Texas, Us

Louisville, Ky, Us

• Developed and executed a plan to build a finance/accounting organization—financial reporting, operational dashboards, labor analytics, and budgeting/forecasting.• Introduced centralized data model for financial reporting—increased data accuracy, controlled data governance, and enhanced insights, thus eliminating manual reporting.• Developed and implemented enhanced data management process for global operations budgeting through Microsoft Power BI—met unique reporting standards such as management reporting, statutory reporting, BOD reporting, operations reporting, etc.• Built Business Optimization Team—optimized reporting capabilities and mitigated risk to the business.• As a Director of Cost Management identified areas for operational excellence and reduced operating cost thus maximizing profitability.

Louisville, Ky, Us

• Promoted to FP&A Manager—led software implementation to track and deliver savings for Wave 2 program. • Delivered >$100k in cost avoidance and an additional $1.5MM in net annualized savings. • Delivered enhanced reporting capabilities by designing a data model blueprint and an on-demand real-time dashboard.• Hired data analyst specialist to implement blueprint through Microsoft Power BI, launched within 30 days. Created automated processes—reducing monthly process by 5 business days.• Recruited as a Financial Lead Specialist to transform a global business with a $60MM investment and with an expected delivery of annualized savings of ~$30MM.• Developed budgets (Opex, Capex, Benefits) and rolling forecasts for a portfolio comprised of 3 programs and 50+ projects.• Developed monthly reports and made an executive presentation to the Governance Committee, Executives, Board of Directors, and Program Directors.• Developed and executed a plan to build a finance/accounting organization—partnered with the accounting department to leverage and allocate resources to implement policies for proper processing of expenses and recording savings.• Achieved compliance with GAAP as well as established controls to provide accurate information on realized savings.

Louisville, Ky, Us

Louisville, Ky, Us

• Served as an advisor to Business Analysis as well as Community Management regarding all community compensation programs, directed and managed operating income growth for the total portfolio.• Assessed sales goals and made contest recommendations to the Chief Operating Officer and Senior Vice President of Sales.• Revamped and implemented a more cohesive global labor force across the organization.• Utilized a 3rd party resource to track and monitor workforce wages to stay competitive in the marketplace—this allowed key-decision makers to develop better business strategies.• Oversaw company-wide process to handle new government regulations on labor laws.• Reviewed, analyzed, and reported on all Community Bonuses by providing monthly reporting analysis projections for accrual estimates.• As a Divisional Business Analyst served as a consultant to the Divisional Senior Vice President, Regional Vice President and community Executive Directors (operators)—developed short and long-term strategies to increase revenue, control expenses and drive net operating income growth.• Managed and performed various ad hoc analysis requests as required for CEO, COO, the President.• Managed an operational budget of 60+ managed assets—summarized material YoY variances and highlighted focus business plans for each community.• Drove NOI growth by monitoring key operational revenue and expense metrics.• Delivered strong profit margins by creating an Analytics Dashboard for a new product to calculate human capital utilization. • Led and executed the divisional budgeting process, labor planning, and controllable expenses while meeting all budget timeline milestones.• Completed monthly financial reporting packages and led monthly operating reviews.

Louisville, Ky, Us

Milwaukee, Wi, Us

Bachelor'S, Accounting

Project Management Micromasters, Project Management

Bachelor'S, Finance

Bachelor'S Degree, Finance