• Developed and managed revenue forecasts, budget models and monthly P&L• Managed accounting functions including month end close cycle, journal entries, and reconciliation• Managed and negotiated commercial real estate purchasing and lease agreements• Responsible for planning , budgeting and oversight of capital projects• Responsible for tax management and reporting to multiple state and federal agencies following SOX and GAAP guidelines• Prepared financial statements for submission to external stakeholders• Established and maintained accounting system (Quickbooks) for the business• Negotiated distribution contracts and wholesale agreements• Developed KPI’s used to manage the business

• Manage ~50M P&L for the organization, including all budgeting, forecasting, reporting and analytics• Lead team of two finance resources and five accounting/controllership resources• Responsible for monthly close process and validation of JE’s• Collaborate across all divisions to improve integration and simplify processes and ease of interaction• Partner with senior leaders to identify operational inefficiencies and make corrections to improve margins• Develop financial systems and operational reporting to provide actionable analytics into the health of the organization• Partner with IT and BI teams to enhance reporting systems (Cognos) and available data• Prepare and present operational and financial reporting to senior leaders along with clear insights to risks and opportunities to growth

• Directed monthly, annual, and long term budgeting and forecasting • Partnered with accounting to validate financial results, identify expense anomalies and complete month end close• Prepared consolidated financial statements (IS, BS, CF) within SOX and GAAP compliance, presented to members of the BOD• Performed qualitative and quantitative strategic analysis and conveyed findings through insightful executive presentations• Partnered with senior leaders to define goals, budgets, corp. cost allocations and operating expenditures• Collaborated with leaders to establish growth strategies and ROI analysis to support strategic initiatives• Developed automated reporting (VBA, Excel, Tableau) and established internal company databases (SQL, Access) to improve intelligence, efficiency and operational analytics• Worked to identify and implement new ERP, HRIS and Accounting systems• Implemented corporate policy to improve efficiency, streamline processes and protect assets• Prepared/presented monthly and quarterly financial review presentations to CEO and CFO• Managed projects and timelines for new office and business line launches

• Responsible for ~20bn revenue budget across multiple divisions and effectively communicating all variances, risks, opportunities and strategic initiatives to senior leadership• Partnered with senior leaders to identify strategic margin opportunities, manage project timelines and develop ROI analysis• Managed, developed and maintained code (SQL, SAS) to perform complex analytics on large data sets from multiple sources (excel, Hyperion, TM1, SAS, SQL, SalesForce, Oracle, etc.) for use in internal/external reporting, forecasting and analytics• Key member of system integration and data migration teams for multiple acquisitions.• Worked on project teams to develop and launch new BI and ERP tools• Developed strategic relationships throughout the company to source critical quantitative and qualitative information used for planning and analytics• Managed multiple revenue and cost accruals and associated audit within SOX and GAAP guidelines• Participated in M&A process by performing due diligence analysis for three mergers• Partnered with accounting to streamline revenue recognition and margin validation as part of close process• Tightened finance close calendar from 14 days to 4 days• Produced financial and operational metrics for external reporting (10K, 10Q)• Participated in mentorship program for high potential analysts

• Manage team of three to develop and maintain complex forecast and budget models (SAS, SQL, Access, Excel, VBA) using statistical methodologies for multiple revenue streams across multiple Catamaran entities• Developed relationships with groups throughout Catamaran to source critical quantitative and qualitative information required for forecasting and analytics • Analyze, prepare and present budget/forecast materials, R&O’s and trending statistics to senior executives• Work with senior management to develop and present advanced “what if” analysis and other ad-hoc analysis as needed• Develop and maintain multiple revenue accrual models and coordinate JE’s with accounting• Prepare guidance and metrics presentations for monthly executive operations discussions in collaboration with FP&A• Collaborate with accounting team to validate month end close metrics and investigate/explain anomalies in margin• Manage metric tracking processes used for external reporting

• Managed revenue reporting and recognition process for AOL’s digital advertising• Lead team of 5 domestic analysts and 15 international analysts• Managed mediation/facilitation of revenue and contract disputes with internal and external clients• Developed automated reporting and performance tracking processes for team• Automated data extraction and analysis (Access, SQL, VBA) to increase group efficiency and transparency• Integrated and manipulated large data sets from multiple sources (SQL, Oracle, Hyperion, Other) to identify trends and perform related analysis• Key member in SAP migration team, partnered with team in data governance and QA• Ensured GAAP and SOX compliance for revenue reporting• Mentored domestic peers to improve technical skills, understanding of financial metrics and effective communication techniques• Awarded multiple times for developing and implementing process improvements and automating reporting

• Managed client accounts, project management, client service issues, and contractor assignments• Managed accounting activities in compliance with GAAP (AR, AP, Payroll, month end close)• Acted as sales lead for new private sector clients• Responsible for maintenance and setup of corporate networks for private sector clients