Led and executed various Financial Planning and Analysis (FP&A) responsibilities to actively contribute to robust financial decision-making and advance divisional strategic objectives. Played a key role in multiple facets, including management reporting, budgeting and forecasting, variance analysis, financial modeling, strategic planning, capital budget review and reporting, cash flow improvement projects, scenario planning, and ad hoc reporting. Key Achievements:● Developed and implemented numerous Power BI dashboards across various departments, enhancing information visibility and accessibility.● Played a key role in constructing monthly forecasts through collaboration with multiple departments, incorporating inputs from meetings.● Collaborated closely with executives on diverse projects, demonstrating effective teamwork and communication skills.● Automated the preparation and updating of Officer's monthly PowerPoint deck and 9 slide decks for Product Managers, reducing the time required from a manual process spanning days to less than a day.● Subject matter expert in systems such as Power BI, Excel, and IBM Planning and Analytics. Conducted formal training sessions for colleagues and provided guidance to new employees and interns. Served as a mentor for interns on their assigned projects.● Contributed to the creation of budgets for multiple departments within a division with annual revenue exceeding $1 billion.

Led a team in achieving significant cost reduction and increased supply availability by analyzing data and implementing strategic plans. Spearheaded efforts to curtail spending, forecast for new business, plan for current needs, and adapt to seasonal changes. Established key performance indicators (KPIs) to measure performance and set objectives. Implemented process automation to enhance efficiency and quality. Key Achievements:● Engineered improved planning strategies for supply requirements and operational activities, resulting in a 20% reduction in monthly spending.● Negotiated special pricing with vendors and implemented a streamlined pricing/sourcing process, realizing annual savings of $500,000 (10% of annual spending).● Achieved monthly savings of $35,000 by scrapping over $5 million of excess and obsolete inventory and bringing main warehouse operations in-house.● Responsible for the design, maintenance, and adjustment of items in Great Plains, along with the creation and modification of Great Plains reports.● Managed a team of 12 professionals, including Analysts, Buyers, Planners, and Warehouse Staff.● Developed, documented, and optimized various processes, procedures, and manuals.

Analyzed data and provided recommendations to reduce spend, forecast new business, plan for current needs and updated seasonal changes. Automated many items to reduce processing time and increase the quality of reports.• Planned supply requirements and operational activities.• Negotiated special pricing with vendors and implemented a streamlined pricing/sourcing process. • Tested and trained system enhancements.• Created, maintained and adjusted items in Great Plains. Also created and modified Great Plains’ reports.• Updated/maintained department information in SharePoint.• Participated in Lean events to streamline business processes.• Developed/documented various procedures, processes and manuals.

Automated various items to ensure time efficiency and quality of reports. Accomplished numerous analytical and performance reporting projects that significantly improved the ability to validate performance data and provide data to other departments. • Performed in-depth analysis regarding ad hoc requests from various departments. • Validated the accuracy of performance data including the net and gross returns, after tax returns, fiscal year-to-date returns, GIPS Compliance, risk statistics, and SEC yields. • Worked on problems of diverse scope where analysis of data required evaluation of identifiable factors. • Created various Crystal reports and queries to pull/organize data from Oracle database.

Accomplished numerous analytical and financial reporting projects in conjunction with the regular duties of corporate accounting. Assumed many responsibilities that were previously completed by the CFO & controller - automated many items to ensure time efficiency and quality of reports.• Created ad hoc reports and charts for the CFO, CEO & controller which assisted with planning future actions and reviewing historical results.• Automated and assumed responsibility for the monthly reporting package that was sent to the parent company which significantly reduced the hours required to complete the report and improved accuracy.• Wrote the monthly Executive Summary which was previously completed by the CFO.• Modified, analyzed and automated the income side of the annual budget which significantly lowered the time required to repeat this process.• Completed various corporate accounting duties such as: month-end journal entries, reconciling general ledger accounts, preparing intercompany billing and preparing monthly allocations.

Directed reporting team to develop and deliver superior quality reports within required timelines for SEC filings and external reporting. Established procedures and managed performance to improve regulatory reporting.• Designed, completed & analyzed ad hoc reports. • Streamlined the reporting process which saved over 50 hours per month.• Trained 10 staff to utilize the new reporting process.• Liaison between various internal and external parties - legal, marketing, compliance, typesetter, auditors, etc.• Designed macros, spreadsheets & databases queries to greatly decrease the time spent reviewing and also to lower the possibility of errors.