• As appropriate, provides counsel to the State Director in all financial and state operations matters.• Oversee the operational planning including annual planning and quarterly planning.• Identify, investigate, analyze, and recommend alternative solutions to a wide range of financial issues, including financial systems and processes and including the use of Tableau for financial reporting purposes. • Establish and maintain strong relationships with key stakeholders to contribute to and influence planning and decision-making related to financial and state operations.• Interpret and report budgetary expenditures to management. Provide advice on effective use of resources and resolution of financial discrepancies, including variance reports.• Successfully implemented Salesforce to manage our CRM in the AARP NY State office.• Invited to participate in a pilot for a new Tableau tool to track financials.• Participating in a job framework initiative whereby a handful of Managers are tasked with reviewing the job framework to ensure all divisional jobs are captured appropriately. • Presented my findings to management in the roll-out of the MS Teams pilot.• Hire, manage, and develop a team of four direct reports.• Implemented a new structure and capacity for the NY operation staff optimizing the state office operations team to maximum efficiency.• Initiated a mandatory procurement, office of general counsel, and sponsorships training for the AARP NY Staff. The training was rolled out nationwide. • Manage purchasing activities including negotiates and reviews and approves letters of agreement, contracts for AARP and grant proposals, and contracts for services.

· Direct responsibility and management of ~$53M annual budget, providing strategic business insights and guidance to leadership.· Developed a modeling framework that allows for ongoing monitoring, data gathering, account analysis, revision of projections and assumptions· Manage the development, and tracking of the multi-year budgeting and quarterly forecasting cycle.· Manage real-time forecast scenario models and ensure that current key business drivers are incorporated into the outlooks.· Prepare monthly reports and present monthly to senior management to review their financial results, distill and synthesize key trends, identify current and future risks and opportunities and provide key recommendations.· Evaluate processes to continuously drive efficiencies and enhance decision making for the leadership team.· Proactively take the initiative to analyze and present key findings and strategic reports for key business partners.· Analyze, prepare and ensure the accuracy of the accruals, prepaid accounts, cash flows and deadlines of the month end close.· Review, track, and report capitalized expenditures including comparing the capital assessment of contracts against the capital and operating expense outlooks to ensure accuracy and consistency.· Work directly with key business partners including marketing and operations to provide financial oversight in strategic initiatives.· Oversee the development and training of an operations analyst for the month end close and performed ad hoc financial analysis for department heads as necessary.

· Direct responsibility and management of ~$100M+ Advertising & Marketing annual budget.· Provided strategic business insights and guidance to Brand leadership, developed a framework that allows for ongoing monitoring, data gathering, account analysis, revision of projections and assumptions.· Tracked and reported Brand Strategy & Services program finances; clearly communicated monthly and annual financial results to Brand leadership and various stakeholders throughout AARP.· Advised appropriate group heads and their direct reports of sensitive issues, assessed and responded to substantive sensitive and confidential issues, informed and provided analysis and reports for senior leadership.· Successfully implemented a billing process with two new major advertising agencies. Structured an invoice template and shared the AARP business string information with the advertising agencies for them to program. Implemented a process including the timing of when to receive billings to review and a 48 hour turn-around time to notify the agencies to correct or send the billings to accounts payable for processing.

· Supported FP&A for such groups as Office of Diversity & Inclusion, Brand Management, International Global Networks (a start-up),and Corporate.· Responsible for multi-year budget and forecasting process across multiple groups at the Association· Streamlined variance reporting, improved cost control and increased accuracy of consolidated AARP budgets and forecasts.· Created an allocations model collaborating with an accounting group that was used for forecasting purposes.· Prepared and distributed reporting packages and met with senior management in Office of Diversity, Brand Management andInternational Global Networks divisions.· Analyzed salary models and forecasted Association-wide headcount for the annual budget and forecasts.

• Charged with the management of programming contracts including recording and monitoring all financial activity.

• Generated all advertising sales variance reporting including quintile analysis, deal verses rate card and other ad hoc requests.• Produced the weekly inventory analysis report and provided Ad Sales with a strategic utilization report of inventory that assured sales were maximizing pricing and revenue.

• Analyzed month-end closes, wire transfers, variances against budget and forecast, accounts payable.

• Prepared the annual budgets, forecasts, and business plans for the company’s ancillary divisions including establishing a central repository of corporate-wide capital spending report, which resulted in savings of $800 thousand.

• Consolidated annual budgets and quarterly estimates for Nickelodeon International and reported monthly financial results from the International Joint Ventures in local and US currencies with entries into JD Edwards.• Analyzed P&L’s comparing YTD actuals to budget and reviewing activity in JD Edwards to determine the variances.

• Performed month-end closing and account reconciliation analysis to determine variance explanations.• Worked with media planners to create broadcast advertisements and make-good analyses. Entered future broadcasting programs on the AS400 database.