Kelly Keating
Slate Hill,NY
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
26
26
years of professional experience
Work History
Financial Strategy & Planning Consultant
Artech LLC
07.2023 - Current
- Successfully transitioned from Berkshire Solutions LLC through its dissolution process to join Artech LLC, a prominent provider of Workforce Solutions and Managed Services.
- Leveraged skills and experience gained at Berkshire to seamlessly continue providing support to IBM making it as transparent as possible to them. See specific job descriptions under Berkshire.
Financial Strategy & Planning Consultant
Berkshire Solutions LLC
08.2016 - 07.2023
- Provided advice and counsel to executive team in support of US TLS Business Partner organization which is a $1.5B small deals/volume business.
- Validated financial data for Business Partner (BP) channel and submitted manual adjustments as needed to ensure accurate revenue and invoicing reports used by TSS BP Sales and Finance & Accounting.
- Calculated quarterly Rebate payments to US IBM BPs (Business Partners) averaging total of $5M per quarter.
- Maintained all BP reports within IBM's Cognos reporting tool and created new reports based on needs of the business. Wrote SQL queries for data pulls from other sources, worked closely with Global Data Team on data/system issues.
SR Prof. Financial Analyst
IBM
04.1997 - 08.2016
- Worked closely with US IBM TLS VP and senior leadership in Finance during Fall Plan process to develop annual revenue budgets for Business Partner channel
- Analyzed business dynamics, company metrics and market conditions to create monthly forecasts.
- Analyzed, prepared and presented to executives monthly financial performance against budget and forecast.
- Trained new FA's when they were boarded to US Financial Team.
Education
Accounting
Mount Saint Mary College
Newburgh, NYSkills
- Financial Statements
- Budgeting and Variance Analysis
- IBM Cognos Analytics
- SQL code
Timeline
Financial Strategy & Planning Consultant
Artech LLC
07.2023 - Current
Financial Strategy & Planning Consultant
Berkshire Solutions LLC
08.2016 - 07.2023
SR Prof. Financial Analyst
IBM
04.1997 - 08.2016
Accounting
Mount Saint Mary College
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