References

PH, CEO:

Julie makes the hard to understand easy to understand. She can “read the room” and make sure her reporting is being understood. She challenges and asks questions but is not “over the top” and is always respectful. She is very knowledgeable and uses that knowledge to better the situation, not elevate herself. She is an asset to any team.

ED, Global People Director:

During her tenure, Julie displayed a great amount of strategic ability which aligned nicely with her strong skill set in financial analysis. Her attention to detail and ability to problem solve were very evident. Julie’s duties as Finance Business Partner included but were not limited to: • Collaborate with global finance team to develop budgets, forecasts, and financial plans • Conduct variance analysis and provide explanations for deviations from budget • Identify trends, risks, and opportunities to inform strategic decision-making • Provide financial insights and recommendations to support business objectives • Prepare and present financial reports, including monthly, quarterly, and annual performance reports • Identify opportunities to streamline financial processes and improve efficiency • Trusted advisor to senior management and department heads.

NV, Board President:

Julie Carter has served as Treasurer for our Homeowners Association, providing outstanding work in managing our finances with efficiency and transparency. Her meticulous attention to detail ensures that our financial records are always accurate and up-to-date. Utilizing QuickBooks, our Treasurer has streamlined our accounting processes, making it easier for homeowners to understand our financial standing. The automated invoicing and payment tracking have improved our dues collection and minimized errors. The financial reports generated under our Treasurer’s guidance are clear, comprehensive, and easy to understand. This transparency has helped build trust among homeowners and allowed us to make informed decisions about our community’s needs. As our treasurer, she has been proactive in budgeting and financial planning by creating and maintaining budgets that align with our goals and have ensured that we are prepared for both expected and unexpected expenses. Her dedication and commitment as our Treasurer is truly commendable. She consistently goes above and beyond to ensure the financial well-being of our HOA. She has done an exemplary job in managing our finances. Her effective use of QuickBooks, along with her thorough and transparent approach, has greatly benefited our community. We are fortunate to have such a capable and dedicated individual handling our financial matters.

JG, GM of Operations:

Julie is a master of data, numbers, pivot tables, spreadsheets, analysis, as well as Finance and People/HR/Payroll. She is detail-oriented and can quickly provide any data you want or need. She is patient in explaining things to those of us lacking her knowledge in this area. I rely on her skills, knowledge and data in my day to day work, and I would be lost without it.