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Financial Planning Manager with a demonstrated history of working in the IT and Services industry. Skilled in Data Analytics, Business Case preparations, Management, SAP ERP, Leadership, and Microsoft Excel. Strong finance professional with a Bachelor of Arts focused in Finance from The Eli Broad College of Business at Michigan State University.
Wolters Kluwer Tax & Accounting Us
View- Website:
- cchgroup.com
- Employees:
- 1466
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Financial Planning Associate DirectorWolters Kluwer Tax & Accounting Us Jun 2024 - Present
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Financial Planning ManagerWolters Kluwer Tax & Accounting Us Jun 2021 - Jul 2024Fort Collins, Colorado, United States
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Senior Financial AnalystWolters Kluwer Tax & Accounting Us Apr 2017 - Jun 2021Riverwoods, Illinois• Managed, prepared, and reviewed monthly and quarterly financial packages across all Tax and Accounting (TAA) Business Units totaling $1.5 Billion in Revenue• Responsible for the month end close of TAA Division including analysis of expenses, cash flow analysis, creation of journal entries, and reporting results to Executive Leadership • Provided forecast and budget data analysis, as well as ad-hoc financial analysis• Prepared yearly budget data for Division and reviewed Business Unit budgets• Held Hyperion Financial Management training sessions for new hires and intermediate users to teach and expand best practices across TAA• Supported the development of the annual three-year strategic plan, detailing revenue, expense and cash flow expectations, along with supporting strategic and tactical plans• Guided and mentored new hires within WK to teach best practices and job requirements• Assisted CTO and IT in realizing cost savings across TAA to meet yearly EBITA tasks
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Senior ConsultantIsg (Information Services Group) Oct 2015 - Mar 2017• Performed Benchmarking Analysis on client invoice detail to identify savings potentials for a major Merger and Acquisition involving $1.6 Billion in spend.• Lead the Financial work stream for ADM RFP Transactions (Data collection to Evaluation).• Assisted in Client-Provider RFP Negotiations (Solution, Financial, and Business Terms).• Advised/Influenced client sourcing decisions by developing business/base case models, pricing evaluations and various scenario analyses after conducting comprehensive financial analyses and research/data collection.• Mentored new Analysts to ensure a smooth transition into client engagements and ISG culture. -
ConsultantIsg (Information Services Group) Mar 2014 - Oct 2015• Facilitated complex data collection, consolidation and mapping efforts.• Analyzed Supplier pricing proposals for Application Dev. and Maint. RFP Transactions.• Assessed, prepared and helped negotiate the SOWs and Service levels on a Transaction.• Utilized technical knowledge to assist clients with sourcing evaluations, assessments and strategy engagements.• Provided robust financial modeling of supplier proposals to facilitate executive-level decision making.
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AnalystInformation Services Group Jun 2012 - Mar 2014• Assisted clients and ISG engagement teams with preparation of Base Cases, Business Case models, pricing evaluation models and various scenario analyses.• Executed and reported variance and gap analysis• Worked as a Financial Analyst in a client’s IT Finance department. Responsible for Forecasting spend, Financial modeling, performing monthly Variance Analysis, executing month end close, Financial Management of Purchase orders in SAP and was a core member of a Special Projects Strategic team.
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Desk RepresentativeMichigan State University Sep 2010 - May 2012-Accommodated new students to become affiliated with the dorms and the university by answering daily questions that they had, as well as acted as a mentor to them-Provided exceptional customer service to students and parents as the face of the Residential Hall Service Center on campus-Managed and responsible for daily cash bank of $350 -
Shadow InternshipFirst Investors Corporation Dec 2010 - May 2011-Attended weekly staff meetings, cold-called prospective clients, set up appointments as well as attended meetings that had been arranged. Answered customer service questions via telephone and E-mail-Gained valuable workplace experience. Actively assisted clients during meetings to formulate the best financial plan for the client's present and future goals-Traveled with the Manager of the branch to a client's home to provide research reports on investment vehicles for the client's portfolio, such as fixed income funds and growth funds-Assisted the financial adviser with the allocation of client's retirement funds of up to $100,000-Conducted analysis of various fund information and current market activities -
Real Estate DeveloperM.W. Carlson Ltd Sep 2009 - Sep 2010-Managed laborers daily work schedules and coordination with ongoing projects-Scheduled contractors with owners to complete punch list work and/or warranty work-Performed the duties such as ordered material, scheduled contractors, met and communicated with owners to review selections, and completed the finalizing punch listRelated CourseworkFI-455: Financial Modeling in ExcelFI-413: Management of Financial InstitutionsEC-330: Money, Banking and Financial Analysis of Markets
Ross Carlson Skills
Ross Carlson Education Details
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The Eli Broad College Of BusinessFinance -
Finance, General
Frequently Asked Questions about Ross Carlson
What company does Ross Carlson work for?
Ross Carlson works for Wolters Kluwer Tax & Accounting Us
What is Ross Carlson's role at the current company?
Ross Carlson's current role is Financial Planning Associate Director at Wolters Kluwer Tax & Accounting US.
What is Ross Carlson's email address?
Ross Carlson's email address is ro****@****one.com
What is Ross Carlson's direct phone number?
Ross Carlson's direct phone number is +184794*****
What schools did Ross Carlson attend?
Ross Carlson attended The Eli Broad College Of Business, Michigan State University.
What are some of Ross Carlson's interests?
Ross Carlson has interest in Traveling, Snowboarding, Children, Investing.
What skills is Ross Carlson known for?
Ross Carlson has skills like Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Powerpoint, It Consulting, It Outsourcing, Management Consulting, Finance, Customer Service, Cold Calling, Client Reporting.
Who are Ross Carlson's colleagues?
Ross Carlson's colleagues are Joanna Gunzelman, Valerie Morgan, Ushma Thakkar, Valeh Huseynov, Dawn Evanoff, Bobbie Jo Lenahan, Joann Gard.
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Ross Carlson
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Ross Carlson
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Ross Carlson
Professor Of Chemical And Biological Engineering At Montana State UniversityBozeman, Mt5umontana.edu, erc.montana.edu, montana.edu, coe.montana.edu, montana.edu1 +140699XXXXX
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