• Offer financial coaching to individuals in need, focusing on financial literacy and empowerment• Helping clients develop effective budgeting strategies, manage debt, and achieve financial goals • Developed a personal coaching website to offer resources and schedule sessions• Earned Financial Coach Master Training Certificate

• Supported monthly management financial reviews and budget development. • Partnered with Human Resources to calculate sales incentives budgets, results, payouts and accruals, including 3rd party compensation.

• Budget & Forecast Ownership: Led the full FP&A process for assigned Corp. functions (Human Resources, Legal, Facilities. etc.) and R&D Global functions, taking ownership of budget and forecast development, supporting the successful achievement of $150M expense budgets for FY21.• Strategic Advisor: Earned trusted advisor credibility with executives, SVPs, and VPs, providing insightful reporting, in-depth P&L variance analysis, and bridging analysis to enhance understanding and strategic decision-making.• Expense Management: Supported Business Units in executing Annual Operating Plans (AOPs) by proactively managing expenses (including compensation), identifying opportunities and risks, and developing cost-effective solutions that resulted in millions in savings.• Financial Expertise: Developed a deep understanding of cost of sales, labor burden expenses, and capital expenditures, leveraging this knowledge to optimize financial performance.• Financial Modeling: Created sophisticated financial models for what-if scenarios, enabling informed strategic decisions and enhancing forecasting accuracy.• Continuous Improvement: Continually identified opportunities for improvement, enhancing accuracy, efficiency, and overall business value.• Leadership Development: Improved functional leaders' understanding and ownership of their P&L budget, forecasts, and results through effective communication and support. Managed & developed analyst.

• Led team responsible for governing complex bonus and sales commissions plans. • Designed, developed, and managed hundreds of variable comp plans to optimize performance outcomes while being fiscally responsible. o For example, an in-depth assessment of the commission burden methodology saved company $1.2M/yr• Led financial reporting team who supported over 600 P&Ls nationally, increasing productivity, accuracy, and improving business application.• Advised, and partnered extensively with, Business Unit CFOs and Sr. Business Leaders in Human Resources, IT, Operations, and Sales to realize opportunities, solve challenges, and achieve objectives • Performed countless financial analyses, providing meaningful insight into revenue, pricing, expenses, profitability, and variances. Excelled at extracting and analyzing data, identifying root causes and drivers, identifying and addressing outliers, and applying sound business acumen• Produced actionable recommendations for improved financial accountability and results. For example, drove discontinuation of branch allocated work opportunity tax credits saving a minimum of $1M/yr. In addition, identified weak visibility and accountability surrounding customer onsite services and implemented changes resulting in savings of more than $500K/yr• Supported HR with comp ratios and statutory compliance analysis activities. Also supported compliance and compensation reporting to ASA to help with pay range development and benchmarking. • Transitioned commission environment through a companywide multi-system & data warehouse overhaul.• Led education efforts by conducting training seminars on compensation and on how managers can better utilize various financial & production KPI reports by incorporating best practices, • Exceeded expectations on every annual performance evaluation. Earned the confidence of senior leadership to become the “go-to guy” for sound information and guidance

MANAGER, PRODUCTION ANALYTICS AND REPORTING, 2005- 2007 • Managed team of financial analysts in supporting 100+ business managers with their wide range of analytical and reporting needs (Financial/Production/Operations/Sales)• Created, implemented, and administered sales commission and bonus plans• Developed complex Excel and database models to automate multifaceted reports and quality control dashboards, including account profitability, staffing optimization, and operation/sales flash reports• Responsible for modeling estimated financial impact (i.e. commission plan changes / changes to operations)• Supported Income Statement (P&L) forecasting and variance investigation • Collaborated with IT to implement and enhance web-based reporting tools for business managers• Prepared monthly bonus, commission, and broker incentive forecasts for accounting accruals• Acted as a primary consultant to Human Resources, IT, and Legal departments with any of their analytical & reporting needs• Partnered with IT to improve integrity and business value of vast data warehouse

• Performed various cost-benefit, profitability, and forecast analysis • Supported Wholesale Division annual budget development (2 years) • Built and supported automated operation and sales reports• Administered monthly employee and broker incentive payouts based on book-of-business characteristics • Supported Income Statement forecasting and variance investigation• Calculated/coordinated accurate bonus and commission payouts for over 1000 employees