
Amber Hutton
@amberhutton
I optimize financial systems, Workday operations, and planning processes to improve finance decision-making.
What I'm looking for
At CLA, I optimize firmwide financial systems as a liaison between finance and technology, improving data integrity, system performance, and user experience. I also support $200 million in capital expense budgets and Workday enhancements, announcements, and optimization.
I've led financial planning, forecasting, reporting, cash flow, and compensation work across real estate, financial services, and mortgage lending. My work includes managing compensation for 800+ business owners at a $2 billion firm, forecasting $35–45 million in annual revenue, and building scalable finance documentation, controls, and automation opportunities.
Experience
Work history, roles, and key accomplishments
As a Financial Systems Senior, I serve as a key liaison between finance and technology teams to optimize and support firmwide financial systems. I focus on improving data integrity, system performance, and user experience by streamlining processes, managing system configurations, and supporting cross-functional business needs. My role emphasizes accuracy, scalability, and strategic alignment of fi
• Educate 25+ borrowers and match them with the right loan products based on their needs and program regulations. Accurately and effectively communicate in the cash flow reporting process of liability selection.
• Request and analyze personal and business financial data to determine the ideal file structure to satisfy borrowers, sellers, and regulators.
• Manage loans through closing, ensuring all
Senior Financial Analyst (Owner Services)
Jan 2024 - Mar 2025 (1 year 2 months)
As a Senior Analyst in the Owner Services pillar at CLA, I managed compensation strategy and execution for over 800 business owners across a $2 billion firm. My responsibilities centered on ensuring the accuracy and timeliness of owner compensation, leveraging data processing and financial analysis to support compliance, tax efficiency, and strategic planning. I collaborated cross-functionally to
• Conducte regular financial analyses to assess the company's financial performance, identify areas for improvement, and make strategic decisions to optimize profitability. To date, the company has earned $2.9M and with a profitability of 34%.
• Develop and manage budgets and forecasts ensuring that all financial targets were met or exceeded.
• Implement effective risk management strategies to mi
• Educate 350+ borrowers and match them with the right loan products based on their unique needs and the program regulations.
• Closed 71 loans totaling $20.6M in loan volume while maintaining an average of 4.9 out of 5 stars on experience.com.
• Trained and educated unique financial systems for 56 financial advisors, establishing repeatable processes for optimal profitability and cash flow.
• Assisted in managing and forecasting $35-45M in annual revenue through self-created integrative Excel-generated Ad Hoc visualizations utilizing financial data reports from QuickBooks.
• Developed and oversaw the fiscal management department, gathe
• Effectively communicated expectations and results for the business. Prepared and presented materials for senior leadership executive briefings and other key Board of Directors on a weekly and annual basis.
• Coordinated with staff and payroll entity for all HR needs, such as biweekly job reporting, the annual distribution of W2s and W9s, the audit and selection of annual benefits, and onboarding
Education
Degrees, certifications, and relevant coursework
North Central University
Bachelor of Science (B.S.), Psychology
Dave Ramsey Financial Coach
National Mortgage License Services
Licensed to lend in: MN
North Central University
Bachelor of Science, Psychology
Pursued a Bachelor of Science in Psychology, gaining a strong foundation in understanding human behavior and analytical thinking.
Dave Ramsey Financial Coach
Financial Coach, Financial Coaching
Completed financial coach training, equipping with skills to guide individuals and businesses in financial planning and debt management.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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