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    Tag: Forecasting

    Stephanie Lynn Nghiem, CPA: Accomplished Accounting and Finance Executive

    Stephanie Lynn Nghiem is an accomplished accounting and finance executive with over 21 years of experience leading financial operations, reporting, and strategic initiatives across diverse sectors. Currently serving as the Vice President of Finance & Accounting at OneAZ Credit Union, she oversees critical financial functions, including the general ledger system, budgeting, forecasting, and compliance with GAAP. Throughout her career, Stephanie has demonstrated a unique ability to drive operational efficiencies, such as implementing automation and improving financial processes, while mentoring teams and fostering collaboration. Her extensive background includes leadership roles at American Express, where she managed investment proposals and led the implementation of international financial standards. A licensed CPA in both Arizona and Illinois, Stephanie’s expertise and dedication have positioned her as a trusted leader, and she is now seeking opportunities to leverage her experience on boards and advisory committees to drive meaningful impact.

    Bobbi Brooks: Marketing and Brand Building Executive | Leadership, Strategy, and Communication Expert

    With over 41 years of experience, Bobbi Brooks is a seasoned executive known for her leadership in marketing, brand building, product management, and strategic direction. She combines a creative approach with an analytical mindset to drive results across global markets, focusing on industries such as retail and IT services. Throughout her career, Bobbi has developed a strong reputation for fostering innovation and collaboration, guiding teams toward delivering high-impact, strategic marketing initiatives. Her expertise in budgeting, forecasting, and process improvement has enabled organizations to achieve measurable outcomes while maintaining a customer-centric approach. Bobbi’s communication skills ensure that she effectively aligns teams and stakeholders, driving growth and success within every organization she serves.

    Keith Ajeh – Senior Business Consultant and Financial Analyst

    Keith Ajeh is a seasoned business consultant and financial analyst with over six years of experience in various industries, including pharmaceuticals, finance, IT, and logistics. Based in Worcester, MA, he has developed a reputation for excellence in financial planning, analysis, and process automation. His strong educational background, with a Bachelor's in Business Administration from Worcester State University and ongoing MBA studies, complements his practical expertise in ERP systems such as Hyperion, SAP, and Apptio. Keith's hands-on experience in budgeting, forecasting, SOX compliance, and business management positions him as a valuable asset to any organization seeking to enhance operational efficiency and drive financial success.

    Carly Sandstrom: Strategic Change Leader & Operational Advisor

    Carly Sandstrom is a seasoned business and operations consultant with over 11 years of experience in helping companies streamline operations and drive growth. With a strong background in strategic planning, forecasting, and revenue operations, Carly has partnered with early-stage businesses to optimize customer relationship management (CRM) and operational workflows. Her expertise in Salesforce, Tableau, and data analysis has allowed her to implement data-driven strategies that enhance efficiency and deliver measurable results, including increasing revenue by 25% within just two months for her clients. Carly has also held leadership roles in top organizations such as ID.me and Skyword, where she led efforts in sales operations, vendor relationships, and organizational planning, contributing to substantial cost savings and improved business performance. Her passion for strategic decision-making, coupled with her ability to communicate complex data insights effectively, makes her a trusted advisor for companies seeking to scale and achieve their goals.

    Steven J. Shaffer, MBA, MHP: Healthcare Finance Executive and Strategic Leader

    Steven J. Shaffer is a seasoned finance executive with over 35 years of experience in the healthcare sector, specializing in healthcare financial management, budgeting, forecasting, and strategic optimization. Known for his integrity, dedication, and patient leadership, Steven has a proven track record of driving financial success and organizational growth. His expertise spans across a wide range of healthcare areas, including hospital systems accounting, skilled nursing facilities, home health care, hospice management, and employee benefits, all underscored by a strong foundation in financial modeling and regulatory compliance. Steven’s strategic leadership has been instrumental in transforming organizations, from small startups to large publicly traded entities. He has successfully overseen budgeting and financial reporting for multi-million-dollar healthcare systems, negotiated complex vendor contracts, and managed treasury functions. His ability to streamline operations, reduce costs, and optimize revenue cycles has led to significant improvements in the financial health of the organizations he’s worked with. As a communicator, Steven excels at translating complex financial data into clear, actionable insights for boards, executives, and operational teams. His collaborative approach ensures that all stakeholders are aligned in pursuit of the organization’s financial goals. With a passion for mentoring and sharing his vast knowledge, Steven is a respected leader who continues to make a lasting impact in the healthcare finance field.

    Janet Huffman: Empowering growth through strategic financial leadership and operational excellence.

    Excited to share my updated executive biography! With over 15 years of experience in financial leadership, I have had the privilege of working across various industries to drive growth, optimize operations, and lead strategic initiatives. From healthcare to tech, my journey has been shaped by a passion for financial excellence, corporate strategy, and empowering teams to achieve their full potential. I’m always looking for ways to contribute to meaningful change and connect with like-minded professionals. Take a moment to read my bio and feel free to reach out – I’d love to connect!

    Tom Smith: Empowering Small Business Success; Elevating Operations, Driving Excellence.

    I’m excited to share my professional biography with you. As an operations expert, I’ve dedicated my career to driving small businesses to new heights. With a strong ethical foundation, extensive industry knowledge, and a strategic mindset, I’ve consistently worked to optimize business functions and spur significant growth. My commitment to clear communication and fostering collaboration has been central to my success, and I’m proud of the impact I’ve made in the world of business operations. I invite you to read more about my journey and contributions in my full biography linked here.