Finance support for the development and execution of all financial planning, budgeting, analysis, and decision support activities for the Core Business Services functions within Global IT.• Monitor the running costs of all IT income statement costs versus plan. Describe variance drivers, identify risk and opportunities, and advise on action plan to incorporate in financial forecast.• Provide strategic financial input on decision-making issues impacting IT, specifically on new policy… Show more Finance support for the development and execution of all financial planning, budgeting, analysis, and decision support activities for the Core Business Services functions within Global IT.• Monitor the running costs of all IT income statement costs versus plan. Describe variance drivers, identify risk and opportunities, and advise on action plan to incorporate in financial forecast.• Provide strategic financial input on decision-making issues impacting IT, specifically on new policy and procedures.• Designed and present to IT senior partner and staff a monthly financial package to increase transparency and understanding around IT costs. Particularly around cost categorization as it relates to shared or specific.• Participate in the planning and administration of the annual budget process including detailed weekly analysis on the progress.• Assist IT managers with interpretation of financial data and recommend courses of action to maximize profit. Show less

Finance leader for the Technology segment of the company with a $60M annual operating budget. Lead financial support for annual budget process, forecasting, projects return on investment, and reporting for senior management.• Provided financial analysis for redevelopment of the domestic portion of the options trading system software. $43M project spanning four years. Responsible for reporting/tracking expenses, proper accounting treatment of internally developed software capitalization… Show more Finance leader for the Technology segment of the company with a $60M annual operating budget. Lead financial support for annual budget process, forecasting, projects return on investment, and reporting for senior management.• Provided financial analysis for redevelopment of the domestic portion of the options trading system software. $43M project spanning four years. Responsible for reporting/tracking expenses, proper accounting treatment of internally developed software capitalization and intercompany billing processes• Responsible for improved capital appropriations process, including needs based analysis and alternative solution cost/benefit analysis• Teamed with senior IT managers to effectively manage $20M in capital spend in the annual forecasts, investing in projects as business conditions allow• Implemented operational efficiency program reducing annual operating expenses run rate by $6M from 2011• Presented monthly financial reports including variance analysis for the CIO and staff• Created an intranet financial reporting page for Technology management• Supervision of the period-end close procedures including the recording of accruals• Collected, maintained, and forecasted developer project hours to accurately record capitalization/amortization by ensuring all hours are logged and complete• Implemented a hardware buying (versus lease) program reducing overall cost and administrative resource time over the useful life of the assets Show less

Finance liaison for all financial matters – income statement forecasting, budgeting, and reporting for the Factory Outlet of America division. The outlet stores generate more than $900M in revenue annually.• Finance partner for the development and roll-out of a Controllable Expense report for store by store expenses controlled by store management resulting in improved accountability of all store, district and regional managers. • Identified $6.0M in expense savings closing a forecast… Show more Finance liaison for all financial matters – income statement forecasting, budgeting, and reporting for the Factory Outlet of America division. The outlet stores generate more than $900M in revenue annually.• Finance partner for the development and roll-out of a Controllable Expense report for store by store expenses controlled by store management resulting in improved accountability of all store, district and regional managers. • Identified $6.0M in expense savings closing a forecast gap to budget• Used Hyperion Essbase to prepare management reports on key expense areas for risks, opportunities, and trends to assist in decision making• Partner with business managers to identify risks to the forecast and develop action plans to stay within budget• Monthly, quarterly, and annual reporting for senior management and corporate headquarters Show less

Coordinated allocation of $38M of a total $64M corporate annual expense budget to four major business segments. Methodologies for each department allocated based on departmental expense driver activity required to establish segment profitability external reporting.• Successfully improved the Days Sales Outstanding reporting process by establishing a uniform procedure improving aged receivables issues resulting in a 10% improvement in Days Sales Outstanding• Conducted deep dive analysis… Show more Coordinated allocation of $38M of a total $64M corporate annual expense budget to four major business segments. Methodologies for each department allocated based on departmental expense driver activity required to establish segment profitability external reporting.• Successfully improved the Days Sales Outstanding reporting process by establishing a uniform procedure improving aged receivables issues resulting in a 10% improvement in Days Sales Outstanding• Conducted deep dive analysis of Accounts Receivable for Finance management resulting in a 25% improvement in the 60+ receivable balance• Prepared complex financial analysis for segment profitability reporting, expense reduction initiatives, and financial performance across business units and geographies• Managed the capital request process including ensuring that all requests include necessary quotes signatures, and financial justification required under Sarbanes-Oxley Show less

Managed overall budget and headed forecast responsibilities for Business Enterprise Solutions Division. Evaluated sales jobs each month, based on product and client, for profitability trends and compiled action plans for management. Prepared return-on-investments analysis for marketing projects and capital purchases. Analysis included internal rate-of-return, net present value, and lease-versus-buy.• Developed forecast procedure for income statement, including detailed revenue and… Show more Managed overall budget and headed forecast responsibilities for Business Enterprise Solutions Division. Evaluated sales jobs each month, based on product and client, for profitability trends and compiled action plans for management. Prepared return-on-investments analysis for marketing projects and capital purchases. Analysis included internal rate-of-return, net present value, and lease-versus-buy.• Developed forecast procedure for income statement, including detailed revenue and expense analysis and separation of fixed and variable expenses, vastly improving management understanding of cost relationship between revenue and variable costs and impact on contribution.• Analyzed, reviewed, and communicated results with business unit managers for understanding performance drivers and impact on results and forecasts, improving accuracy 40%.• Created working model for forecasting monthly manufacturing volumes, based on projected sales.• Ensured accuracy and allowed competitive pricing, periodically reviewing unit costs in considering changing costs, equipment configurations, and business unit initiatives. Show less

2000-2003 Strategy Implementation - Internal consultant to lead cross functional teams to facilitate new strategy to create financial flexibility, asset monetization, and merger and acquisition opportunities.• Co-led two re-engineering exercises reducing the expense base by more than $250M globally over the course of two years. These dollars were then reinvested in key areas of the business.• Interfaced with all levels of management to scope and prioritize projects and gather… Show more 2000-2003 Strategy Implementation - Internal consultant to lead cross functional teams to facilitate new strategy to create financial flexibility, asset monetization, and merger and acquisition opportunities.• Co-led two re-engineering exercises reducing the expense base by more than $250M globally over the course of two years. These dollars were then reinvested in key areas of the business.• Interfaced with all levels of management to scope and prioritize projects and gather hypotheses that resulted in expense reductions• Lead project coordinator that consolidated, evaluated and forecasted investment requirements, on a global basis, for the Financial Flexibility strategy of the corporation. Investments included severance, exit costs, write-offs and transition• Liaised with the Controllers Department to ensure savings targets and investments were accurately reflected in each business unit’s budgets• Conducted benchmark study in areas of Finance, Human Resources, and Technology to determine level of spending in each area compared to industry averages. Results were used to identify areas in need of process improvement and/or expense reduction1994-2000 Finance1992-1994 General Accounting1990-1992 Sales Accounting Show less