Responsible for leading all global treasury activities for the company, including bank and capital markets financing, cash management, foreign exchange, insurance and risk management, and pension fund management; and for maintaining and enhancing relationships banking partners, credit rating agencies and pension asset managers.

Provide financial oversight for $1.2 billion global business comprised of three business units, entailing COTS products, ETO products and solutions delivery. Direct budgeting, spend allocation, quarterly forecasting, and other elements of financial planning & analysis.

Provide strategic direction regarding the long-term capital structure of the company, including short-term and long-term debt financing, equity, and pension.

Responsible for the strategic communication of company strategy, financial performance, and key differentiators to interested parties within the financial community, including current and prospective shareowners, buy-side and sell-side analysts, and regulators.

Provide project support for Investor Relations, Corporate Development, and Corporate Treasury. Assist in preparation of quarterly earnings release materials. Support in recruitment and development of diverse talent into the organization.

Tax preparation & advising, financial consulting, small business accounting, payroll, non-profits accounting and consulting.

www.gordianknotsociety.com.We are a global network and accelerator for positive social, economic, and environmental change. We advise and work alongside public and private sector organizations who are committed to solving some of the world’s most pressing problems and making meaningful collective impact. From racial injustice to climate change, we harness our diverse community’s brain power at scale to solve some of the world’s most pressing problems. We help organizations to develop, implement, measure, and increase awareness of their social impact initiatives.

Managed intercompany lending portfolio of over 100 subsidiary combinations, short-term cash investments ranging from $200 to 500 million dollars, commodity hedging, and FX swaps up to $100MM per day

Managed $1 billion dollar commodity spend portfolio, negotiated with key strategic suppliers, led cash flow improvement initiative, created inflation projection model

Provided technical expertise to national sales force of 10,000+ Financial Advisors on Individual and Business Retirement Plans, Education Plans, and other account offerings.