Nancy Storlie

Experience

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  Musicland

  Jan 1996 - Jan 1998

  Sr Financial Analyst
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  Supervalu

  Jan 1999 - Jan 2004

  Sr. Financial Analyst
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  GMAC ResCap

  Jan 2004 - Feb 2008

  Established budgeting and forecast procedures and utilized systems to enable consistent information flow and data integrity within the Wholesale segment. Focused on developing new processes to meet increased data demands and created several process improvements to decrease time spent during monthly close as well as forecasting periods. Worked closely with Accounting and Management Reporting to ensure accurate reporting and provide guidance when necessary. Performed extensive sensitivity analysis, leveraging Essbase and creating internal models to provide insight into volume, expense, or margin possibilities. Oversaw one direct report and managed his day to day activities. Show less Managed the forecasting and analysis of the Prepayment Sensitive Assets (PSA) portfolio in direct collaboration with the trading floor to institute hedging strategies. Developed and prepared monthly, quarterly and annual sensitivity analysis including multiple rate possibilities that could affect the portfolio and the expected hedge strategies. Created Economic Capital model utilizing Hyperion Essbase to leverage an existing Return on Economic Capital information source to build a product and business segment distribution. Oversaw the Product Profitability process which utilizes a dynamic, driver-driven expense allocation model to allocate revenues and expenses to loan products based on variable driver data. Worked with various internal stakeholders to assign appropriate drivers. Show less

  • Lead Financial Analyst

    May 2004 - Feb 2008

  • Sr Financial Analyst

    Jan 2004 - Jan 2007
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  Ceridian Corporation

  Feb 2008 - Sept 2013

  FP&A manager for a $500M revenue portfolio. Built and maintain Microsoft Access-based financial forecasting model that utilizes multiple data sources to generate forecasted revenue by component, by product line, for all business units. Developed and standardized financial metrics (KPIs) across the entire organization such as Retention, Same Store Sales, Sales Order Value (SOV), Product Profitability and SOV to Revenue realization ratios across all products. Collaborated with senior leadership across Sales, Account Mgmt and Operations to incorporate the implementation teams’ operational workflow tool into financial forecasting model, which significantly increased forecasting accuracy and accountability.Developed Cancel Risk Report process for sales team, which allows them to view and remediate potential cancelations of previously sold products and services. Present monthly revenue results, variance explanations and revised monthly forecast to Senior Leadership. Participate in long range planning sessions with Senior Leadership. Show less Revealed and executed on revenue optimization opportunities across all functional areas of the business, including accounting, billing, contract administration, pricing, implementation, order management, and production. Launched, designed and implemented a Deferrals Management process to remove over 300 clients from their active deferral status resulting in over $20 million of incremental EBITDA in 2010. Hired, trained and managed a team of six analysts who follow a Six Sigma designed process that has enabled realization of an additional $15.3 million plus of EBITDA through July 2011. Show less

  • Manager of Revenue Analytics

    Jul 2011 - Sept 2013

  • Lead Operations Analyst

    Feb 2008 - Jul 2011
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  Donaldson

  Sept 2013 - Apr 2016

  Manager, Financial Planning & Analysis

  Manager, Corporate Financial Planning & AnalysisLead the coordination and consolidation of the worldwide forecast for a multi-national $2.5 billion publicly traded company. Highlights:• Developed bonus accrual model deployed worldwide that saves over 100 hours in labor per quarter.• Instituted repeatable forecast modeling process that saved over 220 hours in labor per quarter.• Drove the consolidation of a global oracle platform R12 that merged domestic and international entities.• Oversaw domestic operating expense budget and forecast of $225M annually.• Standardized best practices using analytics tools, reports, and forecast templates deployed worldwide.• Led the development of the first rolling forecast process at the organization providing the ability to cut time to build a forecast by 60%.• Coordinated worldwide financial planning for the entire organization, including communicating targets, workflow mapping, calendar development, monitoring deliverables, reviewing submissions.• Responsible for consolidating worldwide forecast, eliminations of intercompany activity, currency translation, and corporate adjustments.• Compilation of monthly consolidated worldwide financials with executive level commentary and delivered results monthly to C suite.• Crafted quarterly Board of Director materials. Show less

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  United Technologies

  May 2016 - Jun 2018

  Manager of Operations FP&A
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  Entrust

  Jun 2018 - now

  Senior Manager, Sales Incentive Compensation