With a history spearheading initiatives in accounting, finance, operations, and technology, I have an understanding of the dynamics that drive successful businesses. As Founder and Lead Strategist of ROI Analytics LLC, I leverage decades of industry experience to guide businesses to thrive in a data-centric marketplace, steering them with strategies that are technologically adept and grounded in sound financial principles.▍ AREAS OF SPECIALIZATIONElevate Your Business Strategy with DataExecutive Alignment: Guides the helm of enterprises by fostering a cohesive vision among the leadership, rooted in the seamless harmony of business and data strategies, thus presenting a unified roadmap toward meeting strategic objectives.Unite Executives on the Path to Value Creation: Collaborate closely with executive and key leadership to establish a mutual understanding and alignment on strategies for value creation.Chart Your Data EvolutionStrategic Blueprint Development: Crafts the precise blueprint that pinpoints the current state of your data landscape, delineates the existing gaps, and charts a course to reach the desired future state, showcasing the timeline, budget, and deliverables necessary for the journey.North Star Strategy: Establishes a North Star strategy as the guiding force of the project, a beacon directing toward the agreed-upon approach for advancing the organization, serving as the GPS steering all initiatives.Drive Strategy into Measurable ResultsEnterprise Environment Implementation: Leads the rollout of the enterprise data and reporting environments, establishing the infrastructure for self-service Business Intelligence (BI) and fostering integral data integration.End-User and Technical Training: Provides support for the comprehensive end-user training program from documentation to in-person workshops, promoting a culture grounded in knowledge and expertise.

I joined Crowe’s fast-paced, high-growth environment in 2016 as a Data Analytics Product Delivery Manager. In 2019, I accepted a promotion to lend my data strategy/analytics expertise to C-Suite leaders in a unique hybrid technical/advisory role.▍ DATA ANALYTICS/BUSINESS INTELLIGENCE FUNCTION ORIGINATIONSeeing the potential to meet the needs of new and existing portfolio clients far beyond Power BI, I accepted the request of senior leaders to craft a new data analytics business model to create a stand-alone, market-facing BI function capable of large-scale solution development and implementation.▍ DELIVERED RESULTSREBRANDED AND SCALED THE BI TEAM & FUNCTION, resulting in increased team margins as the size and scope of engagements scaled from simple, low 5-figure assessments to complex, high 6-figure implementations.DROVE CLIENT LEADERSHIP, overcoming years of client resistance to Power BI services to win preferred vendor status to support 50+ platforms for a new client with the strategic BI transformation. Added new clients in collaboration with a PE firm.GREW DATA ANALYTICS REVENUES 100%, with YOY growth and profitability predicted.▍ SUCCESS DRIVERSRECRUITED HIGH-PERFORMANCE BI TALENT to deliver end-to-end BI solutions at the pace of strategic account demands and leveraged Indian resources to scale the team from 15 to 20 members.CULTIVATED A UNIFIED, LOW-TURNOVER CULTURE that emphasized continuous improvement and operational excellence.TRANSFORMED THE “EVERY MAN FOR HIMSELF” CULTURE INTO A SYNERGISTIC FUNCTION with enriched skills supported by training, coaching, and mentorship in emerging tech best practices.STRENGTHENED CLIENT RELATIONSHIPS AND BUSINESS STRATEGY through the collaborative development of internal tools to provide data-driven insights and inform executive decisions.

In 2016, I accepted a unique role that leveraged my hybrid corporate accounting and finance experience to provide data analytics strategy advisement to C-Suite leaders.Because I could model in the back-end and front-end of technology, transforming raw data into relational data models to create meaningful end-user dashboards, I could transform the strategic decision-making processes.My technical strengths and natural leadership abilities steered multiple successful projects and resulted in a promotion to Product Delivery Manager.▍ AREAS OF EXPERTISEData Modelling ● Data Warehouse Creation ● SQL Server Management Studio ● Dashboard Design ● Team Leadership ● Business Process Optimization ● Reporting ● Analytics ● Business Intelligence (BI) ● Business System Design ● Relational Data Models ● Project Leadership▍ DELIVERED RESULTS:IMPROVED CLIENT CONVERSION RATES by 15% by collaboratively developing an inside sales team tool.STRENGTHENED EBITDA by reducing “shadow IT” overheads with an automated tool that reduced manual reporting across multiple transactional systems to improve reporting quality, timeliness, and accuracy.REDUCED FINANCIAL REPORTING TIMELINES from 160 to 4 hours per month as part of the function’s first end-to-end BI client solution. Replaced 23 cross-referenced Excel workbooks (100+ tabs) using Microsoft BI stack.STREAMLINED DATA & REPORTING TIMEILNES by creating a data warehouse in SQL Server Management Studio, populated from myriad data sources. Deployed data to multiple reporting tools and end-user reporting dashboards.▍ ABOUT CROWECrowe, LLP is a $2B+ public accounting, consulting, and technology firm offering deep tax, advisory, and consulting expertise to uncover hidden market opportunities, helping clients make intelligent decisions that lead to lasting value. As one of the largest global accounting networks with 200+ independent accounting and advisory services firms, Crowe serves clients in 130+ countries.

I was promoted from Staff Accountant to provide data analysis thought leadership to the organization, creating financial ratio and marketing research data models that transformed a reactive monthly reporting environment into daily actionable insights.▍ DELIVERED RESULTS:CUT TIME REPORTING TIMELINES for financial ratio and marketing research metrics from 200 person-hours per month to <8 using Microsoft BI stack to create automated, relational data models with 21 disparate data sources (accounting, payroll, HR, operations, and marketing.)STREAMLINED MULTIPLE DATA SOURCES AND REPORTING METHODS to accurately calculate more than 50 metrics for center rankings and bonuses.STRENGTHENED CLIENT RELATIONSHIPS, enabling Caliber to earn “Service Repairer of the Year” for 2 successive years by creating and integrating key analyses around financial, operational, and marketing performance.▍ ABOUT CALIBER COLLISIONCaliber Collision is the largest collision repair company in the US, with $2B+ in revenue, 25K employees, and 1.5K+ locations in over 40 states.

I was recruited to reconcile the operating cash account, which had carried an unreconciled balance for more than 4 years.▍ DELIVERED RESULTS:RESOLVED 40+ MONTHS OF UNRECONCILED OPERATING CASH ACCOUNT activity in 3 weeks.CREATED ACCOUNT RECONCILIATION STANDARDS while performing hundreds of balance sheet reconciliations.ESTABLISHED A SALES SUB-LEDGER TO GENERAL LEDGER RECONCILIATION PROCESSES, which improved the month-end close process and revenue reporting accuracy.

Initially hired as Temporary Accounting support, I was hired after 2 months to work on a stalled order management system (OMS) project that stagnated for a year and a half and had no clear path forward.▍ DELIVERED RESULTS:ENABLED ACCURATE SYSTEM FUNCTIONALITY by calculating, testing, and communicating the OMS functionality math requirements to IT teams as a liaison between IT, accounts receivable, and commissions.RECONCILED a massive variance in the operating cash account, carried forward monthly. Standardized accounts reconciliation processes.SHORTENED MONTH-END CLOSING TIMELINES by creating journal entry upload templates which became a standard template used by all 12 senior and staff accountants.▍ ABOUT REALPAGERealPage is an American multinational corporation that provides property management software for the multifamily, commercial, single-family, and vacation rental housing industries.

I was hired to help the company scale its direct import business, which was struggling to keep up with preparing Forwarder’s Cargo Receipts needed for customs clearance.▍ DELIVERED RESULTS:ORGANIZED 12 LARGE RETAIL ACCOUNTS to efficiently distribute overseas manufactured goods to production facilities and customers.CREATED FILLABLE TEMPLATES TO IMPROVE FORWARDER’S CARGO RECEIPTS’ PREPARATION TIME, resulting in department transformation and increased workload capacity.▍ ABOUT AMERICAN GREETINGSAmerican Greetings is a global leader in the large and enduring Celebrations marketplace. Founded in 1906, it has become a global leader in creating and manufacturing innovative social expression products, including paper cards, digital greetings, gift wraps, party goods, and more.