Nicole Geist
Denver,CO
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
7
7
years of professional experience
Work History
Finance Transformation Manager
PricewaterhouseCoopers LLC - Management Consulting
07.2021 - Current
- Led and managed Commercial Finance and Transaction Service Agreement (TSA) Management workstreams within Finance Integration Management Office of a $12B deal, both pre-deal close as well as post-day 1 integration activities, enabling new company to realize net savings of ~50% of TSA costs by end of year 2 as a combined company
- Streamlined reconciliation efforts within the client’s EPM environment to align actual billings with the appropriate coding to enable effective & systematic planning, budgeting, and forecasting, allowing the FP&A team to focus on more value-add activities
- Performed detailed analysis on complex deal close financials identifying several favorable adjustments for the client on both the P&L and Balance Sheet, while also managing and coaching junior staff to assist in some less complex analysis
- Led the design and build of a semi-automated interim solution for the client Controllers team to assist in their intercompany profit elimination process during close cycles saving several hours of work each close cycle
Finance Transformation SeniorAssociate
PricewaterhouseCoopers LLC- Management Consulting
07.2018 - 06.2021
- Led requirement gathering, functional design, developer coordination, design sessions and issue resolution for executive level operating margin report for CFO, leveraging industry KPI knowledge and understanding of client.
- Led multiple workstreams, by managing client stakeholders and project team to reduce close timeline for Operating Margin results from Day 12 to Day 5. The success ultimately resulted in the client relationship growing from $200K to $1.2M in new business opportunities.
- Led preparation efforts and coordination of HFM updates to support purchase price accounting and new metadata for a multi-billion dollar merger of two FORTUNE 50 health companies, ensuring client successfully and accurately produced month-end financials and opening balance sheet for combined company.
Finance Transformation Associate
PricewaterhouseCoopers LLC - Management Consulting
08.2015 - 06.2018
- Supported implementation of HFM & FDMEE for a FORTUNE 50 company by understanding current state mapping, processes, and reporting requirements as well as working to develop new HFM Chart of Accounts.
- Led requirement gathering, design, implementation & training efforts of creating segmented balance sheets & automated cash flow statements within HFM application at a FORTUNE 50 health insurance company.
- Supported overall performance testing of new Hyperion HFM and Oracle R-12 system implementation at large utility company. Cleansed and reformatted interface files to support performance testing.
Education
Bachelor of Science -
University of Virginia
Charlottesville, VA05.2015
UVA in Sweden At LUND University
Lund, Sweden05.2014
University of Sussex
Brighton, UK09.2013
Skills
- MS Office (Word, PowerPoint, Access, Excel, Project, SharePoint)
- Oracle Hyperion products (HFM, FCCS, EPBCS, FDMEE)
- Elementary experience using SQL, HTML and PHP
- Problem Solving
- Project Management
- Data Analytics
- Requirements Gathering
- Human-Centered Design
Timeline
Finance Transformation Manager
PricewaterhouseCoopers LLC - Management Consulting
07.2021 - Current
Finance Transformation SeniorAssociate
PricewaterhouseCoopers LLC- Management Consulting
07.2018 - 06.2021
Finance Transformation Associate
PricewaterhouseCoopers LLC - Management Consulting
08.2015 - 06.2018
Bachelor of Science -
University of Virginia
UVA in Sweden At LUND University
University of Sussex
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