• Responsible for managing profitability, employee burn rate, and adherence to contractual/service requirements for multiple projects totaling over $1M in annual revenue.• Construct analytical tools that facilitate scenario analysis, identify strategic financial allocations, and provide recommendations to maximize return on investment during budget planning/development.• Lead financial analysis to determine funding options for new and existing operational requirements while documenting how funding shifts will impact business operations.• Provide recommendations to mitigate operational risk by analyzing the effects of proposed financial management frameworks on investment strategy.• Develop ad hoc financial reports to identify and analyze budget trends across multiple fiscal years through Excel Pivot Tables and automated charts/tables for multiple investment portfolios totaling over $400M.• Build comprehensive financial models and charts/tables which track quarterly capital planning and outlays through targeted variance analysis.• Lead and develop business proposals that align service offerings to client requirements to increase sales revenue in new/existing markets. • Analyze targeted industries/competitors and conduct SWOT analysis to identify opportunities to strategically position and differentiate product/service offerings.• Serve as a coach/mentor by helping in the development/recommendation of improvement strategies, outlining training programs and offering guidance that aids professional growth and business cases for promotion. • Outlined how to successfully operationalize/implement a future state framework that improves strategic partnership with customers, analyzes investments against identified business objectives and reduces operational risk in a White Paper.

• Authored reports conducting due diligence and analyzing industry sectors, competitors, and sales opportunities that presented management with an assessment of market statistics/conditions and improved resource allocation for growth in existing/new markets.• Collected, organized, and analyzed raw financial data and presented new analytical methodologies that improved data visualization/comprehension in assessing industry sectors and competitors using interactive graphs and charts.• Created and presented financial forecasting models that permitted management to determine the validity of business pipelines by demonstrating the projected impact on corporate operating plans and future company performance under different scenarios.

• Developed and maintained a financial analytics model that improved revenue forecasting while simultaneously refining corporate leadership’s ability to manage their business development pipeline to increase revenue.• Built an analytic hierarchy process model that allowed corporate leadership to increase revenue by optimizing resource allocation to targeted business proposals.• Produced financial and budget reports from the accounting reporting system to assist in managerial decision-making.

• Performed a strategic current state assessment of multiple business units that identified process redundancies, defined existing business strengths and challenges, and provided recommendations to achieve future state goals and improve operational efficiency.• Evaluated annual financial reports against planned budgets to isolate discrepancies in support of proposed product price increases.• Constructed a centralized data repository by collecting, organizing, and consolidating raw project/financial data that streamlined financial reporting and improved overall project management.• Developed a data model that conducted sensitivity analysis of existing costs to present opportunities for savings.• Built and implemented an analytic hierarchy process to quantify and improve evaluation of vendor proposals.

• Created multiple data models that enhanced analysis of budget/expense rates and identified areas of operational underperformance for an investment portfolio of approximately $400M.• Provided quantitative analyses of financial trends to defend future budgets against proposed funding cuts and rising indirect costs.• Managed and provided recommendations to improve the financial information system used for budget development and execution.• Built and maintained customized financial models in Excel utilizing various forecasting methodologies that identified trends and analyzed variance in annual/monthly capital planning and spending through graphical tables and charts.• Assembled a budget model that improved the client’s financial planning and improved budget execution rates.

• Performed research on available ideation/cloud-computing service offerings that defined industry trends, market statistics and operational/financial requirements for integration into the existing business model.• Constructed financial tools in Excel that amplified the ability to track and compare project budgets against expenditures through automated variance analysis.• Analyzed cost trends across multiple projects and identified areas for cost reduction to improve price negotiation with potential vendors.• Built tailored financial models that improved management’s ability to appraise vendor proposals for multiple projects.• Revamped existing financial models that improved cost reporting, provided earned value management analysis, and assisted in financial planning and analysis. • Designed a business case for a project worth approximately $20M to improve training delivery and work culture for future employees.

• Performed market analysis and provided recommendations for product/service differentiation to drive sales and establish brand equity by interviewing end consumers in Guatemala and Panama, analyzing consumption patterns, and identifying industry best practices.• Collaborated in the financial analysis of expansion alternatives (i.e., acquisition), the identification of areas for retail expansion and the development of an organizational plan to achieve corporate objectives in the Costa Rican, Guatemalan and Panamanian markets.

• Evaluated relevant industries and value chains for artisan products, interviewed industry participants to identify business opportunities and consumption patterns, and collaborated in identifying strategic product positioning to increase sales opportunities in the US market.