SHARLA R.

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 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.

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.

• 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.

• 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 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 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.

• 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.