• Serve as a strategic business partner to North American leadership, supporting the development and execution of business plans, ensuring profitable project delivery, and establishing efficient systems and reporting mechanisms. Oversee compliance with regional regulations and lead the local finance team to success.• Key responsibilities include managing finance operations across three studios (New York, Los Angeles, San Francisco), developing and executing expansion strategies for North America, and overseeing the region’s financial reporting (P&L, Balance Sheet, Cash Flow). Lead and mentor the finance team, collaborate with Marketing, Legal, and IT departments to enhance business performance, and manage the annual Financial and 401(k) Plan Audit.

• Executed Havas Media Financial system transformation, including migration to a new platform and launching executive dashboard• Managed FP&A team responsible for Consolidated North America reporting & analysis, including month-end close, reforecast and budget• Led Financial performance review meetings with Havas Leadership team providing insights into major revenue and expense drivers • Ramped up and developed US FP&A team, focused on enhanced productivity and enhanced analytical capabilities.

Financial management and oversight of Edelman’s NY Practice P&L including Budgeting, Forecasting, Reporting and Spend management. • Financial management of Dept. P&L including oversight of revenue forecasting, financial reporting and analysis, forecasting, fiscal compliance and staffing; ensured compliance with company’s revenue recognition policy; managed complex cost allocation model• Managed consolidation of four departments P&Ls, analyzed monthly financial statements for accuracy and explained significant variances to budget or forecast; developed annual operating budgets and maintained accurate quarterly projections • Provided senior management (GM | EVP | Regional CFO)) with monthly financial package describing results to date, forward projections compared to budget and commentary around noticeable trends including client profitability, utilization, over/under service, missing time, revenue risk and staffing plans• Expense Management / Monthly Close – Responsible for expense control and analysis, as well as managing the overall monthly close, spending forecast and budget process• Operational Excellence - In collaboration with senior leadership developed and implemented operational restructuring, resulting in 15% increase in staff utilization, $2M reduction in freelancer spend and 10% increase in profit margins

Financial management and oversight for $140M Global Data Solutions (GDS) budget, from budget creation to spend management to revenue recovery and reporting. Cross-functional team leader, US and India.• Managed license revenue recovery modeling and process creation from process flow design to responsibilities grid (RACI) to communication and reporting; grew revenue recovery from $20M to $100M and managed direct/indirect allocations• Led Corporate Finance reviews and presentations with Leadership team; provided run rate/cost drivers analysis and actionable recommendations to ensure budget and revenue recovery targets were met.• Created KPI metrics dashboard to provide visibility to project financials; provided leadership support through proactive P&L management, budget monitoring (Clarity), and recommendations on financials. Management and reporting of $300M+ expenses. Directed annual budget preparation and consolidation as well as quarterly ground-up forecast exercises. Matrix management of four offshore resources (Manila based).• Prepared reporting packages containing major expense drivers, analytics, and commentary; identified risks and opportunities and presented findings/strategy to Risk and Opportunity (R&O) leadership committee.• Redesigned regional expense reporting to enable improved expense management and control through the provision of insightful and timely reports and financial analysis.• Worked with the Finance Transformation and Reporting teams to streamline expense processes, simplify allocations, and rationalize expense reporting structures.• Initiated monthly financial close and produced first monthly financial report (MFR); eased month-end process.• Enforced spend and headcount growth guidelines with divisional management; led effort to enhance offshore resource utilization, resulting in $150K+ annual chargeback savings.

Financial Management:• Managed Key Performance Indicators (KPI) development and reporting (Sales, Revenues, Annual Premium Equivalent, NBV, and Cash Flow Projections); reviewed and validated corporate planning models.• Created semi-annual management discussion and analysis to support AXA's management report; submitted business plan and forecast results of business segments for consolidation.• Oversaw development, monitoring, and evaluation of projection models for re-forecasting financial data and reporting actual results at the product level • Prepared sensitivities analysis for quarterly risk book (crediting rates, derivatives, loans, joint ventures).• Coordinated timely submission of AXA US financial results into AXA Group consolidation system; worked with heads of Controllership, Investment Accounting, Expense Management, Actuarial, and Derivates to ensure submitted financial results were accurate, consistent with prior periods, and on the IFRS basis.Process Improvements:• Implemented enhancements to reporting process; analyzed and streamlined financial models for Deferred Acquisition Cost (DAC) calculation; improved accuracy and profitability with 100% SOX compliance• Participated in project to remap all US consolidation accounts to Parent (AXA France) accounts; greatly streamlined reporting, eliminating reconciliation reporting and achieving 80% reduction of rework efforts.