• Collaborates with teams to optimize financial systems and tools to drive automation and digitalization initiatives.• Cultivates business relationships with stakeholders, including finance teams, executive management, and consulting firms, to understand requirements, dependencies, and design Service Contracts for financial and reporting services.• Develops financial budgets, forecasts, and actuals and submission of accurate and timely financial reports.

Directs the financial planning & analysis, accounting operations, and positions the company for financial audits.Develops annual operating plan, forecasts, and analysis to drive decision making.Models cash flow scenarios and financials to establish capital needs.

Analyzes new investment opportunities, develops new leads, and structures investment cases to drive funding decisions.Develops proprietary industry executive and start-up founder relationships, attends pitch meetings, reviews business plans and financial statements. Internal thought leader and analyst who identifies the most impactful ventures and business ideas in fintech, finance, high-tech, healthcare, biotech, aerospace, and real estate.

• Developed annual budget and forecasting model with toggling for multiple scenario analysis and scalability.• Assists in designing, developing, and maintaining automated financial reports and dashboards to drive decision-making. • Structured Investor due diligence package, enterprise, and department metrics to measure key performance drivers.

• Assess audit findings and impact to revenue, design processes, develop solutions, and scalable business model.• Responsible for the overall integrity of revenue controls, development of SOP’s, and process documentation. • Reviews monthly company reports required for financial reporting to ensure completeness and accuracy.

• Translated workflow automation, functional and system requirements for Oracle Cloud ERP implementation, and developed and validated reporting for SAP/HANA.• Directed business users throughout CRP, SIT, and UAT testing, facilitating Agile methodology and business solutions. • JIRA to develop financial dashboards, KPI metrics, SW defects, test script construct, documenting risks, and milestones.

Delivered financial recast of revenue, deferred and amortized commissions, to reflect a meaningful comparison and impact of ASC 606 on profitability and expenses of the business. (NetSuite, Tableau, SFDC)Research of accounting guidance, policies, and implementation of technical memos to document Company's position on ASC 605 and 606 increasing efficiencies and the company’s control environment.

Delivered financial insights and recommendations to the VP of Finance and respective business partners.Developed financial models, driving validation of data and reporting, scenario planning and impact analysis. Directed the closing, fiscal year-end, and forecasting process in support of mobile game business. Identified opportunities and risk, driving business results scenario planning and impact analysis.

Implemented ASC 606, Revenue From Contracts With Customers, across IT and Accounting functions.Drafted contract summaries for revenue recognition compliance, identify concerns, and non-standard terms.Partnered with Legal, Sales, and the Operations teams on deal and price structuring to ensure that revenue is recognized in accordance with US GAAP and the company's revenue recognition and operations policies.Advanced audit and compliance documentation with Sarbanes Oxley (SOX) requirements for the contract approval process.

Drove AMD's revenue consolidation activities and reporting including accurate accounting and reporting of Distribution revenue close. Adopted and implemented ASC 606, SAP test validation of revenue model, general ledger, and reporting. Developed financial modeling for Distribution, including deferred revenue, deferred costs and discount accruals Directed alignment with Regional Finance and Distribution Ops team on revenue process and reporting. Advanced audit and compliance documentation for revenue recognition in accordance with US GAAP, continuous revenue finance process improvement and communications.

Directed, engineered, and implemented operational strategy, and process to support a high rate of business growth in a fast paced and lean start up environment. Developed financial statements, dashboards, define KPI's of fiscal performance, staff utilization, accounts receivables and revenue forecasting.Interfaced with State and Federal tax agencies, 3rd party vendors on credential compliance, litigation, benefits, and payroll.

Directed and implemented a business led methodology, to understand key tactical and strategic decisions facing the Cloud Services management team and how financial analysis, reporting and planning can enhance management decision-making. Developed cross functional business partnerships and collaborates with executive leadership to design reporting and analysis, to identify and track performance measures, key performance indicators, associated drivers and risks of the business. Directed the Forecasting and analysis Sales, Renewals and Revenue while providing executive leadership with policy guidance and perceptive judgment of the upside and risk potential in the individual forecasts.Prepared financial information and analysis for Quarterly Business Reviews. Communicates to management and Finance management team areas of concern and actions required to meet financial commitments.Assisted in the creation of annual budgets, Quota Planning and Sales Compensation Activities.

Delivers financial leadership through the development and coordination of a financial budget and forecast process and formulates strategic plans to fully utilize current resources, approximately $100M in annual appropriations, and responds to budget reductions or allocation of new funding sources.Develops cross functional business partnerships and collaborates with executive management and faculty to define and implement financial and operational processes to achieve the desired business goals; while also being cognizant of balancing business opportunity and financial governance needs.Oversees the financial administration for departmental fund sources including permanent budget, state, central campus, discretionary funds – gifts and endowments, and extramural contracts & grants.Responsible for ensuring the quality of control environment for financial processes and systems.

Business Process Controls department of Novartis Vaccines and Diagnostics, supporting the compliant management of US Government contracts and grants.Financial billing of US Government Contracts as well as the analysis of financial data related to US government contracts and grants.Prepare budgets for proposals, update contract/project budgets collaborating with project teams. Consolidate monthly and quarterly billings for submission to USG for payment and ensure compliance with Federal regulations.

Defined financial models and business case development in support of global revenue related process and policy proposals in formulation and application with GAAP (90-1, 97-2), EITF (08-1 Revenue Arrangements with Multiple Deliverables, SOP 97-2’s Applicability to Certain Arrangements with Software Elements 09-3).Interpreted pronouncements from regulatory bodies and assisted in the preparation of a corporate response; assessed the impact and risk to our business, and drafted guidance, where necessary, on new accounting rules, and regulations from regulatory bodies.Developed business partnerships with Finance regions, Sales, and Product Marketing teams in support of strategic initiatives as well as review of multiple deliverable arrangements to assess risk, educate field on accounting developments, and present analysis quantifying policy implementation strategies.Advanced deal review of HW and SW License and Service offerings, researching quote and deal components, isolating accounting concerns, review SOW/PO to validate terms, identifying discount dynamics and rate categories to establish VSOE and ensure deals are in alignment to global policy.Audit leadership for year-end audits, internal audits (SOX) and internal controls testing around Sales offerings and deferred revenue. Acted as a source expert collaborating with SOX and external audit teams.

Financial management of capital and proto/NRE expense across Network Storage Product Engineering (a 800 person organization), totaling $17 million in FY06.Developed reporting to divisional leaders for capital spending, operating, and manufacturing expenses.Coordinated the budget planning process, and developed a rolling forecast to fund programs effectively. Served as a finance partner assisting Project Managers build out their forecasting models.

• Developed accurate financial summaries enabling management to make sound business decisions. • Executed closing of books, cost center management and preparation of quarterly and monthly re-forecasts. • Collaborated with the IT portfolio directors maintaining forecasts and budgets for current and future projects.

• Consolidated business unit and corporate financial statements (P&L, Balance Sheet, CF), compiled and prepared monthly and quarterly financial summaries, calculated performance metrics (KPI’s), reporting packages, and presentations distributed to Executive management and Board. • Collaborated with the long-range planning manager to provide strategic analysis and presentation support. • Participated in Genzyme capital structure plan developing analysis for key value drivers in support optimal capital structure.