- Managed conversion of Power BI reporting structure from legacy SQL based data warehouse to cloud based ZAP data structure and administered inbound reporting requests,- Supported integration of global users to the corporate reporting structure,- Designed and constructed financial and operational Power BI dashboards and developed data processes from secondary data sources such as Sharepoint lists.

Assumed several roles in the Health Services industry:- Updated drug price tracking process for a major hospital,- Developed payroll data processes to integrate KanTime CRM with Microsoft SL for non-profit home health care provider. Provided ROI analysis and recommendations for potential acquisition.

- Full responsibility for all finance and accounting functions for a $33M dollar retail services company.- Executed monthly billings, reconciliations, and accounting close.- Produced monthly financial and KPI Reporting for Executive review.- Integrated and managed financial operations of acquired subsidiary. Developed reporting and revenue recognition policies and procedures.- Implemented data warehouse and processes allowing improvements in client margin tracking and P&L’s, monthly accounting accruals and invoices, and weekly flash reporting.

President- Organized and incorporated a management consulting company from the ground floor. - Developed/leveraged business contacts to create a steady revenue base.Consultant - Managed Hyperion software transition, deployed an enterprise-wide consolidation and reporting process. Implemented and maintained consolidation and elimination logic.- Managed accounting and reporting integrations during expansion from 12 to 35 business entities. - Designed Treasury Dashboard to replace multiple levels of paper reporting. Steered company in new direction of real time reporting.- Developed process and logic for managing representatives commissions and expenses

- Managed budgeting, forecasting, and financial reporting for a 650-store retailer, built budgeting and forecasting tool, and positioned enterprise with a data centered forecasting model.- Prepared and submitted monthly forecasts and variance analysis to senior leaders, and metrics to lenders for loan covenants.

- Managed budget process, submitted operating budget to management, and secured budget approval.- Updated and submitted monthly revenue forecasts to senior executives, provided revenue variance rationales, and assured forecasting accuracy and integrity.

- As Inventory Manager for Office Products was responsible for managing to budget while maintaining sufficient stock in stores.- As Logistics Analyst focused on material handling forecasting and future distribution center location determination.