Financial Systems & Analytics (FS&A)- Lead a team of 3 in the implementation and support of Anaplan, enhancing planning capabilities worldwide- Design financial solutions by partnering with finance stakeholders to gather requirements, translating them into actionable designs for IT to build, enhancing efficiency and user experience.

Dual role: Financial Systems & Analytics, and FP&A support for EAIT and Security - [FP&A, Leader] Led a team of 4 indirect Senior Financial Analyst reports, providing financial, reporting and ad hoc support to 2 SVPs with a $250M annual budget- [FP&A, Leader] Established a Network of Finance Power BI Super Users, delivering scalable and personalized technical support to Finance, driving adoption, and fostering a data-first culture within the Finance organization- [Prj Mgmt, Leader] Finance process lead in the design, implementation and rollout of Workforce Planning, leading a comprehensive overhaul of the headcount planning process for all of FP&A. Significantly reduced pain points and streamlined manual reconciliation efforts between systems.- [Prj Mgmt, Leader] Played a key role as a stakeholder in designing Anaplan enhancements, contributing valuable insights to optimize system functionality- [Tech] Created and recorded training videos for Power BI, equipping Finance professionals with the necessary skills to leverage the platform effectively- [Prj Mgmt] Spearheaded a pilot project for integrating write-back technology into Power BI reporting, enhancing the capabilities and interactivity of financial reports.- [Leader] Key Stakeholder for the Tools & Tech charter, facilitating deep-dive sessions to understand and address pain points across the entire FP&A organization.

FP&A support for EAIT, Frostbite and Security - [FP&A, Leader] Led a team of 4 indirect Senior Financial Analyst reports, providing financial, reporting and ad hoc support to 2 SVPs and 1 VP, managing a $160M annual budget- [Prj Mgmt, Leader] Played a key role as a design stakeholder in the transition of financial systems from Hyperion to Anaplan and Power BI- [Tech] Developed a best-in-class Power BI Dashboard for Leadership's quarterly Finance reviews, enabling comprehensive financial storytelling, incorporating in-line commentary leveraging Power Apps, automated refreshes, and flexible scenario comparisons.- [FP&A] Prepared EA's quarter-end financials and validation for CEO, CFO, and Wall Street during the Q3FY22 Earnings Rotation.- [Prj Mgmt, Leader] Led the integration of Mergers & Acquisition financials into the CTO Organization, ensuring seamless alignment and consolidation of financial data- [FP&A] Developed a compelling business case to secure additional funding for radical development in Frostbite- [FP&A, Prj Mgmt] Redesigned headcount tracking processes, significantly improving efficiency and accuracy- [FP&A] Spearheaded the coordination and execution of all contracts treated under specialized accounting policy, ensuring proper recognition and compliance with complex accounting standards- [Leader] Actively mentored and coached team members, fostering a culture of growth and development of technical talent within the organization- [Tech, FP&A]Leveraged financial modeling expertise to build, deploy, and maintain enhanced forecasting templates for all of CTO- [Leader, Tech] Established a "Finlab" brain trust of technical talent within CTO finance, facilitating collaboration and knowledge sharing

FP&A support for EAIT- [FP&A] Managed monthly fiscal close, quarterly forecast processes, and annual budgeting process, providing critical support to 2 VP's with a $50M annual budget- [FP&A] Spearheaded a comprehensive analysis of creative headcount changes, crafting a compelling business case that resulted in increased full-time employee count and substantial cost savings of $270K- [Leader] Expanded my responsibilities within the role to include EAIT Invest, broadening my impact and contribution to the EAIT and Finance organization- [Prj Mgmt, Leader] Achieved a 30% increase in PXD forecasting accuracy and significantly reduced errors while streamlining financial processes and providing deeper and more engaged financial support- [Tech] Redesigned internal models to maximize the Finance team's efficiency in forecasting, journal entries, and purchasing activity- [Tech] Leveraged Power Query and Power BI to develop, launch, and maintain Invest reporting, delivering significantly enhanced insights to drive informed decision making

Reporting Center of Excellence supporting Domestic Parks & Resorts- [Leader] Led a high-performing team of 2 direct reports and provided supervisory oversight to 4 indirect reports, driving the design and implementation of best-in-class management reporting- [Leader] Oversaw the development, enhancement, and maintenance of reporting solutions for clients, ensuring accuracy, relevance, and continuous improvement- [Tech, FP&A]Developed comprehensive Pro Forma Models to optimize long-term, strategic investments in WDW Parks, enabling data-driven decision-making- [Tech] Designed and delivered a series of VBA courses to enhance productivity across the Finance organization, empowering staff with valuable automation skills- [Tech] Leveraged advanced data analysis techniques to synthesize large datasets of report tracking information, extracting valuable insights on report usage, analytics, and trends- [Leader] Played a key role in influencing hierarchy design and creation during management restructuring, resulting in enhanced usefulness and effectiveness- [Prj Mgmt] Managed the end-to-end process of designing, testing, and launching the WDPR Finance website, a mobile-friendly platform that provides stakeholders with accessible and actionable financial information, averaging 600 unique users per month- [Tech] Served as an internal technical consultant for the Finance organization, significantly improving the efficiency and effectiveness of financial models

Planning and Forecasting Center of Excellence supporting Domestic Parks & Resorts- [FP&A] Partnered with the business and FP&A to create monthly forecast and annual planning budgets- [Tech, FP&A] Developed and maintained a portfolio of over 15 robust financial models to streamline budget creation, analysis, and adjustments during the Annual Operating Plan.- [Tech] Collaborated closely with Revenue Management to devise an efficient process for uploading provided targets, optimizing data accuracy and integrity.- [Tech, Leader] Orchestrated coordination with the Financial Systems team to tailor the Longview software tool to the team's requirements, proactively identifying and addressing gaps by developing supplementary models and process solutions.- [Prj Mgmt] Created and led a comprehensive training and development session for the entire team, equipping them with the necessary skills to leverage the Financial Planning tool effectively.

- [FP&A] Partnered with the business to create monthly forecast and annual planning budgets- [FP&A] Presented monthly financial updates to General Manager and operations teams, analyzing variances and key business metrics to measure performance- [FP&A] Analyzed dinner show trends to uncover $200K+ of savings by reducing volume to better align with demand- [FP&A] Evaluated golf cart rental utilization and analyzed the impact of price adjustments on rate and volume- [FP&A] Provided financial, reporting and ad hoc support for all lines of business at the resort- [Tech] Automated a manual process to upload guest counts into financial system, reducing time and effort by 4x-[FP&A] Partnered with Food & Beverage leadership team to investigate, understand and mitigate labor overages- [FP&A] Identified over $400K of incremental profit by expanding specialty beverage offerings - [FP&A] Provided financial, reporting and ad hoc support for the Food & Beverage and Operations lines of business within the Theme Park

-Prepared over 60 1120PC tax returns and 5 1040 tax returns-Create various supporting schedules (1120PC, Premium, Net -Operating Loss, Capital Loss)-Generate various forms (1120, 1120PC, 1040, 1065, M-3, 2220, 4562)-Solve complex realized gains and losses on schedule D matters-Worked on 2 clients with a fiscal year end and adjusted them to calendar year end-Prepare several state returns (MA, FL, CA, IL, AR, LA, MI, NE, NH, OR, MS, WI)-Math and referenced checked over 50 complete audits and 75 audited financial statements-Prepare several audit sections (planning, cash, claims, investments)-Create, adjust and close trial balances -Analyze bank statements and reconciled to the investment schedules-Create confirmation letters and work papers-Communicate with clients-Provide daily office support

-Compared benefit and revenue for the Child Daycare and School-Created a master attendance schedule for the Child Daycare, broken down by teacher-Compiled a list of all current and expired rental leases-Built a rental collectible spreadsheet for all due accounts-Created and analyzed a roll forward spreadsheet (both individual accounts and a master sheet) that included sales tax and past due-Formed an accounts receivable spreadsheets with aging-Constructed bank reconciliations for all current bank accounts-Designed and analyzed spreadsheets of Attendance vs. Contribution for Sunday Mass from 2001-2010