Shelly Haugh Email & Phone Number

Portland, Oregon, United States

Portland, Oregon, United States

Returned to the Agency to assist during the new WW software implementation of Accountability.- Provided weekly Worldwide cash visibility to CFO and Portland Finance Director for North American & International offices (PDX, NY, Shanghai, Delhi, Mumbai, São Paulo, Seoul, Tokyo, London, Amsterdam and Mexico).- Created weekly, detailed cash reporting for.

Portland, Oregon Area

• Instrumental in transitioning CMD to an Independent Agency when the company purchased themselves back after 20 years being owned by their biggest Client, Jeld-wen Windows and Doors.
• Created new banking relationships for the Independent Company, set up a new payroll system, set up new company purchasing card program and worked with human resources to roll out new employee 401k plans and benefits.
• Mentored team of 4 finance/accounting professionals on how to close the books and financially operate as a new Independent Agency.
• Managed Agency cash flow tightly. Educated Agency on importance of cash management as an Independent Agency. Provided cash position visibility weekly to CEO and CFO.
• Re-hauled the company software, Advantage. Moved the software to the cloud for better security and implemented Advantage Media module to enable better tracking of media funds and corresponding cash.
• Implemented tight accounting processes and controls to enable a smooth 1st year audit as an independent agency.

Portland, Oregon

• Helped mentor accounting staff after Accounting Director’s health issues left staff without direct leadership during NetSuite software implementation at the Agency. North America went live on NetSuite in May 2018.
• Complete overhaul of the cash forecast process. Streamlined inputs to provide the Accounting Director and CFO weekly visibility to accurate, North America Agency only cash.
• Worked with budget analyst to roll out Agency FY19 budget globally. Worked with subsidiaries and IT on budget submissions and consolidated Agency reporting for the CFO.
• Responsible for all corporate cash accounts for the Agency and approval of all daily cash transactions (~$5M).
• Managed relationships with local bank. Set up process for outsourcing ACH’s and check’s on KeyBank’sConsolidated Payables software solution during NetSuite implementation.
• Supervised cash accountant’s daily work and reviewed complex, monthly cash balance sheet reconciliations.

Portland, Oregon Area

• Responsible for day-to-day business of the non-profit in QuickBooks (P&L, donations, cash outlook, A/P, payroll) after previous Finance Director’s abrupt departure. Annual budget was $2.2M.
• Created the FY16 and FY17 annual budgets by department, including donation estimates by type.
• Prepared and gave quarterly financial presentations to the Caldera Board of Directors. Reviewed budgetiterations with Finance Committee.
• Handled the FY16 Caldera Audit. Completed all audit schedules for external auditor and worked to bring audit to completion so federal, state & independent donors had assurance on how non-profit money was spent.
• Recreated complex $10M endowment schedules by equity type for audit. Worked with Caprock Investments to manage investment of endowment based on socially responsible standards that aligned with the non-profit.

Wilsonville, OR

• Provide financial leadership for NARS Sales Division ($500M annual revenues). Financial navigation through complex two-tiered distribution network and deep understanding of business model and operations.
• Analyze, forecast and plan in detail NARS P&L (Equipment, Supplies, Service and Expenses)
• Provide Division consolidation reporting to Xerox Corporation for the NARS P&L and units, and answer external auditors, investor relations and matrix organization questions on NARS results.
• Business Partner with NARS Senior Leadership team on each respective area of the business.
• Provide revenue guidance on Major Account opportunities and how to structure business deals for maximum revenue and profitability. Approve all Major Account opportunities over $500k or with non-standard terms.
• Responsible for Marketing Claims Operations team and making sure all contra rebates and Marketing Development Fund claims from distributors and resellers are processed in a timely and accurate manner.

• Responsible for contra revenue accounting and control. Partner with Marketing on end user rebates, channel programs and bid opportunities to achieve maximum unit growth through effective use of limited contra dollars.
• Responsible for Division Selling, Marketing and Administrative expense management through annual planning and monthly closing and forecasting. Provide financial guidance to NARS management on delicate balance of.
• Created yearly commission quota setting tool for Sales organization based on territory potential. Managed year-end commission accrual through complex commission modeling.
• Responsible for Strategic Partners & Alliance (NARS Service) deferred revenue and warranty. Business partner with Strategic Partners & Alliance management and work with team to grow Service profitability.
• Provide financial leadership to Channel Expansion initiative, Free Color Printers program and Xerox Direct.
• Provide Lean Six Sigma financial and operational support for the NARS organization.

• Controller - Field Operation (2004-2005) - International Sales, Service & Apps Financial Responsibility. Financial support to four regional GM's and 20 subsidiaries
• Controller - Service (2002-2003) - Worldwide Service Financial Responsibility
• Revenue Manager (2001-2002) - Revenue recognition for all product lines, SAB101/104 implementation
• Revenue Financial Analyst (1998-2001)
• Service Financial Analyst (1997-1998)

- Responsible for annual compilation, analysis and reporting of Company budget consisting of a consolidated P&L, consolidated balance sheet, and consolidated statement of cash flow. - Forecasted revenue shipments, bookings and backlog by region and product line- Extensive training and rotation through six key areas of finance: Budgeting, Tax, Cost.

Master Of Business Administration (M.B.A.)

Started MBA at Santa Clara University and then transferred to University of Portland to complete my MBA when I moved home. Completed MBA.

Bachelor Of Science (Bs), Accounting

Activities and Societies: Alpha Chi Omega Sorority - VP of FinanceFinance Internship at IBM in San Jose, CA - Summer, 1993