DAHL Consulting

As the Director of our MSP (Managed Service Provider) business line I am responsible for the overall operation and success of each MSP client.  I work closely with the Program team supporting each client to understand the metrics and service levels required to meet/exceed expectations .  Additionally, I participate in new business strategies to develop solutions for prospective clients, lead MSP client implementations and work closely with our VMS project team on current and future VMS developments.

Director - MSP Field Operations

Dahl Consulting/Cargill

Lead the implementation of the Dahl Program (MSP) at Cargill.  Work closely with the Cargill steering committee to successfully launch the program.   Meet with key executives on program goals and strategies and provide metrics to monitor progression.  Oversee the on site team to ensure program requirements are being delivered.

Area Program Manager

Dahl Consulting/Deluxe

Oversee the MSP at Deluxe Corporation, work closely with the on site program manager to provide client with service levels that meet or exceed program goals.  Continuously work with client to leverage savings, provide metrics on program activity and supplier performance, and provide ongoing education to department managers/executive leadership on the program process and benefits.  Manage the employee time tracking group/process/SOW within the client's IT department.

Area Program Manager 

Dahl Consulting/Ecolab

Manage the implementation of the Dahl Program within IT at Ecolab, manage program activity and expansion.  Meet with key executives on program goals and strategies and provide metrics to monitor progression.  Continuously work with department managers to educate them on the Dahl Program and lead the on site team to assist with the day to day business needs related to contract resource needs.

Dahl Consulting/St. Jude Medical

Oversee the Dahl MSP at St. Jude Medical, work closely with the on site program manager to ensure we are meeting or exceeding goals set forth.  Work with client to understand needs as the company changes and provide ongoing support where needed.  Form strong partnerships with all parties involved in the program.  Instrumental in the program rollout/conversion process which involved contract negotiations with suppliers and Independent contractors and required high touch/communication with the suppliers and client's executive leadership.

US Bank, N.A.

Account Management of municipal bond issues.  Customers included cities, counties, municipalities, school districts across multiple locations within the US.   Facilitated transactions and validated compliance via the governing documents.  Completed scheduled payments to Investors as governed by the legal documents.

Trust Officer

Enterprise Rent-a-Car

Management trainee, promoted to Assistant Manager in 8 months, promoted to Branch Manager in a little over a year.  Awarded for sales and customer service.  Managed small team of Trainees.

Branch Manager

Driven, dedicated, energetic leader with over 18 years of experience in MSP/VMS services within the staffing industry.  Successful in implementing and overseeing the management of contingent workforce programs as well as expanding existing programs.  Highly skilled in adapting to needs of clients, evolving processes as the market changes, and sharing industry insights with clients and internal teams.

Ann Mallory

Walmart

Finance | Product Implementation | AI/ML Implementation | Business Strategy
•	Led a team of 4 across product, engineering, data science, & financial planning in implementation of AI/ML strategy.
•	Drove end user change management, customer success, and product adoption of AI/ML generated sales forecast enabling finance organization to transform ways of working
•	Drove AI/ML alignment by cross-functionally partnering with segment wide financial users to build out all financial P&L line forecasts and drivers within and across financial models.
•	Develop and build financial P&L back-end architecture with AI & ML integration
•	Drove cross-functional alignment of business, finance, and product strategies across multiple forecasting tools.

Senior Manager, ML/AI Finance Transformation

Adobe

•	Led a team of 3 across product implementation, annual and long-range operating planning, forecasting, and strategic planning.
•	Led and trained product teams on data and reporting, earning the CFO Award. 
•	In partnership with Adobe CFO, co-founded Finance leadership group across Adobe Enterprise 
•	Priced and modeled financial impact for new product features and initiatives. Developed and drove top-line GTM growth strategies across geographies, sales segments, and sub-products.
•	Aligned and drove product and financial strategies cross-functionally across VPs of product, engineering, sales ops, marketing, and corporate finance.
•	Crafted & presented executive level communications, shaping strategic product narratives with senior leadership reporting to CEO.
•	Led Revenue, ASV, ARR, and attrition forecasting; developed long range three-year strategic plan to identify investment gaps and growth opportunities.
•	Provided operational guidance on resource allocation and cloud strategy, driving margin optimization & efficiency to enhance strategic profitable decisions.
•	Developed customer insights reporting tools for customer metrics, uncovering organic pipeline expansion growth opportunities across Adobe solutions.

Finance Leader - Product

•	Led a team of 4 analysts across product implementation, financial forecasting, annual operating planning, and long-range planning.
•	Led quarterly ARR and revenue forecast consolidation for corporate, including strategic long-range and annual operating plans. Developed forecasting models for incremental investments to drive ARR growth.
•	Drove executive-level reporting & insights for quarterly forecasts & reviews and Annual Operating Plan for CFO and senior executives, shaping strategic decision-making and communication to Wallstreet.
•	Drove forecast alignment and collaboration across corporate FP&A, sales finance, BU finance, and geo FP&A, improving coordination across teams. 
•	Partnered with business operations leaders to drive companywide product strategy for long range and annual operating plans.
•	Drove implementation & end-user adoption of IBM TM1 across Finance organization.

Finance Manager - FP&A Sales Strategy Consolidations & Planning

•	Lead a team of 5 analysts managing operating plan, forecasting, and long rang planning
•	Led product and engineering teams on cloud optimization of back-end architecture & infrastructure on AWS, Azure, and on premise, achieving $5M in savings (CFO Award 2021). Provided cost efficiency recommendations and drove strategic cloud purchasing decisions.
•	Built product and performance analytics solutions for automated product line P&L statements and cloud cost forecasting models to support investment decisions and operational efficiency.
•	Built executive level reporting dashboard solutions for engineering teams to gather insights and enhance infrastructure and monitoring tool usage & spend visibility.
•	Partnered and drove stakeholder management cross-functionally with business operations leaders, engineering teams, and executives to align financial and product strategies.
•	Led cloud strategy cost savings initiatives across cloud technology, monitoring tools, and infrastructure investments. Drove vendor negotiations to optimize spend while exploring open-source solutions for reverse engineering.

Finance Manager - FP&A Cloud Technology

Eaton

•	Led a team of 4 cross-functionally in business intelligence, financial analysis, engineering, and data science.
•	Drove product implementation and digital transformation by leading product team development of dashboards transitioning from back-end MS Access to SQL, enabling real-time reporting and executive decision-making.
•	Forecasted monthly revenue of ~$9B across America's Hydraulics while analyzing trends in standard margins to guide and optimize pricing and product positioning strategies.
•	Drove process optimization and control measures for accrual and reconciliation of rebates, deductions, and credits for accurate balance sheet reconciliations.
•	Partnered cross-functionally with VP level sales teams to identify and understand key revenue drivers, translating complex financial data into actionable insights. 
•	Executive level reporting on critical financial metrics and trends to Sales and Product Executives, President, and Board of Directors, influencing strategic product and market decisions.

Finance Manager Commercial Sales 

Cargill

▪       Set-up financial framework for digital SaaS software startup.
▪       Acquisition integration across parent company technical accounting, SG&A, and revenue 
         recognition practices.
▪       Own P&L from top to bottom.
▪       Capitalize software development costs and assets.
▪       Forecast engineering development hours and costs.
▪       Provide technical accounting guidance for setting up start-up globally.
▪       Create, review and deliver timely, accurate and consistent management reports/packages
▪       Interpret results to stakeholders. 
▪       Perform variance analysis.
▪       Apply a broad level of understanding to conduct deep financial analyses.  
▪       Run product line month end analysis, balance sheet trend analysis, forecasts, and customer and 
        product profitability analysis. 
▪       Partner with business and functional leaders to provide financial guidance on managing results 
         to achieve budget and target goals of the business.
▪       Executes budget and forecast processes by implementing improved forecast modelling.
▪       Respond to ad-hoc requests from the enterprise and supported businesses .
▪       Monitor monthly financial statements to ensure financial reporting accuracy.
▪       Ensure control measures are in place for all reported financial information.
▪       Continuous improvement to ensure optimization and standardization of management 
         information.
▪       Support implementation of best practices on processes, technology, reporting and timelines
▪       Participate in key project activities to improvement and develop new management information.

Financial Analyst

vRad (Virtual Radiologic)

▪       Drove independent contract to employee transition analysis and adoption.
▪       Analyze radiologist compensation to revenue generation and staffing model.
▪       Statistical analysis of catastrophic events related to staffing, compensation, and revenue.
▪       Assist in managing, updating and improving forecast models
▪       Report monthly results, provide variance analysis and explanations
▪       Drive annual budget and forecast cycles with detailed analysis and insights
▪       Leverage business acumen to provide analytical problem solving and drive process   
        improvements
▪       Understand cost drivers in cross functional areas, determine cost allocation methodology 
       And drive execution in financial statements.
▪       Develop and maintain relationships with the business owners
▪       Manage and update forecasting models and ad hoc reporting databases
▪       Monthly reporting of results including variance explanation and research
▪       Provide solutions in solving problems and facilitating process improvements
▪       Specialize in analysis, modeling, accounting and system related functions
▪       Assist with development of internal controls, policies and procedures
▪       Assist in the month-end close and consolidation process

Financial Analyst II

The IHC Group

▪       Report sales figures, statistics, and trends to the President, CFO, and VP’s of    
         multiple sales distributions.
 ▪       Perform persistency analysis on insurance sales to forecast future revenue as well 
         as to aid in the creation of compensation agreements.
 ▪       Communicate with third party vendors in the creation of reporting agreements,  
         setting up FTP’s for quick access to these reports.
 ▪      Utilize Microsoft Access as a database, compiling queries and macros to increase 
         the efficiency of data analysis and report creation.
 ▪      Maintain open communication with IT colleagues to ensure proper data transmittal      
         persists and the correct fields are populated.
 ▪      Assist in the implementation and creation of a CRM database for the use of sales
         tracking and commission statement generation. 
 ▪       Perform data analysis by state, distributions, agencies, etc. for bonus structure 
         agreements and accounting purposes.        
 ▪       Maintain close communication with the VP’s of all distributions to ensure proper
         reporting, data analysis, agent performance, and overall distribution performance
         is accurate and on track with forecasts.

Finance Manager

Northwestern Mutual

Analyze client’s personal financial goals and create a written analysis.
Completed Accident, Life, Health, and Long term care insurance courses and obtained licenses. 
Provided expert guidance and innovative solutions to help meet a client’s financial goals and objectives at every life stage.
Provided specific recommendations as to which products would appropriately suit the clients expressed needs within his/her budgetary constraints.
Focused on client risk management by assessing the need for disability and life insurance.
Brokered out for client coverage in the event of being denied by Northwestern Mutual.
Have ongoing communication with underwriters and reinsurance providers when necessary.
Attended networking events along with prospecting with clients for future leads.
Attended and completed continuing education requirements, annuity training included.

Financial Advisor

Alerus Financial

Process 401k, 403b, and IRA contributions
Rollover 401k accounts and 401k's to IRA's
Ensure proper trades are executed with the correct investment options preferred by clients
Utilize excel and other ancillary systems to ensure proper processing
Allocate funding based on client requests
Work with payroll companies to ensure correct and precise information is logged

Pension Analyst

Experienced Financial Leader with a demonstrated history of working in many industries including software start-ups.  Skilled in Business Analytics, Financial Process Improvement, Business and Data Analysis, and Business Partnering.  Graduated Summa Cum Laude from Augsburg College.  MBA, Business Analytics/Data Science from Hamline University.

taplio

The Battle

Ann Mallory

Amanda Hanson

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?