• Develop and manage the department wide annual planning ($150M+) processes including data analysis, template preparation, training and related reporting on planning progress • Maintain and mature portfolio management processes within the department.• Maintain data quality and completeness across the portfolio• Prepare regular and ad-hoc reporting on portfolio health• Perform portfolio and financial analyses and recommend courses of action to optimize the portfolio and its processes

• Interface with project managers to better understand reporting needs and requirements, then create financial tools tailored to their initiative allowing for stronger decision making through financial data.• Create a resource estimation tool that provides planning and forecasting guidance to project managers that allow them to better understand required headcount needs, availability and projected allocations.• Performed financial analysis & reviews (including IRR, ROI, and NPV) through a discounted cash flow methodology on project requests to facilitate funding approval and project prioritization.• Produced financial reports evaluating completed projects, identifying current trends and evaluating variances.

• Participated in creating $444 million plan and rolling forecast for the Safeway and Albertson's IT merger effort by working with the various IT groups including Architecture, Infrastructure, Information Security and Portfolio Leads.• Modified a comprehensive financial reporting package to reflect growing organizational complexity.• Instrumental in driving key business processes such as costing, forecasting, cost reduction tracking, variance and analysis, capital budgeting and planning.• Performed cost accounting functions of month end closing as well as extensive account level analysis for actual/forecast variance explanations.

• Developed automated financial Excel scorecards (leveraging Hyperion Essbase) that allow the private label brand teams to track weekly sales, marketing effectiveness and understand key performance drivers.• Managed the $16 million package design budget for Safeway's private label business. Includes conducting monthly forecast reviews with brand directors, consolidating and submitting the monthly forecast to corporate marketing, articulating variances to prior forecast/plan (vs actuals from the GL).• Collaborated with the brand teams to evaluate ROI on select marketing tactics. Provided pre/post analysis to determine the financial impact of pricing, promotions, advertisements and sampling.

BlackRock is the world’s largest asset manager investing on behalf of a wide range of clients from large institutions to private portfolios. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager with over $4.59 trillion in assets under management. Job Description & Responsibilities:• Managed multiple counterparty relationships across asset classes with on loan balances in excess of $100 billion.• Collaborated with traders to expand the product set including mortgage backed securities and segregated lending to capitalize on revenue generating opportunities in excess of $10 million.• Created an Excel model to maximize inventory utilization resulting in $2 million in retained revenue.• Developed relationships with over 15 counterparties to ensure successful deliveries of contracted services with multiple asset classes, including fixed income and U.S. equity products.

Aetna is an American healthcare company, which sells traditional and consumer directed health care insurance plans and related services, such as: medical, pharmaceutical, dental, behavioral health, long-term care, and disability plans. Aetna is a member of the Fortune 100.Job Description & Responsibilities• Oversaw a $400 million medical underwriting book of business for 7 western states.• Developed and managed Excel pricing models to calculate renewal rates based on customers' background, industry and demographic information.• Negotiated rate actions to obtain overall profits of 6% while maintaining business renewals.• Controlled loss by assessing risk, conducting system analysis and recommending policy solutions.• Coordinated with internal stakeholders to initiate marketing strategies and meet market penetration and business growth objectives.

Job Description & Responsibilities:• Responsible for identifying and building $5 million in consumer and business lending. • Analyzed sales and production reports, set employee goals and led weekly team meetings.• Demonstrated knowledge of branch financial products, including loans and lines of credit.• Reviewed credit applications for risk factors and credit worthiness.