Provide leadership and coordination of budgeting and reforecasting process for all US divisions totaling nearly $850M in revenue. Oversee expense management of Sales, HR, Operations, IT, Fulfillment, and Communication’s annual budgets. Complete and submit all insurance applications, government surveys, and licensing dues. Prepare various monthly reporting supporting the corporate division.• Lead the budgeting process with all publishing divisions as well as support groups. Prepare and review all presentations to senior management.• Prepare and present monthly gross sales estimates to the CEO and Chief Financial Officer. • Assist the CFO in preparing monthly executive board meeting presentations forecasting sales, explaining publishing timing shifts, and writing narrative.• Partner with Operations on projects involving integrating acquisitions and new vendors.• Backup Administrator for Oracle EPBCS• Manage Accounts Payable Coordinator and mentor our financial analysts who support various divisions.

Retain and grow $25M subscription and content licensing business through timely reporting, value-added analysis, operational improvements, and strategic insight.• Led the preparation and presentation of subscription financial forecasts. Provided accurate reporting, financial modeling, and improved visibility of key metrics and milestones for the subscription business. Established ROI benchmarks, LTV/ARR/CAC analysis, revenue modeling, and dashboard reporting.• Collaborated with Directors of Marketing, Sales, and Operations to drive growth strategy of subscription business under the direction of the Chief Subscription Officer. • Guided various team on expense projections and cost cutting recommendations. Met with potential vendors, reviewed and negotiated contracts. Created and administered compensation plans for sales team.• Lead $2M content licensing and royalty business. Met periodically with multiple partners with the goal of increasing revenue, eliminating cannibalization risk, and strengthening the overall business.

(As a consultant Q4 2017)Managed finance and operations for Gear Up live seminars and conferences with direct P&L responsibility of $4.5M in revenue with team of 5. Led Compliance Department for Learning Solutions with team of 2.• Supported account value retention and growth of $40M Continuing Professional Education business, increasing annualized contract value of subscription product lines by nearly 20% YOY.• Built annual revenue projections and reported on monthly variance analysis by product line. Revamped KPIs and presented senior management with analysis as well as remediation recommendations. Computed and analyzed data for management reporting (annualized contract value, monthly dashboard, losses and at-risk accounts, operating reports, and quarterly reviews).• Led operational integration of 4 acquisitions within Learning Solutions. Heavily involved in all aspects of due diligence of potential target companies. Presented synergy, cost cutting, and operational improvement recommendations to the SVP/GM.• Drove successful product and platform migration representing 15k customers and 10+ product lines. Managed cross-functional teams that successfully integrated within a 12-month deadline.• Developed new products and enhancements, analyzed new business opportunities, and researched various markets in and adjacent to the footprint of Learning Solutions.• Managed bi-weekly forums with marketing, sales and retention teams that cultivated ideas relating to maximizing lifetime customer value and reducing costs of acquiring or retaining customers; addressed and solved operational challenges and implemented process improvements.• Managed Global Firms/IRS accounts and drove growth strategy resulting in additional $3M+ of annual billings.

Managed finance and operations for $4M Webinar and AuditWatch seminars and conference product lines. Accountable for delivering timely monthly financial reporting for internal analysis.• Grew webinar attendance by 900% from 2008 – 2013. Supported significant growth of subscription product lines and webinars through operational planning, expansion, and support. Collaborated with sales, marketing and IT on product growth.• Managed operations and fulfillment for all print products including the transition of a print fulfillment facility from an acquisition.• Led special projects that increased subscription sales 33% YOY, including SPIFs and win-back programs. Employed Salesforce.com to track the success of sales and retention campaigns.

Highly selective post- MBA rotational program that brings in high potential professionals with a proven track record to influence meaningful change within a business. Management Associates are brought into several different business units and given the ability to immediately manage at a high level. Associates are required to learn a new business and actively contribute within the 6-9-month rotation.• Researched opportunities and strategies for market expansion in Asia-Pacific regions for Intellectual Property & Scientific Division. Explored partnerships with Chinese government and validated product demand for potential expansion in India.• Reviewed proposed acquisitions and disposals (M&A) for Decision Support (a function within Thomson Financial). Analyzed each opportunity to determine financial viability and strategic fit.• Performed operational and financial due diligence for several target companies under consideration by Scientific Division. Provided competitive analysis and conducted market research for potential acquisition candidates. • Assisted in developing Go-to-Market plan for Checkpoint Learning in Tax & Accounting Division, resulting in the consolidation of several platforms and the launch of a $20M subscription product line.

Built forecast models for various business entities. Performed variance analysis. Assisted in planning and logistics of team revenue share program, funneling $15M per week to each member club. Accounted for swap agreements totaling over $100M; performed analyses on gains and losses. • Managed project team that successfully automated payroll file to general ledger conversion process, which resulted in saving 6 payroll hours per week.• Coordinated with Treasury Department to ensure proper revenue sharing recognition and receipts• Assisted in developing Information Technology Department’s yearly business initiatives; communicated risks and opportunities to senior management. • Served as point person for Business Venture and Not-for-Profit yearly audits

Responsible for budgeting and forecast projections for various departments; communicated variance explanations Performed intercompany reconciliation for all national entities