Your browser is outdated!

To ensure you have the best experience and security possible, update your browser. Update now

×

Beth Renshaw

Project Portfolio Finance

Financial reporting
Project Portfolio Financial Management
Financial Analyst
Business Analyst
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.

Program Analyst

GuideOne Insurance
Since July 2013
Consultant
West Des Moines
United States - Iowa
  • Currently managing a project to update and enhance GuideOne's CBA process. This includes updating their CBA template, creating a robust process that includes the creation of a CBA Forum, the creation of CBA instructions and other documentation. The project team is the CFO, the head of the EPMO and a senior Actuary.
  • The CBA process will include the tracking of tangible benefits after projects implement
  • Created monthly process to work with project managers to get good financial data at the project level.
  • Created a suite of permanent financial reports that are used by senior leadership to prioritize new projects and monitor the process of current projects.
  • Analyze actual expense and create monthly variance reports.
  • Review project presentations and provide recommendations prior to the project being presented to the Executive Governance Committee.
  • Created valuable resource management reports to show senior leadership how resource groups would be impacted by the Project Portfolio.
  • Provide direction to project managers on the creation of their project's CBA.
  • Provide EPMO process training for sponsors, project managers and project analysts.

Financial Consultant -- Central Project Management Office

Wells Fargo Home Mortgage (WFHM)
March 2006 to 2013
Full-time
West Des Moines
United States - Iowa
  • Single Point of Contact in the Central PMO for financial questions.
  • Analyzed budget estimates to make financial recommendations regarding individual projects and the portfolio as a whole.
  • Created expenditure approval documents for any project over 5 million dollars. This package was reviewed by Corporate Finance and, if large enough, would go to the office of the President of Wells Fargo.
  • Facilitated meetings with both business and technology project managers to govern and manage the financial health of their projects. Provided direction to project managers, as needed.
  • Reviewed project financial documents to make sure they were compliant with both WFHM and Corporate policies.
  • Subject Matter Expert for WFHM's project management tool.
  • Analyzed actuals and created variance reports monthly for upper management. These reports were used to monitor and prioritize projects.
  • Provided project managers training related to the project management tool and tracking project financials.
  • Facilitated monthly meetings with PMO leaders to discuss their Project Portfolio financials.
  • Prepared monthly reconciliation to ensure WFHM's project management tool, the general ledger, and the technology group were all in sync.

Financial Consultant--Support

Wells Fargo Home Mortgage (WFHM)
2001 to March 2006
Full-time
West Des Moines
United States - Iowa
  • This department manages Top of House expense that is shared across the company (Legal, Corporate Allocations, Executive Support).
  • Provided financial support by creating forecasts, analyzing trends and creating variance reports.
  • Collected and consolidated forecasts from the other Support groups (20 in total) to create a Total Support forecast each month.
  • Support and Site-specific expense was allocated out to the different areas of WFHM. Prepared and reviewed these monthly allocations.

Past Financial Experience

Norwest Financial
June 1991 to 2001
Full-time
Des Moines
United States - Iowa
  • Credit Investigator: Gathered information regarding high-end customers' financial situation. This included:
    Talking to lawyers, trust companies, CPAs and employers.
    Reading and analyzing credit bureau reports.
    Detection and intervention of fraudulent applications.
  • Billing Specialist: Mediated merchandise problems between the consumer and the store. This was done through contact with store managers, consumers, manufacturers and independent inspectors.
  • Trust Dept: Created dashboards and held monthly meetings with site managers to help them and their team recognize improvement opportunities.
  • Account Rep: Reconciled many different accounts to ensure expense was posting correctly.

Bachelor of Science in Bus. Admin.

Drake University

September 1993 to December 1996
Major: Finance and Investment
  • 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.
  • 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.
  • 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.
  • 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.
  • 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