Finance Director / Senior Finance Manager
Argyle, Texas, United States
In this role I administrated and orchestrated a globalized, cross-functional team through all operations related to monthly forecasting, expense review, revenue recognition, and balance sheet reconciliation for numerous business lines within the $500M Insurance / Banking / Healthcare Software Division. Part of my position included collaborating with the division's Vice Presidents to deliver actionable insights, models, and presentations based on in-depth analytical data. I also identified variances within profit and loss statements to devise strategic solutions while maintaining accurate reports.• I fostered a 6-point increase in global software gross margin within just three years.• I successfully generated $10.2M in cost savings and boosted Labor Pyramid Index (LPI) by 7.4% after I strategically coordinated a spans and layers program.• I converted a resource tracking system into a comprehensive project management, forecasting, and reporting tool that enabled billing and hours monitoring.• I expanded margins and accumulated $12.4M in yearly savings after I navigated a multifaceted program focused on resource costs, allocations, and non-billable travel.• I implemented an optimized process for Agile balance sheet reconciliation that provided real-time variances in deferred revenue and contracts receivable.• I analyzed the sales pipeline and interfaced with sales teams to promote win rate conversion, harness new license opportunities, and increase quoting.• I conducted comprehensive review of VSOE evaluation and balance sheet accounts as well as SaaS revenue recognition to safeguard and maintain compliance.• I concaved numerous innovative acquisition plans for several mergers and alliances.• I reviewed and certified over 25 Insurance/Healthcare/Banking software product NRV models.• I functioned as Subject Matter Expert for a global SAP finance transformation initiative.
