Responsible for executive internal reporting for >$900M revenue company. Created bottoms up capital and operating expense budgets for all Corporate cost functional groups, including Sales, Marketing, Legal, Human Resources, Information Technology, Executive Office, ESG, Manufacturing/Distribution, Quality Assurance, and Finance. Modeled cost allocations between COGS and Operating Expenses for shared overhead costs across the organization.. Collaborated with senior leadership to create annual Strategic Plan presentations. Presented monthly P&L updates to the CFO. Analyzed actual spending and variances, along with identifying areas for cost reductions. Supervised work of Financial Analyst and worked closely with internal teams to deliver timely results. Consolidated full Non-GAAP P&L financials, including four business units. Created C-suite Board of Director meeting decks and internal reporting to assist with quarterly earnings calls. Provided metrics for 10Q, 10K, and earnings scripts. Assisted in Investor Relations by tracking peers and sell-side broker models for comparative metrics. Calculated Return on Investment (ROI) for proposed Capital Expenditures over $100K. Select Accomplishments:- Highly engaged in integration of Sierra Wireless acquisition in January 2023; Converted budget, monthly forecast, and actuals into consolidated forecasting system. Monitored synergies with the acquisition to ensure M&A cost reductions materialized.- Standardized monthly management reporting, consolidating the Business Units and Functional Groups. Accelerated timeline to be able to send monthly P&L reporting to CFO for review in advance.- Normalized costs driven by COVID-19 anomalies and shift to work from home.- Received Service Award in March 2021 for “Significant Process Improvement” to the Annual Business Plan.

Pivotal role of reporting full P&L financials, metrics, and sales. Facilitated monthly executive level meetings to discuss the state of the business and financial metrics, both year-over-year and vs. budget. Oversaw complete budgeting/forecasting process for mid-size company, with ten reporting divisions having $27B in merchant Volume contributing to $830M+ in annual revenue and $105M+ in annual EBITDA. Pre-acquisition by Paysafe Group in June 2018, prepared earnings call scripts and financial schedules, along with Board of Directors presentations.Select Accomplishments:- Streamlined monthly reporting through SQL automation to increase reporting accuracy and efficiency over manual reporting.- Responsible from inception to implementation of Performance Management and Business Intelligence software. Designed functionality to transform annual budgeting into quarterly forecasting. - Assisted in redesign of sales team compensation plans. Transformed key objectives from number of accounts sold to commissions based directly on profitability of sales.- Created complex modeling in Excel to support Business Plan for new payment gateway (e-commerce application service that authorizes payments). Included full P&L and cash flow impact, using high and base cases, along with break-even analyses.

Guide budgeting, sales, and revenue planning, leading a team of up to four Senior Financial Analysts. Review workload, determine priorities, and provide talent evaluation/development. Ensure consistency, thoroughness, and alignment with overall financial strategies by performing trend analyses for $2.8B annual worldwide field office budget with 3.6% compound annual growth rate over five years. Support 13 international sales offices across 170 countries in the areas of sales, revenue, and financial planning and analysis. Identify risks and opportunities by analyzing large data sets.Select Accomplishments:-Catalyzed effective decision making by creating complex models that provided corporate with high, mid, and low scenarios, which resulted in an informed decision to greenlight theatrical features.-Saved 1,000 employee hours annually by creating Excel template that allowed 25 users to input projected sales.-Mitigated 2008 writer strike. Conducted scenario analysis to assess financial impact of reduced television series.-Simplified budget tracking and rolling forecasts for field offices, three regional views, and upper management by designing and maintaining executive virtual dashboard.-Promoted from Senior Financial Analyst to Manager with Director-level responsibilities.

Created effective annual operational and capital budgets for four lines of business by forecasting future volumes through trending analysis. Propelled organization to make cost-effective decisions regarding IT and systems enhancements by conducting cost-benefit analysis, developing budget, and providing reports. Provided management with clear, comprehensive picture of department by analyzing monthly data reports and identifying trends and anomalies.Select Accomplishments:-Generated over $3M in annual net interest savings by managing portfolio of more than 6,000 loans.-Improved operating efficiency. Participated in special project development and forecasting project performance outcomes by investigating hypothetical scenarios through job-costing, budgeting, and planning.-Advanced long-term operations by creating business continuity plan using key performance indicators/metrics.

-Formulated an international expansion strategy recommendation for Oracle’s public applications sector. -Identified the largest economies and determined future international growth regions by constructing decision matrices. -Exposed potential automation opportunities by comparing trends in computer application initiatives on a macro level in nine countries and one trading bloc. -Analyzed the top five aggregate and individual country expenditure categories in order to capitalize on future revenue streams. -Examined areas to best expand operations through the analysis of Italy and Korea’s central government budgets totaling $540 billion.

-Enabled the effective management and risk assessment of over 180 Credit Card Services vendors through the creation of a Vendor Management Policy for 13 departments. -Co-facilitated meetings and served as point of contact for the Compliance team to develop new procedures and marketing materials for the purpose of extending credit to new customers in compliance with the USA PATRIOT Act. -Reviewed and updated existing Operating Service Agreements and various compliance policies to ensure contracts covered the full scope of services performed on behalf of Household Bank. Expanded scope to include formal service level agreement metrics for key areas with scheduled reporting to the Board of Directors. -Collaborated with Compliance Directors to define the best practices for roles and responsibilities in projects of Regulatory Risk Officers.

-Established job cost multipliers and a budget reporting method to provide management with a tracking process for current and future projects. -Analyzed financial data for industry comparison while auditing accounting procedures. -Documented five years of historical information as a tool for determining pricing structure and areas of profitability for future bids by creating a database for over 100 projects.