Provide support to Principal in Sales and Use Tax and SVP/Chief Experience Officer

Bachelors Degree in Business Management

- Managed and executed financial processes for the Americas Sales budget of over $138M, including budget preparation, monthly expense forecasts and management, as well as bonus & commission accrual submissions- Evaluated quarterly sales bonus performance to ensure Sarbanes-Oxley compliance- Analyzed and reconciled pursuit expense spend of over $30M- Provided training to Americas Sales Operations team on updates to templates and processes- Overhauled multiple finance reports for improved consistency and precision for both reporting and upload into finance systems thus saving several days a month- Automated clean-up of massive P&L pursuit actuals files, saving an extensive amount of hours previously spent on this activity and as a result, achieved greater data accuracy and increased productivity by 20%- Created a Budget vs Spend report, providing Management with a one page view of expense performance and a “checkbook” view of remaining pursuit budget spend

- Managed financials for U.S. Sales budget of over $100M, including tracking, reconciliation and reporting of pursuit expenses of over $20M- Set up, assigned and tracked pursuit WBS Code elements- Analyzed and completed monthly pipeline, sales management and revenue/profit reports- Administered U.S. Sales team SharePoint - Developed weekly sales dashboard to track and report on compliance of required weekly updates and deal accuracy, generating more precise sales reports - Managed pursuit budgets from set up to close down, including automating the reconciliation and reporting of pursuit expenses to identify inappropriate charges, bringing about pursuit expense savings - Led the Sales team migration from an internal customer relationship management tool known as S-Force to Siebel CRM, allowing for direct input from Sales into the planning process and implementation

- Orchestrated all aspects of the Southwest Region Delivery office daily operations ensuring compliance with company policies, procedures and guidelines- Governed compensation planning and reporting for Southwest Region Delivery team consisting of over 150 employees, including maintenance of personnel records- Coordinated e-mails, calendars and travel arrangements for Delivery Account Executive and regional leaders- Screened incoming telephone calls from both internal departments as well as clients- Created presentations and updated monthly pipeline and financial reports for meetings with executive management- Handled meeting logistics for both internal teams and external clients- Revamped bi-monthly revenue/profit reports, quarterly pipeline management reports and weekly pipeline and management reports, producing decreased data redundancy and increased accuracy- Streamlined compensation planning and reporting, resulting in enhanced output- Overhauled personnel files and initiated tracking of information, which resulted in improved management of employees’ data

- Coordinated the day-to-day functions of the Broadband Networks Finance office- Facilitated all correspondence and scheduling for the Vice-President- Handled both phone and written correspondence with all levels of management- Created presentations and updated monthly financial reports for meetings with executive management- Handled logistics for Finance staff meetings, including executive reviews- Created Departmental and Secretarial Procedures Manuals for the new department, yielding increased efficiency and smooth transitions- Designed templates to be used for presentations and correspondence, giving rise to greater productivity and consistency

- Executed all aspects of the Capital Management, Safety & Environmental Health office daily operations- Synchronized correspondence, calendars and travel arrangements for the Vice-President, Director and multiple managers- Handled both phone and written correspondence with all levels of management- Created presentations, graphs and tables for Board meetings and seminars- Designed, compiled and completed multiple monthly and ad hoc reports, including environmental reports for submission to federal agencies- Supervised workloads and conducted training of secretarial staff- Handled meeting logistics for internal on-site meetings as well as those held at the plants- Developed an environmental filing system, including organization and classification of all correspondence, information and reports for sixty (60) plants- Devised a spreadsheet to eliminate multiple manual air emissions calculations, thereby reducing the amount of time required for calculations by 75% and significantly improving accuracy - Computerized forms used for spill prevention control and countermeasure plans and storm water pollution prevention plans allowing users to input data and create a final document in half the time, resulting in prompt adherence to the federal regulations- Created detailed procedures manual for the department for use in training secretarial staff, improving clarity and follow-up- Investigated and organized tracking of vehicles at 60 plants utilizing a dBase file, drastically reducing time required to complete the annual vehicle inventory

- Oversaw the Regional Marketing office daily operations- Participated in annual budget planning and reporting for Regional Marketing team consisting of over 100 employees, including maintenance of personnel records- Coordinated e-mail, calendar and travel arrangements for Regional Marketing Director- Screened incoming telephone calls from both internal departments as well as clients- Created presentations and updated monthly marketing reports for executive level meetings- Handled meeting logistics for both internal teams and external clients, including annual sales meetings- Traveled to five (5) district offices for workload coordination and training of district marketing secretaries- Conducted weekly status conference calls with administrative staff- Consolidated the compilation and retrieval of data for monthly reports, which drastically reduced the time required to complete the task- Redesigned the manual filing system providing superior effectiveness for filing and procurement of documents and traveled to field offices to conduct training and monitoring, greatly improving file management and consistency- Developed a monitoring system to gather and track sales data from 18 district/regional offices, resulting in more accurate analysis of sales

- Managed all administrative aspects of the Sales office daily operations- Coordinated correspondence, calendar and travel arrangements for Sales Director and Sales Managers- Screened incoming telephone calls from both internal departments as well as clients- Maintained confidential personnel and customer records- Completed weekly, monthly, quarterly and annual sales reports for meetings with senior management- Handled meeting logistics for both internal teams and external clients, including quarterly training seminars

- Oversaw all operations of the Surgical Nursing Director office- Coordinated correspondence, calendar and travel arrangements for Surgical Nursing Director and Head Nurses- Screened incoming telephone calls from both internal departments as well as outside vendors and patient families- Gathered daily staffing information, performed analysis and generated reports- Completed personnel paperwork and maintained personnel files for over 250 employees- Prepared presentations for meetings with senior hospital management- Handled meeting logistics of monthly breakfast meetings for staff physicians and head nurses, weekly staff meetings and monthly team meetings held internally as well as at outside venues