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Tara Bongard
Finance & Accounting professional leveraging remote and free
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Phoenix, USA
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Phoenix, USA
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Finance KPI Dashboards
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3 Financial Statements
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Customizable Business Budgeting tools
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Finance Transformation & FP&A Leadership Overview Led finance transformation and FP&A initiatives across fintech, SaaS, and high-growth operating environments, partnering with executive leadership to improve financial visibility, planning, and decision-making. What I Did Led corporate FP&A activities supporting a fintech platform and hedge-fund operations with $2.4B in assets under management. Redesigned finance processes to improve the monthly close process. Reduced monthly close timelines from 12 days to 4 days. Built executive- and board-level financial reporting packages supporting strategic planning and investor communications. Developed forecasting, budgeting, KPI reporting, and operational performance analysis. Managed and developed a finance organization of 21 team members. Partnered with senior leadership on financial strategy, operational performance, and business planning. Impact Created a more efficient finance operating model while giving leadership faster access to financial information for strategic decision-making. Skills FP&A · Finance Transformation · Executive Reporting · Forecasting · Budgeting · KPI Development · Process Improvement · Financial Leadership · Board Reporting
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