Manage teams of accounting and finance personnel for nonprofit clients in education, arts and cultural sectors, and for-profit clients in industries such as SaaS, commercial & residential real estate, engineering, executive coaching, biotech, staffing, wireless, and cleantech/sustainability.Manage or supervise month-end close, financial statement generation, accounts payable, accounts receivable, financial reporting, cash flow management, budgeting, and audits. Perform financial analysis, variance analysis, and financial reporting, creating dashboards, graphs and KPIs to help executives understand performance and position and support strategic decisions. Create budgets, train & work with budget owners to help them manage budgets and provide variance analysis of actuals versus budgets to help understand business drivers. Manage accounting and business operations to identify process improvements, operational efficiencies, cost-cutting, revenue-generating and margin improvement opportunities. Develop forecasts for P&L and cash flow. Manage cash flow, banking, and credit card accounts.Develop internal control policies and standard operating procedures for accounts payable, accounts receivable, expense reports, month-end close, budget administration, cash and credit management.

Partnered with CFO to establish formal FP&A function and reports for executives, Board and PE investors. Performed analysis and reporting of metrics (MRR, Average Revenue per Customer). Took over Accounts Receivable collections, researching past due accounts, collaborating cross-functionally with sales and customer success departments, calling customers for payment, and helping CFO improve the AR policy.

Advised sustainability entrepreneurs on finance and accounting concepts and practices. Developed financial models and reports for budgeting, forecasting, variance analysis, financial analysis, scenario analysis, pricing, break even, ROI, and financial statements. Built financial models for budget, variance analysis and financial forecast to support founder’s decisions. Advised founder on strategic and programmatic decisions and developed an online video course on climate change and green jobs in sectors such as renewable energy, transportation, and real estate.

R&D and manufacturer of energy storage & power delivery with $130M in revenues for renewable, transport, wireless & others. Created new streamlined and more user-friendly financial model for Finance team, Executives, Board and Earnings Calls, including P&L, Balance Sheet, Cash Flow Statement, metrics, and analytical views of revenue, cost of goods sold, gross margin, and operating expenses by business unit.

Medical staffing company with $100 million in annual revenues. Reported to CFO and collaborated closely with COO, CEO, senior and cross-functional leaders. Created new standardized financial reports for operations leaders, who never had exposure to company's finances, and educated them on financial impact of their operations. Responsible for conducting & reporting on all labor analysis, including variance to budget of earnings, rates and hours. Collaborated with senior operations leaders to understand business drivers. Built completely new 2017 Labor Budget for approximately 50 markets.

Advised start-up company founder on functional areas, including finance, accounting, operations, IT and HR. Developed basic training for entrepreneurs on finance and accounting.

Global architecture & engineering firm with approximately $365M in annual revenues and 1600 employees working in transportation, water, energy, climate mitigation, and commercial real estate projects. Hired by CFO and his deputy to develop and manage the next fiscal year budget for 70 regions and departments in the U.S., Australia and Canada. Created complex Excel financial models for individual and consolidated company budgets. Collaborated globally and cross-functionally to drive budgeting process, advise budget owners, report to executives, bring budgeting process to successful conclusion, and prepare raw data to load into Deltek accounting system.

Wireless carrier in pre-paid sector with $3B in annual revenues and 4,000 employees at its peak; AT&T acquired & moved operations to Atlanta. Background: After outsourcing of Real Estate Dept., HR retained and repositioned me into Finance role, not only due to my extensive background in Finance, but also due to my track record at Cricket, reputation for driving results, and working well cross-functionally and with colleagues at all levels of the organization, from entry to executive. Worked extensively with all functional leaders and executives on financial planning and analysis, forecasting, budgeting, monthly reporting packages, and month-end close processes. Created new financial models, reports and dashboards for all SVP functional leaders and executives, measuring how each functional team contributed to company’s operating income and operating expense goals. Investigated variances, identified trends and business drivers, and supported decisions to cut costs, increase profitability and efficiency.Produced financial analysis and reports for Sales leaders across company on performance of regions, markets, stores, channels & products. Analyzed revenues, margins, expenses, operating income, key metrics, sales volume & mix, resulting in the closure of 40% of stores & shifting resources to higher performing stores.Supported Marketing Managers across U.S: created new forecasting, budgeting & variance analysis models, and streamlined processes, increasing productivity & reporting speed by 100%. Developed and presented financial & month-end close training for marketing team, increasing financial reporting accuracy by 95%. Created new financial models for all stores’ and offices’ rent expense forecasts, improving forecasting accuracy by 94%. Developed company-wide real estate Capital Expense business cases, shepherding them through executive approval process and tracking variances of actuals against budget to contain overspending.

Managed Commercial Real Estate transactions and portfolio of retail and office locations, including acquisitions, dispositions (subleases, buyouts, early terminations) and renewals. Advised sales, legal, real estate and finance leaders on best deal terms. Negotiated terms on LOIs and leases with Landlords, brokers and subtenants. Partnered with brokers across the country to sublease vacant sites and gather market data and comps for lease renewals. Drove deals to successful conclusion.As Department finance expert, created financial models for each type of real estate transaction (acquisition, early termination vs. buyout, and renewals) and performed financial analysis on all the company’s major retail and office deals and on own portfolio of 150 locations, determining cash flow, IRR, NPV, cost savings and P&L impact, often adjusting deal terms to improve financial statement impact. Developed and presented financial analysis to CEO and Executive Leadership Team to support business decision to move and lease new 200K square foot LEED-certified headquarters in San Diego and corporate office in Denver. Granted Cricket’s highest-achievement award for my work on this project.Saved over $3M on nearly 90 transactions in 2011 on subleases, early terminations, buyouts, closeouts and renewals, reducing annual rent on the portfolio by 25%.

Hired as Real Estate Department’s first and sole in-house finance & accounting expert to shape newly formed department, taking team from “problem child to model department,” according to Controller. Directed and mentored national and global team of Commercial Real Estate and cell site Lease Administrators & Property Managers, including 6 direct reports and 13 offshore contractors in India, with a portfolio of 10,000 cell site, retail, office, and industrial leases, with annual rents of $240M. Turned around underperforming team by creating & tracking performance metrics, developing training on Oracle module, lease accounting and lease interpretation, overhauling and streamlining departmental operations, creating team-building activities (e.g., weekly meetings & annual summits), mentoring each team member and performing in-depth, constructive performance reviews. As a result, our team reduced accruals and vendor aging by 70%, consistently achieved over 95% lease accounting accuracy, and received recognition by company Controller as being a model Department. Appointed by head of Department to manage new outsourced team of 13 Lease Administrators. Traveled to Chennai, India to conduct site visit, evaluate operation and build stronger relationships with new offshore team. Managed team through transition process, meeting or exceeding previous team's metrics, such as lease accounting accuracy and lease interpretation, in record three months. Spearheaded major Commercial Real Estate projects with significant P&L or Balance Sheet impact, such as CAM Audits and recovery of Tenant Improvements, requiring drive, resourcefulness, creativity & analytical skills. Recovered $3M in previously unrecovered assets, after taking over ownership of project.