 Assumed General Manager role after merger between Ascent Mobility and Accessible Systems. Manage a team of 30 colleagues to deliver construction and equipment solutions to our clients. Lead merger integration efforts and evaluate business processes to ensure functions can scale to accommodate future growth.

 Purchased small business providing accessibility equipment such as elevators, stairlifts, ramps, and wheelchair lifts allowing clients to live at home safely. Performed all business activities including marketing, accounting, vendor management, sales, strategy, human resources, and operations. Increased revenue 80%+ to $1.6M becoming one of the largest accessibility companies in Colorado. Created a customer-focused business culture resulting in a 4.8 Google rating.

Direct team of 40 finance professionals supporting First Data’s global Operations and Technology division which includes $2 billion of expense, $300 million of capital expenditures, and 15,000 employees.Create all financial reporting for newly-formed Operations and Technology organization while vastly increasing financial transparency by focusing on key issues such as expense category analysis, cost per unit trending, and improved comparability of financial results on a global basis.Perform financial analysis related to all major decisions including technology upgrades, offshoring initiatives, property renewals, and various cost savings initiatives. Initiate major cost of service analysis to understand variable and total costs for major platforms, applications, and products to enable improved decision making including product pricing.Develop driver-based model for major Operations and Technology groups including infrastructure and call centers that links revenue and key operational metrics to expense.

Managed all financial aspects of $500 million global shared service organizations including marketing, legal, human resources, and finance. Implemented operational improvements such as consolidating general ledgers, reorganizing staff, and completing process enhancements in order to gain efficiencies within shared services finance organization.Enhanced cash flow forecasting capabilities to respond to First Data’s highly leveraged status.Directed investments for $1 billion defined benefit and defined contribution pension plans as member of 5-person First Data Investment Council.Advised in development of quarterly earnings analysis, press release, and investor presentation.Developed financial analysis for CEO, CFO, CTO, and other senior leaders regarding various issues including cost savings, cash flow, long-range forecasts, business cases, and business unit performance.

Directed First Data’s corporate financial planning and analysis group with responsibility for leading company’s overall forecasting and planning process.Developed primary financial forecast utilized during due diligence for KKR’s $29 billion leveraged buyout of First Data in September 2007. Acted as a primary finance contact for KKR during due diligence period with significant contributions to messaging and presentations for rating agencies and potential equity/debt investors.Produced regular First Data forecast package for CEO and CFO that contained various financial measures and metrics such as segment performance, earnings per share, key business and financial indicators, capital expenditures, and cash flow.Created and delivered to all global finance personnel a web-based training on financial analysis theory and First Data’s capital request process.Developed financial planning and analysis vision for major financial systems upgrade utilizing Hyperion software.Enhanced efficiency and accuracy of financial planning and analysis group in order to properly respond to changes in the business such as segment realignments, the Western Union spin off, and ad hoc requests from senior management.

Managed team of three finance managers/analysts who completed business cases, performed financial reporting, and conducted financial analysis for enterprise IT initiatives.Created pricing structure for $225 million technology outsourcing contract with a major external client.Managed all financial analysis, forecasting, and monthly billing related to $38 million in annual revenue from Denver data center’s primary external client.Participated on 8-person team that developed a set of recommendations surrounding First Data’s Internet product strategy.Directed capital and depreciation reporting for Denver data center while streamlining capital tracking process to improve financial reporting and enable accurate responses to ad hoc requests.Developed business cases for technology intensive projects supporting First Data’s various business units and products. Over $100 million in business cases and funding requests completed in 2002-2003.

Managed re-evaluation of plant equipment strategies that resulted in capital savings of $59 million. Collaborated with engineering to understand operational issues and developed financial model to ensure chosen strategy was best financial option for Intel.Completed financial analysis surrounding factory capacity scenarios and equipment strategies utilizing tools such as strategic options valuation and Monte Carlo simulation. Forecasted capital expenditures and depreciation for $1 billion microprocessor factory. Developed and presented funding requests for $2 billion flash memory manufacturing program. Led flash memory capital efficiency team that identified $10 million in capital savings.Received Intel finance award for driving most financially advantageous manufacturing decision that resulted in savings of $7 million.

Developed report to senior management documenting relationship between network failure and customer turnover. Recommendations projected to increase net income by $7 million.Completed due diligence in support of EarthLink’s merger and acquisition activity.

Directed bank operations at $130 million bank with four branches. Efficiency in operational areas increased significantly allowing a 28% reduction in managerial staff. Analyzed credit requests that included thorough review and understanding of financial statements, tax returns, business plans, budgets, and forecasts.Managed new bank branch from pre-construction phase through the first year of operation. Achievements included attracting $8 million in deposits and leading team of employees to achieve one of the most successful branch openings in company history.