Kerie is available for hire
Hire KerieKerie Seamans
Verified Expert in Engineering
Financial Analyst and Developer
Location
Newton, MA, United States
Toptal Member Since
December 28, 2023
Kerie is a corporate finance expert with 20 years of experience in financial planning and analysis (FP&A) at top global organizations and startups. She's a certified Workday Adaptive Planning implementation consultant who has led around 10 implementations within complex organizations across several industries. Kerie also has an MBA in international management.
Portfolio
Freelance Consultant
Adaptive, Workday, Modeling, Adaptive Planning, Financial Modeling, Budgeting...
Mercer
Adaptive, Workday, Fintech Consultant, Consulting
MIT
Budgeting, Annual Budgets, Budget Management, P&L Forecasting, Forecasting...
Experience
Availability
Part-time
Preferred Environment
Windows, Adaptive
The most amazing...
...implementation projects I've worked on offer new budgeting software to clients, who quickly realize how much easier it is to complete their forecasts.
Work Experience
Implementation Lead
2016 - PRESENT
Freelance Consultant
- Led several full-cycle Adaptive Planning implementations and provided budgeting, modeling, and FP&A services.
- Managed around 10 Adaptive Planning implementations within complex organizations across several industries, from discovery through testing and training.
- Developed detailed annual budgets and operating plans for several small businesses.
Technologies: Adaptive, Workday, Modeling, Adaptive Planning, Financial Modeling, Budgeting, Budget Management
Assistant Director – Workday Adaptive Planning
2021 - 2022
Mercer
- Served as a leader, architect, and model builder in several critical projects.
- Advanced Mercer's standard implementation methodology, assisting sales teams with statements of work, demos, and estimates.
- Delivered key implementations, including a global financial institution with several currencies and complex financial and workforce planning needs and an international tech distributor with several currencies and a complex reporting structure.
Technologies: Adaptive, Workday, Fintech Consultant, Consulting
Senior Financial Analyst
2015 - 2016
MIT
- Prepared monthly, quarterly, annual, and ad hoc management reporting packages and analyses for top institute officers.
- Developed and rolled out reporting for complex international ventures via the advancement of critical international relationships, improving timeliness and accuracy of financials and overall program performance.
- Created investment analysis for institute-wide AP and procurement system overhaul, working with a cross-functional team to identify and quantify savings.
- Designed and delivered budget training to a diverse community of MIT administrative staff.
Technologies: Budgeting, Annual Budgets, Budget Management, P&L Forecasting, Forecasting, Trend Forecasting, Financial Forecasting
Corporate Finance Manager
2013 - 2014
Iron Mountain
- Led budget, forecast, internal reporting, and variance analysis processes for a $4 billion company during a new financial system implementation, restructuring, and REIT transition period.
- Coordinated and prepared all financial materials for quarterly earnings releases and board of directors meetings, working closely with senior managers in investor relations, treasury, tax, M&A, and accounting.
- Developed a budget restatement policy, establishing processes and controls around budget changes.
- Implemented a streamlined corporate forecast process, establishing appropriate ownership and dramatically improving the speed of forecast delivery.
- Trained a large group of end users on the Hyperion software.
Technologies: Finance, Budget Management, Annual Budgets, Investor Reporting, Hyperion
Senior Financial Analyst
2004 - 2013
Raytheon
- Developed capital expenditure budgets, forecasts, and variance analyses through partnering with geographically dispersed engineering, manufacturing, real estate, IT, and product management teams.
- Managed approval processes for all capital expenditures within a $5 billion division by evaluating ROI, DCF, NPV, and other KPIs.
- Coordinated the development of an annual operating plan, a 5-year strategic plan, and monthly forecasting and reporting cycles for a $1 billion business division.
- Organized a 5-year strategic plan and prepared annual operating analyses for US and UK management positions, forming critical relationships between subsidiaries and ensuring process discipline and alignment with the parent company.
- Consolidated and audited company-wide data for external financial statements, playing an active role in SOX implementation.
Technologies: Budgeting, Capital Budgeting, Financial Planning & Analysis (FP&A), SOX
Experience
Full-cycle Adaptive Planning Implementation
I led the Adaptive Planning implementation for a multi-billion dollar global organization. The project involved active management of implementation tasks from kickoff to go-live and included requirements gathering, discovery, process improvement, model prototyping, model building, testing, and training.
Skills
Paradigms
Adaptive
Other
Modeling, Budgeting, Budget Management, P&L Forecasting, Financial Planning & Analysis (FP&A), Finance, Cost Accounting, Statistics, International Growth, Economics, Negotiation, Workday, Fintech Consultant, Consulting, Annual Budgets, Forecasting, Trend Forecasting, Financial Forecasting, Investor Reporting, Capital Budgeting, Workday Implementation, ERP Implementation, Reporting, SOX, Adaptive Planning, Financial Modeling
Languages
SQL
Tools
Hyperion
Platforms
Windows
Education
2009 - 2012
Master of Business Administration (MBA) in International Business
Boston University - Boston, MA, USA
2000 - 2004
Bachelor of Business Administration (BBA) in Finance
University of Massachusetts Amherst - Amherst, MA, USA
Certifications
JUNE 2021 - PRESENT
Workday Adaptive Planning Platform Certification
Workday
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