Part-Time Strategy and Fractional CFO Services for Nonprofit and Social Enterprises.At Panoramic Strategy, we’re passionate about making a real difference with our nonprofit and social enterprise clients - guiding them to sustainably accelerate impact in their communities. For over eight years, we’ve specialized in delivering financial, strategic, and change management services to help growing social enterprises expand their reach. To date, we’ve partnered with clients in more than 40 states, managing over $1 billion in revenue and $3 billion in assets.

Business leader in charge of standing up and implementing long-term operations for BBW Canada's e-Commerce segment.

(Division of LBrands; Formerly Limited Brands)Managing BBW's product launch and commercialization, stores marketing, and CRM responsibilities from a finance perspective.

(Division of LBrands; Formerly Limited Brands)Accountable for budgeting, forecasting, and evaluating the strategic growth strategy of a new expanding brand (White Barn Candle Co) and the Bath & Body Works business for all of Canada. Managed, trained and developed a team of analysts supporting both businesses. Worked closely with country and brand leaders to recommend and maintain benchmarks for measuring the financial and operating performance of both companies.Successes include:- Transitioned BBW Canada’s financial business unit and ERP / reporting systems. Moved finance support from Montreal, QB to Columbus, OH - Delivered back-to-back record seasons within the Canadian business unit post-migration (Spring 2015) while offsetting extremely unfavorable foreign exchange risk / pressures- Managed initiatives to reduce DC spend on our 3rd party business by ~40% YoY and White Barn marketing floorset package costs by ~50% YoY- Supported the growth and development of a brand / real estate strategy expanding from 6 stores to ~350 stores in under 3 years

(Division of LBrands; Formerly Limited Brands)Managed cross-functional partnerships to establish and deliver seasonal budgets. Developed store profitability models and sales reporting packages, which drove changes related to store management and marketing decisions, increasing operational efficiencies. I was promoted after 9 months in role increasing my scope of work and responsibilities.I worked closely with White Barn Marketing, Merchandising, Merchandising Planning, Store Operations, and Human Resources. Frequently presented financial results to the CEO, COO, CFO and SVP of Human Resources on business performance.Successes included:- Directed a packaging / supplies review which accounted for over $1MM of annualized cost savings- Implemented processes to set-up business for scalable growth- Developed reporting systems which provided visibility to store performance which influenced future investment decisions based on ROIs

Sr. Financial Analyst II: Nov 2013 – Sept 2014Sr. Financial Analyst: March 2013 – Nov 2013I joined Express to help start their International team and build out systems and framework for future growth. Partnered with the Business Development team to develop and align Express’ global strategy; engaged and managed due diligence process on new and potential worldwide franchise partners. Integrated new franchise partners into the operations of the business, ensured financial compliance and systems integration. Managed full P&L responsibilities (sales, margin and expense forecasting) for Express’ International. Established / managed annual operating plans, long range plans (5 and 10 years) and multiple KPI reporting packages. I was promoted after 9 months in role increasing my scope of work and responsibilities.I worked closely with International Business Development, Marketing, Store Design and Construction, Merchandising, Planning, and Store Operation teams. Frequently presented financial results to the SVP, VP Finance, and VP Merchandising supporting the International business. Successes included:- Managed operating expenses to align with sales and margin expectations delivering 190% profit growth during my first year- Onboard and integrated 4 franchise partners within 2 years- Led the financial development and UAT testing of International MicroStrategy Database (metric identification, integration, and development of bidirectional communication pipeline, allowing for weekly POS and inventory feeds to be consumed /analyzed)

Managed bi-weekly forecasting process of L Brand’s P&L (NYSE: LB), consolidating over ~20 business units with +$10B of annual sales. Prepared presentations for the company’s quarterly external Earnings Guidance for investors and Wall Street analysts working closely with our Investor Relations team and modeled company performance to create presentation decks for Board of Directors meetings. Operated as a brand finance partner liaison to help accurately report and analyze business performance across Victoria’s Secret, Bath and Body Works, La Senza, and Henri Bendel’s Stores (brick and mortar), Online (e-commerce), and Franchise businesses both domestically and internationally.

Intern Internal Auditor: June 2009 to Sept 2009Associate Internal Auditor: June 2010 to April 2011Internal Auditor: April 2011 to December 2011Completed yearly SOX audits for complex processes (Real Estate, Production Inventory, Tax, Rev Recog.) which encompassed 10+ various brand/entities. Executed Store Audits and Physical inventories within both our Victoria's Secret and Bath and Body Works brands. I received two promotions within 1 year and 7 months continuously increasing my scope of work and responsibilities.Successes included:- Managed college recruiting process and conducted over 40 candidate interviews for the Summer Intern Program. - Analyzed over $65 million of large sales data which identified areas of improvement to reduce non-compliance of large sale transactions subsequently reducing purchases that were ending up in secondary markets. - Developed store audit training program designed to coordinate schedules, review testing procedures, and report overall results to senior level management

Supported operations for the parent company of the following brand names: Sunbeam and Oster Appliances, Element Electronics, and Aaron Chang Clothing.