Allstate

Director of Finance

Senior Finance Manager

OrthoFi

Director of FP&A

Finance Manager

Financial Planning and Analysis Manager

Product Manager

Senior Financial Analyst

Staff Financial Analyst

Financial Analyst

Accountant

Senior Finance leader with expertise installing best-in-class finance operations to drive stronger corporate performance. 

My expertise is in transforming finance functions to improve efficiency and effectiveness. This involves assessing people, process, and product (reporting, analysis, forecasting, and consulting) to rebuild the function and drive operational excellence.

This often involves deploying modern tools and technologies to scale analytics and help executives make faster decisions. However, most finance teams underutilize their current resources and spending too much time on reporting. They struggle to produce actionable analytics to feed their forecast - I help finance teams fix this problem.

Ultimately, my skillset is rooted in turning finance teams into value-added, proactive operations.

Expertise in: 
- Budgeting
- KPI reporting
- P&L forecasting
- ERP implementation 
- Root cause analytics
- Operational planning
- Business unit strategy
- Multi-year forecasting
- Managing remote talent
- Automated dashboards/reporting

Financial tools & systems
- Excel
- Tableau
- Power BI
- Sage Intacct
- SAP BPC/HANA
- Business Objects
- Hyperion/Oracle Essbase
- Quickbooks Online/Desktop

Brett Hampson

The Henry M. Jackson Foundation for the Advancement of Military Medicine

Financial Planning Budget & Analytics Officer

NTCA–The Rural Broadband Association

NOTE: Voluntarily left job in great standing after a challenging personal year to take an end-of-year hiatus

•	Finance owner of BI360 planning and reporting system (jointly managed with IT)
•	Led and managed the annual budget and quarterly projection processes
•	Owned creation of quarterly board financial presentations for separate entities with distinct financial structures
•	Delivered budget and projection training for end users
•	Managed business continuity/disaster recovery RFP process and corporate insurance administration
•	Reported directly to the CFO

Director of Budgets, Reporting, & Analysis

American College of Radiology

•	Supervised team of 3 senior financial analysts and also had 3 dotted-line analyst reports
•	Oversight of Planful system administration; owned workforce planning within the system
•	Led and managed the annual budget process and monthly, quarterly, & annual financial reporting  
•	Owned end-to-end development of executive/board-level financial presentations
•	Built top-down budget target model

Key Achievement:  Implemented monthly forecast process

Manager FP&A

ATPCO

•	Oversight of Adaptive Insights planning tool administration; owned workforce planning within the system
•	Supervised a senior financial analyst
•	Acted as financial business partner to the Product organization (budgeted annual operating expenses of $18M) and Corporate organizations (combined budgeted annual operating expenses of $23M)

Manager, FP&A

Oracle

•	Acted as financial business partner to the West region of the North America Technology sales organization with budgeted annual cloud & license sales of over $130M
•	Supported the weekly sales forecast process and daily quarter-end sales forecast process
•	Analyzed & recommended compensation plans for new sales employees

Principal Finance Business Partner

Graduate Management Admission Council® (GMAC®)

•	Led and managed the annual budget, mid-year forecast, and annual product profitability analysis processes
•	Delivered standard monthly & quarterly financial reporting for senior management and the Board of Directors
•	Delegated and managed deliverable responsibilities with junior FP&A colleagues 

Key Achievement:  Managed Workday Planning module implementation

FP&A Senior Manager

•	FP&A partner for the Product, Business Operations, Marketing, and Market Development organizations (total of 36 departments with groups in London, India, and Hong Kong) - combined annual budget of $92M in revenue and $33M in expenses
•	Managed preparation of consolidated financial package while providing summary & analysis of monthly financial results to senior leadership team
•	Prepared executive dashboard and presentations for Board meetings
•	Prepared quarterly consolidated cash flow statement

Key Responsibilities/Achievements:
*  Owned/managed annual company-wide product profitability analysis  
*  Core member of Workday Financials implementation team; built custom financial statements within the system

Senior Financial Analyst Manager

Neustar

Senior Financial Analyst II – Sales (2013 – 2014)
•	Provided FP&A support to 6 sales departments with combined annual budget of $86M in expenses and over 250 headcount
•	Prepared quarterly 18-month rolling and monthly in-year expense forecast including sales commission and bad debt expense

Senior Financial Analyst II – Revenue (2013)
•	FP&A partner for multiple lines of service with combined average annual revenue of $80M
•	Built and implemented revenue models for Information Services revenue products
•	Prepared quarterly 18-month rolling and monthly in-year revenue and expense forecast

Senior Financial Analyst II – Consolidated Reporting & Analysis (2009 – 2013)
•	Consolidated and prepared annual board budget presentation as well as annual budget books for executive management team
•	Led efforts to consolidate and prepare weekly CEO staff meeting financial presentation as well as monthly close presentation, President’s report, & board presentation
•	Coordinated the annual financial planning process

Senior Financial Analyst II – G&A (2008 – 2009)
•	FP&A partner for all corporate departments with combined annual expenses of $67M and over 190 headcount
•	Prepared monthly financial packages and presented results to departmental SVPs/VPs on a monthly basis

Senior Financial Analyst II

Smithsonian Enterprises

•	Charged with accountability for preparing annual operating expense budgets, capital budgets, and monthly/quarterly forecasts for all corporate departments
•	Led efforts to analyze consolidated operating expenses, capital budgets, and forecasts
•	Prepared Assessed historical trends and discussed financial goals with CFO and CEO
•	Created monthly consolidated financial presentations and prepared board presentations

Senior Corporate Financial Analyst

Seasoned Finance Professional with FP&A and Accounting Experience

Accomplished and versatile finance professional with significant financial planning & analysis (FP&A) and accounting experience. Areas of expertise:
executive and board-level presentation development/management | process improvement | consolidated financial reporting | budget and forecast process oversight | financial modeling 
Strengths include meeting tight deadlines in a fast-paced environment with competing priorities. 
➡️ Experience with Planful, Adaptive Insights, Workday Financials, Hyperion Essbase & Planning, SAP BPC, BI360, and TM1
➡️ Supervision of staff / coaching of team members
➡️ Financial reporting & analysis -  revenue, expense, headcount, projects, product profitability, capital
➡️ Experience with large & small public companies and non-profit organizations in various industries
➡️ Highly organized, proactive, focused, and passionate about adding value -  strong sense of urgency; bias for action
➡️ Recovering perfectionist with a love of nature, Starbucks hot chocolate, and Border Terriers

taplio

The Battle

Brett Hampson

Kimberly (Davis) Schwartz

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