Diverse Finance, Accounting and Operations leadership role.

Head of Global Revenue Recognition, Forecasting and PlanningResponsible for strategic revenue and metric forecasting across all product lines and geographic regions as well as M&A support both in pre-acquisition analysis to support pricing and integration into core business.Team responsible for Monthly and Annual Budgeting and Forecasting on a rolling basis. Predicted revenue and operational metric and set targets achieving a margin of error within 50bps.Architected new budget process allowing next FY budget to be set for all products with easily adjustable scenarios to allow rapid iteration upon C-Suite/Board review.Led deep analysis on operational metrics for M&A targets, reconciled acquisition data with our internal data to allow apples to apples comparison of retention, sales efficiency, and other metrics.Led migration to new BI360 database of our reporting/output templates.

Senior Manager over three finance teams - Retail Division FP&A, B&I Division FP&A and Retail/B&I Pricing for a total span of control of 11 reports.Duties include: -Month-end reconciliation of customer accounts, budget compliance and variance analysis-Weekly COGS budgeting and tracking with Operations Leadership, ensuring compliance-Annual Customer Budgeting/Mid-Year Forecasting-General Finance day-to-day operations, ensuring Netsuite records match our expectations, supporting Ops follow-up questions etc.-Leadership of pricing team across multiple business sectors, sign-off on opportunity financials and coordination of executive-level presentations-Managing new business/lost business tracking closed opportunities in Salesforce and presenting recommendations to Executive team.-Field Ops overhead budget compliance - Setting targets for operating OH expenditures and ensuring compliance

Head of the Finance function responsible for cash management, customer MD&A, pricing and sales support, while serving in an external consulting role.Navigated the company through difficult financial conditions and managed cash flow to ensure payroll and other obligations were met until the crisis passed.Managed the finance department on a company-wide basis while managing 3 direct reports across different office locations and jurisdictionsSupported Sales team in building presentation materials and mock-ups products.Led internal group budgeting and forecasting and breakeven analysis, as well as internal audit functionsHandled external client P&L, Balance Sheet and Cash Flow forecasting; created forward-looking statements for submission to banks & investors.Built MBR (Monthly Business Review) PPT deck for clients using excel and system-generated data from their accounting and merchandising ERP systemsDeveloped cost modeling and pricing system, taking into account all variables used for both external marketing and internal/external project ROI evaluation.Built pre-sales and sales support material reflecting models of potential savings and efficiency from finance improvementsOriginally hired in 2012 as a Financial Analyst, grew through various roles to arrive at Controller.

Wealth Manager at Noble Apex Advisors. Hong Kong-based securities brokerage and portfolio management company. Handled investment accounts for local Greater China and expat clients.

Family Owned Business specializing in multimedia training and presentation.Wrote, produced, and delivered courses for corporate presentations, including Hilton Hotels, and for professional associations in the medical and financial sectors.Recruited, trained and managed several direct reports.

Hilton Hotels Corporation, World HeadquartersOngoing Contract EmployeeProduced and delivered high-quality training & materials,Including such courses as; - Convention Contracts and Legal Issues, - Selling the Brands, - Antitrust Issues, - Selling International.Demonstrated proper customer service and best practices to Hilton staff and management.