Amy Bertolet

Amy Bertolet

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location of Amy BertoletFort Worth, Texas, United States

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  • Timeline

  • About me

    Senior Manager Financial Planning & Analysis

  • Education

    • Illinois Central College

      1992 - 1994
      Accounting
    • Bradley University

      1995 - 1996
      Bachelor of Science - BS Accounting

      Activities and Societies: Beta Alpha Psi and VITA tax preparer Accounting Society

  • Experience

    • Caterpillar Inc.

      Feb 2001 - now

      Develop 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 - now
      • Accounting Consultant

        May 2019 - Jul 2021
      • Finance Lead - Start-up Facility

        Nov 2018 - Apr 2020
      • Business Manager

        Oct 2014 - Oct 2018
      • SAP Product Cost Solution Lead

        Feb 2011 - Sept 2014
      • Six Sigma Black Belt

        Feb 2007 - Jan 2011
      • Corporate Accounting Supervisor

        Mar 2005 - Jan 2007
      • Staff Level Roles

        Feb 2001 - Feb 2005
  • Licenses & Certifications

    • Six Sigma Black Belt Certification – Level I

      Caterpillar Inc.
      Sept 2010
    • Certified Management Accountant

      Certified Management Accountant: CMA®
      Apr 2017
      View certificate certificate