Michele Workman Email & Phone Number

New York, United States

New York, United States

Cincinnati, Oh , Us

Ithaca, New York, Us

Responsible for supporting sales, senior management, and finance teams by building comprehensive reports and dashboards that ensure reporting accuracy and facilitate business decisions. • Created automated Sales/Bookings reports; extracting data from Salesforce, billing system and other data sources to Excel using Power Query. • Built tool to automate the sending of various collection emails based on days outstanding that included an attachment of the outstanding invoice. • Developed and implemented data collection systems and other strategies that optimized efficiency and data quality.• Created and maintained sales quotas, territories, product data, reports and dashboards in Salesforce system.• Designed, developed, maintained and enhanced reporting models to facilitate sales and financial reporting processes.• Managed daily, weekly, and monthly sales reporting process: extracting sales data, adjustments, and validating for accuracy.• Continuously audited all reporting to ensure consistency in data.

Ithaca, New York, Us

Accounting functions including preparing financial statements, sales & commissions reports, deferred revenue calculations, G/L account posting and reconciliations.• Created new Excel templates for Cost of Sales, Deferred Revenue, Sales Tax, Royalties and Prepaid Expense data pulls and calculations. • Automated creation of Trial Balance, Income Statement and Balance Sheet files in Excel.• Created new Access database with links to ERP system tables and internal data for queries and reporting with connections built into Excel files.

Cincinnati, Oh , Us

Managed all aspects of financial planning and analysis operations, in conjunction with managing a staff of 4. Core responsibilities included annual budget planning, financial reporting (monthly, quarterly, annually), and end-to-end order to invoice management.• Led a team of 4 to consistently meet stringent month, quarter and year-end deadlines.• Revamped annual budgeting process by creating and implementing new Excel template that organized data more efficiently, allowing for faster scenario-based changes and improved historical comparisons. • Improved visibility and understanding of financials by meeting regularly with Senior Executive team, and Cost Center Managers to review financial results and budgets.• Assisted VP of Finance in running quarterly financial and forecasting review meetings where past performance, budget variances, risks, and opportunities were discussed leading to more accurate and reliable forecasting.• Profit targets were met and exceeded throughout term due to strong cost leadership and collaboration with Senior Executive team.