Richard Holt

Richard Holt Email and Phone Number

Senior Systems and Business Analyst - FP and A @ Wikimedia Foundation
United States
Richard Holt's Location
El Paso, Texas, United States, United States
Richard Holt's Contact Details
About Richard Holt

20+ years’ professional experience in the areas of FP&A, financial management, analytics, strategic planning, data, business intelligence, reporting, project management, business analysis, budgeting,accounting, software consulting, payroll, underwriting, financial modeling, and asset management. Professional background includes service as a Financial Planning & Analysis manager for Hunt and other real estate holding companies and REITs where I drove the creation of their annual budgets; Director of ERP systems, treasury, and payroll for a national hotel chain; and Director of Business Intelligence, managing a team of analysts for a financial institution with $1 billion+ in assets.BBA-Finance from University of Hawaii. MPA-University of Colorado.Manages projects using Waterfall, Agile and Scrum frameworks, employing collaboration tools including Trello, Confluence, Jira, Monday, Asana, and creates wireframes using Moqups.International experience includes budgeting and forecasting for a Verde Realty's Mexico-based industrial portfolio as well as assessing country and foreign national entity credit risk for Bank of Hawaii International Banking. Functional Spanish.System and software experience includes major system implementations and upgrades. Systems and apps used include Power BI, Tableau, Spotfire, Adaptive Planning, Adaptive Insights, SQL, Oracle, PeopleSoft (GL, nVision, SQR, PeopleTools, PeopleCode, HR, Base Benefits, AM, PC), MRI (RM, GL, ReportDesign), Cognos, Yardi, JD Edwards, SharePoint, Crystal Reports, MS Access, VBA, Python, Argus/Dyna, ADP Workforce Now. Excel expert.Experienced in underwriting, M&A, investment banking, and commercial mortgage lending, working with REITs, private equity firms, and public debt for CRE, hospitality, and low income and public housing assets. Over five years experience in public and non-profit finance, budgeting and public policy as board chair of a regional Mental Health system. Currently serving on the Supervisory Committee of FirstLight Federal Credit Union.

Richard Holt's Current Company Details
Wikimedia Foundation

Wikimedia Foundation

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Senior Systems and Business Analyst - FP and A
United States
Website:
wikimediafoundation.org
Employees:
1066
Richard Holt Work Experience Details
  • Wikimedia Foundation
    Senior Systems And Business Analyst - Fp And A
    Wikimedia Foundation
    United States
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  • Wikimedia Foundation
    Senior Systems And Business Analyst - Fp&A
    Wikimedia Foundation Jun 2021 - Present
    San Francisco, Ca, Us
    Wikimedia Foundation is a 501(c)(3) nonprofit public charity that hosts Wikipedia and other free knowledge projects with a $150+ million annual budget and 200,000+ worldwide volunteers contributing monthly.Serving the San Francisco-based Strategic Finance team and CFO as part of the FP&A team.• Collaboratively designed and implemented revised budget and forecasting structures with improved scalability and streamlined steps and process flows for the 2022 Annual Plan and Budget. • Project managed, tested, and implemented automated integrations between the Foundations’ HR. accounting, contractor, and payroll data sources and systems. • Manages the Foundation’s staff, contractor, and IT resource models using Adaptive Planning. • Administrator for FP&A’s Workday Adaptive Planning budget, forecasting, and reporting application.• Manages user roles and permissions; implemented Access Rules.• Planned and set up multi-entity structures to effectively manage a for profit software Enterprise.• Developed a new balance sheet model featuring general ledger balances and transactional data for improved cash forecasting.• Collaborated with Accounting, Finance, and Engineering counterparts to effect software capitalization modeling and forecasting.• Project managed third party development team to create a program allocation process to better manage initiatives and key programs across departmental lines.
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  • Wikimedia Foundation
    Senior Consultant - Fp&A
    Wikimedia Foundation Mar 2020 - Jun 2021
    San Francisco, Ca, Us
    Contract consultant supporting Wikimedia Foundation's FP&A team with Annual Planning, Budget and Forecasting, Resource Planning, System Administration, and Financial and Operations reporting.Part-time, short-term position that was extended and renewed and ultimately led to a full-time, permanent position.• Supported resource planning and financial projection efforts by implementing upgrades and enhancements to the Workday Adaptive Planning system.• Developed key financial, OKR, budget variance, and validation reports.• Liaison with consultants to develop new data integrations as well as multi-dimensional analysis cube structures.
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  • Firstlight Federal Credit Union
    Supervisory Committee Member
    Firstlight Federal Credit Union Jan 2022 - Present
    El Paso, Texas, Us
    Serving two year volunteer term on FirstLight FCUs Supervisory Committee assisting with Strategic Planning, Risk Management, and Internal Audits.
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  • Firstlight Federal Credit Union
    Director Of Business Intelligence
    Firstlight Federal Credit Union Mar 2020 - Jul 2021
    El Paso, Texas, Us
    Director of BI for FirstLight FCU, managing a team of analysts, serving El Paso, TX, Ft. Bliss, and Las Cruces, NM with $1.1 billion in assets.• Executed management’s plan to create new business intelligence and process improvement functions. Hired and effectively managed remote teams overseeing BI, process improvement, and change management functions.• Worked collaboratively with IT management, analysts, and consultants to implement a BI system integrated to the ARCU data warehouse, with data connectors to loan, credit card, and mortgage apps. • Upon completion of this FirstLytics system, coordinated with marketing, retail, e-services, IT, and other stakeholders to answer key business questions using data and metrics.• Helped plan and effect successful marketing campaigns using statistics, member attribute, and behavioral data.
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  • Steele Consulting, Inc
    Solutions Consultant
    Steele Consulting, Inc Jul 2018 - Nov 2019
    El Paso, Texas, Us
    Steele is a national developer of custom software specializing in commercial real estate, investment firms, and logistics/transportation companies.• Developed suggested strategy to expedite transformation from regional IT provider to national software developer.• Conducted evaluation of projects, capabilities, and pipeline for forecasts and resource planning. • Met with Dallas and New York-based client teams for a leading commercial mortgage lender to assess and plan modifications to their custom loan and compliance portal. Created wireframes using Moqups.• Facilitated daily scrums and ceremonies for dispersed teams developing software via sprints. Tracked user stories and issues and backlogs using Jira. Communicated via G Suite, JoinMe, and Slack.• Developed KPI reports, dashboards, and data visualizations using Power BI and Tableau.• Created 12 case studies for marketing efforts based on solutions delivered and client feedback.
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  • Housing Authority Of The City Of El Paso
    Asset Manager
    Housing Authority Of The City Of El Paso Feb 2017 - Jul 2018
    El Paso, Texas, Us
    Established new Asset Management department managing 80+ multi-family projects for a housing agency. • Collaborated with IT, operations, and accounting to manage vouchering of $10MM of PBRA subsidies, bringing backlogged HUD subsidies current. Effected SOPs to avoid similar issues in the future.• Oversaw annual operating and capex budgets, KPIs, monthly financials, reserves, and debt service.• Created PowerPoint presentations for monthly board meetings.• Reviewed operating budget variances and corrective action plans to address unfavorable variances.• Liaison between underwriting, investment bankers, commercial lenders, equity partners, developers, and property management for matters related to property finance, operating performance, system upgrades, debt covenants, and equity requirements.• Managed program initiatives including KPI reporting automation under Yardi Voyager (SaaS) project.• Initiated and coordinated the refinance of 12 LIHTC apartment complexes working with lenders, appraisers, underwriters, inspectors, contractors, and maintenance teams. Formulated rehab budgets. • Introduced methodologies to improve data delivery for operations reporting; developed in-house ETL process as well as dual exports from Yardi, reducing reporting time and efforts by 90%.• Drove setup of 18 converted RAD properties in Yardi, directing efforts of over 40 managers.
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  • Tvo Management Services, Llc
    Manager
    Tvo Management Services, Llc Feb 2010 - Feb 2017
    FP&A, reporting, business systems (MRI SaaS), and project manager for a national real estate holding company which developed and operated 50+ hotels, office buildings, and multi-family properties in ten states and provided consulting services.• Modeled and underwrote hotel and multi-family property acquisitions and dispositions.• Coordinated formulation of annual budgets. Streamlined processes cut formulation time by 50%.• Provided ongoing financial and analytical support for investors, regional managers, and asset managers for property operations, acquisitions, dispositions, consulting services, and investment banking.• Managed payroll for three companies, 250+ employees, and biweekly and monthly payroll runs using a legacy payroll system then ADP Workforce Now. • Developed SharePoint, data warehouse, and geo-mapping solutions for a contract with the City of El Paso.• Due diligence efforts included on-site property visits throughout TX, CA, and OK.• Served on property takeover team including on site visits/walks and lease audits.• Handled all new property setup in RM/GL and CM/GL modules.• Produced budget and prior period variance reports for 50+ operating units. Analyzed variances.• Identified metrics and produced KPI and POU standard reports for all hotel properties.• Created a new BI department from scratch, effecting key initiatives including dashboard development. KPIs, and automated reports. Planned MRI AnalytiX implementation (Tableau with a real estate focus).• Developed SharePoint solutions including document workflows permitting reallocation of four FTEs.• Created custom SQL reports and queries for asset management, operations, and G&A reporting.• Delivered financial and solution consulting to external customers. Contributor for SOWs and QBRs.• Implemented ADP Workforce Now payroll for three companies with over 200 employees in ten states.• Implemented MRI Commercial Management for equity partner under budget and ahead of schedule.
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  • Borderplex Realty Trust
    Principal Consultant
    Borderplex Realty Trust Aug 2009 - Feb 2010
    Delivered FP&A, business intelligence, and business process reengineering solutions to clients.Assessed requirements and project managed Yardi and Adaptive Insights implementations for Borderplex REIT.• Established budgeting system and function for Borderplex: assembled disparate data then built dashboards and reports using Adaptive Insights. Documented reports and methods then handed off to client team.• Conducted business analysis meetings assessing accounting, data warehouse, and reporting needs. • Effected ETL from legacy GL, validated data, tested, and trained users.• Developed key revenue, P&L, variance, and integrity reports for operations and finance managers.• Created business plans, forecasts, plus sales and pricing analyses for media and retail firms.
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  • Verde Realty Operating Partnership, L.P. (Merged With Idi)
    Fp&A Manager
    Verde Realty Operating Partnership, L.P. (Merged With Idi) Jun 2006 - Aug 2009
    Financial analysis manager and project manager for Verde Realty, a REIT which owned and operated a $500 million portfolio of industrial, retail, multi-family, and master planned community real estate assets in both the US and Mexico.• Delivered decision support and financial analysis to executive management, US and Mexico market officers, and asset managers for investor presentations, quarterly board meetings, and annual shareholder meetings.• Underwrote and modeled acquisitions, dispositions, and developments for industrial, multi-family, and retail projects.• Composed annual budgets and quarterly forecasts for industrial, land, development, and overhead departments.• Created PowerPoint presentations for quarterly board meetings and annual investor meetings.• Identified opportunities to reduce overhead run rate by approximately $500,000 annually.• Redesigned SQL data warehouse and OLAP structure. Streamlined modeling, forecasting, and reporting.• Efficiencies created through projects managed and improved business processes reduced Verde’s final forecast cycle from four weeks to one week and the formal forecasting team from six FTEs to three FTEs. • Modeled and projected Mexico taxes including Mexico Federal Income Tax and IVA (Value Added Tax).
  • Hunt Companies, Inc
    Fp&A Manager And Cognos Director
    Hunt Companies, Inc May 2004 - Jun 2006
    El Paso, Texas, Us
    FP&A manager for national real estate construction, development, and property management group.• Drove annual budgeting efforts: organized budget planning and formulation meetings with operations, development, construction, and overhead department managers. • Created new budget policies and procedures. Developed new budget methodologies, working directly with department heads and key administrative staff, as needed, to ensure accurate, successful outcomes.• Enhanced price modeling and valuation processes for Hunt’s substantial El Paso land investments.• Interfaced with property management, construction, development, and accounting leadership to assess, develop and implement improved reporting tools and methodologies.• Led initiative to segregate business operations by function (e.g. construction, development, and operations) allowing for a thorough assessment of the profitability, cash flow, and risks for each distinct business unit.• Managed an analytics team responsible for implementing Cognos business intelligence suite.• Provided decision support and key financial analysis for monetization of residential projects including the sale of 600 homes in west Oahu, Hawaii; point of contact for brokers; coordinated due diligence efforts.
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  • Extended Stay America
    Director - Erp Systems / Reporting / Payroll / Treasury
    Extended Stay America 1998 - 2004
    Charlotte, North Carolina, Us
    Director of reporting and financial systems with over 300 users for national hotel chain with 130+ properties, Homestead Studio Suites Hotels, which purchased Extended Stay America and continues to operate under the ESA brand. Led a team of analysts who assessed business needs and developed an expansive array of reporting, fiscal, payroll, and systems solutions. Provided crucial financial leadership and served as “right-hand” for CFO.• Provided key financial, data, and systems support for purchase of Homestead from Security Capital REIT by Blackstone.• Automated a weekly operating performance report to replace a resource-intensive manual report. Report was so successful it was implemented nationally across the entire company and it became known as the “Holt Report.”• Liaison between FP&A, property management, and CFO for budget and forecast formulation and reporting.• Interfaced with operations and sales department managers and SMEs to create a comprehensive report set including daily reports, weekly reports, regional sales reports, and a monthly F&O package for investors.• Worked collaboratively with property accounting to develop a streamlined, user-friendly prelim and final accounting close report set. New reports and methods shortened the monthly accounting close by three business days and reduced each property accountant’s month end close effort by 12 hours.• Planned a new PeopleSoft environment including modules, reporting, data, and functional requirements.• Lead project manager implementing PeopleSoft 8.4 Financials, PeopleSoft 8.3 HR, and ADP Payroll.• Engaged a third-party developer to create an interface between our XRT treasury system and PeopleSoft GL. Completed interface was equivalent of 2 FTEs, allowing two junior accountants to transition to staff level.• Managed compensation modeling and bonus program calculations and compliance.• Significantly reduced bank fees through negotiation, consolidation, and implementation of new programs.
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  • Bank Of Hawaii
    Commerical Loan Officer
    Bank Of Hawaii Jun 1989 - 1993
    Honolulu, Hi, Us
    • As international banking analyst for Bank of Hawaii, assessed credit exposure up to $75 million for multi-national corporations and foreign banks as well as country risk for Pacific Rim nations.• As a commercial loan officer for Bank of Hawaii, exercised loan authorities and serviced retail shops and wholesale import businesses in Waikiki. Managed a commercial loan portfolio for a regional lending center.
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Richard Holt Skills

Financial Analysis Budgeting Accounting Forecasting Customer Relations Financial Modeling Budgets General Ledger Due Diligence Customer Service Financial Reporting Accounts Payable Management Finance Real Estate Project Management Real Estate Development Peoplesoft Property Management Asset Management Real Estate Economics Business Analysis

Richard Holt Education Details

  • University Of Colorado Colorado Springs
    University Of Colorado Colorado Springs
    Public Admistration
  • University Of Hawai‘I - Shidler College Of Business
    University Of Hawai‘I - Shidler College Of Business
    Japanese
  • University Of Hawaii At Manoa
    University Of Hawaii At Manoa
    International Finance
  • University Of Hawaii At Manoa
    University Of Hawaii At Manoa
    International Finance
  • University Of Hawaii At Manoa
    University Of Hawaii At Manoa
    International Finance

Frequently Asked Questions about Richard Holt

What company does Richard Holt work for?

Richard Holt works for Wikimedia Foundation

What is Richard Holt's role at the current company?

Richard Holt's current role is Senior Systems and Business Analyst - FP and A.

What is Richard Holt's email address?

Richard Holt's email address is ri****@****llc.com

What is Richard Holt's direct phone number?

Richard Holt's direct phone number is (760)-244*****

What schools did Richard Holt attend?

Richard Holt attended University Of Colorado Colorado Springs, University Of Hawai‘i - Shidler College Of Business, University Of Hawaii At Manoa, University Of Hawaii At Manoa, University Of Hawaii At Manoa.

What skills is Richard Holt known for?

Richard Holt has skills like Financial Analysis, Budgeting, Accounting, Forecasting, Customer Relations, Financial Modeling, Budgets, General Ledger, Due Diligence, Customer Service, Financial Reporting, Accounts Payable.

Who are Richard Holt's colleagues?

Richard Holt's colleagues are Jesus Am Undefined, Genelle Quarles Adrien, Pranjal Rajput, Joydeep Sengupta, Benedict Nnaemeka Udeh, Gitasree Gogoi Apte, Jaime Anstee, Phd.

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