Michelle Rose, Mba Email & Phone Number

Phoenix, Az, Us

San Diego, California, United States

- Provided financial business planning support for $700M of the Electric Transmission & Distribution Major Projects portfolio, including monthly budget variance analysis, ad hoc reporting and short- and long-term financial forecasting. - Improved financial forecasting accuracy for a historically challenging project from 79% to 92% in the first year.- Highly skilled in utilizing Excel to perform complex data analysis, create advanced spreadsheets, and develop comprehensive financial models, to ultimately provide clear and insightful information for management.- Redesigned, simplified, and increased automation of the monthly portfolio level Excel based reporting files.- Lead the quarterly consolidation and evaluation of approximately $330 million per year in projected plant additions for the Electric Transmission & Distribution portfolio.- Conduct quarterly training sessions for both internal and external financial analyst teams to ensure their comprehensive grasp of plant additions and the forecasting process.

Phoenix, Arizona, United States

- Provided financial data and created ad hoc reporting to support operational decision making and planning.- Performed monthly variance analysis through independent research and collaboration with the business. - Drafted and submitted accruals and other journal entries to ensure the accuracy of financial data.- Developed accurate short-term and long-term financial forecasts in collaboration with the business.- Worked closely with the business unit to prepare their yearly O&M budgets and entered them in Hyperion. - Led the 2020 budget development process for my team, creating a detailed budget that met our challenging target.- Developed complex financial models (Lease vs Buy, Keep vs Replace, NPV analysis of possible investments, bad debt forecasting, etc.), and Excel based tools for budgeting, variance analysis, spend tracking and forecasting.- Led a process improvement project to simplify, standardize and automate joint participant reporting, and implemented new tools to assist in the complicated budgeting process for joint participant spend. - Technical expert on a team that redesigned and deployed a standardized, more automated O&M forecasting tool. - Trained and mentored 4 new analysts in 2020 and 2021 (2 primarily remotely, 2 fully remotely).- Backup team lead when my supervisor was out of the office.- Provided cross functional support to help create a model to forecast bad debt related to new regulatory policies.

Phoenix, Arizona, United States

- Provide financial data and create ad hoc reporting for the business unit to support operational decision making and planning.- Perform monthly variance to budget analysis through independent research and collaboration with the business. - Draft and submit accruals, and process journal vouchers to ensure accuracy of financial data.- Work in partnership with business unit to develop accurate short term (quarterly, year-end) and long term (5 year) forecasts.- Work closely with the business area to prepare their yearly O&M budgets and enter them in Hyperion. - Development of complex financial models (Lease vs Buy, Keep vs Replace, NPV analysis of possible investments, bad debt, etc.), and Excel based tools for budgeting, variance analysis, spend tracking and forecasting.- Provided cross functional support to our customer service department, working on a model to quantify bad debt related to new customer disconnect policies.

Phoenix, Arizona, United States

- Developed and implemented inventory planning policies to drive optimized inventory levels.- Communicated routinely with Business Unit partners to understand and prepare for upcoming material needs through forecasting with key suppliers.- Administered obsolete inventory review process, ensuring SOX requirements were met each quarter- Prepared monthly and quarterly metric reports, researched variances and communicated results.- Key member of meter inventory optimization project, resulting in a $228K reduction of inventory.

Phoenix, Az

- Scheduled factory production jobs to meet customer demand in a lean manufacturing environment.- Shipped an average of $1.2M monthly of product to customers throughout the world.- Average 97.5% OTD (on time delivery) to a goal of 95%.- Coordinate with international Fluke sales teams to prepare for and meet their customer’s requirements.- Met weekly with Sales about upcoming large orders to proactively align the production schedule.- Closely work with Shipping, Marketing and Order Management to ensure the best experience for our customers.- Accurately forecasted monthly revenue shipments to our financial team.- Facilitated the transfer of three product lines from our Washington factory to our Arizona factory, without missing any promised ship dates on open orders.

Everett, Wa & Phoenix, Az

- Experience in both low volume/high mix and high volume/low mix lean manufacturing factories. - Implemented and maintained a visual, pull inventory management system (Kanban).- Used JIT principles to optimize inventory levels to support production without stock-outs while maintaining low on hand inventory. - Negotiated pricing with vendors.- Issued purchase orders for materials and services supporting factory operations. - Facilitated a change in vendor for our highest volume part that resulted in 50% reduction in price, 75% reduction in on hand inventory and a 75% reduction in lead time. - Coordinated with corporate procurement team to ensure buying practices aligned with corporate direction. - Maintained excellent relationships with suppliers, from small local suppliers to large multinational companies, and leveraged those relationships to ensure timely delivery of materials.

Master Of Business Administration - Mba, Gpa: 3.86

Bachelor Of Science - Bs, Supply Chain Management

Activities and Societies: Supply Chain Management Association

Bachelor Of Science - Bs, Management

Certificate, International Business

Certificate, Lean Six Sigma Green Belt