Directed and coordinated all facets of annual planning and monthly forecasting processes for a $2.5B publicly traded manufacturing company.Business process owner for HQ consolidation of monthly forecasts across 6 operating segments and 30+ business units. • Expanded scope of forecast capturing 100+ new accounts to add additional visibility into SG&A expenses and balance sheet accounts driving accountability and improving forecast accuracy. • Designed and implemented advanced models to improve the upload and consolidation of business unit forecast data. Updated tools replaced manual processes and allowed for ease of adding supplemental accounts in the future.• Identified key drivers influencing changes in profitability bridging year-over-year AEBITDA results. Consolidated business unit bridges and standardized bridge categories.Summary report utilized by the board of directors to easily understand high-level drivers impacting performance. • • • Standardized financial KPI’s, analyzed performance trends, and summarized key variances for the executive leadership team.• Provided guidance to group finance VP’s and segment FP&A leaders on all technical aspects of the forecasting process and shared best practices among business segments.

Managed regional budgeting process across multiple business units; quarterly re-forecasting; monthly P&L preparation; transfer tax model review; senior management presentations; management dashboards; KPI’s; business intelligence; revenue analytics; and ad hoc analysis.• Responsible for delivering a comprehensive bottoms-up annual budget, quarterly forecasting, and target setting for the Asia Pacific sales region. • Produced monthly pro-forma management reporting packages, provided detailed expense variance analysis, and line finance support for the Asia Pacific regional sales offices and value-added resellers. • Analyzed customer and industry revenue trends to highlight growth drivers and summarize top customer tiers. Content provided decision-making insight to both sales and executive leadership. • Developed an executive KPI Dashboard for senior leaders to monitor financial and operational scorecards. Collaborated with IT to publish the dashboard to SAP and facilitate web access. • Produced quarterly competitor analysis and summarized key findings for the executive team. Comparisons included software market share analysis, growth trends, and industry highlights.

• Managed and administered an advanced economic model used by the decision support team to develop a multi-year P&L forecast for Fidelity's Personal & Workplace Investing business unit. • Compared and ranked Fidelity's retail brokerage performance to leading industry competitors. Summarized and presented analysis of competitor financial statements, industry benchmarks, and performance metrics to the CFO of retail brokerage. • Produced the quarterly key performance indicator scorecard report for senior management. • Prepared presentations to summarize retail brokerage financial results in support of the management decision-making and planning process.

• Created financial models for PBM (pharmacy benefit management) price proposals to project future profitability for new business opportunities and existing clients.• Worked closely with field sales organization and account management teams to develop competitive client pricing strategies. • Analyzed and reported client profitability for key national accounts. • Improved functionality of sophisticated pricing models designed to assist clients with prescription utilization management and cost containment strategies. • Developed tracking tools to monitor operational performance standards for contractual guarantees.