Building FP&A department from scratch. Introducing forecasting process. Developing KPI's, dashboards, and revitalizing executive reporting packages.

Manage finances and forecasting for supply chain operations.

Prepare $100M+ budget spanning mission-oriented, for-profit publishing, real-estate, and endowment/investment activities across multiple countries and currencies. Manage annual compensation program, including market adjustments and merit in Ultipro. Manage accounting activities including account coding, accruals, restricted fund requirements, purchasing approvals, and GAAP compliance. Responsible for monthly and ad hoc reporting to senior management.- Built and maintain models for short and long term forecasting for revenues, expenses, endowment growth, and capital assets. - Regularly use and maintain financial software and ERPs such as Intacct, Adaptive Insights, and Ultimate - ---- Software in addition to advanced use of Excel and other related software. - Regularly collaborate with upper-level management to improve compliance processes and evaluate business decisions.

As team lead, led business efforts in strategy, funding, staffing, and research & development. Prepared budgets and forecasts as well as production models. Oversaw compliance with GAAP standards and other relevant reporting requirements. - Developed financial and business processes from scratch and implemented strategies for automation and constant improvement. - Developed agricultural production models and equipment manufacturing models. - Pitched company to multiple funding sources, securing commitments for the first round of funding.

Provided business consulting services focused on building and improving financial and business processes. Helped companies meet reporting requirements for GAAP and venture capital reporting. Specialized in financial models for start-ups and small businesses seeking venture and/or bank funding. Consulted in several industries including SaaS, software development, manufacturing, professional services, hospitality/restaurant, and entertainment.

Owned and managed financial services and insurance retail business focused on commercial accounts and high-worth individuals. Revamped accounting processes to comply with GAAP standards. - Built from scratch successful sales and marketing processes and forecasting models which led to revenues nearly doubling in the first year. - Managed 10+ staff and contractors, including hiring, professional development, and firing. - Managed B2B relationships with major insurance companies.- Consulted with major insurance company on technology and software projects. - Oversaw development of custom management software from scratch which allowed for the digitization of company files.

Founded Allstate insurance and financial services company. Managed all aspects of business, from marketing to staffing to budgeting. Met or exceeded sales goals set by Allstate for start-up agencies.