Overview
Work History
Timeline
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ANGELA JEWETT

Seattle,WA

Overview

11
11
years of professional experience

Work History

Global Head of Financial Planning & Analysis

SLR INTERNATIONAL CORPORATION
Bothell, WA
01.2024 - Current
  • Consolidated 3 financial statement budget for 6 regions and 10 acquisition companies
  • Composed detailed financial schedules, as well as quarterly disclosures and comments as required by International Financial Reporting Standards (IFRS)
  • Responsible for coordinating with the Power BI and systems teams to upload and confirm global budget data
  • Liaise with RFD for 6 regions globally to ensure consistent weekly, monthly, and Qtrly reporting and variance analysis
  • Managed a team of 4 Analysts based in the UK
  • Streamlined the Weekly Cash Forecast process
  • Redesigned the Global Commercial forecast templates and successfully received adoption from all 5 global regions
  • Created Detailed Variance analysis by technical discipline that could be quickly generated at month end

Senior Manager - Financial Planning & Analysis

SHAPETX
Seattle, WA
01.2022 - 01.2024
  • Leverage a broad scope of industry knowledge toward developing the company's reporting and modeling for this dynamic, visionary start-up, including implementing a financial planning and analysis tool for support
  • Capitalized on the opportunity to support the ERP implementation of NetSuite and led integration between the two (2) tools to achieve an automated reporting cycle for quarterly and monthly variance analysis
  • Champion strategic planning related to access rules in Adaptive Insights (system security configuration) allowing for future growth and delegation of duties to financial planning and analysis team members
  • Create an interactive Budget Dashboard in Adaptive Insights to capture budget inputs and display results
  • Developed a comprehensive planning cycle, communicated the process to leadership and budget contributors, reviewed financial statements (unaudited and audited), and managed forecast for leasehold improvement and capital acquisitions related to headquarter expansion in multiple locations
  • Expertly implemented the Workday Adaptive Planning Tool system and created a three (3)-financial statement budget/forecast model achieving 10% accuracy for operating expenses
  • Successfully generated 5% companywide accuracy on cash forecasts as related to operations
  • Trained team on Workday Adaptive Planning as a budgeting tool for 100% system adoption
  • Collaborated with top auditors to consistently ensure best practices and GAAP compliance
  • Created a long-range planning model used by the CFO to discuss ShapeTX's future with investors
  • Developed informative Board Slides to provide valuable insights to leadership in driving profit-generating business decision-making related to resource growth and fundraising

Manager - Financial Planning & Analysis

NANOSTRING TECHNOLOGIES
Seattle, WA
01.2016 - 01.2022
  • Excelled as the 'go-to' Adaptive Insights System Administrator responsible for managing users, securities, roles, integration functionality, and data integrity
  • Led integration between ERP and Adaptive Insights, as well as an integration project between Workday HRIS and Workday Adaptive to support workforce planning
  • Mentored and managed a team of Junior Analysts in consistently ensuring proper training during the on-boarding process, including delegating project tasks and ensuring monthly deliverables were met
  • Expertly designed and implemented the budget and forecast project timeline for timely delivery of annual plans, including profit and loss, headcount, balance sheet, and cash flow statement models
  • Led team in the development of profit and loss dashboards and KPI measures which tracked targets related to accounting operation, revenue forecasting, and financial planning and analysis budget targets
  • Cost-effectively managed an operational expense budget of $191+ million by analyzing variances and working with budget owners to create cost-saving business strategies
  • Recognized as a strategic business partner to achieve total profit / loss, cash flow, and investment targets by coordinating with 60+ budget owners responsible for 75 departments
  • Fast-tracked close times by working with teams to drive process and operational efficiency
  • Successfully mastered Adaptive Planning Tool in one (1) month and led company wide training sessions for budget owners resulting in 90% system adoption and on-time submission
  • Prepared workforce planning and collaborated with recruiting teams to ensure actual hiring was in line with most recent quarterly forecasts; 2021's growth was 200+ employees
  • Conducted internal audits to financial entries both by leading team through variance analysis, as well as coaching individuals on how to build business relationships

Senior Financial Analyst - Global Business Partners / Finance Operations

AMAZON
Seattle, WA
01.2015 - 01.2016
  • Spearheaded post-audit AP contracts and contract negotiations with an outside consulting firm, including managing IT development project teams to ensure vendor-facing portals tech systems were optimized
  • Developed automated reporting and KPIs to measure performance of AP discount vendor portal using SQL, Power Pivot, and Power Query in Excel to ensure tech operations were executed as planned
  • Coached a top vendor support team on proper categorization of tickets and adequate responses
  • Trained an India-based Finance Manager to deliver monthly Vendor Portal Performance Reports
  • Negotiated post audit AP contracts with third parties and managed the timely renewal of contracts resulting in $300 million to $500 million in savings annually
  • Improved performance measures and met KPI targets related to vendor support team in Hyderabad, India with a staff of 100 employees
  • Expertly analyzed business expansion opportunities and drafted detailed proposals for suggested business cases and opportunities

Senior Budget & Forecasting Analyst

WOLTERS KLUWER (CCH TAX & ACCOUNTING)
Wichita, KS
01.2014 - 01.2015
  • Strategically steered high-volume budget and forecast models for top customers, including Big 4 accounting firms filing large corporate tax returns for clients with a focus on continued business savings
  • Comprehensively reviewed month-end journal entries posted by the accounting team to ensure proper classification of expenses
  • Prepared financial models presented to division CFO for budget approval
  • Reviewed variance analysis with the Executive VP of Technology, Finance, and IT Operations Directors to provide guidance on status of overall budget strategy and execution of planned deliverables
  • Collaborated with the Director of Technology Finance, the Division CFO, and VP of Finance during critical budget planning sessions to ensure budgets and forecasts were in line with a core vision
  • Led budget and forecast models for Pune, India operations to develop the new entity
  • Increased reporting capability and detail by writing a database to manage Pune personnel
  • Allowed for an increase in monthly detail by creating a macro to build and update an infrastructure budget and forecast model from Access database to Excel front end used for reporting
  • Improved invoice data loading and analysis of variance reports within 10 minutes of receipt by creating a new load process for data center costs using a series of reverse crosstab and union queries to consolidate and format invoice data into one load compatible with a database
  • Increased reporting flexibility and response time to capacity demand questions by designing and building a new database for IT infrastructure costs

Timeline

Global Head of Financial Planning & Analysis

SLR INTERNATIONAL CORPORATION
01.2024 - Current

Senior Manager - Financial Planning & Analysis

SHAPETX
01.2022 - 01.2024

Manager - Financial Planning & Analysis

NANOSTRING TECHNOLOGIES
01.2016 - 01.2022

Senior Financial Analyst - Global Business Partners / Finance Operations

AMAZON
01.2015 - 01.2016

Senior Budget & Forecasting Analyst

WOLTERS KLUWER (CCH TAX & ACCOUNTING)
01.2014 - 01.2015
ANGELA JEWETT