Monica Green

Responsible for the creation and lead of new department created to support clients through initial onboarding, recurring services, and ongoing support with in the Workiva application. Collaborated with Sales, Pre-Sales, Solution Engineers, Marketing, Product, and Data Quality to develop and grow the Investment Reporting team through shared knowledge and improvements.

• Aided product development and management efforts by relaying client feedback to Product Managers and executives.
• Doubled Investment Reporting clients through excelled customer services and retention.
• Consulted clients to discuss business needs for Mutual Funds, Shareholder, and Private Equity Reporting.
• Analyzed resource levels, productivity and efficiency to maintain appropriate level of staff for service exceeding client expectations.
• Identified and implemented improvements to enhance client relationships.
• Developed procedures and policies to support top-tier service delivery.
• Developed reports outlining performance by tracking KPIs associated with client service.
• Led team through new offerings, transitioning clients into the new platform, and meeting new XBRL reporting requirements.

Responsible for leading and growing the team of seven Onboarding Project Managers and ensure customers are successfully onboarded while decrease time to delivery.

• Developed team trainings and team manual to streamline to grow with the solution.
• Delegated project assignments of internal and external projects.
• Collaborated with sales to explain onboarding and manage customer expectations
• Initiated training sessions and coached employees to develop effective staff.
• Resolved customer escalation through partnering with the implementation team and product managers, as needed.
• Established quarterly and annual goals as well as operational tactics to achieve targets.
• Reviewed employee performance quarterly and delivered constructive feedback to improve weaknesses.
• Implemented project management software to gain internal efficiencies and improve reporting to clients.

Responsible for managing the successful onboarding of Integrated Risk customers through managing the onboarding process and ensure customers realize the value of the platform.

• Successful implemented over 50+ clients into Wdesk
• Defined project plans and timelines for each client, managed workflow and personnel and achieved completion deadlines on or before schedule.
• Coordinated extensive planning required for complex onboarding, including development of project milestones.
• Identify and manage project risk effectively, while communicating with internal stakeholders and upper level management.
• Lead the pilot implementation of Workiva's new platform while creating standard delivery model for other team members to follow.
• Lead discussion for product improvements with the development team as new products were made available to clients.

Responsible for providing consultative, technical accounting subject matter expertise, knowledge, project support and guidance to customer in order to facilitate use of Workiva technology and ensure the highest quality customer experiences.

• Work closely with Financial Reporting Managers, Directors, and Controllers of over 15+ publicly traded companies.
• Manage XBRL filings for customers’ 10-Q and 10-K documents throughout the life cycle of the documents.
• Provided trainings to customers on the software and tools to review XBRL.
• Review customer XBRL documents including, but not limited to XBRL implementations guides, data modeling, mapping, tagging, and full technical review.
• Proctored On-site trainings with customers.
• Assisted application development team in the improvements of application.

Responsible to oversee accounting operations, which included financial accounting, accounts payable, and branch audits. Training and development of new hires and current staff was instrumental in a timely close process and overall successful team.

• Responsible for the execution of a timely and accurate monthly statement through research, preparation, and review.
• Managed and developed a team of five accountant.
• Implemented processes and controls within the guidelines of corporate policies.
• Lead the department’s implementation of the new accounting receivable system.
• Planned and execute annual regional branch’s audits of operations, customer service, and policy compliance.
• Implemented cost saving initiatives.
• Assisted Area Managers by providing monthly feedback in key operational areas to reach optimal business profitability.

• Responsible for the monthly statement preparation, assisting local area managers in reporting, and conducting annual branch audits.
• Contributed to the monthly statement close through analysis of assigned territories, journal entries, general ledger and bank reconciliation, and inter-company payables.
• Worked side by side with managers to compile and analyze weekly and monthly reporting to provide a comprehensive depiction of the operations and help drive results.
• Completed audits and expense analysis for rental offices within assigned areas.
• Collaborated and maintain relationship with collections agency to manage the Group’s outstanding customer receivables.
• Processed annual property tax returns for multiple rental locations.
• Organized and execute trainings for Management Trainees, Accountants, and Branch Managers on Enterprise business.

• Created internal business management department.
• Developed accounting policies and guidance manual and monthly accounting process including but not limited to reconciliations of accounts and credit cards, journal entries, payroll, accounts payables and receivables, and annual and monthly budgets.
• Assisted in the coordination of year-end audit, preparation of schedules and documents for independent auditors.
• Maintained the company’s standing for certification with multiple states.
• Organized quarterly strategic meetings with subcontractors and management.