Orange County: Our Community. Our Commitment.• 3.2M Population | 34 Cities | 22 County Departments | 17K County EmployeesOrange County Public Works:• Coordinate, develop, monitor, and present budgets and 5-year strategic financial plans to executive level management as well as County Board of Supervisors.• Guide the effective preparation and utilization of budgetary and financial analyses and provide guidance to county agencies with financial, staffing, expense, and revenue projections.• Develop and administer work unit budget and procurement processes; review and approve budget requests and transactions and implement resource allocation decisions.• Develop and implement financial policies and advise agencies on policy issues.

Live Iconic //// Ride IconicWe are Enthusiasts, we are Collectors, we "live" Motorbikes, day in and day out!When it comes to buying, selling, or acquiring a motorbike...Iconic Motorbikes is truly your best option!• Optimize financial operations with regards to financial statement reporting, 13-week/strategic cash flow projections, and fundraising efforts.• Assist with month-end close procedures, and lead conversion from cash to accrual basis accounting.

Transforming ideas into action as a financial consultant to mid/large-cap clients managing project based financial analysis, cash management, and monthly accountancy activities.Engagements• Breg, Inc. (Medical products and diagnostics)• Universal Hydrogen (Series-B Aviation start-up)Accomplishments• Served as a senior finance manager at a global medical device manufacturer and finance director for a Series-B aviation startup. Spearheaded initiatives centered around cash and cost management, financial operations transformation, and process improvement.• Constructed cash flow models to enhance executive management’s understanding and analysis of daily global cash balances. Each model supported multiple summary views (13-week, 52-week, and 24-month) in addition to account roll forwards (A/R, inventory), and variance analysis for external stakeholder reporting.• Significantly improved client’s existing cash, budgeting, and forecast models by applying more suitable formulas, space-saving modeling techniques, and streamlining relationships.• Created suite of SAP reports in support of the new cash model. Reports included year-to-date actuals across AP-payments, AP-aging, and Open POs, with automated mapping formulas in excel.• Reconfigured corporate debt and revolver schedules to incorporate forecasted draws and payments. Updated debt schedules allowed for efficient management of $27M long-term debt and $15M revolver.• Proactively negotiated with vendors to implement payment plans, resulting in a 50% reduction in bad debt expenses.

Private equity mergers & acquisitions finance advisory consultant to small/mid-market clients managing post-transaction financial analysis, 13-week cash flow modeling, and monthly accounting/treasury close.Engagements• Longshore Capital: Southwest Adjusters (Insurance)• Cerberus Capital: Worldwide Flight Services / Mercury Air Cargo (Aviation)• Trive Capital: Henkel / Thriving Brands (Personal Care), Rubicon Bakers / Just Desserts (Food Services)• Huron Capital: IQ Brands (Clothing), Ronnoco (Beverages)• Platinum Equity: Arrow International Inc. (Gambling)Accomplishments• Served in various capacities across clients ranging from full-time interim Accounting Manager to CFO. Led the post-acquisition transformation of processes and procedures including month-end close, accruals, reconciliations, budgeting, and cash management.• Worked directly with private equity sponsor firm and client CFOs to finalize KPIs, annual budgets, and three-statement financials.• Initiated, maintained, and improved immersive 13-week cash flow models across clients for firmwide cash management where limited to no liquidity analysis had been performed prior. Utilized client’s ERP systems to incorporate respective segments, customers, vendors, locations, as well as A/R, A/P, sales, and debt schedules.• Significantly improved month-end close cycle times across clients. Key example includes reducing Mercury Air Cargo’s cycle from 25+ days to 4-5 days within two close cycles. Established close calendar and method to accelerate closure of A/P and calculation of accruals across clients and accounting ERP suites (QuickBooks, Sage, SAP).• Led analysis and delivery of reporting packages, exit models, and covenants compliance to private equity sponsor companies.• Standardized and enhanced weekly KPI dashboards including productivity, revenue, and volume reporting across new and existing facilities.

Finance Manager, OptumRx Operations• Acted as financial liaison and led research of cost management and R&Os against $1.5 billion OptumRx Operations budget; finance manager of $182 million Executive, Marketing, and Digital budgets.• Oversaw team analysts in management of financial benchmarking studies, performance metrics, and workflow processes to drive decisions influencing budget, forecast, priorities, governance, controls, and strategy.• Streamlined monthly accounting close, accrual processes, and waterfall variance analysis for OptumRx Operations finance team reducing cycle time by 2 hours monthly.

Manager, Technology Finance: Jan. 2019 - Sep. 2019Senior Associate, Technology: Jan. 2018 – Dec. 2018Associate, Technology: Apr. 2017 – Dec. 2017• Financial Manager of $290 million Technology Application Development, Infrastructure, and Data projects.• Streamlined firm-wide Technology benchmarking studies, performance metrics, and workflow processes for more effective analysis and business controls.• Reconfigured expense-forecasting process integrating invoice tracking from receipt to payment for all vendors.• Maintained expense and headcount databases allowing full delineation of financial and project management metrics.• Oversaw monthly Income Statement & Balance Sheet analysis on GAAP and Internal Management cash bases.

Progressive financial analyst roles with a strong focus on financial management, process improvement, and strategic planning:Senior Financial Analyst• Experian (2015-2017)• Allianz Asset Management (2013-2015)• Raytheon (2009-2013)INROADS Finance Intern• Boeing (2006-2008)Experian• Partnered with Consumer & Business Information Systems SVPs to manage a $40 million strategic operating plan.• Oversaw 11 capitalized software projects, involving on/off-shore labor and third-party vendors.• Maintained daily volume & revenue databases for ongoing projections.• Led business case modeling for various organic/acquisition initiatives.• Streamlined monthly accounting close and accrual processes for North American Consumer & Business divisions.Allianz Asset Management• Managed monthly consolidation & reconciliation of PIMCO’s assets under management, revenues, expenses, profit sharing, and headcount.• Served as a direct point of contact for $600 million of PIMCO annual operating plans across various functions.• Standardized & coordinated monthly analysis of the Firm-wide PIMCO Operating Status workbook, Income Statement & Balance Sheet.• Created an automated Fixed Assets and Depreciation Excel model.Raytheon• Assisted with financial analysis & business management of the $200 million supply chain program.• Executed monthly, quarterly, and annual operating plans for revenue and expense forecasting.• Developed Excel consolidation templates for the annual $35 million 5-year Annual Operating Plan.• Managed financial oversight of the $10 million Logistics, Manufacturing, Operations, and Subcontracts budgets.Boeing• Reconciled milestone achievement analysis with three major aerospace suppliers.• Identified and reported schedule performance variances related to labor and overhead expense.• Reviewed, reported, and reconciled actual and allocated costs.• Analyzed key invoices, hardware shortages, and financial statements to provide performance indicators.