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.
• 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.

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.

• 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.