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Beth Renshaw

Project Portfolio Finance

Financial reporting
Project Portfolio Financial Management
Financial Analyst
Business Analyst
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Professional Status
Employed
Open to opportunities
About Me
Currently contracting as a Program Analyst at GuideOne Insurance in the Executive Project Management Office. This EPMO is responsible for prioritizing, governing and reporting on all projects in GuideOne's Project Portfolio. The dollars managed and spent on projects in 2015 will total approximately $40 million. For the last two years, have worked with GuideOne's senior leadership to assist in creating a mature EPMO with strong processes, tools and valuable reporting.
Skills

Operational Excellence

  • Continually manage the quality of the financial data related to the GuideOne Project Portfolio to ensure the related financial reports are accurate and beneficial.
  • Manage and own the creation of presentation decks and agendas for both the Executive Governance Committee and the CBA Forum meetings.
  • Review project presentations and make recommendations for improvements.
  • Continually review the current process for areas of improvement.

Analytical

  • Analyzed the financial reporting needs for GuideOne and created a suite of reports to fit their particular needs.
  • Analyze project budgets and identify gaps, duplications and other problems. Work with project managers to fix any issues.
  • Create summarizes and recommendations to compliment financial reports.

Project Management

  • Leading GuideOne's project to update and enhance their current CBA process and templates.
  • Have developed internal testing scenarios and completed testing of project management tools.
  • Collaborated with technology groups and developers to automate financial functions in a project management tool.

Financial Reporting

  • Designed the Project Portfolio financial reports used by senior leadership at GuideOne.
  • Designed the Resource Management report that is used to gauge the impact of the Project Portfolio on different areas of the company.
  • Create ad-hoc reports regularly to help facilitate conversations around current portfolio concerns.

Analysis Skills and Tools

  • Microsoft Office Suite: Advanced Excel, Word, PowerPoint, Access, Sharepoint
  • Very detailed and organized
  • Strong communication skills with all levels of management
  • Experience designing financial reports
  • Experience working with developers
  • General Ledger and eService
  • Advanced Hyperion
  • Introduced to Business Objects
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