Principal Consultant at Fortis Advisory where we specialize in eliminating those accounting and tax pain points to help law firm owners Secure their Legal Success.

Accounting, Payroll, and Income Tax for Small Business and Individuals

- Change Management lead for Executive reporting and KPI measurement- Responsible for all Sales and Key Performance Indicator reporting for the Regional President- Lead for the Operations Team on all Region and Area Reviews for $3 billion business- Facilitates strategic reporting needs of senior sales leadership within the region- Collaborate extensively with Regional Finance Team in delivering significant reporting to assist Region President in decision making - Utilize Teradata SQL and Hyperion Cubes within the data warehouse to provide Regional President mission critical sales and key performance data- Manage deadlines for all region and area reviews- Team with individual channel operations teams in assisting with reporting needs and training channel analysts on use of Hyperion Cubes, Salesforce.com and other reporting resources- Compile Region and Area Review presentations for Executive Leadership Team to show regional results of key performance indicators in comparison to the Enterprise.- Present and discuss complex data concepts with Senior Leadership

- Responsible for all communications within the Business to Business sales channel in the region- Engaged of all levels of sales leadership within the channel on strategic and tactical projects- Go to Market lead for channel. Worked with Area and Regional teams on Go to Market Initiatives.- Responsible for channel recognition, marketing events, and employee engagement- In Building Network Solutions lead for sales channel. Liaison between sales leadership, sales force, and network team. - Channel lead for Operating Expenses, Ideas at Work, and Other Charges and Credits process

Primary Responsibility is to lead a team of Account Liaison's in support of Enterprise Customers. Develop, Coach, Evaluate, Train, and Mentor Account Liaisons on daily and monthly basis. Responsible for managing the team to department wide initiatives. Responsible for oversight of support for over 80,000 corporate liable lines of service.

- Provide consultation, support, reporting and analysis to the leadership team of the prepay customer service organization - Lead the preparation and discussion of the Force To Load for the prepaid care organization. - Negotiation between West Area Customer Service Leadership and National Marketing Operations Leadership- Completed call forecasting models monthly for the prepay customer call centers - Lead the annual budgetary process for the prepaid care organization - Developed and led action plans that successfully reduced customer Credits within the Internet Response Team. - Prepared monthly, daily, and ad hoc reporting for the prepaid care organization

- Processed refunds from vendors and prepared debit and credit memos. Analyzed and processed 150+ vendor refunds per month - Analyzed freight charges from outsource vendor, prepared journal entries, and used outsource vendor website for freight charge coding and analysis. - Interacted weekly with Associate Director, Director, and Vice President of Finance on recovery efforts - Led project teams for various enterprise and cross area initiatives. Established process for collecting unclaimed funds from states and municipalities holding Verizon Wireless funds.