Martha Byer
Carmel,IN
Summary
Knowledgeable FP&A Director with proven history of leading high-performing teams and executing strategic initiatives that drive organizational growth. Successfully directed cross-functional projects that resulted in significant process improvements and operational efficiencies. Demonstrated leadership and communication skills in fostering collaborative environments and delivering impactful results.
Overview
11
11
years of professional experience
Work History
Director, Corporate FInance
Salesforce
Indianapolis, IN
12.2023 - Current
- Led Enterprise-Wide Headcount Planning Transformation — Drove the implementation and enhancement of Workday Adaptive Planning as the centralized headcount planning system across Salesforce, partnering with ES, Finance, and business teams to standardize financial planning processes and improve efficiency during budget and forecast cycles
- Strategic Partner for Executive Compensation Analysis — Built comprehensive financial models and analytics to support the Compensation Committee and executive leadership, including performance bonus calculations, stock-based compensation modeling, and scenario analysis across multiple metrics (revenue, operating margin, operating income) to quantify compensation impacts
- Managed Complex Financial Planning Cycles — Successfully led the team through multiple critical financial cycles including FY27 planning, quarterly outlooks, restatements processes, and monthly flash reporting, ensuring accuracy and timely delivery of financial insights to senior leadership including CFO and CEO
- Built and Developed High-Performing FP&A Team — Grew and managed a team of direct reports (including managers and analysts), providing mentorship and career development while taking on increasingly complex portfolio responsibilities spanning headcount planning, restructuring forecasts, merit/promotion modeling, and cross-functional business partnering
Manager, Finance & Strategy
Salesforce
Indianapolis, IN
08.2021 - Current
- Strategic partner for the Legal and Corporate Affairs team, managing a $250M budget and providing insight and analysis on financial results
- Implemented scorecard to share with executives providing insights to key KPIs, leading to more visibility and faster decision-making on spend
- Led enterprise-wide restructuring effort for the F&S team, partnering with HR, Accounting, Treasury, Tax, Legal, and SEC Reporting to provide forecasts and updates around total program to finance leadership
- Implemented a multi-function headcount planning standardization project, saving finance individuals time during budget and forecast cycles
- Delivered regular executive-level presentations and updates, answered questions around risks to provide clarity to leadership
Manager, Anaplan Center of Excellence
Cardinal Health
Dublin, OH
07.2019 - 08.2021
- Defined system architecture and application design for planning processes to be leveraged by multiple finance departments across the organization, including consistency across P&Ls, Balance Sheets and Cash Flow statements
- Oversaw the transformation and development of standardized models which serve 20+ functions across the enterprise, leading to ~25% efficiency savings for FP&A teams during budget and forecast cycles
- Managed 4 direct reports and 6 total project resources, ensuring that team morale and individual development were top of mind within our team culture
Advisor, Nuclear & Precision Health Solutions FP&A
Cardinal Health
06.2017 - 07.2019
- Responsible for the Manufacturing P&L of $75M in sales annually, including forecasting, budgeting, reporting and analysis; explaining variances and driving organizational strategies
- Analyzed and interpreted $32M of annual delivery expenses to provide leadership with guidance on cost savings; identified roughly $1M of short-term savings
- Supported operations directors of 160 nationwide nuclear pharmacies, driving profitability at each site by evaluating revenue and expenses to implement achievable cost savings initiatives
Sr. Analyst, EMERGE Leadership Development Program
Cardinal Health
07.2015 - 06.2017
- Participated in rotational program gaining exposure to different areas of the business, including financial consolidations and accounting roles
Education
Bachelor of Science -
Kelley School of Business, Indiana University
05-2015
Skills
- Process Transformation
- Workforce Planning
- Problem Solving
- Business Partnering
- Profitability Analysis
- Forecasting
- Relationship building
- Verbal and written communication
- People management
Timeline
Director, Corporate FInance
Salesforce
12.2023 - Current
Manager, Finance & Strategy
Salesforce
08.2021 - Current
Manager, Anaplan Center of Excellence
Cardinal Health
07.2019 - 08.2021
Advisor, Nuclear & Precision Health Solutions FP&A
Cardinal Health
06.2017 - 07.2019
Sr. Analyst, EMERGE Leadership Development Program
Cardinal Health
07.2015 - 06.2017
Bachelor of Science -
Kelley School of Business, Indiana University