
Amy Bertolet

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About me
Senior Manager Financial Planning & Analysis
Education

Illinois Central College
1992 - 1994Accounting
Bradley University
1995 - 1996Bachelor of Science - BS AccountingActivities and Societies: Beta Alpha Psi and VITA tax preparer Accounting Society
Experience

Caterpillar Inc.
Feb 2001 - nowDevelop and lead team of finance professionals in supporting business partners make data driven business decisions. Provide financial support to various leaders in support of Caterpillar strategy Financial lead for a Caterpillar start-up facility. This included implementation of ERP, related financial systems and financial controls. The role was responsible for tracking start-up budget and the preparation of the original acquisition analysis. Led team that completes all financial aspects of running the Caterpillar foundry. Also provided financial insights and consultation to facility leadership. Responsible for Caterpillar SAP template as it related to product costing and inventory valuation. This role supported template deployment. Led several 6 Sigma Projects in the general accounting. The benefits generated from these projects included reductions in the number of accounting reports, improvements to accounting reconciliation processes and shared service implementations with repeatable processes. Led a team of accounting professional in monthly financial. This role focused mainly on ensuring the accuracy and GAAP compliance in reporting of inventory. Performed staff level work that included providing internal business unit financial results, operational metrics, budget analysis and financial viability of new products.
Senior Manager Financial Planning Analysis
Aug 2021 - nowAccounting Consultant
May 2019 - Jul 2021Finance Lead - Start-up Facility
Nov 2018 - Apr 2020Business Manager
Oct 2014 - Oct 2018SAP Product Cost Solution Lead
Feb 2011 - Sept 2014Six Sigma Black Belt
Feb 2007 - Jan 2011Corporate Accounting Supervisor
Mar 2005 - Jan 2007Staff Level Roles
Feb 2001 - Feb 2005
Licenses & Certifications

Six Sigma Black Belt Certification – Level I
Caterpillar Inc.Sept 2010- View certificate

Certified Management Accountant
Certified Management Accountant: CMA®Apr 2017
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