Managed $800M+ in operating expenses and developed team of finance managers and analysts. Headed income statement consolidation, executive and board material preparation, and reporting on financial and budget performance.-> Executed financial partnership for operations, sales, and marketing leadership teams, driving operational efficiencies and investment decisions through use of Key Performance Indicators (KPI’s) such as Customer Acquisition Cost (CAC), Annual Recurring Revenue (ARR), Churn, Gross Margin, and Cost Per Contact (CPC)-> Delivered strategic financial guidance to senior leadership, resulting in optimized outcomes and risk mitigation for the business-> Guided planning and financial oversight of Go-to-Market initiatives, ensured alignment with product roadmap, and tracked profitability-> Developed and implemented standardized financial process for budgeting and forecasting to increase process efficiency by 10%-> Mentored and developed a high-performing finance team, implemented best practices, and ensured accurate financial reporting and analysis for strategic decision-making-> Completed the acquisition of Further for $455M (HSA Company owned by Blue Cross Blue Shield of Minnesota)-> Fostered and delivered financial comms to HQY Board of Directors, including financial plans and strategy updates

Developed global customer experience operating budget of $400M+, partnered with operation leadership in North America, Europe, and Asia Pacific. Directly managed financial analysts in Korea, Ireland, Germany, India, and US responsible to deliver financial variance analysis, and prepare annual budgets and forecasts. -> Produced strategic insights to help drive impactful changes for creating efficiencies and improving the customer experience -> Financial lead on multiple high profile projects and initiatives providing clear returns on investment-> Prepared monthly analysis against budget, forecast, and actuals to present to leadership team, along with ad hoc reports to discuss key performance indicators

Built and maintained strong relationships with CFO and business leaders to prepare and report on financial performance, provide strategic partnership, and enhance financial processes. -> Partnered with CFO to update quarterly earnings release presentations, script, and Q&A for earnings calls and press releases-> Created and presented monthly costing reports and operational dashboards to management team-> Guided monthly, quarterly, and yearly financial analysis of actuals against budget and developed board presentation materials

Specialized in fixed asset accounting for 7 operating mines, provided financial system support and implementation for shared service functions and on-site for new international mining project, and performed internal Sarbanes-Oxley audits.-> Developed monthly project cost reporting and recurring spend updates for projects of $100M+-> Created cost and process flow design model for $6B+ project-> Led project team to implement and identify new financial processes and improvements, including cost control measures-> Piloted new internal SOX audit program in North America region, performed SOX testing, trained internal auditors, and oversaw SOX compliance accuracy