FP&A CONSULTING
Sam Williams

Resume

Professional and Academic Background

Solution Architect / Adaptive Technical Expert

  • Developing solutions for planning and budgeting that allow companies to scale
  • Integrating operational and financial data into Adaptive to drive reporting and forecasting
  • Providing support and implementation guidance for clients
  • Providing forward thinking analysis of client's FP&A team and how Adaptive fills their needs
  • Providing guidance as to how to grow FP&A team and promote greater adoption of Adaptive Planning
  • Building complex models in Adaptive using cube sheets, modeled sheets and standard sheets
  • Integrating financial and operational data to provide reporting for management and drive financial models
  • Building OfficeConnect and HTML reports as well as Dashboards

Senior FP&A Consultant

  • Serving as project lead and managing Workday Adaptive Planning implementations
  • Building integrations with ERP systems (NetSuite, Intacct, Great Plains)
  • Gathering requirements from the client to build planning models
  • Building models for Income Statement, Balance Sheet and Cash Flow Statement
  • Reconciling financial statements

FP&A Consultant

  • Building out the org structure and chart of accounts within Workday Adaptive Planning according to requirements given
  • Building personnel, revenue, COGS and expense models
  • Building reports as requested by the client
  • Building Matrix and OfficeConnect reporting for clients

Senior FP&A Manager

  • Working with leadership team during sale of company to outside party
  • Working with BU partners to provide metrics and assist in forecasting process
  • Working with Accounting team during month end close to provide accurate financials by product line

Senior FP&A Analyst

  • Implemented Workday Adaptive Planning for internal model
  • Converting excel based models into Adaptive Planning sheets
  • Providing key reporting to management and external stakeholders

Senior Revenue Accountant

  • Coordinated close process among different teams within the company to ensure all areas of close happened correctly and on time
  • Processed all journal entries for the revenue cycle to properly recognize revenue at month end
  • Refined processes for all revenue streams to speed up the monthly close by 10 days and reduce errors in the billing process
  • Streamlined invoicing and cash application process for new acquisitions reducing processing time by 30 hours monthly and increasing accuracy of receivables

Accounting Specialist

  • Helped design and test future Oracle AR and Oracle GL systems to implement the new system and improve efficiency of financial operations as part of the company's Finance Transformation
  • Created Financial Statements for various segments of the business to help owners make informed operational decisions
  • Worked with department management to develop key metrics to drive results
  • Transitioned work from Home Office partners to Shared Services Center to improve cost per transaction and align with corporate restructuring

Education

Master of Science — Information Systems
University of Utah
Bachelor of Science — Accounting
University of Utah
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