Holli McKinney
Syracuse,USA
Summary
Dynamic individual with hands-on experience in Financial Planning and Analysis and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Proactive Financial Planning and Analysis leader with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Results-driven Financial Planning and Analysis experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Planning and Analysis (FP&A) Director/Product Controller
NY State Senator
01.2024 - Current
- Manage campaign finance regulations for a political candidate including: tracking contributions and expenses, forecasting funds coming in and going out, reconciling bank accounts, and preparing required financial reports
Financial Planning and Analysis (FP&A) Director/Product Controller
PAR Technology
01.2022 - 01.2024
- Managed financial planning, reporting, and accounting for multiple business lines
- Partnered with leaders to provide financial and analytical support
- Implement and administer Planful Financial Management tool
- Created operating expense analysis leading to $4M savings in administrative and selling expenses
- Collaborated with HR to revamp the hiring process with enhanced reporting leading to savings of $2M
Financial Planning and Analysis (FP&A) Director
CXtec
01.2018 - 01.2022
- Developed strategic finance culture through strengthening of FP&A team
- Managed budget, and prepared BOD presentations and cash flow statement
- Consulted on financial statements
- Implemented and administered Planful Financial Management tool
- Enhanced 13-week cash forecast leading to a 25% increase in cash during COVID
- Analyzed inventory highlighting obsolete, overstocked, and over-costed inventory
- This led to consolidation of inventory into 2 warehouses, resulting in savings of $1M
Reporting and Metrics Lead Manager
Equitable (AXA)
01.2016 - 01.2018
- Developed performance reporting and provided analytical support for sourcing, procurement, and AP teams
- Enhanced cost savings measurement process resulting in decreased turnaround time of 3 days
- Created dashboards highlighting procurement and payables KPIs and performance toward goals
Decision Support Manager
Oneida Nation enterprises
01.2015 - 01.2016
- Managed Decision Support function, charged with launching a data warehouse, implementing business intelligence tool, and providing analytical reporting and measurement
- Identified $2.5 million in profit opportunities from new customer touchpoints
Enterprise Analytics Lead, Customer Relationship Management Measurement
Lowe’s
01.2014 - 01.2015
- Lead the development of customer relationship management (CRM) best practices and tools resulting in consistent measurement
- Initiated the improvement of the current measurement practices, enabling business partners to develop decisions according to programs’ profitability
- Produced actionable analysis measuring profitability and highlighting opportunities
Finance Manager, Business Unit Development
Lowe’s
01.2011 - 01.2014
- Modeled and analyzed organic and acquisition-based growth opportunities
- Coordinated forecasting, budgeting, and planning activities for non-core business units, including international operations and e-commerce
- Produced business plans, including discounted cash flow analysis, for launching Lowe’s Canada e-commerce site, building a product distribution center in Mexico, and acquiring multiple companies
Financial Planning and Analysis (FP&A) Manager, Store Operations
Lowe’s
01.2010 - 01.2011
- Created business plans to strengthen underperforming markets; managed cross-functional executive team in evaluating performance gaps through use of financial information, market intelligence and marketing research
- Prepared executive presentations highlighting opportunities, proposed actions, and measurement plan
- Increased sales and profitability in selected markets by 5% and inventory turnover by 4 basis points
Financial Planning and Analysis (FP&A) Manager, Business Analytics
Lowe’s
01.2007 - 01.2010
- Partnered with marketing and e-commerce leadership to guide strategic planning, evaluate program performance, and launch profit enhancing opportunities
- Developed financial models for new initiatives
- Initiated e-commerce profit and loss statement to give full visibility of channel profitability
Financial Planning and Analysis (FP&A) Manager
Harrah’s Cherokee Casino & Hotel
- Developed strategic planning process for new business and financial forecasts, capital and operating budgets, marketing plans, and long-range plans for 70+ departments
- Modeled and created business plans for organic growth opportunities
- Produced financial and management reporting
- Consulted on accounting
Direct Marketing Manager
Harrah’s Cherokee Casino & Hotel
- Established strategies to optimize profit from database customers who accounted for 77% of casino revenue
Eastern Division Director of Direct Marketing
Harrah’s Entertainment, Inc.
- Consulted on marketing strategies for 11 casino properties in highly competitive markets through identification of key opportunity segments and revamping of existing strategies
Senior Accountant
Dixon Hughes
- Performed bookkeeping and financial reporting for small businesses
- Conducted not for profit, governmental, and health care audits
Education
MBA - Corporate Finance
University of North Carolina At Chapel Hill
Chapel Hill, NC05-2007
Bachelor of Science - Accounting
Western Carolina University
Cullowhee, NCSkills
- Business planning
- Trend analysis
- Key performance indicators
- Expense management
- Stakeholder management
- Cost accounting
- GAAP compliance
- Mergers and acquisitions
- Business intelligence tools
- Capital budgeting
- Profitability analysis
- Variance analysis
- Cash flow management
- Financial analysis and reporting
- Reporting
- Financial modeling
- Financial reporting oversight
- Financial information systems
- Budget forecasting
Accomplishments
- Achieved [Result] by introducing [Software] for [Type] tasks.
Certification
- CPA - Certified Public Accountant
- Certified FP&A Professional
Computer Skills
Microsoft 365 Suite - Excel, Access, Word, PowerPoint, Power Query, Power Pivot, Power BI; Tableau;
Planful; NetSuite GL, MS Dynamics GL, Oracle GL & BI; Qlik BI; MicroStrategy BI; SQL coding
Timeline
Financial Planning and Analysis (FP&A) Director/Product Controller
NY State Senator
01.2024 - Current
Financial Planning and Analysis (FP&A) Director/Product Controller
PAR Technology
01.2022 - 01.2024
Financial Planning and Analysis (FP&A) Director
CXtec
01.2018 - 01.2022
Reporting and Metrics Lead Manager
Equitable (AXA)
01.2016 - 01.2018
Decision Support Manager
Oneida Nation enterprises
01.2015 - 01.2016
Enterprise Analytics Lead, Customer Relationship Management Measurement
Lowe’s
01.2014 - 01.2015
Finance Manager, Business Unit Development
Lowe’s
01.2011 - 01.2014
Financial Planning and Analysis (FP&A) Manager, Store Operations
Lowe’s
01.2010 - 01.2011
Financial Planning and Analysis (FP&A) Manager, Business Analytics
Lowe’s
01.2007 - 01.2010
Financial Planning and Analysis (FP&A) Manager
Harrah’s Cherokee Casino & Hotel
Direct Marketing Manager
Harrah’s Cherokee Casino & Hotel
Eastern Division Director of Direct Marketing
Harrah’s Entertainment, Inc.
Senior Accountant
Dixon Hughes
- CPA - Certified Public Accountant
- Certified FP&A Professional
MBA - Corporate Finance
University of North Carolina At Chapel Hill
Bachelor of Science - Accounting
Western Carolina University
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