Lana Tartre

About Lana Tartre

I am an accomplished Corporate Finance professional with extensive expertise in financial planning and analysis, poised to deliver strategic financial leadership at the highest level. My career is marked by pivotal roles at organizations, where I\'ve directed complex financial processes, integrated multi-entity financial data, and orchestrated significant enhancements in financial systems and reporting accuracy.DRIVING INNOVATION AND ACCURACY IN FINANCIAL DATA INSIGHTS: As a Corporate Finance Consultant with DLC, I delivered a comprehensive pricing process improvement plan to the VP of Business Development at Olde Thompson. This led to the elimination of inefficiencies, improved communication flows, and reinforced strategic objectives, boosting accountability and effectiveness in end-to-end pricing initiatives. In collaboration with the Planning and Master Data Management teams, I executed a Master Customer List, Product SKU Catalog, and NRV inventory data cleanup, containing over unique entries, for the Olde Thompson CFO. This project involved flagging items for review, subsequent updates, and revaluation. For the Olde Thompson CEO, I generated Trend Analytics by Commodity, Customer, and SKU, highlighting key trends and seasonality patterns. Furthermore, for the Pharmavite Commercial and Accounting Operations teams, I developed and streamlined complex financial models, facilitating AOP, Business Updates, and Accounting Audit processes.TRANSFORMING FINANCIAL OPERATIONS: At Inter-Con Security Systems, I spearheaded financial planning and analysis across 15+ business units, managing a substantial budget and forecasting for a diverse portfolio of commercial contracts. My strategic oversight and innovative personnel cost planning processes enhanced operational efficiencies and workforce management.LEADERSHIP AND COLLABORATION: During my tenure at Studio71, I managed management reporting, budgeting, forecasting, and reconciled complex financial datasets across multiple applications, fostering a culture of accountability and precision in financial reporting. I\'ve initiated a turnaround strategy that prevented the closure of a business unit, demonstrating my ability to promote data-driven decisions that foster business sustainability under challenging circumstances.I am eager to leverage my expertise to drive financial strategies that enhance value and support sustainable growth. Let’s discuss how I can bring this vision to your organization. Reach out at l••••••••@gmail.com.

Experience

1. Finance and Accounting Consultant

   DLC

   May 2022 — Present · Los Angeles, CA, US

   DLC is a professional services firm that helps companies transform ideas into action, one project at a time. DLC full-time practitioners are Big 4 CPAs or graduates of the nation’s leading business schools. All consultants have executed work within the complex environments of the Fortune During my tenure here, I consistently enhanced financial planning, analysis, and management reporting frameworks. My expertise and hands-on experience significantly improved accuracy, efficiency, and accountability.At Olde Thompson (20••••23), I delivered a pricing process improvement plan by leading a review that identified information flow inefficiencies and streamlined communications. This enhanced transparency and operational efficacy in pricing models development. Furthermore, I completed a Customer, Product SKU, and Inventory NRV Master Data Management initiative, scrubbing over 150K records related to sales catalogs and product specifications. My leadership in this project initiative not only ensured data integrity but also supported accurate cost and pricing structures. I collaborated with the offshore MDM team, which required cultural sensitivity and clarity in communication. This role called for navigating complex, multicultural environments to deliver outstanding results.For Pharmavite (20••••24), I significantly improved and streamlined reporting models for the Commercial Finance team. By integrating advanced variance analytics and reducing data refresh times from 45 minutes to under 3 minutes, I boosted the efficiency of month-end review and financial reporting. This reengineering allowed for real-time budget tracking and tailored reporting by customer marketing segments. While managing Q1 Business Forecast models for the Accounting Operations team, I updated and validated key assumptions across multiple operational areas tightening variance thresholds.

Education

• Caltech

  Cartificate, Predicitve Analytics

• Pepperdine Graziadio Business School

  BSM, Management

• General Assembly

  Certificate, Data Analytics

• Pepperdine Graziadio Business School

  Master of Business Administration, Finance

  2009

Skills

• Analysis
• Cash Flow
• Crm
• Project Planning
• Financial Analysis
• Accounts Receivable
• Accounts Payable
• Auditing
• Management
• Accounting
• Account Reconciliation
• Forecasting
• Financial Reporting
• Budgets
• Finance