Stephanie "Stacy" Dozier
Alpharetta,GA
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
30
30
years of professional experience
Work History
Manager, Financial Planning & Analysis II
Ecolab, Incorporated
08.2017 - Current
- Complete month end activities including JE and reconciliation approvals in Blackline, variance analysis, forecast updates, R&O tracking, and management presentation for the Healthcare division totaling $350M in annual revenue
- Consolidate annual budget based on feedback from various departments such as marketing, supply chain, sales, and R&D
- Participated on team responsible for new product launch, including creation of the necessary processes to support new offerings for capital purchases such as service packages and repairs
- Appointed finance lead for potential offshore acquisition which consisted of reviewing financials provided by target, validating assumptions on future projections, and creating pro forma financials
- Reviewed rebate discrepancy process with distributors and implemented changes to improve credit application to AR balance and resolve open balances from prior periods
- Work with team to manage relationship with large vendor of most profitable product category to drive efficiencies
- Updated YTD pricing analysis to more accurately account for the impact of changes to revenue
- Collaborated with cross-functional teams to transition to SAP from legacy system with a focus on employee engagement and collaboration
Senior Finance Manager
Change Healthcare fna Altegra Heath fna Outcomes Health Information Solutions
03.2016 - 05.2017
- Managed the P&L for 2 divisions with total annual revenue of $100M with 2 direct reports
- Analyzed variances for revenue and expenses to budget, prior forecast, and prior year
- Managed the financial planning process, resulting in more accurate forecasting and informed decisionmaking.
- Worked closely with division SVP’s to review financials and forecast projections
- Updated annual forecast for volume, revenue, and expenses in online forecasting tool, Adaptive Insights
- Contributed to monthly board presentation covering financial results, key metrics, and updated forecast using waterfall charts, tables, and line graphs
- Collaborated with a group of consultants on a large project to identify cost cutting opportunities
- Identified as a Subject Matter Expert on revenue recognition utilized by internal audit, legal, and various consultants
Revenue Manager
Change Healthcare fna Altegra Heath fna Outcomes Health Information Solutions
02.2015 - 02.2016
- Generated and posted monthly revenue JE for one of the largest divisions, approximately $70M in annual revenue, to ensure valid revenue recognition due to complexity of fees and services provided in SOW’s
- Provided variance explanations vs budget, prior year, and forecast, showing impact of volume, pricing, and project mix
- Created and distributed monthly, quarterly, and annual reporting showing volume and revenue by client by product
- Reviewed SOW’s and amendments to ensure fee structure, definitions, and payment terms were reasonable and concise
- Provided support and analysis for accounting entries to internal and external auditors compliant with SOX
- Participated in conversion to new accounting system after acquisition, ensuring that custom processes were accounted for to maintain availability of necessary data and to streamline operating processes.
Accounting Manager
Change Healthcare fna Altegra Heath fna Outcomes Health Information Solutions
11.2013 - 01.2015
- Responsible for month end close process including accounts payable and accounts receivable with one direct report
- Compiled and updated balance sheet reconciliations, including accrued payroll, bonus, and capitalized software
- Generated starting balance sheet for new company as of acquisition date, January 9th, 2014
- Interacted with external auditors and managed process to gather necessary documentation required for audits
- Updated weekly cash forecast based on expected client payments and projected payouts.
FP&A Manager
Prommis Solutions, LLC
04.2012 - 06.2013
- Supervised and trained team of analysts covering separate business units within the company, reporting to the CFO
- Led consolidated annual budget process across all business units, including balance sheet and cash flow, with input from business unit leaders
- Documented and conveyed impact of key assumptions
- Analyzed monthly financials for accuracy and reasonableness and recommended adjustments
- Updated rolling monthly forecast
- Provided variance explanations and updated forecast for senior management in PowerPoint presentation
- Devised strategy approved and delivered by executive team to seek an increase in fees from law firm partners
- Calculated proposed fees for sales team by service offering using cost analysis based on work included in SOW
- Built collaborative relationships and effective communication skills by working with all levels of employees on various projects such as productivity metrics, WIP reports, board presentations and SLA’s.
Senior Financial Analyst
Prommis Solutions, LLC
09.2007 - 03.2012
- Developed complex excel models to generate revenue and expense projections from volume estimates with varying timelines for revenue recognition for 3 business units which contributed almost half of the company’s earnings
- Analyzed trends in key metrics, revenue, and expenses to identify possible opportunities and risks in the forecast
- Reviewed monthly financials completed by accounting for accuracy and consistency
- Contributed to monthly PowerPoint presentation for executive team with variance explanations and trend analysis
- Negotiated fees by service with law firm partners based on time studies and staffing models
- Participated in expansion into a new market, generating staffing models, projections, pricing, and ROI.
Finance Manager
Open Arms Child Development Center
05.2000 - 06.2005
- Conducted accounts receivable and payable functions for center with an annual budget over $1.0 million
- Performed account reconciliations and monthly close to generate financial statements and additional analysis as requested
- Responsible for tracking customer payments and collecting past due accounts through custom payment plans.
Financial Analyst
CareData, Inc.
05.1998 - 12.1999
- Developed annual budget, reviewed monthly results, and provided variance explanations for 4 business units in various sectors of information technology in the healthcare industry
- Researched similar companies to identify possible acquisition candidates and understand their business model to potentially utilize some aspects of those models within the company.
Sr. Financial Analyst
First Data, Inc.
02.1996 - 05.1998
- Monitored monthly, quarterly, and annual profitability of several business units, including Western Union and TeleCheck
- Compiled quarterly document with various analyses for the CFO to refer to during quarterly meetings with Wall Street Analysts
- Performed ROI analysis on large capital expenditure requests and provided analysis and recommendations to executive team.
Financial Analyst
United Parcel Services
09.1994 - 02.1996
- Focused on reporting financial results on international sector to upper management which was a new venture at the time
- Created excel models, including macros, which facilitated the production of the monthly review and reporting process.
Education
Bachelor of Arts, Finance Major -
University of Georgia
03.1994
Skills
- Budgeting
- Forecasting
- KPI Metrics Reporting
- Teamwork and Collaboration
- Employee Development
- Powerpoint presentations
- Trend Analysis
- Process Improvement
- Business Analysis and Reporting
- Task Delegation
Personal Information
Title: Finance Manager
Timeline
Manager, Financial Planning & Analysis II
Ecolab, Incorporated
08.2017 - Current
Senior Finance Manager
Change Healthcare fna Altegra Heath fna Outcomes Health Information Solutions
03.2016 - 05.2017
Revenue Manager
Change Healthcare fna Altegra Heath fna Outcomes Health Information Solutions
02.2015 - 02.2016
Accounting Manager
Change Healthcare fna Altegra Heath fna Outcomes Health Information Solutions
11.2013 - 01.2015
FP&A Manager
Prommis Solutions, LLC
04.2012 - 06.2013
Senior Financial Analyst
Prommis Solutions, LLC
09.2007 - 03.2012
Finance Manager
Open Arms Child Development Center
05.2000 - 06.2005
Financial Analyst
CareData, Inc.
05.1998 - 12.1999
Sr. Financial Analyst
First Data, Inc.
02.1996 - 05.1998
Financial Analyst
United Parcel Services
09.1994 - 02.1996
Bachelor of Arts, Finance Major -
University of Georgia
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