Consolidated P&L & Headcount Reporting at Scale
Subject-matter expert for consolidated P&L and headcount reporting at EverPure (Pure Storage), delivering weekly, monthly, and quarterly forecast packages.
Problem
Finance leadership needed reliable, timely P&L and headcount reporting across multiple systems and business units, with data flowing from NetSuite, Anaplan, and HR platforms that often had discrepancies.
Approach
Built centralized reporting models that pulled from multiple source systems with built-in QA checks. Established a recurring reconciliation process across departments and contributed to the design and enhancement of planning tools including NetSuite, Adaptive, Anaplan, and Tableau.
Outcome
Delivered consistent, accurate reporting packages used by finance leadership for decision making. Improved forecast alignment across departments and reduced close-cycle friction.
Details
Managed large, complex financial data sets across NetSuite, planning tools, and HR systems to produce accurate income statement and headcount reporting.
Built advanced Excel models with QA checks to ensure data accuracy, integrity, and timeliness across all reporting cycles.
Served as cross-functional liaison between Corporate FP&A, accounting, HR, and functional finance teams to resolve discrepancies and align forecasts ahead of close.