Responsible for all annual and strategic financial planning activities working with business leaders to develop and validate assumptionsMonitor, analyze and communicate actuals versus budgets, targets and forecasts to business leaders and provide meaningful insight to course correct missesResponsible for the monthly management discussion and analysis and KPI/dashboard reportingDevelop and maintain financial models for capital investments, international territory pricing, minimum royalties and what-if scenariosManage weekly 13-week cash flow forecasts, debt covenant compliance reporting and acted as liaison to equity and debt partnersSupported debt refinancing, due diligence and quality of earnings processesProject manager on business intelligence tool implementationLed ERP upgrade, from RFP to implementation, completed on time and on budget

Insight Investments LLC is a privately held technology leasing and management solutions company with over $700M+ of assets under management and sales of $200M+. Its solutions include new and used equipment acquisition, custom leasing and financing, asset management, off-lease portfolio management, excess equipment disposal, and the integration of technology for data management and security solutions.Financial, Planning and Analysis ManagerLed the development and execution of mid-year, annual and strategic financial plans, focusing on underlying business drivers and sensitivity analysis by modeling and quantifying the potential effects of changes in business drivers. Introduced and implemented zero based budgeting• Owned the review, analysis, and communication of monthly, quarterly and annual financial performance to determine key drivers impacting company’s P&Ls• Liaised with the executive management and divisional leaders to identify and evaluate strategic growth and financial. performance improvement opportunities instituting KPIs metricsDeveloped Capex discipline by introducing evaluation models leveraging NPV, ROI, IIR and payback periods metricsWorked directly with CFO on M&A due diligence activities leading to $1M+ in acquisitionsIntegral part of cost savings initiative task forces, reducing SG&A expenses by $3MCatalyst for Lean Six Sigma initiatives and team consultant of inaugural Kaizen event, improving order processing time by 300%Developed competitive analyses leading to best in class financial targetsLeveraged technology and smart design to improve month end close process allowing flash financials to issue 20% fasterDesigned and lead advanced excel training courses, teaching 30+ individuals

Tesco is the 4th largest retailer in the world with sales of $107B and 5,380 locations. Fresh and Easy is a wholly owned subsidiary of Tesco and has been operating in the US since 2007 with sales of $800M and 164 locations. AccomplishmentsCreated and implemented budgeting, forecasting, performance measurement and productivity processes and procedures for Retail OperationsDeveloped, created and implemented systems to provide meaningful weekly, monthly, quarterly and yearly financial reports of the Retail Operation business unit's revenues, expenses and profits by location.ExperienceDeveloped, communicated, and monitored the Retail Operation's financial strategic planManaged the annual budgeting and forecasting process for Retail Operations working directly with the EVP of OperationsCreated and managed the distribution of Key Performance Indicators and management reports; analyzing, trending and root causing deficiencies and making recommendations to improveOversaw the Month End Close process for Retail Operations including account reconciliations, month end accruals, and variance analysisManaged, trained, and mentored four member offshore finance team in IndiaHeaded cross functional cash office project team, leading to $2M in annual savingsMember of the operations improvement team, provided reporting and analysis which lead to $1M in annual savingsLed cross functional creditor offset collection team, refining process and accelerating $0.5M of offsetsDeveloped ad hoc ROI and reporting models for numerous operational trialsOrchestrated and maintained quarterly training for 16 district managers on understanding and utilizing store level budgets, forecasts, financial statements and management reports to increase profits

Developed integrated financial and valuation models utilized for DIP financing and litigation supportDesigned and implemented cash flow reporting systems that resulted in 100% increase in productivityAssisted in assessing the adequacy, efficiency, and effectiveness of the client's financial reporting systems resulting in 50% increase in productivity after implementation of changesNegotiated with vendors to achieve mutually beneficial solutions resulting 50% decrease in original project cash outflowActed as a liaison between the client and the stakeholders' financial advisors and prospective investors satisfying their due diligence requestsAnalyzed working capital positions resulting in positive liquidity eventsTrained and supervised analysts and clients in financial modeling and best practicesAssisted senior management in preparation of business plans, disclosure statements and execution of the turnaround strategiesProvided expert advice to law firms related to dispute litigation proceedingsProvided senior management industry research, pitch proposals and marketing materials for soliciting new businessClients included: Collins & Aikman and JFE Steel

Developed financial models used to analyze cash flows and operationsPlanned and coordinated audit field work with both client and engagement team managersPerformed planned audit procedures on critical business/industry risk areasAssisted with the preparation of new engagement proposals and engagement lettersTrained and supervised audit staff as well as reviewed staff workpapersIdentified client's operational improvement opportunities and pursued additional business developmentsAssisted clients in the preparation and initial review of audit reports, financial statements and footnotes and all filing required per SEC reporting regulationsClients included: MCI Restatement Project, NFL, Cendant and Loews Holding Corp.