Rebecca Ullah
Westerville,OH
Summary
Experienced senior consultant and leader, skilled in PM&A and Accounting. Strong analytical abilities and a commitment to continuous improvement. Highly collaborative problem solver.
Overview
27
27
years of professional experience
Work History
Sr. Consultant, Finance
Nationwide Insurance Company
Columbus, OH
01.2024 - Current
- Leveraging diverse skill set to provide support to various teams finance technology teams, including assisting with open positions and conducting impromptu analysis.
- Managed and coordinated consolidated analysis and reporting efforts across various finance technology teams.
- Special projects - analyze, calculate and report on unique issues (ex. Gen AI costs and savings, enterprise CrowdStrike financial impacts, staffing models/labor analysis).
- Facilitated collaboration between teams for effective knowledge sharing and skill development.
Finance Director, Technology
Nationwide Insurance Company
01.2021 - 12.2023
- Supervised a team of four FP&A associates in their responsibilities for run and build budgeting, analysis, and reporting activities - providing support to 8 VP-level executives for managing 400+ budget codes amounting to $800M gross expense.
- Managed financial consolidation and reporting for multiple business areas in the P&C technology sector, supporting the SVP; provided expert advice on challenging financial decisions such as labor strategies and inflation effects.
- Offered counsel to P&C business unit finance and operations partners about technological implications for the income statement. Orchestrated efforts to optimize allocated outcomes amidst a dynamic expense environment.
- Supported P&C technology team in a multi-year $76M expense reduction initiative by calculating savings of proposed initiatives, tracking actuals, reporting on results and counseling leaders.
Financial Business Advisor - Fin Shared Solutions
Nationwide Insurance Company
05.2018 - 01.2021
- Led SOP98 internally developed software capitalization process for the enterprise.
- Maintained and enhanced finance forecasting models for technology finance.
- Coordinated efforts with Controllership to incorporate accounting policy into financial forecasting and aid coordination with external auditors.
Financial Business Advisor - P&C Finance
Nationwide Insurance Company
12.2013 - 05.2018
- FP&A for Personal Lines call center, processing center, Shared Services and Office of Billing - $267M expense and 2,900 headcount.
- Coordinated and consolidated executive finance reviews for P&C business units.
- Created predictive analytics models to forecast expenses for print, postage, and bank card fees.
- Developed analytics for comparing outsourcing contracts and monitoring vendor performance.
Accounting Consultant - Analysis Services
Nationwide Insurance Company
01.2011 - 12.2013
- Managed relationship with outsourcing partner and reported on KPIs, staffing, and training.
- Oversaw the analysis of general ledger data by both on-shore and off-shore teams to guarantee accuracy and completeness during the close process.
- Successfully directed and participated in a total of 34 continuous improvement initiatives, leading to a reduction in staffing needs by one FTE.
Accounting Supervisor - Accounting Operations
Nationwide Insurance Company
05.2008 - 12.2010
- Successfully implemented Close to Report re-alignment, functional alignment and business process outsourcing under my leadership.
- Managed outsourcing of 600+ suspense journals and 150+ allocation groups, resulting in the generation of 1,000 journals per month.
- Successfully managed and streamlined quota-share and pooling reinsurance accounting operations.
- Made 3 trips to India as a representative of Nationwide, collaborating closely with our outsourcing partners during the transition phase.
Accounting Specialist - P&C Statutory Reporting
Nationwide Insurance Company
11.2005 - 05.2008
- Awarded the annual Continuous Improvement Best of Best honor in 2007 for streamlining the pooling/quota share process and achieving significant cost savings (4 FTEs).
- Responsible for preparing and analyzing financial reports in accordance with diverse regulatory and statutory requirements for Pooled companies.
- Played a key role as an SME resource on the Reinsurance thread for the successful optimization of the closing process, achieving a reduction in duration from 28 days (2006) to just ten by the year-end of 2010.
Staff Accountant
Progressive Medical Inc.
Westerville, OH
08.1997 - 08.2005
- Handled end-to-end tasks involving accounts payable, collections, billing, cash application, and treasury management effectively.
- Maintained accurate financial records through timely preparation of journal entries, conducting account reconciliations, and overseeing banking and audit relationships.
- Promoted to first staff accountant role at growing company in 2003; company increased from 36 FTE/$6M in sales to 360+ FTE and $364M in sales during my tenure.
Education
MBA - Finance
Franklin University
Columbus, OH05-2005
Bachelor of Science - Accounting
Franklin University
Columbus, OH05-2003
Skills
- Teamwork mindset
- Financial Management
- Budget Analysis
- Financial Analysis
- Financial Reporting
- Financial Planning
- Statutory Reporting
- GAAP Accounting
- Consulting
- Strategic Planning
- PeopleSoft Accounting
- Finance Forecasting system (Oracle EPBCS)
- Finance Data Governance tool (Oracle DRM/DRG)
- Ariba Contract Management and Invoicing
- Essbase/SmartView finance cubes
Timeline
Sr. Consultant, Finance
Nationwide Insurance Company
01.2024 - Current
Finance Director, Technology
Nationwide Insurance Company
01.2021 - 12.2023
Financial Business Advisor - Fin Shared Solutions
Nationwide Insurance Company
05.2018 - 01.2021
Financial Business Advisor - P&C Finance
Nationwide Insurance Company
12.2013 - 05.2018
Accounting Consultant - Analysis Services
Nationwide Insurance Company
01.2011 - 12.2013
Accounting Supervisor - Accounting Operations
Nationwide Insurance Company
05.2008 - 12.2010
Accounting Specialist - P&C Statutory Reporting
Nationwide Insurance Company
11.2005 - 05.2008
Staff Accountant
Progressive Medical Inc.
08.1997 - 08.2005
MBA - Finance
Franklin University
Bachelor of Science - Accounting
Franklin University
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