Part of CX Renewals Finance team supporting transformational projects to boost Services and Software renewals business as Cisco transitions to SaaS / subscription business model. Support Security Renewals business globally with $500M plus in software subscription booking annually, conduct weekly forecast rollup and reporting package tracking Renewal Rates, ATR, ARR to support informed decision making. Developed a forecasting model for tracking performance globally against available to renew opportunities.

Responsible for FP&A activities for IT supporting Cisco Supply Chain organization and overall IT Global Architecture organization with an annual budget of $350M. Empowered team of 6 Financial Analysts, owned month-end closing process, produced annual budget and monthly reporting package to managed financial execution within +/-1%. Finance lead for a $200M digital transformation portfolio for IT encompassing upgrades/enhancements to in-housed developed technologies to support sales and services to financial systems to improve productivity & user experience.

Managed a $400M annual budget and led a team of 7 Financial Analysts. Embraced Talent in Motion, optimized grade mix by employing early in career talent in RTP (North Carolina), and managed out low performers. Developed a workforce planning framework and helped reduce the contracted workforce by 15%. Established end-to-end financial and managerial performance tracking processes and procedures, improved forecast cycle time from 5 days to 1 day by utilizing standardized forecasting and data modeling techniques. Acted as a software subject-matter expert for Finance, and negotiated large software contracts to materialized $6M in annual savings.

Responsible for a $300M annual budget for a Global Infrastructure Services organization, including planning, loading annual budget and quarterly commit in Plan-It, and closing financial books monthly. Developed financial model for tracking operational lease for $200M plus leased equipment portfolio, and a defined framework to true-up monthly expense including sales tax and property tax by locations.

Financial and operational liaison for Customer Value Chain Management IT organization for fiscal year planning, tracking actual, and forecasting. Interacted with business partners concerning financial, communicated available funding, and engaged with finance to close financial books monthly.

Managed FP&A and operations for this clean energy start-up. Developed a long-range financial model for the business to raise capital. Selected key suppliers and negotiated long-term volume pricing contracts. Structured the Bill of Material by modules for tracking cost by assemblies, and identified areas for value-add re-engineering to use of mass-produced commercial parts to achieve an 85% reduction in cost.

Responsible financial management functions including development of monthly/quarterly financial statements, financial forecasts, and budgets. Oversee general accounting functions, including AR/AP, account reconciliation, consolidation of financial with operations in US, China and India. Perform analysis comparing actual results with annual plan, and summarize financial performance quarterly for the Board of Directors. In addition, produce 5 years forecasting models and cash flows projections to procure capital for Series A and B fund raising rounds from venture capitalist community.

Freelance accounting and tax consultant for start-up companies and individual clients. Played lead accounting and finance manager role, and maintained accounting records for various types of businesses. Closed books monthly, maintained schedule for fixed and prepaid assets, recognized revenues, determined COGS, and produced financial statements. Prepared forecast model and Pro-forma financial statements with cash flow projections to allow start-up companies to procure capital financing from venture capitalists.

Managed all organizational operations as well as budget preparations and administrative duties for this self-funded Semiconductor Capital Equipment manufacturing start-up. Responsible for planning, budgeting, forecasting, overall business development, and strategic initiative implementation. Directed accounting and finance department operations including A/P, A/R, credit and collections, general accounting, cost accounting, and financial reporting.

Managed the accounting and operational responsibilities for a successful technology software start-up with two multi-million dollar business units and offices in California and Massachusetts. Implemented accounting policies and procedures to ensure compliance with GAAP. Maintained accounting records, produced monthly sales forecasts, prepared operational budget, and summarized key financial performance metrics, conducted variance analysis for actual results for comparison against annual business plans for senior management and the Board of Directors. Managed test wafers business unit, and recognized as key leader producing revenues from wafer business unit. Facilitated financial due-diligence of successful acquisition of Praesagus by Cadence Design Systems in 2006.