Casey Sweet

About Casey Sweet

Strategic Business Operations Manager | Bridging Finance, Data, and ExecutionI specialize in the \"connective tissue\" of an organization—ensuring that complex budgets, resource plans, and cross-functional teams move in perfect sync. With a focus on high-precision forecasting and process automation, I help leadership teams turn financial data into strategic action.My Approach to Impact:• Financial Precision: I manage end-to-end forecasting and budgeting with a consistent 5% NFI accuracy rate, utilizing TM1 and deep-dive sentiment analysis to ensure there are no surprises at month-close.• Operational Excellence: I maintain the backbone of account performance through rigorous RAID logs and governance manuals, ensuring contractual compliance and risk mitigation are always front-of-mind.• Process Innovation: I believe in \"working smarter.\" By partnering with BI teams to automate reporting (MBR/QBR), I’ve successfully reduced manual data processing by 3+ hours per cycle, allowing for more time on high-level analysis.• Collaborative Leadership: Whether I’m working with Credit Controls on client hygiene or presenting strategic insights to the Senior Leadership Team, I focus on clear communication and cross-functional alignment.Beyond the Spreadsheet: I am a graduate of a selective 6-month leadership program, where I honed my ability to translate complex data into compelling narratives (culminating in a \"Ted-talk\" style presentation to executive leadership). I am also a passionate peer mentor, dedicated to sharing best practices and elevating the operational standard of my department.Core Competencies: Business Operations • Financial Planning & Analysis (FP & A) • Resource Management • TM1 & BI Reporting • Process Automation • Stakeholder Engagement • Contract Governance

Experience

1. Business Operations Manager

   AMS

   May 2022 — Present · Cleveland, OH, US

   Strategically manages the financial and operational aspects of a diverse portfolio of client accounts, proactively identifying and implementing cost-saving measures and process optimizations. Consistently meet or exceed targets by delivering tailored solutions that ensure profitability while maintaining high client satisfactionImplemented rigorous data validation processes to improve accuracy of the Profit and Loss (P&L) Statement by 20%, providing more reliable financial insights for strategic decision-makingFacilitates seamless cross-departmental communication and collaboration among Business Intelligence, Business Assurance, Finance, and Client Operations teams, ensuring alignment on performance goals, data insights, and strategic initiatives, ultimately resulting in improved efficiency and achievement of key performance metricsLeads the development and execution of comprehensive annual budgets and rolling forecasts, collaborating cross-functionally to gather inputs, analyze variances, and provides strategic recommendations that result in improved financial stabilityReviews contracts and conduct analysis, ensuring strict adherence to contractual obligations and terms, which contribute to maintaining strong client relationships and mitigating potential risks

Education

• Baldwin Wallace University

  Bachelor of Arts (BA), Health/Health Care Administration/Management

  2010 — 2014

• Marion L. Steele

  High School Diploma, General Studies

  2006 — 2010

Skills

• Customer Service
• Erecruit
• Training
• Microsoft Office
• Sales
• Project Management
• Management
• Team Building
• Budgeting
• Social Media
• Recruiting
• Business Development
• Leadership
• Microsoft Powerpoint
• Event Planning
• Human Resources Information Systems (Hris)
• Onboarding
• Powerpoint
• Microsoft Excel
• Workday
• Applicant Tracking Systems
• Communication
• Jobvite
• Microsoft Word
• Strategic Planning
• Public Speaking
• Time Management