Wanda Carlson Email & Phone Number

Tulsa, Oklahoma, United States

Grand Junction, Colorado, United States

United States

*Experienced financial professional focused on Office of Finance optimization and stabilization.Areas of specialty:Interim Director seat and C suite staff augmentation and supportAt-risk project executionFinancial planning and analysis Data based decision supportRisk assessment and rapid solution developmentBusiness process improvementData strategy development Integrated driver based planningCapital and strategic planning and prioritization RECENT… Show more *Experienced financial professional focused on Office of Finance optimization and stabilization.Areas of specialty:Interim Director seat and C suite staff augmentation and supportAt-risk project executionFinancial planning and analysis Data based decision supportRisk assessment and rapid solution developmentBusiness process improvementData strategy development Integrated driver based planningCapital and strategic planning and prioritization RECENT ENGAGEMENTS:California based Tribal Enterprise- 08/2022 - 12/2022Gaming, Health, Administrative divisionsInterim Director of FP&A-Developed strong collaborative partnerships with Enterprise leaders-Lead team of analyst to complete first Enterprise Integrated Operating Budget in 60 days using a Rapid Restart methodology.-Developed comprehensive data and technology recommendations to optimize integrated planning for future years to include:**Industry specific driver based models for gaming, hospitality, health, and service programs utilizing existing systems**Capital Planning and Tracking**Labor optimization and reporting**Rolling 24 month forecasting**Budget to actual variance reporting-Assisted on-boarding and debriefing efforts of incoming Director-Oversight and preparation of Business Committee/Board presentations and provided support of divisional leadership through process Show less

Oklahoma, United States

In Ada Oklahoma, 1964 Farms, Inc was formed and created for the purpose of structuring, planning and design, licensing and compliance and consulting.

Durant, Oklahoma

Realigned and combined the Reporting and Analytics (Business Intelligence) department with the Accounting and Finance team to provide full cycle Accounting, Revenue Audit, Inventory Management, Planning, and Analysis across 5 vertical departments creating a department of strategic partnership with business operations in support of more effective and timely decisions.Prepared short and long term capital funding and planning forecast enabling tribal leadership to define growth strategies and… Show more Realigned and combined the Reporting and Analytics (Business Intelligence) department with the Accounting and Finance team to provide full cycle Accounting, Revenue Audit, Inventory Management, Planning, and Analysis across 5 vertical departments creating a department of strategic partnership with business operations in support of more effective and timely decisions.Prepared short and long term capital funding and planning forecast enabling tribal leadership to define growth strategies and execute capital expansion initiatives. Show less

Durant, Ok

Durant, Ok

Durant, Oklahoma

Norman, Oklahoma

• Implemented and Led the Office of Finance in a transition from a 3rd party accounting and management firm. Implemented Great Plains accounting system, including loading historical data, setting up Purchasing Module and interfaced with other manual systems for fixed assets, and payroll. Implemented Konami Casino Management System, both accounting and marketing modules. Responsible for creating and populating the Accounting and Marketing key metrics for Discoverer Business… Show more • Implemented and Led the Office of Finance in a transition from a 3rd party accounting and management firm. Implemented Great Plains accounting system, including loading historical data, setting up Purchasing Module and interfaced with other manual systems for fixed assets, and payroll. Implemented Konami Casino Management System, both accounting and marketing modules. Responsible for creating and populating the Accounting and Marketing key metrics for Discoverer Business Intelligence tool.• Proposed an extensive expansion project including projections and operational plans for 5 years. The plan was approved by Seminole Nation Council and the Construction began in April 2012 and will complete by October 2012.• Implemented a monthly budget that was approved by Council for both 2012 and 2013 using driver based budgeting techniques• Created a data warehousing database and procedure to utilize a single source data structure and reduced data redundancy and streamlined reporting• Implemented Operational plans to create efficiencies and operational forecasting techniques used by the Enterprise Manager/CEO based on key performance indicators. Show less

Worked closely with IT and executive groups to design, develop, and implement the Performance Management Solutions Center.Grew from a staff of one to a staff of six in 15 months as a result of the success and rapid growth of Cognos Business Intelligence projectsSuccessfully implemented the first cross-divisional Financial Consolidation process in less than 60 daysDeveloped and delivered in-house training for all newly developed Cognos applicationsSuccessfully implemented first… Show more Worked closely with IT and executive groups to design, develop, and implement the Performance Management Solutions Center.Grew from a staff of one to a staff of six in 15 months as a result of the success and rapid growth of Cognos Business Intelligence projectsSuccessfully implemented the first cross-divisional Financial Consolidation process in less than 60 daysDeveloped and delivered in-house training for all newly developed Cognos applicationsSuccessfully implemented first automated process for analyzing Promotional effectiveness for our 3 largest gaming facilities in under 90 days.Successfully implemented the first consolidated budgeting and forecasting models using Cognos Enterprise Planning•Oversee development, design and implementation of Cognos Business Intelligence, Enterprise Planner, Cognos Finance platforms.•Analyze, define and document requirements for data, workflow and business processes for all new Cognos projects across multiple departments and Divisions.•Develop design specifications including data requirements, business logic, user interface changes, use cases, screen layouts, roles and responsibility matrices and state model design.•Developed complete, end-to-end BI solutions for all levels of management and client needs.•Trained and Experienced in Cognos Enterprise Planning, Cognos Finance, Report Studio, and IBM Analytic Applications.•Experienced in the maintenance Cognos planning models and Business Intelligence data models and reports.•Create and execute test plans to ensure all components of the system meet specifications.•Review, analyze, and revise data and workflow processes, including detailed project plan management•Provide technical consulting and response to error reports, problems or questions.•Worked closely both on-site and off-site with consulting partner and Company on best practices to analyze, design, develop, test and implement programs to meet on-going businesses rules/needs of the company. Show less

• Responsible for insuring data integrity of general ledger, A/R, A/P, inventory costing system, financial analysis reports, closing and completion of monthly and annual financial statements for a company with annual sales volume in excess of 21.1 million dollars. • Coordinate after sales financing including preparation and submission of credit applications, and preparation and closing of retail contracts with customers. • Responsible for maintaining accounting systems, disaster… Show more • Responsible for insuring data integrity of general ledger, A/R, A/P, inventory costing system, financial analysis reports, closing and completion of monthly and annual financial statements for a company with annual sales volume in excess of 21.1 million dollars. • Coordinate after sales financing including preparation and submission of credit applications, and preparation and closing of retail contracts with customers. • Responsible for maintaining accounting systems, disaster prevention and recovery, and loss control procedures. Implemented new AS400 database applications, and trained all employees to optimize the availability of data through proper maintenance, input, and use. Installed and maintain Web based vendor applications on numerous pc’s and train employees to enter orders, locate products, etc. to improve communications with vendors and facilitate better customer service. Completed business analyses, and plans to comply with corporate dealer certification standards which resulted in the implementation of procedures that improved independent customer satisfaction scores from 88% satisfied to 100% satisfied. Prepared SWOT (strengths, weaknesses, opportunities and threats) for all departments and functions which are updated annually. Continue to assume greater management and decision making responsibilities over time as sales have increased by 90% since 1999. Show less