SHARLA R.

Experience

• 

  Bridge Advisers

  Principal

  Apr 2022 - Present

  Bridge Advisers is a boutique management consulting firm that builds bespoke predictive planning and forecasting models which integrate with client teams and operational workflows, delivering rapid, easy-to-maintain solutions.

  • Designed and delivered custom predictive planning and forecasting models for clients across industries, emphasizing usability and maintainability for internal teams.
  • Translated stakeholder use cases into modular financial and operational models that supported scenario planning and strategic decision-making.
  • Accelerated model delivery with a three-day rapid design track for priority engagements while preserving governance and documentation.
  • Built KPI dashboards and automated update processes so client teams could adopt models with minimal ongoing support.
  • Coached client finance and operations teams on best practices for model governance, assumptions management, and monthly reforecast cadence.
• 

  Oakbridge Insurance

  VP of Financial Planning & Analysis

  Jun 2025 - Apr 2026

  Oakbridge Insurance provides commercial and personal insurance solutions focused on protecting businesses, families, and the communities they serve.

  • Led FP&A for a growing regional insurance agency — developed annual budgeting, quarterly reforecasting, and rolling 12‑month cash forecasts.
  • Built pricing and profitability models to evaluate product line and broker/channel performance, supporting underwriting and distribution decisions.
  • Implemented management reporting and KPI scorecards (loss ratios, combined ratio, premium retention, CAC) to inform executive strategy.
  • Partnered with underwriting and operations to translate claims and loss trends into forward-looking reserve and capital plans.
  • Streamlined monthly close and variance analysis processes, reducing report turnaround time and improving decision-usefulness for leaders.
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  ACERTUS

  Vice President of Finance

  Jan 2024 - Jun 2025

  ACERTUS is an end-to-end, tech-enabled automotive logistics platform providing vehicle transport, storage, reconditioning, title & registration, and related lifecycle services.

  • Owned corporate finance functions including month-end close, consolidated financial reporting, and management of liquidity for nationwide operations.
  • Developed multi-scenario financial models to support capacity planning, pricing strategy, and revenue recognition across transport and storage lines.
  • Partnered with operations and commercial teams to align pricing, margin analytics, and product profitability metrics with tactical execution.
  • Managed relationships with external partners and investors, providing board-level reporting and ad hoc analysis to support growth and capital allocation.
  • Led initiatives to strengthen internal controls, optimize working capital, and standardize KPI reporting across locations.
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  ACERTUS

  Vice President of Financial Planning & Analysis

  Aug 2021 - May 2024

  • Owned FP&A deliverables for a high-growth logistics platform: led annual planning, monthly reforecasts, and long-range financial modeling.
  • Built driver-based operational models and unit economics to quantify cost-to-serve for transport, storage, and reconditioning services.
  • Created interactive dashboards and variance analyses for commercial and operations leaders to track utilization, yield, and margin by region.
  • Designed scenario and sensitivity analyses to evaluate new service rollouts, pricing changes, and EV-storage investments.
  • Partnered with product and engineering to translate TMS and operational telemetry into actionable financial KPIs and forecasting inputs.
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  ACERTUS

  Director of Financial Planning & Analysis

  Jul 2019 - Aug 2021

  • Managed day-to-day FP&A operations including monthly forecasts, variance explanations, and KPI reporting to senior leadership.
  • Automated recurring reporting and transitioned manual spreadsheets into repeatable dashboards, shortening analysis cycle times.
  • Performed operational costing and margin analysis to support pricing decisions and improve unit profitability across service lines.
  • Supported capital planning and ROI analysis for new site openings, EV charging installs, and security/upfit investments.
  • Coordinated cross-functional planning with operations, sales, and finance to ensure alignment on targets and deliverables.
• 

  NCR Corporation

  Finance Manager

  Jul 2014 - Jan 2020

  NCR develops consumer transaction technologies and omni-channel solutions for retail, financial, travel and hospitality industries, enabling secure customer interactions and commerce.

  • Owned month-end close activities and prepared consolidated financial reports for product/service lines within the consumer transactions business.
  • Performed variance analysis versus budget and forecast, presenting findings to business leaders and recommending corrective actions.
  • Built and maintained financial models to support subscription, hardware, and services revenue forecasting and margin management.
  • Led process improvements to streamline reporting, including automation of reconciliations and standardized dashboarding for product finance.
  • Collaborated with sales and product teams to analyze deal economics, pricing promotions, and contract terms impact on revenue recognition.

• AMERIFLEET

  Director of Financial Reporting & Analysis

  Jan 2012 - Dec 2013

  AMERIFLEET is a truck transportation and fleet services provider focused on vehicle and freight movement in North America.

  • Established financial reporting cadence and prepared monthly financial statements and management packages for a small transportation firm.
  • Developed operational metrics and cost analyses (driver pay, fuel, maintenance) to inform pricing and dispatch decisions.
  • Implemented basic accounting controls, improved AR/AP workflows, and standardized invoice and billing processes.
  • Produced ad-hoc profitability analyses for routes and contracts to support negotiation and capacity allocation.
  • Coordinated with operations to align dispatch metrics and utilization data with financial forecasts.

• AMERIFLEET

  Director of Accounting

  Jan 2008 - Dec 2012

  • Managed full-cycle accounting: AP, AR, payroll coordination, bank reconciliations, and month-end close for a small fleet operator.
  • Implemented or upgraded accounting processes and systems to improve accuracy and reduce month‑end close time.
  • Prepared interim financial statements and supported tax and compliance filings by gathering supporting schedules and documentation.
  • Established internal controls for cash handling, vendor onboarding, and expense approval to mitigate operational risk.
  • Worked closely with operations leadership to translate daily activity into financial impact and improve cash conversion.