Lead finance business partner supporting $800M in logistics operations, overseeing warehousing, customer fulfillment, and returns for consumer products and network equipment.

Summary: Highly visible role providing financial support to the New Jersey insurance agency with $60 million in revenue, 250 employees, and 4,700 clients nationally. Key Functions:- Responsible for all P&L reporting, planning, forecasting, variance analysis, month end close, and internal controls.- Develop annual budget for all operating GL accounts. Load budgets and long term plans into Cognos.- Provide monthly tracking of revenue, labor costs, operating and IT expenses, new business, lost accounts, transfers, and non-recurring revenues.- Provide financial support to the president, conduct financial reviews of P&L and progress by salesperson, and make recommendations to improve financial results.- Calculate earn-out payments due to acquisition partners, calculate annual bonuses for sales people, and execute all compensation related obligations in employment contracts.- Calculate and process bonus payments for 97 account managers and staff.

Summary: Highly visible role acting as the finance business partner for electronic publishing products with $125 million in annual revenues, and $45 million in operating expenses. Key functions: - Work closely with department leaders to develop forecasts, annual budget, and long term strategic plans. Plans cover sales targeting, labor costs, marketing costs, and IT costs.- Write monthly reports and commentary on results and short-term outlook to corporate, and department leaders. - Load forecast into Hyperion, develop presentations in PowerPoint, and help write the narrative for forecast review meetings with finance leadership. Highlight key trends and financial risks.- Work closely with global IT to develop business cases for new investment projects, track on-going projects and IT maintenance costs, and depreciation/amortization of IT and content assets.- Report progress to date on sales targets; highlight how much revenue is secure for the fiscal year and how much new business must be achieved to meet targets. Track pipeline for new business.- Process commissions and bonuses. Ensure overall accuracy of financial statements. Accrue liabilities, bonuses, royalty costs and revenues. - Contribute to on-going improvements in financial reporting and business decision support.- Report KPIs, provide investor Q&A details, and deliver ad hoc data to business leaders. Key Accomplishments:- Played a key role in the approval of $35 million in business cases for new investments for 2014 and beyond. Developed financial models to illustrate how investments impact revenue, profit, and cash for the investment review board.- Acquisition of Quosa (2012): Supported the due diligence process through ownership of financial reviews valuation models- Divestiture of Excertpa Medica (2010): Supplied financials to buyers and answer questions on financial history. Provided financial models to demonstrate the impact to revenue and profit in a post-sale environment.

Provided financial and analytical support to senior executives for consulting and outsourcing contracts.