End-to-end omni-channel strategy for internal Sam’s Club Finance productsManaging the entire lifecycle of financial products, including risk assessment and performance monitoring, ensuring profitability and business satisfactionEnabling visibility across channels, P&L metrics and KPIs for all of Sam’s Finance; tracking product ROILeading the engagement with engineering, UX, and business to define product requirements, resulting in a seamless integration with existing financial systemsIncreased data accuracy by finding and resolving multiple upstream data issues across channels resulting in a ~$200m impact to Sales and COGSDeveloping and maintaining relationships with key stakeholders, including finance executives, to gather insights, and address concernsImplementing advanced analytics and reporting dashboards, providing real-time insights, and enabling data-driven decision making for finance teamsMonitoring and analyzing financial product performance metrics, identifying areas for improvement, and implementing strategies to enhance profitability and customer experience

Led and implemented Data Project to create a single source of truth for Sam’s Club Finance data, which is certified and tied out to underlying financial systems by partnering with data engineers & scientists, finance, and other business partners across the businessImplemented Phase 1 of Data Project to transform and curate financial data for 8 eCommerce channels in 5 months while moving systems from Anaplan to OneStream; aligned P&Ls across channels by adding new metrics and allocation enginesImplemented Phase 2 and 3 of expanded Data Project to include Club & eCommerce channels to clean up upstream data sources or creating allocation engines to (1) create new metrics and/or (2) get to a greater level of detail for current P&L metric across the channelsExecuted Data Project by creating priorities and timeline, gathering requirements, executing UAT to ensure correct data, and presenting status of project to CFO leadership teamLed workstream for finance rotational program, managing 7 financial analysts to execute onboarding for incoming interns and full-time financial analysts; improved experience by 50% with implementation of streamlined execution, schedule, feedback surveys, partnering with other workstreams and aligning on more frequent and relevant communication to new hires

Implemented Finance Intelligent Reporting by partnering with technology and data scientists to automate executive-level reporting with clean data, saving teams an average of 40 hours in month-end reporting processes Implemented cost-saving strategies and executed monthly financial analysis for multi-million-dollar SG&A line item by partnering with business partners and presenting insights to C-suite executivesImplemented overall Sam’s Club Data Governance process driving greater KPI/metric clarity and streamlined data sourcing; saving time, and allowing associates to work on more value-added activitiesLed overall finance transformation communication strategy; partnering with CFO to message transformation efforts in a clear, succinct manner through emails, All Hands meetings, and videos

Forecasted, analyzed and planned two multi-billion-dollar businesses, leading to better financial insights for business and finance leadershipStreamlined reporting by 50% leading to saved time in month-end reporting activities and faster insights for business partnersImplemented Finance Data Governance process driving greater KPI/metric clarity and streamlined data sourcing, saving time and allowing associates to work on more value-added activitiesPartnered with eCommerce VP to present quarterly and adhoc high-level strategic insights for overall eCommerce business to C-suite, leading to targeted decision-making

Designed and built financial model for base financial assumptions (year one sales, sales growth, management fees, working capital and NRE) for 10 international marketsImproved transparency and efficiency 200% by automating and developing monthly financial processes using Alteryx and Tableau leading to deeper insights into the business Developed Tenant data strategy by collaboration with colleagues in 10 international markets

Partnered with business operators to drive decisions based on financial analysis Executed annual store-level plan reconciliation for 5 financial accounts for 5,000 stores

Evaluated macro-economic trends to develop enterprise strategy, influencing various M&A decisionsPresented industry insights to Board of Directors and executives, leading to global investment decisions using PowerPoint

Partnered with business and other stakeholders to assess processes, identify risk, limiting exposure and optimizing for Walmart Services and Digital AccelerationDeveloped Lucid flowcharts outlining accounting royalty flow to influence credit card request for proposal Designed and improved new associate recruiting model leading to 44 bps retention rate improvement in rotational program

Taught over 1300 students a semester and explained introductory financial principles clearly and succinctly Collaborated with colleagues to prepare assessment materials and study aids

Operated and maintained department website using HTML and content development softwareIncreased efficiency by 90% by organizational procedures for coordinating communication for over 300 professors and students

Taught over 1300 students and explained introductory scientific principles clearly and succinctly Collaborated with colleagues to prepare assessment materials and study aids

Built excel models that consolidated a long-range plan for 11 international markets with sales $115 billion, including a dashboard on sales growth, cash flow, and return on investmentImproved the communication time by 96% between international markets and FP&A team by developing an excel model that consolidated sales data by business format and market

Facilitated the due diligence of potential multi-million dollar acquisitions, including target surgical hospitals, ambulatory surgical centers and in-market acquisitions made by facilities within the company’s portfolioPrepared and presented executive level analyses regarding potential acquisitions and operations projectsDesigned and built financial models for performing company valuations, assessing target transactions, analyzing equity investor returns, and detailing historical and projected financial statements for presentations

Developed and analyzed company’s projected financial statements resulting in an accurate operating budgetAttracted investors by developing a business plan by leading a team of four team members

Decreased time spent in accounting processes by 400% through an effective accounting system using QuickBooks, MOGO, and Excel spreadsheetsIncreased company revenue by 50% by developing and implementing innovative marketing strategies Enhanced customer satisfaction by answering telephone and regulating scheduling

Rapidly converted client accounting systems to QuickBooks allowing quick preparation in taxes and financial reports Conducted forensic accounting research to provide evidence for embezzlement prosecution