• Served as a direct report to the CFO, playing a pivotal role in financial strategy.• Established and championed the Financial Planning & Analysis (FP&A) function and a business partner program, streamlining cross-departmental collaboration.• Engaged key stakeholders across Member Relations, Event Planning, Foundation, and Legal programs.• Spearheaded the design and execution of a company-wide budget and quarterly forecast process, enhancing fiscal discipline and forecasting accuracy.• Implemented the Workday Planning (Adaptive Insights) tool for financial planning and forecasting.• Compiled and presented insightful month-end financial reports, delineating actuals vs. previous year and budget targets, enabling sharper financial strategies.• Crafted detailed quarterly financial reports for executive board review, providing a robust foundation for strategic decision-making.• Supplied strategic analysis and recommendations to executive leadership on corporate optimization, resulting in the rationalization or relocation of capital allocation.• Formulated intricate financial models, including Profit and loss, Balance Sheet, Cash Flow projections, and stress tests, as part of a comprehensive 5-year business strategy.• Supported and reviewed the pricing study conducted by external consultants to improve the corporation's pricing strategy.• Provided support to auditors and other 990s consultants• Process improvement experience within accounting and finance or Procure to Pay, Record to Report, or Order to Cash• Improved grants management by using planning toolsMetrics used:- CAC- LTV- Churn- P&L Profitability- Cash Cycle, DSO, DPO, DIO

• Integral part of the Management team, directly reporting to the CEO, instrumental in steering the company with data-driven financial insights.• Led the transformation of Accounting, Finance Operations, FP&A, and IT departments, driving efficiency and strategic alignment.• Orchestrated the strategic planning process for the 2022-25 period, laying down a robust foundation for sustained growth and market adaptability.• Innovated financial process workflows that cut Days Sales Outstanding (DSO) by 15 days, enhancing cash flow by 25%.• Championed a comprehensive overhaul of the purchasing process, instituting Purchase Orders (POs), systematic approvals, and shrewd payment term negotiations, extending Days Payable Outstanding (DPO) from 7 to 30 days.• Process improvement experience within accounting and finance or Procure to Pay, Record to Report, or Order to Cash• Pioneered the IT department's long-term strategic blueprint, consolidating systems to slash costs and amplify operational efficiency, thereby ensuring scalability.• Launched an advanced online dashboard for real-time tracking of operational efficiency, empowering business units with precise workload planning and resource allocation.• Implemented a rigorous zero-based budgeting and a dynamic rolling forecast system, underpinning and gauging performance in line with the company’s strategic objectives.• Managed and mentored a diverse team of four professionals, fostering a culture of excellence, collaboration, and continuous professional growth.• Managed all internal closing procedures as well as supported the auditors during our year end audits and tax fillingsMetrics used:- Member Profitability- Project profitability- Client Churn- P&L Profitability- Cash Cycle, DSO, DPO, DIO

• Served as a direct report to the CFO, playing a pivotal role in financial strategy and operations.• Established and championed the FP&A function and a business partner program, streamlining cross-departmental collaboration.• Engaged key stakeholders across Business Development, Event Planning, Marketing, and the Office of the Chief of Staff, fortifying interdepartmental financial initiatives.• Spearheaded the design and execution of a company-wide budget and quarterly forecast process, enhancing fiscal discipline and forecasting accuracy.• Overhauled the Adaptive Insights tool for financial planning and forecasting, slashing the cycle time and improving the efficiency of financial operations.• Compiled and presented insightful month-end financial reports, delineating actuals vs. previous year and budget targets, enabling sharper financial strategies.• Developed a dynamic weekly revenue dashboard segmented by event ($60M), membership subscriptions ($15M), and advertising ($5M), tracking and analyzing trends against prior year and budgeted figures.• Crafted detailed quarterly financial reports for executive board review, providing a robust foundation for strategic decision-making.• Innovated and deployed tailored performance reports for ICSC events, integrating financial and non-financial metrics to drive event profitability and operational effectiveness.• Supplied strategic analysis and recommendations to executive leadership on event portfolio optimization, resulting in the rationalization or relocation of underperforming events.• Formulated intricate financial models, including Profit & Loss, Balance Sheet, Cash Flow projections, and stress tests, as part of a comprehensive 5-year business strategy.• Managed all internal closing procedures as well as supported the auditors during our year end audits and tax fillings• Improved grants management by using planning toolsMetrics used:- CAC- LTV- Churn- P&L Profitability- Cash Cycle, DSO, DPO, DIO

• Direct reported to the Corporate Finance Manager• Key stakeholders: Business Finance, Treasury, Tax and Trading, and Distribution• Managed a team of four analysts• Created a debt strategy in partnership with Treasury to leverage $3B in debts reducing the company cost by 2%• Designed derivative dashboard to report $2B in financial and commodities derivative increasing the hedging strategy and financial result visibility throughout the company• Drafted 5-year strategic plan worth $8B for fuel, trading, and energy company• Prepared monthly financial reports to the executive leadership and board of directors• Reviewed quarterly investor releases and presentations• Partnered with business finance and accounting to streamline the budget process reducing three working days • Implemented new KPI measurement and reporting process

• Oversaw advisory operations in Brazil and Peru• Managed a team of five analysts• Developed 30+ financial models under IFRS and BRGAAP• Advised clients in strategic planning• Prepared 15+ financial models to support strategic plans• Developed and Implemented 15+ budget processes• Participated in Brazil largest dental industry merger worth USD 100M

• Reviewed financial statements in IFRS and BRGAAP• Analyzed financial modeling under IFRS and BRGAAP• Designed the internship program and hired two audit staff members • Directed startup operations while managing a team of ten• Prospected clients and developed relationships

• Oversaw multiple in-field audit team • Provided high-quality audit services to public traded and private companies• Analyzed risk, internal controls, and process to develop the letter of internal controls• Reviewed and developed IFRS, BRGAAP and US GAAP financial statements• Prepared presentations for audit committee

• Provided high-quality audit services to public traded and private companies• Analyzed risk, internal controls, and process to develop the letter of internal controls