Manager of FP&A - Logistics (Oct 2021- Jul 2024)Led team responsible for budget/forecast process and financial reporting for logistics expenses related to internal fleet and 3rd Party providers to Senior and Operations ManagementPresented management reviews monthly to key stakeholders on actual financial results, variance analysis and provided short and long term forecastingReduced transportation costs 16% ($19M) in two years. Identified changes in fleet and 3rd Party spend to generate the savings to operations managementDeveloped financial Key Performance Indicators (KPIs) and reports for operations to use in identifying risks and opportunities for the Pitney Bowes Presort network of 35 sitesLed team of 4 Financial Analysts, coaching and preparing them for career success. Accountable for all HR duties including performance reviews and salary adjustmentsTransitioned in-house AP to an outsourced, India based Accounts Payable solution. Put in place all training procedures for offshore processing of vendor invoicesMaintained good working relationships with over 70 vendors who provided transportation services and promptly answer vendor questions as needed

• Responsible for FP&A for 30+ presort mail locations during time in role, including budget development, monthly forecasting, variance analysis and board of directors reporting• Coached Divisional CFO and Finance Managers in functions of the role and industry knowledge• Updated financial results and future forecast on a monthly basis using Anaplan in conjunction with site management and presented analysis to Regional VP, Business Unit CFO and Business Unit Finance Director• Responsible for working with my locations to create their annual budget, designed the consolidated divisional budgets reporting process for division• Preparation of monthly financial reports for management discussing forecast variances and data analysis. • Finance partner to all Presort Logistics activities and manage logistics vendor payment system• Key logistics partner on Freight vendor selection RFP and fuel card spending program

• Responsible for weekly cash forecasting and reporting to CFO, CEO and private equity ownership group. Maintained a detailed forward looking cash model.• Create and update monthly a five year forecasting model including income statement, balance sheet and cash flow statement and borrowing base availability.• Responsible for monthly corporate compliance certificate for bank loans.• Assist Director of Financial Reporting in preparation of monthly financial reports for executive management and ownership group.• Create and update press release information to banking partners on a quarterly basis.• Responsible for coordinating numerous pieces of corporate budget. • Involved in implementation of Hyperion/Oracle reporting system and act as liaison on several corporate efficiency programs.

• Treasury manager for corporation including banking account setup/structure, daily cash oversight and forecasting, loan management and allocations to manufacturing facilities • Responsible for corporate insurance program including property and casualty insurance, workers compensation insurance and involvement in all claims to insurers• Assist CFO in preparation of financial reports for executive management and Board of Directors meetings and lender meetings• Set up and lead corporate budget and forecasting process, establishing formats and timing of reporting for 13 manufacturing facilities in 3 countries and preparing all budget/forecast related management earnings reports• Responsible for development and implementation of the corporate sales tracking system which allows combination of like customers on different operating systems• Track and maintain sales commission reports for North American sales force, including calculating commission amounts and maintaining sensitive payroll data • Financial analysis of special projects including acquisition related financial analysis, benefits and health insurance pricing for employees, capital decisions/tracking, inventory analysis assistance for plant managers and • Led the implementation of the corporate travel program

• Complete monthly accounting close process/financial reporting for the First Financial Services division, prepare variance analysis to budget and prior period• Prepare monthly and quarterly financial division reports for division management reporting to the Board of Directors• Set up and lead the division budget and rolling forecast processes, ensuring corporate guidelines are followed, complete Senior Management earnings reports• Financial analysis of special projects including new products, cost study analysis and division capital decisions• Work with the Cash Management sales team in annual price setting decisions and special pricing on large/exception situational contracts • Supervise and support Billing Administrator and Lead Accountant in all facets of daily, monthly and annual tasks

Lead Business Unit Analyst (Dec 2002 – Oct 2005)• Set up and led the corporate budget and forecasting processes, ensuring corporate guidelines were developed, followed and completed the final earnings reports• Prepare monthly and quarterly executive management and Board of Directors financial summary operating reports• Review of actual financial results versus budget and prior period for several divisions with written management summaries and oral discussion with area management• Financial analysis of special projects including new products and corporate capital decisions• Trained eight new employees in various financial roles and tasks within the department • Prepare quarterly financial statistics for use on the executive earnings release call Business Unit Analyst (May 2001 – Dec 2002) • Financial analysis of projects including Branch expansion and corporate building moves• Review of actual financial results versus budget and prior period for several divisions with written management summaries and executive reports• Supported the corporate budget process with companywide and divisional reports

State Reporting Supervisor (May 2000 – May 2001)• Supervised state reporting accountants, responsible for all required state filings, state premium taxes and organizational fees for all corporate subsidiaries• Prepared Acceptance Casualty Insurance Company statutory annual statement• Coordinator of the 1099 process for all subsidiaries Accountant I and II (Dec 1997 – May 2000)• Booked monthly journal entries, account reconciliations, bank reconciliations• Prepared internal profit center analysis• Completed statutory insurance accounting schedules P, T, Z and state statistics

• Co-Supervised staff of approximately 20 full and part time associates in retail environment• Responsible for training staff in customer service and product knowledge• Completed the weekly staffing needs and scheduling of associates• Conducted employee performance reviews• Responsible for tracking special order, high dollar customer orders• Managed inventory replenishment in assigned areas