Finance partner for Amazon, Microsoft, and Alphabet sales accountsAccomplished financial leader with a proven track record:Spearheaded company-wide sales motion change, projecting incremental revenue.Engineered a financial model for cloud partner programs.Orchestrated financial strategies for Intel's CCG, optimizing contra-revenue and OpEx.Led a reprioritization initiative, optimizing support programs for maximum revenue and margin potential.Innovated a coverage model for workforce allocation, aligning resources with growth objectives.Presented executive-level Plan 2023 review, showcasing complex financial insights and contributing to informed decision-making.

[Coverage] Performed pricing strategies for NAR tenders for large OEMs in the large enterprise sector using back-end rebates (BER)As a proactive professional, I successfully managed and optimized tender deal processes for key enterprise customers and OEMs in North America. This effort resulted in strategic contracts with optimized pricing structures.

Developed and implemented a Power BI playbook for a newly created channel contra revenue program, enhancing program ownership, revenue tracking, spending, and KPIs. This initiative increased accountability and revenue through strategic program rebalancing.

Strategically managed financial aspects at Freeport-McMoRan, including negotiating long-term contracts, overseeing daily investments, and orchestrating bid events for large-scale projects. Managed global mining reserves and negotiated with 190+ vendors, utilizing SAP. Developed impactful dashboards in Power BI and Tableau for C-level executives, while also designing and establishing KPIs for ongoing strategic insights.

Excelled as a Financial Analyst at LPL Financial, specializing in crafting diverse portfolio strategies utilizing Modern Portfolio Theory. Proficient in assembling bond ladders, assessing alternative investments, and managing retirement accounts for small companies. Achieved outstanding results, securing over $1.7M in new investments through proactive client prospecting.Continued success at Good Steward Capital Management, where I created and maintained a MySQL database for improved information retrieval efficiency. Managed a Regulation A fund with $5M+ in real estate investments, yielding 8%. Calculated monthly NAV and strategically allocated funds using ETFs and Mutual Funds.Previous experience as an Equity Research Analyst at Trinity SMF in Dublin, Ireland, involved researching, analyzing, and forecasting telecommunications stock prices. Presented findings to senior leadership, performed valuations using DCF and EVA methods, contributing to improved decision-making.