Nancy Amert Email & Phone Number

United States

I established the Think LEAN consultancy when I noticed that many leaders share my belief that profitable processes and product offerings can also be sustainable. Since founding Think LEAN, I’ve seen the opportunity to drive LEAN frameworks for a sustainable future. The team has worked on two large-scale transformation projects for Fortune 100/500.

Montreal, Quebec, CA

Directed global, cross-functional, virtual teams of CGI Banking, IT, and Government sector internal experts to support product led growth of CGI's Trade360 SaaS solution which capitalized on emerging technology and innovation. ▶️ Value Added✔ Advised banking clients such as HSBC and MUFG and top 7 Canadian Banks on AI software’s straight through processing.

Menlo Park, CA, US

Led Project Management Office (PMO) and delivered solutions, value, and innovation to secondary insurance clients across Asia-Pacific, Japan, and European regions. ▶️ Representative Projects► Sampo Japan America✔ Partnered with US CFO in directing six, confidential projects ranging from $300K to $900K within a matrixed and geographically diverse reporting.

San Jose, CA, US

Oversaw $11B Quote to Cash (Q2C) portfolio and served as Second Line Manager to global team of 40 across three US locations. Managed multiple strategic global projects, ranging from $100K to $2.4M during period of Digital merger and workforce transformation. Reported to VP, FP&A.▶️ Value Added✔ Instituted system updates and processes that enabled.

• Founder / Owner of a start-up consulting company offering CFO-level advisory to Fortune 100 corporations.
• Consulted with world-class financial service platform clients and prospects on engagement and delivery strategies.
• Services included in-depth review of client’s ‘Big’ data situations and A/P and A/R portfolio analytics using various models.
• Consulted on strategy, initiation, and execution of plans, schedules and budgets for IT and Finance organizational projects.
• Guest Speaker at EuroMoney tradeshows – 2009 and 2011.

• Led client service projects: Project Connect and Project 60-30.
• Project Connect: led analytic review of Cisco System and Cisco Capital’s databases.o Reviewed requirements; multiple disparate databases required cleansing; created sample selections and testing methodology; utilized.
• Project 60-30: responsible for SDLC: warranty grace period (service fee capture) initiative effected over 200k+ end-users.o Refined historical plans; re-defined requirements to fast track deliverables; prepared updated.

Fremont, CA, US

• Senior manager of global finance, credit, collections and control operations. This broad-based position included corporate-wide methodology, portfolio construction, key account review & monitoring and SOX control &.
• Credit policy/practice for a $9 billion worldwide OEM/distribution/retail purchase portfolio.
• Supported global software deployments including testing, IT specification and requirements.
• Developed and utilized dynamic financial and quantitative models and spreadsheets to produce forecasts, analyze debt repayment capacities, perform credit analysis, value companies and assess risks.
• Provided recommendations regarding hedging and trading strategies for deteriorating credits, in credit default swaps market regarding buying and selling protections (credit derivatives).
• Reviewed GAAP, SEC and Sarbanes Oxley requirements as related to various corporate activities and to new line of business initiatives.

Armonk, New York, NY, US

Managed daily operations including: portfolio construction, review and monitoring, nightly fraud check and monitoring, prepare various strategic and analytical analysis and delivered corporate level presentations. Responsible for the credit policy and practice for a $31 billion worldwide leasing/commercial financing portfolio. Developed and utilized.

Created and launched Hudson Valley-based startup providing website design, early e-commerce and online advertising and marketing packages. Staff of seven. Worked actively with technicians and numerous freelance developers to develop, execute and launch comprehensive projects. Second office opened on Park Avenue, NYC in 1999. Business ownership sold in 2000.

Poughkeepsie, NY, US

Worked directly with the Controller - CPA for six years. Overall responsibility for financial and accounting functions of a $22 million wholly owned subsidiary of Central Hudson Gas & Electric. My scope of responsibility was broad and included interpreting financial and operating data to assist in business planning and decision-making; risk management and.

Sustainable Business Strategy

Mba, Master Of Business Administration - Accounting

Applied Management - Decision Sciences - Finance Focus

Bachelor Of Science - Bs