Direct report to the President/COO; support the CFO and CEO with ad hoc research and analysis. Manage and develop the relationship between state, federal, and private stakeholders. Management of project planning, long-term financial modeling, financial reporting, forecasting, contract review, audit, and reconciliation for over $100M of both active and pipeline projects.

Led development, reporting, review, and analysis of a $2.5B budget across multiple service lines including operations, business development, administration, and safety among others. Worked with various business segments to drive financial impact reporting, monthly close and consolidation, annual budgets, long range financial plans, routine forecasts, variance analyses, and accounting reconciliations and treatments. Developed reporting around the expense and revenue framework of multiple… Show more Led development, reporting, review, and analysis of a $2.5B budget across multiple service lines including operations, business development, administration, and safety among others. Worked with various business segments to drive financial impact reporting, monthly close and consolidation, annual budgets, long range financial plans, routine forecasts, variance analyses, and accounting reconciliations and treatments. Developed reporting around the expense and revenue framework of multiple manufacturing plants, facilities, offices, business lines, and departments across multiple regions nationwide. Developed information for Board of Directors briefings, audits, and queries from Federal regulatory agencies. Directly advised CFO and executives on capital planning policy, strategy, program management, and reporting internally (Board of Directors, executives) and externally (Federal regulators and monthly, quarterly, and annual financial reports). Directed and developed Analysts and Managers while managing department workload and deliverables. Show less

Led consolidation, reporting, and analysis of $1.3B federal contract. Led the development of reports and analytics to meet new Federal reporting requirements. Directed and built complex ad hoc analyses involving risks to cash balance and resources. Responsible for managing Senior Analysts development and workload.• Built reports and techniques adopted across enterprise for reporting multi-year Federal government grants; won President’s Service & Safety Award, Amtrak’s highest employee… Show more Led consolidation, reporting, and analysis of $1.3B federal contract. Led the development of reports and analytics to meet new Federal reporting requirements. Directed and built complex ad hoc analyses involving risks to cash balance and resources. Responsible for managing Senior Analysts development and workload.• Built reports and techniques adopted across enterprise for reporting multi-year Federal government grants; won President’s Service & Safety Award, Amtrak’s highest employee recognition, in 2010 • Identified and resolved $90 million disconnect between expenditures and unrestricted cash; advised project management team in identifying charges paid out of cash and booking payments to actuals Show less

Built, tested, and de-bugged financial analysis and upload templates in the budgeting software solution (SAP BPC). Created ad hoc analyses for capital and operating queries from internal and external stakeholders.• Built cash reimbursement model to track all cash expenditures against $1.3 billion federal capital agreement for Amtrak Treasury department; model served as sole instrument for reimbursement; referenced multiple times for audit purposes• Managed templates for loading… Show more Built, tested, and de-bugged financial analysis and upload templates in the budgeting software solution (SAP BPC). Created ad hoc analyses for capital and operating queries from internal and external stakeholders.• Built cash reimbursement model to track all cash expenditures against $1.3 billion federal capital agreement for Amtrak Treasury department; model served as sole instrument for reimbursement; referenced multiple times for audit purposes• Managed templates for loading historical and current financial information into new software solution under new code block, enabling enterprise-wide availability for critical federal reporting requirements Show less

Worked directly with CFO and executive management as member of six-person Corporate Strategy team mandated to raise EBIT margins. Performed first-generation analyses on data regarding service line profits, broker management, geographical expansion, regional integration, and shared internal services.• Impacted acquisitions totaling more than $100 million in value by creating models analyzing details of foreign and domestic acquisition targets• Co-led development of training document… Show more Worked directly with CFO and executive management as member of six-person Corporate Strategy team mandated to raise EBIT margins. Performed first-generation analyses on data regarding service line profits, broker management, geographical expansion, regional integration, and shared internal services.• Impacted acquisitions totaling more than $100 million in value by creating models analyzing details of foreign and domestic acquisition targets• Co-led development of training document for 150+ Emerging Brokers; developed broker segmentation financial models to identify productivity traits and identified top drivers of broker productivity • Captured $2.6M savings by modeling analysis and implementation of nation-wide cost reduction program Show less

Served as sole financial administrator for Valuation Advisory Department. Administrated month, quarter, and annual closings, year-end expense reconciliation, budget planning and projecting, and AR/AP. Led research and management of project database and archives. Managed commission tracking, forecasting, analysis, and reconciliation in $2.5 million department.• Collected on over $200,000 of bad debt over 3 years