Providing the leadership to manage and direct the activities of the Taxation Business Group. Sections in this group include:• Tax Audit & Compliance• Collections and Compliance• Field Audits• Tax Policy Analysis• Taxpayer Service section• Office of the Tax Conferee Leading and managing staff to ensure excellent customer service is being provided, problems with industry are resolved, and constituents concerns and issues are being addressed. Conducting short and long term operational analysis and determining and implementing efficiencies. Cultivating and overseeing relationships with the legislature. Managing staff to ensure problems, concerns, and customer service issues with industry leaders (IRS, Federation of Tax Administrators, Multi-State Tax Commission, Western States Association of Tax Administrators), local officials (Colorado Municipal League, Colorado Association of Commerce and Industry), and others (tax practitioners) are being resolved. Researching and developing strategic plans to ensure adherence to tax laws, rules, and regulations governing the taxation line of business. Implementing programs and developing opportunities to streamline processes and provide accurate, speedy and convenient service to customers.

Curian Capital, LLC is a registered investment advisor that provides fee-based investment advisory solutions for financial professionals. Curian Capital, LLC is a subsidiary of Jackson National Life Insurance Company® (“Jackson®”). Jackson is one of the nation's largest and fastest growing financial services companies, with over $100 billion in total assets.Responsible for designing, developing, and implementing internal and client reporting and analysis to support the business leaders in their strategic and business decisions. Assist the CFO and the Controller with the preparation and review of regulatory reporting, financial analysis, statistical reporting, and management reporting. Oversee the Strategic Business Reporting Group, Financial Analysis team, and the Cash Management teams and works closely with the Strategic Development and Operations groups.

Budgeting, Financial Analysis, Operational Analysis, Management reporting, External reporting, Standard Costing, Strategic Finance, Contract Negotiations, Business Case Analysis

Provide CFO and financial management consulting services to small businesses.

Corporate Financial Planning and Analysis (FP&A) | Spearheaded the Corporate FP&A Department after merger with USWest. Successfully consolidated all corporate budgeting, planning, analysis, and reporting functions. Created standardized reporting packages and established a standardized business analysis function. Trained and tested 100 users to optimize functionality and usability of new system. Served on Governance Committee. Led and motivated staff of 14 to peak levels of performance.★ Saved $120,000 in annual labor costs, increased accuracy, and improved financial tracking capabilities by automating internal management reporting processes.★ Reduced cost of reporting support by $300,000 annually, decreased redundant/contrary reports by 75%, and enabled reassignment of five employees by creating enhanced profitability analysis and standardizing cost reporting.★ Grew margins by up to four percentage points by heightening accountability for profitability across business units. Implemented standard costing system and empowered stakeholders to pinpoint the root cause of issues.★ Improved reporting efficiency, driver-based forecasting, and security with new data structures and security requirements.★ Received three Quarterly Finance Excellence Awards.

Strategic Transactions | Established a business analysis function and seamlessly managed all aspects of large, complex deals with customers and vendors. Fulfilled all approval requirements, and ensured proposed deals could be fully supported, by collaborating with sales, financial, legal, and operational groups.★ Expedited transaction resolutions by directly supporting contract negotiations.★ Increased closure ratio by 25% and enabled enterprise to close business deals 50% faster while acting as the primary liaison with KPNQwest.★ Realized forecasted outcomes and maintained full compliance to contract terms by instituting status tracking and post-mortem reporting system. Devised enhanced deal status reporting methods.

CFO – Wholesale Markets | Expertly managed budgeting, forecasting, business case analysis, and sales operations support for the Wholesale Markets Group. Kept business unit abreast of financial position. Supervised staff of nine and controlled a $3 billion budget.★ Empowered executives to make timely and effective corrections by creating models that accurately forecasted results.★ Optimized margins by implementing customer profitability reporting.★ Consistently met/exceeded financial objectives by promoting flexibility and pipeline reporting to increase focus on top priorities.

Director of Business Analysis | Coordinated, evaluated, and approved all non-standard customer contracts. Developed high-impact pricing plans. Managed a cohesive team of five employees.★ Cut analysis/resolution time for complex business deals in half by generating standardized processes, and improved business models that ensured consistency and accuracy. ★ Increased approved business cases by 50% per month, without raising staffing levels, by instituting reliable reporting practices, installing controls, and implementing company-wide approval processes.★ Won President’s Circle and Chairman’s Club Recognitions. Selected to go on a Caribbean cruise with senior executives and other exceptional employees to deliver presentation on highly competitive processes that achieved maximum returns.★ Reduced data gathering time by 75%, and average initial response time by 60%, by establishing standardized processes for business case intakes.

Previous four years of success as Senior Financial Analyst / Product Manager at Dublin, Ohio, location.

Corporate Financial Planning and Analysis