Finance lead for SMG’s largest customer providing support to VP of Sales and BDM’s. Manage forecasting process for Revenue, Cost Center Expense & Trade. Manage Trade Account for promotional support and authorize payments to Home Depot. Craft triangulation models to reflect POS and Inventory levels needed to meet sales/shipment goals. Ad hoc analysis for promotional investment opportunities as well as historical ROI. Update contractual amendments for Volume Rebates and Trade support. Collaborate with stakeholders during Budgeting and Pricing process to ensure internal alignment. Populate presentation decks for sales negotiations with customer.

Manage P&L expenses for forecast, budget, and long range planning processes. Forecast revenue impacts due to customer concession amendments. Compile Sarbanes Oxley Variance File for month-end close process as well as provide variance explanations for Maintenance and expense. Build financial models for financial reporting, variance control, and forecasting. Populate presentation decks for forecast, budget and LRP for executive review. Adjust headcount capacity plan to control FTE related costs. Reconcile monthly financials and apply proper analysis to drive business decisions.

Forecast orders, sales, and profit to correlate with the Long Range Plan in Hyperion. Compile Working Capital Investment File to update Balance Sheet in Hyperion. Analyze Einstein reports along with P&L statements to perform Gross Margin Analysis. Create Journal Entries to the Seaport Program to ensure proper EBIT reporting. Execute contract modifications regarding budgeting and cost allocation on 14 multimillion dollar contracts. Perform Month-End/Year-End closing activities for each fiscal period. Build and maintain EAC (Estimate- to-complete) files to ensure proper booking rates are applied to each contract.

Utilized CostView to allocate budget towards multimillion dollar contracts. Generated and analyzed monthly Earned Value Management performance charts by using Discoverer Plus and Oracle. Analyzed and explained cost/schedule variances by using Oracle Forms. Worked with nationwide offices to provide and manage charge numbers towards contract labor, material, and travel efforts. Utilized EDAMS to compile headcount charts displaying labor allocated toward each contract. Interacted with Control Account Managers to update Estimate-to-Complete costs while maintaining budget constraints.

Utilized automated telemarketing system to market and sell memberships to the Alumni Association.Successfully persuaded prospective alumni to establish employer matching contributions. Maintained relationships between University of Alabama and Alumni

Composed spreadsheets using Excel to display buy/sell/hold recommendations of clients’ investments. Utilized fundamental and technical analysis to research performance of stocks for investment opportunities. Assisted brokers in generating performance reports of their clients’ portfolios. Attended lunch meetings with wholesalers to gain knowledge of diverse investment vehicles and retirement packages. Assisted brokers by generating Net Asset Value charts of equities held in clients’ portfolios. Updated clients' account information and executed transactions.