Responsible for managing business support activities including marketing, billing, compliance and risk. Manage the development and deployment of new services with associated marketing programs and support. Provide leadership and strategic planning for the organization.

Develop annual business plans and priorities, provide strategy leadership for the Division; ensure that key projects among the Transaction Services Division’s business partners are in alignment with the strategic goals of the Division; mine industry data, as well as analyze the competitive landscape in formulating insights and recommendations prepared for Associate and executive level presentations. Accomplishments• Developed and orchestrated the annual strategic planning process across the organization, and secured executive level support across the Division to implement 6 strategic initiatives recommended for the organization. These initiatives positioned the Division to grow revenue through innovation and cost leadership. • Successfully positioned the organization and devised its message strategy targeted to product lines and internal stakeholders.

Provide financial leadership to the three Chief Information Officers (CIOs) supporting the Consumer Bank & Products Groups, Wealth & Investment Management Group, and the Corporate Staff & Support Group CIO. Lead team of 36+ to provide financial process leadership in planning, forecasting and reporting for over $577 million of direct expenses and $2.5 billion of allocated expenses. Responsible for leading the project accounting, estimating, and reporting (Project Controls) department at Bank of America across four P&L business units and enterprise functions (i.e. HR, Accounting, Legal). Led over 24 financial analysts and supervisors to provide planning, tracking, forecasting (EAC/ETC) and reporting for over $1.2 Billion in annual project/ change management spending including acquisition related activities. Additionally, we provided internal customer support to the business units that included training project managers on policies and procedures. Accomplishments• Provided strategic advice and analysis to drive decision for a three-year hardware refresh strategy for Banking Centers enabling Server & Desktop based technology capability to support revenue and cost management objectives.

Provide financial leadership to strategic planning process in the development of the organization’s customer service model. Lead the analysis and development of business and financial plans in support of strategic initiatives and 6Sigma Black Belt teams. Accomplishment: Led development of business case and analysis of cross product & channel contact center integration, CRM implementation and enhanced customer self-service tools

Manage the credit and collections process from sales acquisition to collection and cash application. Responsible for forecasting accounts receivables, days sales outstanding and past dues for four global business enterprises with total sales in excess of $2.3Billion. Establish collection strategies for key customers and strategic accounts. Coordinate credit and collection strategy with sales, operations and business site leaders to maximize revenue, income and cash flow. Accomplishments• Implemented a discrepancy & dispute management program across all business units, realized the lowest past due percentage in 21 months and reduced the average dispute age by 30%• Implemented collections strategy review for key accounts and reduced past dues by over $15 Million• Initiated a foreign currency approval process improvement team in China for government approval of payments resulting in a 14 day reduction in days sales outstanding

Managed the consolidation of credit, collections, and cash applications activities, for North American business units, into Honeywell’s credit & collections’ center of excellence. Led a project team to manage resources that supported systems, credit and human resources’ activities. Other responsibilities included senior leadership briefings, credit & collections process analysis and process redesign, retention & staff transition planning, development & execution of site-specific transition plans. Accomplishments• Successfully led the transition of an $800M home & building control products business to the Honeywell credit & collections’ center excellence• Achieved 30% reduction in past dues for the home & building control products business

Provided financial leadership and analysis to support the company's tactical and strategic decisions. Identified and managed the overall financial needs of the company. Provided accounting management and controls to ensure GAAP compliance. Accomplishments• Implemented an on-line financial reporting and forecasting process which reduced monthly forecasting and reporting cycle time by 50%• Restructured indirect cost centers and financial reporting to improve indirect costs & operating margin analysis and leadership accountability

Directed all business operations functions for the Systems & Technology Business Enterprise ($95M in annual sales): provided management and analysis of revenue, profit and cash flow; supported business development activities with market and financial analysis, risk assessments and mitigation strategies; led the pricing of new services and products; and maintained contractual, accounting and financial controls for over 40 revenue programs. Accomplishments:• Implemented cross-functional approval process and reduced capital requirements by over 90%• Improved cash flow management and forecasting accuracy through the integration of on-line purchasing and review of subcontract payment terms • Improved financial analysts productivity by 33% through consolidation of program responsibilities and standardization of customer reporting and financial analysis

Managed a team of 9 analysts to provide reporting, analysis, and forecasting of: revenue, income, cash flow and operational, overhead, and G&A costs. Responsibilities entailed detailed monthly and quarterly presentations and analysis of key financial metrics and earnings projections. Additional responsibilities included providing decision support and financial modeling of acquisition candidates, new business opportunities and capital requests; preparing the annual operating plan and associated financial statements to include key revenue programs and new business initiatives. AccomplishmentDesigned and implemented an Activity Based Cost (ABC) tracking program for indirect departments

Managed functional requirements analysis, vendor selection and implementation of the Deltek-Costpoint ERP system. Led multi-functional project team of eight, extending to over twelve sub-teams and 100 members. Implementation included core accounting modules such as general ledger, payroll, accounts payable, travel, billing, accounts receivable, project cost ledger; electronic timekeeping, and purchasing. Accomplishment:Awarded AlliedSignal's Special Recognition Award for successfully implementing Costpoint financial system corporate wide, on time and under budget.

Responsible for monthly revenue analysis and general ledger entries for revenue and taxes. Prepare and submit financial statements (P&L, balance sheet, cash flow) and accounting schedules with analysis of actual versus plan and forecast.AccomplishmentInitiated process improvements to streamline preparation of monthly financial statements by revising input format, consolidating multiple data entry, and developing audit trails and Reduced cycle time for financial statements preparation & submission by over 65 %

Managed staff of twenty-five to support warehousing and distribution operations that serviced 65 sales routes. Administered warehouse inventory accounting and management program.Accomplishments• Introduced leasing program that reduced capital expenditures by over 25%• Initiated warranty management program and successfully negotiated with original equipment manufacturers, funding for refurbishment program, reducing capital expenditures on refurbishments by 30%

Planned and executed logistical support for over eight armored companies and 2,000 soldiers. Trained and led armored combat team in tactical operations.AccomplishmentsAwarded: Ranger Tab, Parachutist & Air Assault Wings, Achievement & Commendation Medals