Joyce Montier-Drew is a recognized financial accounting analyst with experience analyzing financial positions and providing timely analysis to business groups. She has partnered with various groups to develop team members and create value. At CH2M Hill, she implemented an international trade settlement process that accommodated doubled business while cutting transaction time in half. She has also held financial analyst roles at TCF Bank and Citigroup Diners Club, preparing budgets, analyzing expenses, and partnering with managers on forecasting. She has expertise in areas such as international accounting, process improvement, and team development.
Fundraising vs. Accounting: Quelling the Family Feud Blackbaud
Do you need the Rosetta Stone to translate your fundraising numbers into accounting? If you’re ready to spend more time improving your fundraising numbers and less time arguing over whose numbers to use, don’t miss this session! Accounting and Development have different objectives based on what they are trying to get out of the system. We have more than 15 years of experience helping nonprofits establish practical processes to serve the goals of both the fundraising and accounting departments. Attend this session so you can: Have a roadmap for collaboration that will help avoid stalemates in the first place; learn strategies for improving communication and understanding between accounting and fundraising so each department’s objectives are addressed; and leave the presentation armed with documentation that outlines how to streamline gift entry and reconciliation processes to support the goals of both departments, as well as create shared Fund & GL coding structures. Plus, we’ll highlight considerations if you’re thinking of automating the process.
Experienced leader with 20 years of experience in multiple industries, including private equity sponsored financial services, telecommunications and technology companies. Oversee capital structure, including placement of senior, term and junior debt and equity financing. Accurate monthly reporting of financial and operating metrics for all stakeholders. Strategic partner with CEO and operating departments to make decisions based on data analysis and financial metrics. Manage external audit and tax compliance functions.
Sale process – Led successful sale to private equity sponsor completed in 2016, including investment bank selection, creation of all investor materials and presentations, coordination of responses during due diligence, key presenter in all investor and lender meetings, creation of financial model, review of all legal documents, and execution of incremental debt facilities to finance a portion of the purchase. Led financial due diligence for acquisition and secured incremental financing.
Credit facilities – Significant senior facility expansion during six-year tenure, including 4x growth of lender commitments, growth of two lender facility to seven bank syndicate, and negotiation of decreased interest costs. Refinancing of junior facility, increase and refinancing to support sale, expansion to support facility growth to refinance debt from acquired company. Experience drafting and amending credit agreements, working with company and lender counsel.
Data analysis – Led company efforts for data analysis and review, encompassing all operating aspects of the business, including call center performance, marketing, inside and outside sales, pricing and margin analysis, conversion rates and operational performance.
Best Practices in Creating a Strategic Finance FunctionFindWhitePapers
Many CFOs and the finance organizations they lead have started to take on new strategic roles within the enterprise. Their goal is to enforce stricter control processes to ensure legal and regulatory compliance, offer strategic insights into the internal and external business environment, and connect the business strategy with daily operations through performance tracking.
Fundraising vs. Accounting: Quelling the Family Feud Blackbaud
Do you need the Rosetta Stone to translate your fundraising numbers into accounting? If you’re ready to spend more time improving your fundraising numbers and less time arguing over whose numbers to use, don’t miss this session! Accounting and Development have different objectives based on what they are trying to get out of the system. We have more than 15 years of experience helping nonprofits establish practical processes to serve the goals of both the fundraising and accounting departments. Attend this session so you can: Have a roadmap for collaboration that will help avoid stalemates in the first place; learn strategies for improving communication and understanding between accounting and fundraising so each department’s objectives are addressed; and leave the presentation armed with documentation that outlines how to streamline gift entry and reconciliation processes to support the goals of both departments, as well as create shared Fund & GL coding structures. Plus, we’ll highlight considerations if you’re thinking of automating the process.
Experienced leader with 20 years of experience in multiple industries, including private equity sponsored financial services, telecommunications and technology companies. Oversee capital structure, including placement of senior, term and junior debt and equity financing. Accurate monthly reporting of financial and operating metrics for all stakeholders. Strategic partner with CEO and operating departments to make decisions based on data analysis and financial metrics. Manage external audit and tax compliance functions.
Sale process – Led successful sale to private equity sponsor completed in 2016, including investment bank selection, creation of all investor materials and presentations, coordination of responses during due diligence, key presenter in all investor and lender meetings, creation of financial model, review of all legal documents, and execution of incremental debt facilities to finance a portion of the purchase. Led financial due diligence for acquisition and secured incremental financing.
Credit facilities – Significant senior facility expansion during six-year tenure, including 4x growth of lender commitments, growth of two lender facility to seven bank syndicate, and negotiation of decreased interest costs. Refinancing of junior facility, increase and refinancing to support sale, expansion to support facility growth to refinance debt from acquired company. Experience drafting and amending credit agreements, working with company and lender counsel.
Data analysis – Led company efforts for data analysis and review, encompassing all operating aspects of the business, including call center performance, marketing, inside and outside sales, pricing and margin analysis, conversion rates and operational performance.
Best Practices in Creating a Strategic Finance FunctionFindWhitePapers
Many CFOs and the finance organizations they lead have started to take on new strategic roles within the enterprise. Their goal is to enforce stricter control processes to ensure legal and regulatory compliance, offer strategic insights into the internal and external business environment, and connect the business strategy with daily operations through performance tracking.
Finance Vision 2020 presenation used for the launching of our book at the Finance Transformation Summit (organized by Alex van Groningen) on December 2, 2008
Kineticom is an ISO certified, award-winning technical talent firm with a 12-year history of strong recruitment in technology. We are specialized agents who focus on finding critical talent in the Telecommunications and Emerging Information Technology markets for contract to direct hire opportunities.
Finance Vision 2020 presenation used for the launching of our book at the Finance Transformation Summit (organized by Alex van Groningen) on December 2, 2008
Kineticom is an ISO certified, award-winning technical talent firm with a 12-year history of strong recruitment in technology. We are specialized agents who focus on finding critical talent in the Telecommunications and Emerging Information Technology markets for contract to direct hire opportunities.
1. Joyce Montier-Drew
Jmontierdrew@comcast.net 303-506-4228 Denver, Colorado
Professional Financial Accounting Analyst
Recognized for multi-layered expertise analyzing financial position. Known for partnering with various
business groups, developing team members that create value for the organization, and providing
timely financial analysis. Dedicated to discovering and communicating thorough financial insight and
working with the business to make profitable business decisions that drive bottom line results for the
company.
Financial Reporting & Analysis | International Accounting | Business Group Partnering
Process Improvement | Budget & Forecasting | Team Oriented
Career Summary and Achievements
CH2M Hill, Englewood, CO 2012 - 2015
Senior Accountant
Utilized strategic business development skills to create and implement an International Intercompany
Trade Settlement process and tracking program, which resulted in the capacity to accommodate the
more than doubling of business acquisitioned entities, while cutting transaction time in half.
Supervised International Intercompany trade settlements for 279 entities globally. Averaged
monthly volume, $260 Million USD equivalent, 140 transactions settled.
Managed Net Zero Repatriations (Cashless trade settlement) focused on mitigating the
company’s FX loss exposure. Averaged monthly volume, $31 Million USD equivalent, 120
repatriations handled. Streamlined the repatriation process which resulted in a 50% reduction
in transactional process time while at the same time doubling the repatriated settlements.
Worked closely with the Treasury and Tax departments managing Intercompany activity.
Developed strategic relationships with various international regional Accounting Managers.
Prepared Intercompany Loan and repayment journal entries ensuring accurate currency
gain/loss realization. Averaged monthly loan volume, $35 Billion USD equivalent.
Decreased Intercompany team’s monthly journal entry process time by 25% by revising
provided support while still meeting audit requirements.
Cora Clarke Tax & Accounting, Denver, CO 2010 - 2012
Business Associate
Provided complete Bookkeeping services for small businesses. Clients included profit and non-profit
organizations.
Set up complete bookkeeping system customized for individual client.
Created monthly financial statements.
Consulted clients regarding business activities.
2. Joyce Montier-Drew jmontierdrew@comcast.net Page 2
TCF Bank, Denver, CO 2008 - 2010
Officer, Financial Analyst III
Researched and analyzed statistical data focusing primarily on analytics designed to provide
informative portfolio trends, interest margin analysis and expense and income forecasts for the
Mountain West Consumer Lending division, 43 Branches, $655 Million Portfolio.
Analyzed actual versus planned results and provided management feedback on achievement
of goals.
Developed internal controls, policies and procedures.
Created a multi-state training document on the Life Cycle of a Consumer Loan, which served
as a 7 state compare and contrast guideline.
Citigroup Diners Club, Denver, CO 1999 – 2007
AVP, Senior Financial Analyst
Prepared Annual Budgets, analyzed and explained monthly expense variances, worked in partnership
with department managers on forecasting. Served as Financial Analyst for the following two business
groups:
2004 -2007, US and Canadian Operations, Credit & Consumer Service division consisting of 24 cost
centers with a $26 Million budget.
Transformed product data dumps into Volume Driver reports utilized by the business for
forecasting and analysis.
Analyzed operations and communicated findings to Senior Management.
1999 - 2003 North American and United Kingdom Technology division, 19 cost centers and a $35
Million budget.
Produced a product costing grid for the UK division to charge out developed technology
products which resulted in a request from the US technical division for a similar grid.
Enhanced Capital Expenditure controls by creating tracking models and implementing pre-
approval processes.
Enforced PO tracking processes to tighten contractor expenses..
Additional Relevant Experience
Oracle R12
Microsoft Applications
Hyperion Enterprise
Education
Master of Business Administration, Executive M.B.A, Honor Society - Colorado State University
Bachelor of Science, Accounting - Metropolitan State University