Record to Report, Order to Revenue, and Supply Chain lead

Finance and Enterprise PerformanceConsult and advise businesses of how to improve and optimize finance operations. Identify opportunities recognizing both short-term benefits as well as developing strategies that include leading-practice capabilities and processes. Recent Project Experience • Finance Center of Excellence (CoE) Implementation Delivery Lead (Technology) – Led execution of moving 30 finance roles to an overseas client location while minimizing business disruption. Identified opportunities for optimization to target reducing future headcount needed by 20% while being scalable for future CoE growth.• Finance Process Outsourcing Transition Assessment Lead / Order to Cash SME (Business Services) – Led a team of 3 consulting transition activities for the transition of over 700 finance roles to 4 offshore centers. Provided expertise in Order to Cash (80% of roles being moved) and identified over 90 internal controls to improve operations, proposed 25 different initiatives to improve the customer experience, built a future target operating model, and developed a detailed transition plan both for future transition waves and the remaining 5800+ roles to be transitioned in future waves.• FP&A SME for a $2B merger (Industrial) – Advised client on combining the FP&A organizations of two $2B companies. Identified $250k in annual savings from rationalizing systems while proposing organization and processes to maximize strengths of both organizations. Identified opportunities to speed integration timeline by 20%.• FP&A SME for optimization of Overseas Finance CoEs (Pharmaceutical) – Consulted client service centers on standardizing operations between 5 CoEs. Identified opportunities to move to a differentiated service model to achieve a 25% savings in hours. Identified and prioritized over 175 opportunities to optimize delivery activities.

Cognitive Process Re-Engineering - Finance TransformationConsult and advise businesses how to improve their finance and accounting practices by improving the efficiency and effectiveness of existing assets and integrating new technology and capabilities. Work with executives to develop strategy and planning to develop finance organizations of the future.Recent Project Experience• Finance Service Delivery Model Analyst (Distribution) – Developed Finance transformation strategy for a $1.3Bdistribution client prior to an ERP implementation. Detailed a new organization structure and capabilities of the target state including sourcing recommendations for a shared services center of 30 people performing RTR, PTP and OTC functions• Finance Transformation Analyst (Distribution) - Identified areas for automation and process improvement, and built business cases, recommendations and prioritization for 15 identified initiatives representing $60M in annual savings.• Automation Process Consultant/Engagement Manager (Distribution) - Evaluated over 20 different finance and account back-office sub-processes for redesign and automation opportunities. Led development of robotic process automation assets for 5 opportunities• Insurance Business Analyst (Financial Services) - Performed a “gaps and trends” assessment of data in the insurance industry, and provided recommendations of how the client could raise capabilities to leading practices. Identified opportunities to reduce data storage costs by 20% and proposed creative ways to maximize the value of existing data• Cognitive Process Analyst (Distribution) - Identified and prioritized over 25 different finance and accounting solutions to help improve back office processes for a large retailer• Merger Integration Strategy Analyst (Distribution) - Developed a plan to improve the data migration between two large retailers merging together to speed the process, reduce redundant steps, and lower costs

Led a Lean Six Sigma project focused on streamlining credit and incentive payment operations that led to an initial Business-to-Business Division savings of $1.2 million with additional future cost benefits.• Initiated cooperation between cross-functional teams in reducing the timeline that it takes for re-rate pricing, reducing labor costs and increasing customer satisfaction.• Developed new internal processes that will minimize errors and decrease credits issued.• Managed the project simultaneously while performing Senior Financial Analyst duties.

Specialize in strategic pricing advisory to improve profitability of $3 billion West Business-to-Business (B2B) channel.• Became the lead Machine-to-Machine (M2M) expert within the finance team. Proposed and developed comprehensive pricing solutions to win new business resulting in 80% growth in net activations.• Negotiated contracts from small businesses to enterprise-level businesses, increasing sales by 15%. • Created and utilized Net Present Value models utilizing SQL and Hyperion queries to provide comprehensive solutions in evaluating business pricing requests.• Managed request for proposal (RFP) process for sales, legal and marketing executives, resulting in 20% reduction in contract process time.

Managed and advised small business and personal customers on their wireless communication needs through careful analysis and presentation, securing new business and maintaining existing subscribers.• Consistently exceeded sales goals including 115% over quota for new lines and 275% above quota for upgrades in 2011; led the Southern California region with 1,850 total contracts for the year.• Trained local sales team in “Best Practices” resulting in 15% gain in home phone sales. • Named to 2011 Winner’s Circle (top 10% of the company) due to exceptional sales performance.