• Envisioned and constructed a data model for reporting profitability data at the customer and product level that performed ETL transactions from several data sources allowing users from Sales, Ops and Finance to see many different data points at the desired levels of detail across time, products, customers, and reporting cycles.• Successfully advocated for and lead implementation of using a new level of product detail in corporate forecasting system that allowed robust reporting of… Show more • Envisioned and constructed a data model for reporting profitability data at the customer and product level that performed ETL transactions from several data sources allowing users from Sales, Ops and Finance to see many different data points at the desired levels of detail across time, products, customers, and reporting cycles.• Successfully advocated for and lead implementation of using a new level of product detail in corporate forecasting system that allowed robust reporting of revenue, cost of sales and profit at the product level.• Conceived of and developed automation to transfer and transform forecasted COGS by product between systems which reduced time to report from two days to under four hours.• Transformed user requirements for both customer profitability and product profitability reporting into two cohesive and fluid reports using considerable DAX/Power BI coded calculations.• Managed a team of three data analysts while continuing to provide individual contributions. Show less

• Crafted a wholistic SSAS tabular data model for reporting cost, inventory and manufacturing metrics that integrated data from more than ten different systems and allowed users to easily create new views within seconds that previously required hours of data extraction, transformation, manipulation and calculation. The data traversed numerous historical periods as well as short-term and long-term forecasts.• Collaborated and co-led an instructor-led training course for Power BI to train… Show more • Crafted a wholistic SSAS tabular data model for reporting cost, inventory and manufacturing metrics that integrated data from more than ten different systems and allowed users to easily create new views within seconds that previously required hours of data extraction, transformation, manipulation and calculation. The data traversed numerous historical periods as well as short-term and long-term forecasts.• Collaborated and co-led an instructor-led training course for Power BI to train finance employees on how to get started with Power BI, best practices and how best to visualize data. The materials and structure created were then adopted by IT for training all Intel employees on Power BI.• Managed multiple data and reporting projects related to cost, inventory and manufacturing metrics that fully automated user processes which were being performed outside of systems in offline spreadsheets.• Worked with various business partners across finance, operations, IT and Supply Chain to ensure that data was secured, accurate, reliable, informative and relevant to business decision-making. Show less

• Administered and oversaw month-end close process for cost from a specific factory and included creating/uploading journal entries, reconciling R&D, OCOS and COGS, providing explanations to factory GM of costs and cost per unit for variance to forecast and changes from prior month(s).• Responsible for calculating and forecasting factory activities and cost per unit on a short, medium and long term basis by working with factory operations and planning teams and presenting to factory GM.… Show more • Administered and oversaw month-end close process for cost from a specific factory and included creating/uploading journal entries, reconciling R&D, OCOS and COGS, providing explanations to factory GM of costs and cost per unit for variance to forecast and changes from prior month(s).• Responsible for calculating and forecasting factory activities and cost per unit on a short, medium and long term basis by working with factory operations and planning teams and presenting to factory GM. • Devised and implemented a set of cost reports using Power BI to allow for easily maintained and updated data visualizations giving management the ability to more quickly review data and identify emerging trends. Show less

• Worked as part of a multi-national and multi-site team to insure an accurate close each month and which required understanding of activity-based costing, inventory movement/data flows and complex reserve calculations.• Initiated several process improvements projects that resulted in annual time savings of over 600 hours.• Oversaw implementation of two major projects which required significant partnering with IT as well as technical understanding of data flows within the… Show more • Worked as part of a multi-national and multi-site team to insure an accurate close each month and which required understanding of activity-based costing, inventory movement/data flows and complex reserve calculations.• Initiated several process improvements projects that resulted in annual time savings of over 600 hours.• Oversaw implementation of two major projects which required significant partnering with IT as well as technical understanding of data flows within the company’s inventory costing system in order to deliver results that met acceptance criteria within designated timelines. Show less

Providing invoicing, accounting, payroll, process improvement and finance strategy services to a small graphic design firm.

• Worked as part of a global team to build annual budgets and quarterly forecasts totaling over $130M in annual revenue and expenses including COGS and OpEx as well as over $5M in capital projects.• Established new processes that significantly reduced the time and effort necessary to produce a number of reports for business unit, standard cost, and corporate reporting.• Partnered with assorted departments to improve budgeting/reporting processes across the company.•… Show more • Worked as part of a global team to build annual budgets and quarterly forecasts totaling over $130M in annual revenue and expenses including COGS and OpEx as well as over $5M in capital projects.• Established new processes that significantly reduced the time and effort necessary to produce a number of reports for business unit, standard cost, and corporate reporting.• Partnered with assorted departments to improve budgeting/reporting processes across the company.• Responsible for crafting and presenting budgets/forecasts to company’s executive management team including forecasted income statement, balance sheet, statement of cash flows and business unit P&Ls. Show less

• Developed and managed budgets/forecasts, as a business partner, of over $60M in annual revenue and expenses including wages and resource/supply allocations as well as over $15M in capital projects.• Produced numerous long-range models using primarily NPV and DCF analyses for existing and new products/services.• Collaborated with Contracts group to interpret contractual language and estimate financial impact.• Initiated, evaluated and tracked cost saving projects valued… Show more • Developed and managed budgets/forecasts, as a business partner, of over $60M in annual revenue and expenses including wages and resource/supply allocations as well as over $15M in capital projects.• Produced numerous long-range models using primarily NPV and DCF analyses for existing and new products/services.• Collaborated with Contracts group to interpret contractual language and estimate financial impact.• Initiated, evaluated and tracked cost saving projects valued at up to $20M annually.• Created pricing structures and profitability analyses for new products/services valued at over $5M annually.• Administered month-end close process, which included creating/uploading journal entries, reconciling balance sheet accounts and providing explanations for variance to budget, forecast and prior months.• Pioneered process improvements to allow for more efficient and effective use of company time by eliminating manual steps in Excel reports, improving software connectivity for reporting purposes and implementing a SharePoint site for better collaboration between team members in disparate locations. Show less

• Managed over $5M in annual G&A expense budgets and $2.5M in capital project budgets while serving as interim - Budget Manager for New Business Development.• Maintained and updated corporate forecast package on a regular basis in order to prepare timely/insightful financial analysis of corporate trends in addition to assisting several dept. managers during monthly close process and with variance explanations.• Lead an interdepartmental team to improve the relevance and… Show more • Managed over $5M in annual G&A expense budgets and $2.5M in capital project budgets while serving as interim - Budget Manager for New Business Development.• Maintained and updated corporate forecast package on a regular basis in order to prepare timely/insightful financial analysis of corporate trends in addition to assisting several dept. managers during monthly close process and with variance explanations.• Lead an interdepartmental team to improve the relevance and reliability of the capital expenditures budget/forecast by developing a web-based reporting system that integrated purchase order information with GL data to provide real-time project expense figures. Show less

• Coordinated department’s month-end close, weekly forecast, and spending of capital/G&A budgets of over $8M annually as a business partner.• Compiled and evaluated IRR, NPV, ROI and Cost/Benefit analyses of proposed cost saving IT projects, valued at up to $5M.

• Performed various revenue/expense analyses, projections, and forecasts by analyzing financial statements to identify trends and developments in our clients as well as their competitive environments.