- Develop EPM and analytics solutions for clients leveraging Anaplan, Planful and related technologies including data integration, data warehousing, and business intelligence.- Lead project teams implementing Anaplan solutions for 3 organizations.

- Develop solutions for the most complex Planful client applications as part of the Advanced Solutions group at KeenVision.- Design new applications and demo solutions for use in business development.

- Practice lead for Gartner Award Winning Planful Dynamic Planning application- Implemented successful custom EPM software solutions for 97 organizations advising CFO’s, Finance VP’s, and Controllers in almost every industry and geography in the country- Thought leadership speaker at Planful annual conference- Implemented solutions that received industry awards and recognition for significant impact

- Built the 5-year financial model and primary presentations used by lead underwriter Goldman Sachs to build roadshow presentations for Initial Public Offering; which gained +122% on opening day.- Worked directly with the COO to develop weekly budgets and forecasts for +$2 Billion in annual sales as well as monthly planning of cost of goods sold for each department of +190 stores in 10 states, labor and health insurance for +16,000 employees, and logistics and shipping for 3 distribution centers.- Lead first forecast conducted post-merger after private equity acquisition of 3 companies including initial P&L, BS, & CF models, GAAP and Pro Forma reporting tools, presentations for Board of Directors.- As part of the corporate 5-year strategic planning team, conducted research in merchandising consumer and retail trends and provided recommendations for major strategic initiatives to executive team.- Reduced total company financial model simulation processing time from 9 hours to <2 hours by devising and implementing overhaul of Host Analytics financial planning system.

• Established accrual rates, accretion methodologies, and warranty risk exposure analyses for all global First Solar legal entities and products including ~80 million solar modules sold into over 30 countries, as well as transformers, inverters, and sun tracking systems used to build the world’s largest solar power plants• Identified +$140 Million in under-accrued warranty liabilities and risk exposure• Reported quarterly on warranty risk assessments, recommended accrual rates, and performance of +$250 Million recall campaign to Corporate Controller, CFO, and External Auditors• Managed departmental budgets and headcount planning during industry pull-back and multiple rounds of layoffs

• Lead Financial Planning and Analysis of Systems Division as annual revenue grew from $300 Million to +$1.3 Billion in less than 2 years• Reported business unit monthly financial results and forecast variances to VP Finance, Corporate Controller, and interim CFO• Developed full P&L, BS, & CF model of power plant construction that scaled from 10 projects in pipeline to over 100 projects with the largest project representing over $1.9 Billion in revenue• Controlled +$100 million annual department spending budgets including headcount planning, non-labor spending, and project development expenses

• Sold interest rate derivatives and government bonds to the world’s largest and most successful hedge funds, sovereign wealth funds, and fixed income funds.• Developed swap analysis models in VBA to assist clients in measuring and visualizing historical trends in the spreads between tenors of asset, tibor-libor, dollar-yen basis, and over-night swaps• Received teamwork award during company training program conducted in London and Singapore• Developed system to automate Bloomberg functions cutting forward settled bond confirmation time by 75%

• Developed sovereign bond index duration forecast models in Java and developed swaption delta and gamma risk models in VBA for proprietary traders• Gained exposure to rates, equities, and foreign exchange groups

• Analyzed and built quality-of-care data warehouse systems increasing awareness of best-practices among Physicians within the Intermountain Healthcare network• Coordinated with GE contractors in implementing Intermountain Healthcare data warehouse methodologies in new Centricity IT system

• Analyzed covert terrorist surveillance systems as a consultant to the Central Intelligence Agency at the National Counter Terrorism Center• Received award for leading a five person team on the redesign of a 400 million record database system cutting response time from an average of two minutes to three seconds• Designed and built business process models, established project plans, coordinated efforts and facilitated communication between management, database administrators, developers, and data consumers

• Forecasted financial expectations for company division with over $45 million in annual sales and presented monthly reports to executive management• Increased worker productivity 300% by automating quantitative analysis process for financial forecasting• Led testing team for integration between Oracle Financials Enterprise Resource Planning System and Procurement Desktop Supply Chain System for the U.S. Navy completing tests ahead of schedule