Gail Whiting
Clearwater,FL
Summary
Highly skilled Project Manager/Business Analyst with a proven track record of success in managing complex projects and driving strategic initiatives. Expertise in financial reporting and analysis, combined with strong project management and business analysis skills. Seeking a challenging role where I can leverage experience to deliver innovative solutions and contribute to organizational growth.
Overview
18
18
years of professional experience
Work History
Chief Financial Officer
Pinellas Property Managers
Safety Harbor, FL
04.2024 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Negotiated contracts with vendors for marketing materials while adhering to budget constraints, ensuring cost-effective solutions without sacrificing quality or impact.
- Monitored industry trends and competitor activities to inform strategic decision-making processes, ensuring sustained competitive advantage.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Oversaw budgets, payroll, and accounts payable and receivable.
Sr Project Manager/Business Analyst Manager
OWL Consulting
04.2023 - 04.2024
- Proficient in analyzing business processes, requirements gathering, and documentation
- Strong data analysis skills, including data modeling, SQL querying, and data visualization
- Developed and implemented comprehensive monthly billing/invoice analysis framework for clients, integrating advanced data analytics techniques to compare month over month performance, evaluate monthly billed amounts against contractual agreements, and scrutinize billing for variable contract line items
- Created intuitive dashboards for presenting key insights and actionable recommendations to drive informed decision-making and optimize client revenue streams
- Developed internal tool and streamlined process for reconciling Microsoft Licenses and PC support billing for internal clients at OWL
- Maintained schedules to meet key milestones at every project phase.
- Proficient in project planning, scheduling, and budgeting
- Experienced in using project management tools and software
- Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
- Adapted quickly to unexpected challenges or obstacles encountered during project execution, devising creative solutions without compromising objectives.
- Provided outstanding service to clients through effective communication and prompt issue resolution to facilitate future business opportunities.
- Implemented change management processes to accommodate evolving project requirements while minimizing disruptions.
- Spearheaded process improvement initiatives that resulted in increased productivity and streamlined workflows across departments.
- Developed and maintained relationships with key stakeholders to meet objectives and boost rapport.
Sr Project Manager/Senior Business Analyst
Dealer Operations, CDK Global
08.2020 - 04.2023
- Perform verifications of customer general ledger data, schedules, & financial statements by manipulating data collection and generating comparison reporting using self-built custom data validation tools
- Designed Financial data reporting by collecting and cleansing client’s raw data with pivot tables, formulas, mathematical calculations, and VBI macros, to provide key metrics, forecasting, trending to offer actionable data insights on dashboards and reports
- Engineered and optimized a quality assurance tool for automation and maximum efficiency of the Q&A process
- Provided technical expertise, supplemental training, and leadership
- Implemented change management processes to accommodate evolving project requirements while minimizing disruptions.
- Coordinated cross-functional teams to determine timely delivery and compliance of project requirements.
- Skilled in creating business requirement documents and functional requirement documents.
- Maintained schedules to meet key milestones at every project phase.
- Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
- Presented regular status reports to executive leadership, providing insights into progress made toward achieving key milestones.
- Established effective communication channels with stakeholders to ensure transparency and alignment of expectations.
- Streamlined project management processes by implementing agile methodologies, resulting in improved efficiency and reduced costs.
Senior Implementation Consultant
Dealer Operations, CDK Global
07.2011 - 08.2020
- Successful implementation of CDK Drive Accounting software through coordination with customer and all CDK business units involved
- Navigated analysis of client’s accounting configurations from competitive Dealer Management Systems, achieving optimal quality for CDK accounting setups in software application environment
- Facilitated month-end support for projects post-installation, ensuring successful operation and financial statement submission
- Designed & executed tool to build MIS reports, increasing efficiency by 80%
- Maintain document library of chart of accounts, relate tables, and VS accounting workbooks for every manufacturer for US & Canada in both English and French
- Responsible for Virtual Store configurations and annual manufacturer updates.
Senior Account Executive
Adp- Automated Data Processing
08.2006 - 08.2011
- Provided on-site client training for Accounting, Finance, and Technician Workbench
- Managed relationships with clients throughout on-site installation process for accounting, ensuring all dealer personnel were trained on all CDK Drive functionality and optimizing users’ processes and procedures
- Performed client month end training and successful financial statement transmission
- Mentored and trained new CDK associates.
Education
BA - Banking & Finance
Northwood University
Midland, MI05.2003
BA - Business Management
Northwood University
Midland, MI05.2003
Minors - Economics & Mathematics
Northwood University
Midland Mi05.2003
Skills
- Financial reporting & analysis
- KPI tracking
- Forecasting & budgeting expertise
- Accounting principles & compliance
- Process automation
- Data analysis: modeling, visualization
- Project Management & Planning
- Team Collaboration
- Agile Methodologies
- Quality Assurance & Control
- Client Relationship Management
- Documentation Management
- Training and mentoring
- Project Planning
- Scope Management
- Project Scheduling
Personal Information
Title: sr. project manager/Business Analyst
Timeline
Chief Financial Officer
Pinellas Property Managers
04.2024 - Current
Sr Project Manager/Business Analyst Manager
OWL Consulting
04.2023 - 04.2024
Sr Project Manager/Senior Business Analyst
Dealer Operations, CDK Global
08.2020 - 04.2023
Senior Implementation Consultant
Dealer Operations, CDK Global
07.2011 - 08.2020
Senior Account Executive
Adp- Automated Data Processing
08.2006 - 08.2011
BA - Banking & Finance
Northwood University
BA - Business Management
Northwood University
Minors - Economics & Mathematics
Northwood University
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