North East Transitions Lead• Platform lead for global transitions and transformations• Responsible for overseeing the finance and accounting transition process onto the CBRE platform • Finance leader for high performing global finance team

Managing CBRE clients: Juniper Networks and Lumentum• Drove numerous global operational projects and implementation of new finance models• Built the global finance organization and operating model overseeing 60 countries• Responsible for the client and CBRE planning and execution of the global budgeting and forecasting, strategic planning process and standard management reporting• Leading global finance teams across EMEA, APAC and the Americas• Managing global operations teams to support initiatives such as contract savings guarantees, global reporting and strategic analytics with a focus on improving margins and identifying opportunities for business growth

Responsible for the transition of a new healthcare account and then managing the account through the stability phase.• Developed the client annual operating budget• Establishing the financial and accounting processes for the client and CBRE• Produced the monthly financial reports and lead the client facing finance review

• Reported to the CFO of the Americas managing over $300MM in operating and capital budgets• Responsible for the financial management of corporate real estate, corporate tax, operational excellence, transfer pricing, payroll and administration organizations within the Americas• Produced budgeting and forecast models and analysis • Created extensive financial models and support for strategic initiatives• Performed real estate acquisition model analysis• Produced complex and comprehensive financial reports of trends, variances, profitability and performance measurements• Made financial presentations and recommendations to senior management• Conducted and directed financial based research and analysis projects• Placed into a team leadership role providing guidance and direction to both senior and junior team members

• Reported directly to the CFO, overseeing $40 million in revenue. Also served as strategic partner to the CEO, President, and all practice leaders for the western region.• Developed annual budget and forecast for the western region and developed new financial models for both.• Managed one financial analyst who supported the southern California operations.• Performed detailed investigation of budget variances.• Performed ESOP and equity shareholder calculations.• Provided monthly financial presentation to the western practices.• Developed employee benefits and TPA pricing models.• Performed all analytics for acquisitions and new hires. Also developed hiring models to coincide with forecasts.• Provided sales team profitability analysis.• Reviewed all producer compensation calculations and adjusted accruals to meet forecasted production.• Provided production analysis for team leaders.• Worked with corporate controller for annual audit.• Led the finance team in upgrading the agency management system, as well as creation of a master database from which practice leaders and senior management could pull reports instantaneously. • Made recommendations for new business approaches to senior management.

• Reported to the Regional Finance Manager for the Western Region and partnered with six Regional Managing Directors totaling over $130 million in revenue.• Developed annual budget, forecast and outlook.• Provided high-level analysis on the financial impact of various strategic initiatives by designing, developing and modifying financial reports to senior management under tight deadlines.• Managed one financial analyst who supported the Sacramento operations.• Developed complex financial models to analyze business trends, variances and errors.• Created new budgeting and forecasting systems to more effectively forecast annual sales.• Assisted with mergers and acquisitions, budgeting, forecasting and performance reporting.• Provided detailed monthly and quarterly variance explanations to the budget.• Assisted with numerous upgrades to both FP&A reporting and agency management systems.• Provided recommendations for new business approaches to senior management.• Conducted complex financial problem-solving.• Performed daily financial analysis and in-depth research of data, testing for accuracy.• Provided quarterly profitability reports for each sales team.• Provided monthly and quarterly statistical data on new business, lost business, changes in market expectations, renewing business and new business.• Reviewed month-end close to ensure accuracy of data.• Developed business narratives analyzing current economic and market factors as well as trends in rates, revenues and expenses.

• Responsible for business balance sheet, financial statement and profit and loss statement review.• Review of accounts payable and treasury management for business clients.• Responsible for credit analysis by analyzing cycle of debt-to-income ratio, loan-to-value ratio and credit scores for an accurate credit evaluation.• Financial statement review of federal income tax returns, W-2, and bank statements.• Client balance sheet review.• Resolution of discrepancies from credit analysis.