Kendra H.

Accounting, finance and strategic planning professional with expertise in bookkeeping, compilation and forecasting of three-statement financial reporting (GAAP), financial analysis, insight development, and structured communications. Advanced level skills in Quickbooks Online, Workday Adaptive Planning, Cognos, SAP Business Reporting and Microsoft Excel and PowerPoint. Academic achievements include a master’s degree in accounting, master’s degree in business administration, and a Certified Public Accountant (CPA) license. Director of Finance, PrepMD Jan 2025 – present - Daily cash flow management and tracking - consolidated view of cash inflow and outflow from 7 bank accounts and three different organizations including 13 week cash flow projections - Lead the annual budgeting and quarterly forecasting processes, collaborating with department heads to develop accurate and achievable financial plans - Lead the preparation of multi-entity monthly, quarterly, and annual financial reports, providing variance analysis to plans and actionable insights to the senior management team - Lead the development and maintenance of complex financial models to support strategic initiatives, scenario planning, and decision-making - Direct the financial evaluation of key business decisions, including pricing strategies, investment opportunities, and cost optimization initiatives - Closely track and manage costs across the business to ensure budgets are not over spent Finance Manager, Woods Hole Oceanographic Institute Oct 2023 - Dec 2024 - Manage and track approximately $50M annual funding and spend - In collaboration with the WHOI Finance & Accounting Office, prepare annual operating budgets and quarterly forecasts - Provide analytical, forecasting, monitoring, reporting and project support to senior management - Provide monthly reports, including key metrics, financial results, and budget to actual reporting Accenture Nov 1999 - Sept 2023 Annual Planning Senior Manager (Human Resources) May 2021 – Sept 2023 - Complex financial and scenario modelling, including multiple scenarios, drivers, and inputs to support Accenture’s payroll planning and budgeting implementation for ~700,000 employees across 17 markets and 8 organizations - Data, analytics, reports, and insights to stakeholders, Finance teams, and other downstream processes, including the design and distribution of monthly reporting packages to track off-cycle spend Data Analytics & Storytelling Lead (Finance) Oct 2019 – April 2021 - Worked with top Finance leaders to help shape and finalize presentations and training content including developing structured storylines and narratives and simplifying quantitative and qualitative information into “kindergarten”-level material for broad audiences to understand Corporate Strategy Manager Dec 2006 – Sept 2019 - Developed and maintained Accenture’s 3-year revenue forecast models, including various scenarios and operating margin, headcount, and pricing impact, prepared related presentation materials for CFO - Automated and designed large quarterly reporting packages highlighting strategic metrics by various cuts of the business - Many other strategic and financial projects – more information provided upon request