Our mission is to help business owners strategize how to scale their business while improving operational efficiency through automation, maximizing profit, mitigating taxes, and protecting their assets. Oversee Operations and Financial stability of a privately owned start-up company.• Maintain company-wide spending and revenue streams that maximize profitability.• Assess client Tax and Bookkeeping needs and oversee teams to ensure optimal performance and satisfaction.• Manage HR & Payroll processes to ensure and maintain compliance.• Create and improve SOPs to drive operational efficiency and standardization.• Dedication to helping customers resolve issues while cultivating a positive image of the company.

Facilitated allocation and monitoring of $78M Field Sales controllable OPEX budget supporting 20K+ employees and 7.5K+ sales locations. Oversaw alignment of organizational priorities & budget needs, ensuring key measures were funded, delivered accurate and timely reports, and appropriately managed through changes in business. • Led non-controllable expense deep dive directing $6M back to company and enhancing reporting accuracy.• Created ongoing Outstanding Expense champions program resulting in company best expense reporting compliance.• Partnered cross-functionally to streamline employee appreciation reward program, enhancing spend accountability.• Drove Sprint Peoplesoft OPEX integration resulting in $1M savings during first 6 months.

Led a team of four remote Regional Field Finance Managers as well as contributed Finance Support for the Area Sales President and Director teams. Focused sales leaders on critical financial and operational metrics, partnering to achieve company targets. • Prepared CEO / CFO Operations Review presentations for Sales Presidents to ensure performance drivers were understood and action plans developed to improve deficiencies and capitalize on strengths.• Created DM Opportunity Model identifying areas of improvement resulting in increased sales.• Performed ROI analysis and recommendations on OPEX spend, MDF (sales expansion) and Spiff (Marketing) programs allowing senior team to make cost-effective decisions.

Provided actionable sales performance data and analysis to Chief of Staff, Regional Vice President, and Regional Teams to inform and guide sales performance improvement in the Region. Central POC driving branded door performance management ensuring execution of plan and driving accountability. • Designed and delivered sales training program driving Region Accessory sales from worst to first.• Examined store distribution and recommended locations based on past performance and future expectations.• Executed best practice sharing initiative managing outliers and driving improved KPIs.• Created, proposed, and managed contests and promotions to boost sales in targeted areas.

Provided financial and operational support for all five Region VP's and Finance Managers. Responsible for development and preparation of complex and critical financial measurements. Analyzed and summarized recommendations for financial plans, trended future requirements and operating forecasts. Through modeling and reporting, partnered with lead teams to help focus sales leaders on critical financial and operational metrics and achieve company targets. • Reduced labor expense by $20M by creating and implementing retail seasonal and OT headcount allocation model.• Led Nextel Channel Strategy and Product Mix clean room for Sprint-Nextel merger.• Received Excellence Award for designing monthly quota tool and standardizing quota process.• Developed Retail headcount optimization model to determine present and future door level headcount and expense impacts.

Provided financial support (AOP, FYP, capital plan, and forecasting) for both the Florida and California Studios.

Provided capital project spend/planning support for all Walt Disney World theme parks and resortsProvided financial support for Parks Planned Work and Disney’s Post Production Studio