- Partners with the Division President to manage a portfolio of $1B+ Revenue and $350M+ EBITA, reporting directly to the segment CFO- Leads a team of five direct reports in cross-functional partnership and business decision making overseeing 10+ P&Ls with a diverse range of product offerings and business models on an international scale - Successfully integrated seven acquisitions and created metrics and reporting to track financial health- Regularly analyzes data to create dashboards and decks to drive insights for executives, aiding in business decision making- Partners closely with many stakeholders throughout the organization (strategy, M&A, operations, technology, etc.)- Closely tracks and projects revenue from sales, deal conversion, client losses, investment prioritization, and other revenue drivers on a regular basis- Drives the yearly operating plan, strategic plan, results analysis and forecasting with the team to ensure all deliverables are met

- Manages full profit and loss statement for the Austin office including: revenue, salaries, operating expenses, capital expenditures, and all other metrics. - Provides financial guidance to CFO and other senior leaders on a regular basis regarding current business portfolio in New York and Austin.- Manages many key financial processes including: revenue forecasting, revenue recognition, client gross margin tracking, risk management, reporting, weekly team meetings, retainer reconciliations and regular analysis.- Point person for client procurement and agency management team as a billable finance manager, working with clients on a regular basis.

• Manages many key financial processes including: revenue forecasting, revenue recognition, client gross margin tracking, pricing, risk management, reporting, weekly team meetings, project reconciliation and ad-hoc analysis.• Manages and guides a team responsible for the health of the largest client in the NY region (over $50 million in fee and $200 million in pass through).• Provides financial guidance to relationship leads and senior team members for forecasting, run rate and revenue recognition.• Manages revenue recognition month-end close process for the NY region.• Created and assisted with training materials and education throughout the agency.

Coordinated marketing efforts using traditional advertising, planned events and social media. Evaluated and tracked small business performance using a variety of different benchmarks. Organized and instructed gymnastics, karate and sports classes for 100-150 students ranging in age from 3-9 years. Communicated with customers and assisted with transactions. Assisted in staffing and coordinating programs.

Gained experience in all of the following phases of a corporate real estate acquisition: Finding/visiting the property, analyzing the projected cash flows and valuing the property, writing a final offer letter, writing the purchase and sale agreement, completing the due diligence process, evaluating the lease agreements and closing the deal.

Completed the policies of orphan clients allowing them to be properly contacted. Built a database using Act! to reach clients. Contacted businesses, doctors, and previous clients in an attempt to generate new business meetings.

Shadowed Branch Vice President and learned the basics of Financial Planning and Insurance vehicles. Observed client meetings both in the office and at house visits. Obtained knowledge of insurance projection statements and interviewed key figures in the branch.