Led cross-functional initiatives to optimize revenue processes, resulting in a 20% increase in operational efficiency.Implemented advanced CRM and analytics tools to streamline sales forecasting and pipeline management.Developed and maintained KPIs to monitor performance across sales, marketing, and customer success teams.Oversaw quarterly revenue and budget forecasting, ensuring alignment with strategic goals.Built and managed a high-performing team, fostering skill development and continuous improvement.

Led data-driven analysis to optimize global fleet allocation and support sales operations across multiple regions.Developed and maintained forecasting models to predict inventory needs, improving allocation accuracy and reducing excess stock.Collaborated with cross-functional teams to streamline fleet operations and ensure alignment with sales targets.Generated detailed performance reports and dashboards, enhancing visibility into fleet utilization and sales metrics.Conducted market research and competitive analysis to inform strategic decisions and support sales growth initiatives.

Conducted in-depth financial modeling and forecasting to support strategic decision-making and business growth initiatives.Analyzed financial statements and key performance indicators to assess financial health and recommend cost-saving strategies.Collaborated with cross-functional teams to streamline budgeting processes and improve forecast accuracy.Prepared monthly, quarterly, and annual financial reports for executive leadership, providing insights into trends and variances.Developed and implemented financial controls and procedures to enhance data accuracy and reduce financial risk.

Analyzed monthly revenue trends and provided detailed variance explanations.Prepared financial forecasts and budget projections based on revenue analysis.Identified revenue growth opportunities through data-driven insights.Collaborated with sales and finance teams to optimize pricing strategies.Monitored and reported on key revenue performance indicators (KPIs).

Consulted with Business Development, IT, and facilities business partners on productivity and efficiency to successfully reduce cost and increase bandwidth. Analyzed terms of existing and terminated licensing and product agreements. Consolidated all business development activity and implemented summary reports for monthly, quarterly, and annual review. Key Accomplishments:• Improved revenue tracking and performance by developing comprehensive database and measuring revenue for active agreements.• Implemented automated tool capturing customer activity and invoicing at determined thresholds, increase revenue by 10%.• Launched API audit by reviewing active API client usage and performance to identify all client overages and develop revenue driving standardization for all API users.

Coordinated with sales, marketing, and engineering business partners on actual versus budget activity and project budget tracking. Directed SAP Business Planning & Consolidation application education and course training. Key Accomplishments:• Amplified KPI visibility by developing and implementing monthly P&L reporting package and dashboard for assigned business units. • Identified $10MM CAPEX variance and risk while implementing process change to eliminate risk and achieve annual plan targets.

Provided financial planning and analysis support for California market sales and marketing teams. Coordinated purchase orders and budget reconciliations. Directed supplier discount model and product data. Key Accomplishments:• Reduced expenses by 10% and eliminated risk by identifying supplier billing errors and implementing process change; reduced time spent on expense validation and billing efficiencies by 75%.

Restructuring and reorganization financial support services for Chapter 11 corporate bankruptcies and other distressed circumstances. Established efficient reporting for clients emerging from reorganization including monthly, quarterly and annual reports for actual vs. forecast analysis. • Managed monthly operating report packages including expense and revenue summary • Historical review of data trending resulting in more accurate forecast capabilities• Manipulate client accounts receivable and payable data for consolidated financial reporting• Monthly reconciliation of creditor claim vs. client accounts payable

Process major purchase and refinance loan documents for consumer loan products including file management, bank documentation, loan compliance and commission reporting.• Collect various documents required for loan application• Confirm customer loan requirements are accurate and complete• Track and maintain accurate loan payment records