Sally Ortman Email & Phone Number

Greater Minneapolis-St. Paul Area

Eagan, Mn

• As part of the $3B divesture of Clarivate Analytics, from Thomson Reuters Corporation, collaborated with global teams in creating internal Treasury/Cash processes in the establishment of a stand-alone accounting function. Processes established include the creation of a wire log process to track 800+ monthly transactions in coordination with various business functions such as AP, the Intercompany team, Global Controllers and the Treasury team.• Served as Corporate Controllership main point of contact for third party services providers, Grant Thornton and Genpact, who are responsible for international accounting and global processing functions.• Responsible for ensuring proper and timely recording of ongoing debt activity, intercompany transactions, and payroll.• Managed a team of five professional accountants assigning responsibilities, enforcing deadlines and providing performance feedback of team.• Responsible for calculating global severance and processing bonus accruals in 40+ countries. • Served as key contributor in the implementation of SAP to NetSuite by providing accounting and related process requirements, including guidance on journal entry and SOX controls requirements.• Performed monthly review of US cash balances for reasonableness, working with the Treasury team and third party vendors to validate the appropriateness of cash balances for external reporting.• Coordinated and provided accounting audit support with PwC for the year-end audit and quarterly reviews. • Partnered with PwC Advisory to document processes performed by third party service provider, Genpact, including the accounting for intercompany loans, AP payment exception process, and unclaimed property process.

Eagan, Mn

• Managed $240 million in real estate operating expenses for North and Latin America sites managing challenging forecast requirements while ensuring aggressive timelines were met.• Recruited and led mixed employer/contractor finance team of five professionals as part of the corporate consolidation of the global real estate process.• Instrumental in transitioning facility management from an internal process to an outsourced third party vendor, consisting of separating controllable costs from budgets and the oversight of facility management costs.• Managed operating expenses for 100+ sites to ensure compliance with monthly revised forecasts utilizing Hyperion and SAP.• Served as the main contact responsible for centralizing real estate budgets from 200+ budgets into one centralized budget.• Served as key player on the transition team centralizing the processing of landlord payments from a decentralized process to a central third party vendor.

Eagan, Mn

• Assisted in annual budgeting process of $90 million real estate portfolio, including assessing appropriate spend per property to meet target and delivering accurate and timely month-end financial close.• Performed reporting and variance analysis for $500 million real estate portfolio.• Served as key team member in the creation of a Global Real Estate database, which streamlined and standardized the reporting of operating expenses for all properties. • Reconciled and reported on $6 million in annual capital spend.

Eagan, Mn

• Served as the primary contact and leader for monthly balance sheet reviews and fluctuation analysis for $1B revenues of Tax & Accounting (T&A) business unit. • Coordinated accounting audit support and served as main point of contact for the quarterly T&A external audits with PwC. • Recorded revenue for various product lines while updating and maintaining waterfall schedules to ensure accurate revenue recognition for the T&A business unit.• Served as Project Manager for Project “Lean Six Sigma” project team; successfully led team toward reducing the number of manual transactions being processed, resulting in a 62% reduction of manual transactions and a savings of $60K per annum.

• Responsible for monthly variance analysis of financial reporting to senior management.• Ensured accurate and timely month-end close process.• Primary contact for the reconciliation of all revenue for company’s $15M in annual sales.• Coordinated annual budgeting process with all functional departments.• Project Manager for yearly warehouse physical inventory count.• Reconciled company fixed assets and coordinated yearly inventory of assets.