Debbie Morris
Canton,GA
Summary
Dedicated finance expert with a strong background in project management, financial analysis, and budget planning. Proficient in leveraging advanced analytical tools and technology to drive strategic initiatives and improve business operations. Committed to delivering precise financial forecasts and ensuring compliance through comprehensive documentation and process improvements.
Overview
29
29
years of professional experience
Work History
Project Manager – Investments & Planning
Citibank
Atlanta, Georgia
01.2019 - Current
- Annual Investment Program Budget planning for USPB, aligning with corporate initiatives via the Unified Intake Model. Manage and update investment program budgets and allocations within PTS, optimizing resource deployment.
- Conduct monthly/quarterly Outlooks and lead budget reviews with Finance and senior leadership. Deliver quarterly strategic updates and forecasts for Headcount & T&E, providing critical insights for resource allocation.
- Developed and maintained matrix tables for GOC selection and integrated with billing allocation. Implemented automated solutions for billing allocations in PTS to ensure precise cost center alignment and adherence to business expectations for IT labor hours.
- Championed audit readiness through meticulous documentation of processes. Developed and enforced policies and procedures for records management, provided training, and drove continuous process improvements for operational efficiency.
- Implemented process improvements to enhance team collaboration and efficiency.
- Presented findings from data analysis in a clear, concise manner that was easily understood by stakeholders at all levels of the organization.
Financial Analyst/Project Manager
Citibank
Atlanta, Georgia
10.2010 - 01.2019
- Facilitated the project intake process, from initial concept presentation to steering committee approval, ensuring all information in WFS was accurate and decision ready.
- Approved and validated financials in OPPM, ensuring seamless project flow. Prepared monthly IT hour reports, management adjusting journal entries, and quarterly project release scorecards.
- Developed reporting and control procedures using Hyperion database for financial reporting, preparing consolidated financial summary reports for legal entities and managing 1-N database.
- Recorded and analyzed business and financial transactions, building comprehensive financial reports and collaborating with prioritization teams to maintain robust database files.
- Reported actual results for completed projects, presenting analysis of variances and providing analytical support to head office while maintaining asset management slides and expense analysis.
Corporate Financial Analyst
Boral Industries Inc.
Roswell, Georgia
04.2004 - 09.2010
- Prepared monthly financial reports and PowerPoint presentations analyzing operating performance, volumes, average selling prices, and capital spending, highlighting key performance indicators to inform strategic decision-making.
- Prepared consolidated financial statements for US operations, supporting year-end reporting and audit requirements.
- Coordinated consolidated budget schedules, prepared budgets for corporate entities, and generated weekly forecast schedules to align financial planning with organizational goals.
- Assisted with cash management, including forecasting, cash flow analysis, bond interest payments, and wire transfers.
- Functioned as a key liaison between the corporate office and subsidiaries, ensuring the timely delivery of financial statements.
- Supported Finance and Tax Departments by managing multiple priorities under tight deadlines, ensuring timely completion of critical financial tasks.
Senior Corporate Accountant
Boral Industries Inc.
Roswell, Georgia
08.2009 - 09.2010
- Prepared corporate and partnership federal and state income tax returns, and annual consolidated income tax provision packages.
- Coordinated quarterly estimated tax payments and filed annual extensions, ensuring compliance with federal and state regulations.
- Coordinated schedules for state audits and managed all federal and state notices.
- Reviewed and forecasted corporate department expenses, maintaining and preparing internal consolidated financial statements across all locations.
- Prepared tax packages and provisions for holding companies, including tax liability schedules, and provided schedules for year-end audit and close. Tracked Capital activity and projects.
- Facilitated transaction processing for holding companies, recorded journals, tax allocations, and managed inter-company debt balances and billing for Australian parent and subsidiary.
- Executed wire transfers, maintained consolidated cash flow statements, reconciled bank accounts, and managed approved Flexible spending checks. Updated monthly cash position reports for Board Review.
- Maintained and created general ledger accounts and reports in Oracle.
- Reviewed cost savings reports, assisted with invoice coding, and prepared budgets for holding companies and corporate departments, promoting financial accountability.
Assistant Vice President of Finance
Oldcastle apg, inc.
Atlanta
04.1997 - 04.2004
- Supervised the consolidation and publishing of monthly financial results, including balance sheet, fixed assets, trade working capital, and various key performance indicators (DSO, DPO, ROA).
- Reviewed forecasts and final results for over 55 locations, providing insights on sales, MC dollars, EBIT, and EBT trends.
- Reviewed monthly capital expenditures and identified quarterly tranche needs to update full-year forecasts.
- Analyzed trends, seasonality, and overall performance, preparing detailed commentary for variance explanations.
- Converted financials to Irish GAAP Reporting, ensuring compliance and facilitating internal and external audits.
- Managed corporate bank accounts and expenses, streamlining Accounts Payable and Receivable operations.
- Played a key role in the implementation, design, report writing, and historical conversion of new Microsoft-based Accounting Software.
Education
MBA - Business Administration
Georgia Southern University
Statesboro, GeorgiaBBA - Accounting
Georgia Southern University
Statesboro, GeorgiaSkills
- Financial Modeling
- Project Budgeting
- Data Analytics
- Data Visualization
- Hyperion Essbase
- Oracle
- MS Excel
- Advanced Excel formulas
- Pivot Tables
- Power Query
- SharePoint
- Teams
- PowerPoint
- Workflows
- Stakeholder Communication
Accomplishments
- Streamlined release planning 1-N database by reducing time to track and monitor capacity.
- Optimized workflows to enhance efficiency and reduce costs.
- Participated in the implementation of various systems, providing workarounds and solutions for data gathering and reporting.
Timeline
Project Manager – Investments & Planning
Citibank
01.2019 - Current
Financial Analyst/Project Manager
Citibank
10.2010 - 01.2019
Senior Corporate Accountant
Boral Industries Inc.
08.2009 - 09.2010
Corporate Financial Analyst
Boral Industries Inc.
04.2004 - 09.2010
Assistant Vice President of Finance
Oldcastle apg, inc.
04.1997 - 04.2004
MBA - Business Administration
Georgia Southern University
BBA - Accounting
Georgia Southern University