Summary
Overview
Work History
Education
Skills
Websites
Career Experience
Timeline
Generic

Amanda Berkemeier

McCordsville

Summary

Dynamic financial leader with extensive experience at Advanced Turf Solutions, excelling in financial reporting and strategic planning. Proven track record in enhancing ERP systems and ensuring compliance through effective audit coordination. Adept at driving growth and optimizing processes, fostering collaboration to achieve organizational objectives. Strong analytical skills paired with exceptional leadership abilities.

Overview

12
12
years of professional experience

Work History

Financial Planning and Treasury Project Manager

Advanced Turf Solutions
Fishers
06.2024 - Current
  • Executed business forecasting, budgeting, analysis, and treasury functions, including bank covenants and cash handling.
  • Directed automation and process improvement projects for accounting and treasury operations.
  • Assisted with business forecasting focusing on risk management, supplier rebates, and product pricing.
  • Conducted due diligence and financial analysis for potential acquisition targets.
  • Led data migration efforts for multiple acquired partners to ensure seamless integration.

Vice President of Accounting and Finance

TalentLogistiX | SecurityForceX
Indianapolis
01.2023 - 01.2024
  • Managed all aspects of cash management, insurance, budgeting, and financial reporting.
  • Coordinated development of annual operating, capital, and program budgets.
  • Implemented best practices to enhance fiscal management and project coordination.
  • Ensured compliance with national and local financial regulations through diligent legislative analysis.

Accounting & Finance Consultant | Interim Controller | Interim Product/Project Manager

MY STARTUP TEAM
Indianapolis
01.2019 - 01.2023
  • Developed tailored solutions to empower businesses in dynamic markets through strategic planning and profit maximization.
  • Enhanced business information systems by devising innovative strategies for advancement.
  • Generated monthly management reports and accounts while adhering to company protocols and deadlines.
  • Ensured compliance with local tax regulations, accounting standards, and external reporting requirements.
  • Provided insights on patent, copyright, and intellectual property development.
  • Conceptualized structured content bundles, training resources, and sales aids for platforms and products.
  • Spearheaded implementation of Oracle, NetSuite, Microsoft Dynamics 365, and SAP across various organizations.
  • Transformed brewery database into a consumer-oriented mobile application, diversifying client revenue streams.

Director of Accounting

Ultimate Technologies Group
01.2018 - 01.2019
  • Oversaw comprehensive accounting, finance, and procurement operations, enhancing operational efficiency and financial integrity.
  • Guided junior team members in policies, procedures, and ERP systems to promote professional development.
  • Led valuations and conducted due diligence for acquisitions, supporting strategic decision-making.
  • Generated and refined critical reports for executive leadership, facilitating informed decision-making.
  • Supervised audit processes with CPA partners to ensure compliance and accuracy.
  • Managed HR functions including payroll, benefits, and corporate tax reporting, ensuring regulatory adherence.
  • Provided strategic counsel on capital financing options, driving growth from $116K to $3.5M in annual revenue within one year.
  • Architected internal controls that significantly improved auditing practices and risk management.

Financial Planning & Analysis

AES
Indianapolis
01.2015 - 01.2018
  • Articulated and disseminated annual budget across diverse departments, facilitating seamless financial planning and allocation.
  • Scrutinized and validated variance explanations within business groups to ensure precise analysis and reporting.
  • Delivered monthly financial reviews of intricate thermal assets, providing strategic insights and maintaining fiscal oversight.
  • Streamlined and integrated monthly financial outcomes for company's US Strategic Business Units, meticulously examining results and crafting presentations for executive leadership.
  • Assumed role of proficient 'super-user' for consolidation ERP system within FP&A team, contributing to system optimization and efficiency.

Treasury Analyst

Allison Transmission
Indianapolis
01.2013 - 01.2015
  • Generated daily treasury journal entries to ensure accuracy of financial records.
  • Collaborated with internal and external auditors for Sarbanes-Oxley control testing.
  • Conducted general ledger reconciliations for Accounts Receivable, Payable, Payroll, and cash accounts.
  • Crafted monthly journal entries for interest and hedging accruals demonstrating financial detail.
  • Aligned market demands with product requirements to enhance market success.

Education

Bachelor of Science - Accounting And Finance

Indiana University, Kelley School of Business
Indianapolis, IN

Skills

  • Financial reporting and analysis
  • Financial analysis
  • Budget management
  • Project management
  • Cash management
  • Data migration
  • Process improvement
  • Automation implementation
  • Financial reporting
  • Teamwork and collaboration
  • Creative thinking
  • ERP systems management
  • Audit coordination and compliance
  • Strategic planning and execution
  • Mergers and acquisitions
  • Strategic planning
  • ERP systems
  • Team leadership
  • Stakeholder communications
  • Deliverable tracking

Career Experience

  • Financial Planning and Treasury Project Manager, Advanced Turf Solutions, Fishers, IN, US, 01/01/24, Present, Responsible for business forecasting, budgeting, analysis and treasury functions, including bank covenant, working capital monitoring, cash handling and deposit procedures., Lead automation and process improvement projects for accounting and treasury, assist with business forecasting in areas such as risk management/insurance, supplier rebates and product pricing., Assist with due diligence and financial analysis of potential acquisition targets., Lead data migration efforts of multiple acquired partners.
  • Vice President of Accounting and Finance, TalentLogistiX | SecurityForceX, Indianapolis, IN, US, 01/01/23, 12/31/24, Responsible for all cash management, insurance, budgeting, financial reporting, financial strategy, and hiring needs., Coordinates development of annual operating, capital, and program budgets., Develops and implements best practices and tools to ensure a well-controlled yet flexible organization with strong fiscal management, project coordination, cross-team communications, and workflows., Ensures compliance with national and local financial requirements by studying existing and new legislation and taking appropriate action.
  • Accounting & Finance Consultant | Interim Controller | Interim Product/Project Manager, MY STARTUP TEAM, Indianapolis, IN, US, 01/01/19, 12/31/23, Provided solutions tailored to empower businesses in navigating dynamic markets, encompassing preparation, strategic planning, profit maximization, and adaptable pivoting., Evaluated and enhanced business information systems, devising ingenious strategies for advancement., Generated monthly management reports and accounts, adhering to company protocols and deadlines., Ensured adherence to local tax regulations, accounting standards, audit requisites, and external reporting protocols., Offered insights into patent, copyright, and intellectual property development., Conceptualized and structured platform and product content bundles, training resources, and sales aids., Spearheaded Oracle, NetSuite, Microsoft Dynamics 365, and SAP implementation across diverse organizations and scales., Managed transformation of brewery database into a consumer-oriented mobile application, diversifying client's revenue streams., Conveyed pertinent financial reports to senior stakeholders, fostering informed decision-making and facilitating strategic discussions., Mitigated apprehensions associated with startup ventures by offering decisive and achievable guidance to business proprietors and executives., Maintained comprehension of core business drivers, facilitating insightful analyses of ongoing financial performance., Streamlined accounting and finance practices through system implementations across varied industries, yielding precise financial reporting, modeling, and accounting procedures., Distinguished as foremost subject matter expert on platform, consistently delivering expert insights and guidance that elevated operational proficiency and outcomes.
  • Director of Accounting, Ultimate Technologies Group, US, 01/01/18, 12/31/19, Oversaw and directed comprehensive accounting, finance, and procurement operations, fostering operational excellence and financial rigor., Guided and cultivated junior team members, imparting knowledge of policies, procedures, and ERP systems to enhance professional growth., Led valuations and conducted meticulous due diligence for acquisitions, ensuring well-informed strategic decisions., Generated, assessed, and refined pivotal reports for presentation to executive leadership, facilitating informed decision-making., Supervised audit process in collaboration with partnered CPA firm, ensuring accuracy, compliance, and efficiency., Managed entirety of HR function encompassing payroll, retirement plans, disability, and medical benefits, alongside coordinating intricate corporate tax reporting and tax return preparation., Offered strategic counsel regarding capital financing alternatives, catalyzing startup's remarkable growth from $116K in annual revenue to $3.5M within one year., Architected robust internal controls, substantially enhancing organization's auditing practices and risk management., Provided astute financial and sales strategies pivotal for acquisition of a competitor, consolidating market position., Delivered incisive financial and sales strategies that clinched triumphant $75M bid with Cummins for a global technology project, solidifying company's presence in industry.
  • Financial Planning & Analysis, AES, Indianapolis, IN, US, 01/01/15, 12/31/18, Articulated and disseminated annual budget across diverse departments, facilitating seamless financial planning and allocation., Scrutinized and validated variance explanations within business groups to ensure precise analysis and reporting., Delivered monthly financial reviews of intricate thermal assets, providing strategic insights and maintaining fiscal oversight., Streamlined and integrated monthly financial outcomes for company's US Strategic Business Units, meticulously examining results and crafting presentations for executive leadership., Assumed role of proficient 'super-user' for consolidation ERP system within FP&A team, contributing to system optimization and efficiency.
  • Treasury Analyst, Allison Transmission, Indianapolis, IN, US, 01/01/13, 12/31/15, Generated meticulous daily treasury journal entries encompassing all financial activities, ensuring accuracy and integrity of financial records., Collaborated with both internal and external auditors, facilitating compilation of requisite data for Sarbanes-Oxley control testing and designated audit reports., Conducted general ledger reconciliations for Accounts Receivable, Accounts Payable, Payroll, and cash accounts, contributing to precise financial reporting., Crafted comprehensive monthly journal entries for interest and hedging accruals, reflecting meticulous attention to financial detail., Harmonized market demands with product stipulations and release timelines, improving product alignment for market success.

Timeline

Financial Planning and Treasury Project Manager

Advanced Turf Solutions
06.2024 - Current

Vice President of Accounting and Finance

TalentLogistiX | SecurityForceX
01.2023 - 01.2024

Accounting & Finance Consultant | Interim Controller | Interim Product/Project Manager

MY STARTUP TEAM
01.2019 - 01.2023

Director of Accounting

Ultimate Technologies Group
01.2018 - 01.2019

Financial Planning & Analysis

AES
01.2015 - 01.2018

Treasury Analyst

Allison Transmission
01.2013 - 01.2015

Bachelor of Science - Accounting And Finance

Indiana University, Kelley School of Business