Summary
Overview
Work History
Education
Skills
Professional Highlights
Timeline
Generic
Taneshia Leavy

Taneshia Leavy

Cordova

Summary

Finance and accounting professional with extensive experience in financial planning, budgeting, forecasting, and reporting across multiple corporate environments. Demonstrated expertise in project management, technology-driven process improvement, and cross-functional collaboration. Adept at leveraging advanced analytics and ERP systems to optimize financial performance and strategic decision-making.

Overview

16
16
years of professional experience

Work History

Senior Financial Analyst, FP&A

TRUGREEN
Memphis
02.2022 - 09.2025
  • Provided analytical support to senior leadership, covering P&L variances, and trend analysis.
  • During the implementation phase from Anaplan to Planful, I developed G&A P&L reports for monthly operating results presentations, with administrator/power user access.
  • Created a financial investment business case report model for the legal senior leadership (In-Cab Technology).
  • Led Power BI automation initiatives for Commercial Sales KPI dashboards.
  • Conducted variance analysis to compare budgeted figures against actual results and identified causes of discrepancies.
  • Participated in quarterly earnings calls and prepared materials for investor relations.
  • Utilized financial software and advanced Excel functions to streamline data analysis and reporting processes.
  • Oversaw a $40M annual operating budget and a $30M capital budget.

IT PMO Analyst, IT Strategy & Operations

THE INTERSECT GROUP
Memphis
11.2021 - 02.2022
  • Assisted the CIO and VP of Strategy and Operations with comprehensive IT financial results reports.
  • Developed Power BI budget versus actuals monthly comparisons for senior leadership.
  • Facilitated annual IT budget review meetings to analyze operating and capital expenditures.
  • Streamlined financial reporting processes to support efficient month-end closing activities.

Senior Financial Analyst

SERVICEMASTER, INC.
Memphis
10.2014 - 06.2021
  • Managed IT financial reporting for ERP, PMO, Infrastructure, and Cyber Security teams.
  • Oversaw $67M annual operating plan and $50M capital plan.
  • Implemented Power BI dashboards and Jedox P&L report models to enhance expense and labor tracking.
  • Collaborated with IT departments to ensure that accurate budgeting and forecasting processes were followed.
  • Drafted monthly presentations summarizing key findings from financial analyses.
  • Created operating expense trend analysis reports to identify financial opportunities and threats.
  • Delivered financial close packages and variance reports for CIO and IT business partners.
  • Conducted training sessions for senior leadership on new PowerBI capital reports.

Senior Accountant

CB RICHARD ELLIS, INC
Memphis
02.2010 - 10.2014
  • Authored month-end training manuals and supported compliance and audit documentation.
  • Supported data archiving project by generating test reports for Financial Systems Manager.
  • Conducted balance sheet and bank reconciliations, accruals, and journal entries.
  • Received CBRE Exceptional Performance by an Accountant Award and led philanthropy initiatives.
  • Cross-trained junior accountants on best practices and company standards.
  • Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
  • Managed financial reporting and analysis for diverse property portfolios.
  • Reconciled bank statements to general ledgers on a monthly basis.

Education

Master of Business Administration - Project Management

Christian Brothers University
Memphis, TN
12.2015

Bachelor of Science - Accounting

University of Tennessee At Chattanooga
Memphis, TN
05.2007

Skills

  • Budgeting & Forecasting
  • Month-End Close
  • Financial Reporting
  • Variance Analysis
  • Capital & Operating Expense Management
  • Oracle JD Edwards EnterpriseOne
  • Workday
  • Anaplan
  • Planful Reporting Administrator
  • Dynamic Planning Power User
  • Power BI Pro License
  • Jedox Financial Performance Management-Data Writer
  • Power Query
  • Blackline
  • Concur
  • Coupa
  • Microsoft Excel
  • Access
  • SharePoint
  • Data Access Studio/ReportsNow
  • Innotas Planview IT Project Portfolio Management

Professional Highlights

  • Key contributor to process automation, system integrations, and KPI development across multiple enterprises.
  • Recognized for excellence with CBRE awards for performance and leadership.
  • Served as Co-Chair CBRE Memphis Cares - Philanthropy Committee.
  • Served on Data Analysis Network and PMO Steering Committees for IT Finance initiatives.

Timeline

Senior Financial Analyst, FP&A

TRUGREEN
02.2022 - 09.2025

IT PMO Analyst, IT Strategy & Operations

THE INTERSECT GROUP
11.2021 - 02.2022

Senior Financial Analyst

SERVICEMASTER, INC.
10.2014 - 06.2021

Senior Accountant

CB RICHARD ELLIS, INC
02.2010 - 10.2014

Master of Business Administration - Project Management

Christian Brothers University

Bachelor of Science - Accounting

University of Tennessee At Chattanooga
Taneshia Leavy