About Nancy
Key Achievements
- Accelerated month-end close across multiple organizations — reduced close from approximately 16 calendar days to 9 business days at All Star and from approximately 15 calendar days to 7 business days at AlpineX by standardizing reconciliations, strengthening cutoffs and ownership, and automating recurring close processes.
- Led accounting through complex PE and M&A environments — managed accounting and reporting for 8 private equity funds and 25+ legal entities supporting $1B+ in AUM, and later led acquisition accounting and post-close integration to bring newly acquired businesses onto standardized accounting, reporting, and control processes within 90 days.
- Delivered significant automation and process efficiency — led commission automation for 100+ employees, increasing system-calculated commissions to approximately 95%, reducing correction tickets by roughly 50%, and implemented AI-enabled close automation generating approximately 976 hours of annual time savings.
- Identified and recovered material revenue leakage through data-driven reconciliation — built an AI-assisted reconciliation across travel expense and billing data that reduced review time by approximately 50% and identified $300K+ of previously unbilled client expenses for accelerated invoicing.
Technology Expertise
- NetSuite
- FloQast
- Sage Intacct
- Bill.com
Education
- University of Dallas - Master of Science, Accounting
- University of Texas at Dallas - Bachelor of Science, Accounting
Previous Companies
- All Star Healthcare Solutions
- AlpineX
- Vance Street Capital
- WestRock
- RSM US LLP