Sheri Olson Email & Phone Number

Oxford, Nc, Us

Chapel Hill, North Carolina, United States

Assist university leadership in creating a roadmap for technology tools necessary to support Finance functions including budget and planning tools, reporting and BI analytic tools. The position will work closely with finance and budget leadership, university-wide finance leads across the institution and information technology staff to assess needs and expand capabilities for budgeting, reporting and analytics.

Chapel Hill, Nc

Oversee the coordination of technical and functional resources to deliver enhancements. Write functional specifications for system modifications, conversions, interfaces, and reports. Proactively identify and manage issues as they arise, engaging business process owners and campus customers in developing creative solutions and minimizing risks to the project through collaboration and consensus building.Set short and long-term goals with regard to the direction of the University’s financial systems, business processes, and reporting projects. Work with senior management to develop, monitor and communicate the changes to rollout of new enhancements, timelines and coordinate the resolution of complex problems.Assist with completion of the comprehensive annual financial report for the University.Create reconciliations and management reports for analyzing financial and budget data.Work with leadership and units to develop, implement and manage budgets for the University.

Raleigh, Nc

Responsible for overall planning, organizing, and execution of all IT functions for the accounting department.Support and maintenance of existing IT infrastructure, applications and development of new technical solutions.Design and maintain financial reports including monthly, annual, and budgeting reports.Key Accomplishments:Implemented an automated accounts payable imaging and workflow system reducing approval time from 8 days to 3 days and allowing for online access to images of invoices.Created numerous financial reports for management which streamlined the decision process.

Menomonie, Wi

Responsibility for the design and oversight of the accounting system architecture. Responsibility to consult with all levels of university management in the formulation and establishment of financial policies and procedures related to the University financial system. Specifically, responsible for the functional areas of accounts payable, pre-audit, travel, general ledger, grant and contract accounting, budget, and supervises the activities of the employees in these areas.

Eau Claire, Wisconsin Area

Worked as a Senior business analyst for Medicare and Retirement, a division of United Health Group, creating reporting for business decisions using SAS, Oracle and Access.Responsible for the tracking, reporting and reconciliation of all cash processed through the accounts receivable sub-ledger system. Provide monthly reporting to finance to assist in reconciliation of unapplied cash. Provide support for both the operations and finance teams. Extract data from the A/R system for trending and analysis. Create databases in Access for users to reconcile and maintain data for cash controls. Provide reporting to management on credit on account activity. Work with internal audit to develop SOX controls and mitigate risks for the company.

Responsible for the forecast and on time shipment of all products supplied by American Standard to Menards, Inc. to multiple distribution centers and over 200 stores throughout the Midwest. Provide weekly and monthly reports to management of both companies to ensure a streamlined process is in effect. Work as a liaison between the stores and the vendor to provide information concerning lead times and shipments of special orders. Create manual orders and approve automated orders for the vendor stock items using the Menard inventory management tool. Support the management team at American Standard in gaining an understanding of the Menard process and scoring system and proposed ways to improve the supply chain process.AccomplishmentsConversion from Legacy system to SAP Assisted with the integration of the Eljer and Crane companies into the American Standard SAP system as part of the merger. Created process flow charts of existing procedures to help guide the development of new reports and processes in the new system.

Responsible for ensuring the internally developed software projects are following the federal regulations outlined in SOP98-1(accounting statement of position) for capitalization and reconciling the summary general ledger with project and asset sub-ledgers. Analyzing project costs and resource hours to ensure hours are being recorded appropriately and costs are within approved budget. Daily user of Planview project management system, business objects query tool and Oracle Financials systems, including project accounting and fixed asset.Responsible for Hyperion Enterprise consolidation system maintenance and security including addition of users, accounts and departments to the system. Created new applications for each business unit and year. Tested for changes in accounts, departments and new reports. Loaded and consolidated individual business unit activity to ensure accuracy of data reported on external financials, budgets and forecasts. Accomplishments Development of Process and Controls The tracking of projects was found to be a material weakness and a new process was needed. Led a team to develop process for monitoring and controlling costs based on SOP98-1 regulations. Created a new project template used by all business areas. Worked with internal and external auditors to ensure all regulations were being met by the new process. After four quarters of reporting using the new processes and system the material weakness was removed.Implementation of Oracle Project System Active member of the project team for the implementation of a new project tracking system identified to reduce risk and improve reporting. Created and conducted system testing, documentation and processes for the new system. Designed and tested new reports in Oracle and created new reports in Business Objects for end-users.

Responsible for an approximately $3.4 billion Plant Fund, including the supervision of staff, ranging from interns to accountants; review of all monthly, quarterly and annual processes and reports; initiation and recording of all debt payments for the University. Daily user of PeopleSoft reporting tools including, nVision, Business Objects and PeopleSoft Query.AccomplishmentsClosing of Plant FundSuccessfully closed the Plant Fund for fiscal years 2004, 2003 and 2002. Completed and reviewed financial information used in the University Financial Statement. Reports included Cash Flow, Consolidated Schedule of Net Assets, Consolidated Schedule of Revenues, Expenses, and Changes in Net Assets, Capital Asset Note, Long Term Debt Note, Schedule 1 - State Appropriations, and Schedule 10 - Notes and Bonds Payable.Development of Upload Process for loading AssetsWorked with Michigan Administrative Information Services (MAIS) to develop and implement a new upload process for loading building assets into the Asset Management system. This process was manual in the past and took days to enter all the assets into the system. The process time was reduced to less than a day with less chance for error in inputting the information.Development of "Tax Book" within the Asset System for M-CareWorked with MAIS to develop and implement a "Tax Book" within the Asset system. M-Care has a calendar year end vs. the June year end of the University. This caused a problem for the Tax Department in reporting on M-Care assets to the IRS. With the implementation of a new "Tax Book" the assets are tracked separately allowing the Tax Department to run system reports to get the information needed to report to the IRS.TrainingPresented Seminar I training series on the Plant Fund area for three years. Trained departments on the basics of accounting and using the General Ledger and taught PeopleSoft Budgeting II course.

Responsibilities included compiling financial data for monthly and annual reporting, opening and monitoring project grants in PeopleSoft, and correcting edit, budget and voucher errors in the system. Reports included Source/Use and detailed VP area information. Maintained over 300 grants, completed financial reports, journals, reconciliations, and monitored for unallowable charges. Member of the Report Creation Team that developed predefined queries and reports in PS Query and Business Objects for end-users. Conducted user acceptance testing for PeopleSoft general ledger implementation. Assisted departments with creating and running queries and understanding the budget and actual ledger reports in PeopleSoft.

Mba, Technology Management

Bba, Accounting Information Systems