Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Monique Phillips

Missouri City

Summary

Finance professional with proven track record in strategic financial planning, budget management, and driving fiscal efficiency. Known for strong leadership, fostering collaborative team environments, and delivering impactful results. Adept at navigating complex financial landscapes, implementing effective solutions, and adapting to evolving business needs. Skilled over 15 years in financial analysis, risk management, compliance, supply chain, and project management.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Director, Finance

Sysco Corp
10.2020 - Current
  • Coordinated and maintained timely and accurate financial statements, balance sheets and reports across the Specialty Meat and FreshPoint business units (i.e., that are appropriate for the users and in accordance with generally accepted accounting principles (GAAP)
  • Cultivated an atmosphere of accountability among team members by establishing clear performance expectations coupled with ongoing feedback and support
  • Ensured compliance with regulatory requirements to protect company assets and mitigate risks
  • Facilitated seamless communication between finance department and other key stakeholders throughout the organization regarding pertinent financial information
  • Collaborated with executive leadership to develop long-term financial strategies aligned with company goals
  • Enhanced company profitability with rigorous cost analysis and budget management for two business units with over $7B in revenue
  • Implemented robust internal controls, improving the integrity of financial data and reducing errors
  • Optimized cash flow management, significantly improving company liquidity
  • Streamlined financial processes for improved efficiency and accuracy in reporting
  • Leveraged advanced analytics tools to enhance forecasting capabilities, enabling more informed decision-making at both tactical and strategic levels
  • Championed continuous improvement within finance department operations through regular review and enhancement of policies and procedures
  • Achieved financial growth by developing and implementing strategic financial plans and initiatives
  • Spearheaded efforts to secure financing for major capital projects, supporting expansion initiatives
  • Partnered with cross-functional teams to drive process improvements across all areas of the business, increasing overall efficiency
  • Managed a high-performing finance team, fostering professional development and collaboration
  • Led successful acquisitions and integrations, contributing to overall business growth
  • Developed comprehensive performance metrics to guide decision-making and improve operational effectiveness
  • Assisted with recruiting, interviewing, and hiring new department employees
  • Analyzed financial statements against forecasts to prepare high-level variance analysis
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports
  • Created financial dashboards to provide insights into key performance indicators
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans
  • Created and managed financial models to evaluate corporate investments and acquisitions
  • Designed and maintained financial models to identify and measure risks
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data
  • Analyzed business processes to identify cost savings and operational efficiencies
  • Established internal audit procedures to validate and improve accuracy of financial reporting
  • Developed and Lead Finance Transformation Roadmap to centralize segment finance functions
  • Supported ERP standardization efforts for over 24 operating sites

Adjunct Faculty- Business and Technology

Lone Star College
12.2014 - Current
  • Developed teaching strategies for various Business courses, such as Business Principles, Foundations of Management, Project Management, Marketing, Accounting, and others on term basis
  • Ensured content level of course materials in exams have been covered in class sessions
  • Scheduled and provided post academic care to students
  • Assessed student learning through various methods, such as group and individual projects with content focus and assignments based on course learning objectives
  • Incorporated a variety of teaching methodologies and pedagogy techniques within courses

Interim Regional CFO – Southeast & Florida

Sysco Corp
10.2022 - 03.2023
  • Oversaw the execution of Budget Plan, payroll, accounts receivable, accounts payable, and Key Initiatives
  • Provided leadership related to the execution and monitoring of the annual plan for $900M+ in revenue and $17M+ in operating income, business transformation initiatives, and operational initiatives
  • Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments for over $18M in operating spend
  • Spearheaded the implementation of a new financial reporting ERP system in the region including conversion activities and adoption of new reporting tools, resulting in more accurate and timely data for decision-making purposes
  • Provide the Region President clear analysis of the impact of key actions to financial results
  • Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified
  • Developed and implement strategies to hit planned days sales outstanding targets
  • Worked with management to establish and maintain credit and collection policies in accordance with Sysco guidelines
  • Inventory Control, develop and implement strategies to hit planned days inventory on hand targets
  • Evaluated investment opportunities diligently, contributing to informed decisions regarding potential projects and their expected returns
  • Analyzed shrink reports to identify trends and opportunities to increase operational efficiency, and coordinate physical inventory counts and analyze any deviations to book inventory
  • Drove revenue growth by developing pricing strategies that maximized both sales volume and profitability
  • Collaborated cross-functionally with other departments to drive process improvements that positively impacted bottom-line results
  • Review inventory valuation assessments to ensure accurate tax charges
  • Maintained P&L and shouldered corporate fiscal responsibility
  • Capital Investment Planning - Ensure compliance with the Sysco Capital Investment Proposal (CIP) processes by being part of the approval process
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions
  • Streamlined financial processes by implementing automation and reducing manual tasks, leading to increased efficiency and accuracy
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets

Treasurer

Julia F. Thompson, Inc. Charities
01.2019 - 10.2022
  • Received money of the corporation from the Financial Secretary and deposit in the corporation's appropriate account
  • Kept an accurate record of all funds expended; properly executed vouchers for each expenditure
  • Submitted written monthly financial reports; present a written annual report of the previous fiscal year at the end of year meeting
  • Be bonded
  • Served as a member of the Investments Committee and chair the Funds Allocation Committee
  • Oversaw the successful completion of external audits without any major findings or issues raised by auditors
  • Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current
  • Enhanced financial reporting processes, providing stakeholders with accurate and timely information for decision-making purposes
  • Planned and managed $100K annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls

Market Finance Manager- Planning

Sysco Corp
12.2017 - 10.2020
  • Developed and facilitated Annual Operating Plan and forecasting process/tools for the Sysco Specialty Meat Group team
  • Facilitated monthly and quarterly business review processes
  • Lead reporting and insights for Meat Group and the broader functional teams including metric development to drive decisions and insights
  • Conducted analytics, reporting and communication documents for internal and external stakeholders including Executive Leadership to drive decision making
  • Identified and evaluated growth and profit opportunities for over 27 companies across the Specialty Meat Group
  • Developed and deployed Finance tools and reports across the Specialty Meat organization
  • Performed decision support and analytics for strategic initiatives, Piloted and the identified $1.2M of growth and margin opportunities across the Market
  • Drove analytics and insights for Topline and Operations teams to drive business results including ROI analysis for major negotiations within the Meat Group
  • Trained business stakeholders on annual budget process
  • Led and mentored the team of Corporate Financial Analysts
  • Set goals, reviewed performance, and developed financial staff within the department
  • Participated/supported various system implementations for sites, including ERP
  • Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy

Senior Supply Chain Business Analyst

NRG Energy
05.2016 - 11.2017
  • Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement
  • Optimized workflow processes to enhance overall productivity and achieve operational excellence
  • Interacted with internal customers to understand business needs and translate into requirements and project scope
  • Collaborated closely with Supply Chain stakeholders to identify opportunities for process improvements and drive continuous innovation in the organization
  • Supported software development projects by defining clear requirements and effectively communicating them to technical teams
  • Drove operational efficiency by automating routine tasks, freeing up Supply Chain staff to focus on more complex issues
  • Serve as a liaison between Supply Chain end users and IT
  • Acted as a technical resource and support to Supply Chain personnel regarding system issues
  • Trouble shot and resolved procurement system issues
  • Develop user-friendly training procurement materials and facilitate formal system training
  • Assisted with maintenance and/or modification of existing systems
  • Led the implementation of any new systems utilized by the Supply Chain organization
  • Managed projects and processes to support procurement system enhancements and fixes including development of test scripts and executing system test scenarios prior to implementation
  • Identified and facilitated high-level solutions to support the needs and requirements of the Supply Chain team
  • Led team of end users to build thorough understanding of the team's specific project needs and requirements
  • Pulled ad-hoc reports from ERP or business warehouse as requested by end users
  • Developed and implement procurement systems to support Sarbanes Oxley controls
  • Maintained appropriate tables in accordance with Supply Chain and Delegation of Authority policies
  • Supported over 15 system implementations and integrations for new sites including data migration

Procurement Specialist - Supply Chain CCOE

Halliburton
04.2014 - 04.2016
  • Planned sourcing of goods and services to support manufacturing and operations strategic plans at the plant level
  • Conducted bid processes and execute RFPs, RFX's, and RFQs
  • Complied with and executed Category Management strategy in accordance with policies and procedures
  • Created and maintained agreements for procurement of goods and services covered under Category Management
  • Consolidated and eliminated excess Outline Agreements in SAP
  • Updated pricing, conditions, and target values
  • Developed standardized process for price change submittals and implement utilization cross functionally
  • Ensured that price changes made are within the pricing structure parameters negotiated in the Agreement
  • Submitted vendor master changes, payment term exception requests, and vendor master change requests as Agreements are negotiated
  • Managed cost efficiency and profitability of supplier contracts with spend over $1 million
  • Conducted category spend analysis and data reporting on a weekly, monthly and quarterly basis
  • Assisted Category Managers and Contract Specialist with executing supplier contracts
  • Provided technical support for the Halliburton Contract Management system to over 750 Supply Chain end users, globally
  • Managed a diverse portfolio of suppliers, ensuring timely delivery of goods and services at competitive prices

Costing Coordinator- Supply Chain Services

Sysco Corp
09.2012 - 04.2014
  • Maintained accurate and current supplier cost and OpCo sell price for multiple types of cost records for all items billed through Sysco Merchandising and Supply Chain (SMS), including forward warehouses and factory direct programs utilizing various applications to include Sysco's mainframe and SAP systems
  • Monitored SAP Cost Mailbox, execute costing requests, and maintain the Costing Request SharePoint site as per the guidelines set by management
  • Established relationships with vendor direct suppliers through the use of webinars and questionnaires in order to setup and maintain supplier cost within the SAP system
  • Processed all item cost increases and decreases
  • Analyzed and resolved costing discrepancies to reduce negative financial impact
  • Researched all suppliers invoiced costing PO discrepancies through working with SBS Accounts Payable and the supplier to ensure timely and accurate payments
  • Researched and resolved all operating company sell price claim discrepancies, working with SBS Accounts Payable, the supplier and the operating company to ensure accurate and timely reconciliations
  • Provided support to the SAP project team in the testing, validation, and implementation of SAP applications
  • Assisted and educated Operating Companies, Suppliers, SBS, and Business Centers with pricing processes and procedures
  • Created weekly and monthly metrics for Costing Department's turnaround times and SAP tracking in Excel with pivot table charts and graphs
  • Led team in special projects including vendor surveys and operating company training

CMU Sales & Strategy - Intern

Sysco Corp
06.2012 - 08.2012
  • Helped support sales strategies focused on leveraging Sysco's capabilities in the Multi-unit Contract Sales marketplace
  • Worked closely with the Contract Sales team to execute Customer Meetings: including developing agendas, scheduling presenters, preparing meeting presentations and coordinating logistics
  • Executed Customer Product Cuttings: including developing agendas, working with Merchandising and Business Centers to develop product lists, ensuring items are received, coordinating logistics and tracking results of product evaluations
  • Assisted with tracking results of project analyses and customer meetings ongoing, and support activities related to preparing proposal responses to Customer RFP's

Support Center Analyst- Tuxedo Operations

The Men's Warehouse
05.2010 - 06.2012
  • Handled written communication/follow up with retail stores and distribution centers
  • Established and maintained files, records and reports for customer reservation orders
  • Organized and prioritized large volumes of product information and calls under strict deadlines
  • Analyze and research customer orders through several technical programs such as Oracle, Microsoft Excel and Peoplesoft
  • Coordinated logistically with distribution centers to ensure timely delivery to retail stores
  • Resolve tuxedo specification discrepancies and problem solve retail store customer reservation issues
  • Acted as a liaison between over 70 retail stores, central hub, and local distribution centers
  • Improved customer satisfaction by promptly addressing and resolving support issues

Education

Masters of Business Administration -

Texas Woman's University

Bachelors of Business Administration - Marketing

Texas Southern University

Skills

  • Financial strategy development
  • Strategic Decision-making
  • Change management
  • Project management experience
  • Process improvement
  • Mergers and acquisitions experience
  • Working capital management
  • Budget development
  • MS Excel
  • Analytical thinking
  • Microsoft office
  • ERP (enterprise resource planning) software Management and Implementation

Certification

  • Certified Management Accountant, Institute of Management Accountants, in progress
  • Certified Professional in Supply Management, Institute for Supply Management, in progress
  • Project Management Professional Certification, Project Management Institute, in progress

Affiliations

  • Alpha Kappa Alpha Sorority, Incorporated, Member
  • Julia F. Thompson, Inc, Assistant Treasurer
  • American Marketing Association (AMA), Member, 2008 – 2011
  • Entrepreneur Club, President, 2009 – 2011
  • Sigma Alpha Pi, Member, Present
  • International Association for Contract and Commercial Management (IACCM), Member

Timeline

Interim Regional CFO – Southeast & Florida

Sysco Corp
10.2022 - 03.2023

Director, Finance

Sysco Corp
10.2020 - Current

Treasurer

Julia F. Thompson, Inc. Charities
01.2019 - 10.2022

Market Finance Manager- Planning

Sysco Corp
12.2017 - 10.2020

Senior Supply Chain Business Analyst

NRG Energy
05.2016 - 11.2017

Adjunct Faculty- Business and Technology

Lone Star College
12.2014 - Current

Procurement Specialist - Supply Chain CCOE

Halliburton
04.2014 - 04.2016

Costing Coordinator- Supply Chain Services

Sysco Corp
09.2012 - 04.2014

CMU Sales & Strategy - Intern

Sysco Corp
06.2012 - 08.2012

Support Center Analyst- Tuxedo Operations

The Men's Warehouse
05.2010 - 06.2012

Bachelors of Business Administration - Marketing

Texas Southern University

Masters of Business Administration -

Texas Woman's University

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