Oversaw actuals reporting related to Global Technology business performing analysis of actual financial results across key dimensions to validate the integrity of financial data. Special focus on managing monthly close processes and leading annual audit processes, including generation of reports, variance explanations, legal entity reporting and strategy, resolution planning, regulatory data requests, accrual and prepaid generation, fixed assets, and ensured reconciliations aging accurate and supported. Maintained and monitored controls over the accounting and financial transaction processes, legal entity reporting statistics, and led the Annual audit processes and review. i.e. Mentoring / coaching Junior Analysts internationally on global business practices.• Prepare and deliver the Annual Audit Report covering North America portfolio. $8.0B in Assets / $4.0B in Internal Allocated Revenues. Lead communicator and facilitator for KPMG audit requests and interact with internal groups across the CTI business community to satisfy audit requests.• Creation and presentation of Global Quarterly Legal Entity Footprint Reports. • Presentation of Quarterly Board book financial results that is reviewed with CTI Board of Directors.• Prepared Resolution Planning objectives and strategic analysis which supported a wide range of Citi regulatory strategies and met resolution planning objectives and supported business strategy.• Performed Cash Analysis, Treasury Borrowing profiles, Equity, A/R, A/P account analysis for ongoing business resolution planning, ensuring regulatory requirements were met towards working capital obligations.• Responsible for Accounting for all Cash Deposits of all Vendor Rebates received. • Reviewed fixed assets ledger, proactively conducted reviews and identified areas to be corrected. Implemented control process that ensured transactions were reconciled / coded correctly along with Roll-forward analysis. i.e. Reg. W deliverable.

Led Budget, Forecast, and Multi-Year Forecasting consolidation processes for technology products. Developed analysis and monthly results packages and participated in management and operation reviews. Coordinated with regional finance teams to properly represent the Global budget origin and ongoing analysis. Tracked expense performance against global investments and productivity targets. Provided accounting and operational guidance to Regional and Product Teams, Senior Management on analysis, variance reporting, special requests and presentations. Supported Finance and Operations in achieving expense, headcount, and cost transformation targets. Partnered with Corporate Finance teams supporting CIO’s to ensure meaningful communication of the CTI team performance and provide actionable recommendations to leadership team. Led global accounting, financial reporting, planning and analysis consolidation activities associated with annual spend for technology segments: Network ($100M), Voice Integration ($100M), and Data Center Services ($50M) i.e. (Storage / Mainframe / Server / Cloud).• Performed quarterly Software Impairment Reviews for multi-year EMC Storage Equipment License Arrangements.• Provided financial insight and guidance on large vendor transactions (IBM / EMC / Cisco). Perform financial reviews as it relates to ongoing negotiations, break even points, vendor rebate accounting, utilization / deployments, cash flow and future expense base outlooks.• Implemented / created Vendor detail expense P&L’s to Operations Manager to relay transparency of expenses.• Assisted with reconciliation of high volume of Telecommunication charges with Vendors to ensure proper billings and created multiple billing metrics to show volume / location summary’s /and financial impacts.• Created of Headcount Roster reports to show Operations Managers location summary’s to ensure proper global alignment for ongoing strategic initiatives.

Worldwide Income & Expense - Lead Analyst• Consolidate and present Worldwide financial statements (over 30+ countries, +$30B in annual revenues, +$10B in annual profit) to Accounting / Finance community including: (Chief Accountant and CFO business head) on a monthly basis while providing insightful analysis through trend analysis, mix-margin analysis and relaying key business drivers.• Prepare variance analysis for accounting results versus financial business budgets for Worldwide service business segments.• Responsible for implementation of global business practices for divestiture of Point of Sale HW business to Toshiba Inc. with regards to the transferring of Maintenance service client arrangements.• Harmonization and implementation of the consistent Worldwide financial reporting process with the goal of driving productivity enhancements across the IBM organization.

North America Income & Expense - Lead Analyst – (2008 - 2011)• Consolidate and present North America Income & Expense financial results to Accounting / Finance community on a monthly basis while providing insightful analysis through trend analysis, mix-margin analysis and relaying key business drivers.• Provided interpretation / guidance on accounting practices such as revenue recognition and lease classifications.• Automation of key financial analysis and improved productivity through implementation of process improvements across IBM’s business organizations.• Created and implemented financial model to identify leasing product revenue / gross profit results through the use of Query’s / Excel / Macros to identify business trends and relay detailed analysis to management.• Maintained an audit ready control posture by performing in-depth semi-annual control reviews.• Responsible for training and mentoring new interns / employees in support of business conduct guidelines.• Led several Lease education sessions to extended accounting / finance and cross functional teams.• Included, large data mining of leasing portfolio.

North America Balance Sheet - Lead Analyst – (2006 - 2007)• Managed the allowance for doubtful accounts / reserve coverage process / and troubled accounts process with relation to the external comment in SEC 10-K Annual Report.• Implemented / created controls to identify troubled account reserve positions to ensure accuracy which improved communication across cross functional finance / credit / business support operations teams.• Analyzed the North America cash flow statement including the reclassification of the cash inflows / outflows from financing to investing section based on various leasing transactions.• Coordinated quarterly audit reviews of balance sheet processes to ensure accuracy and consistency.• Led several Lease education sessions to extended accounting / finance and cross functional teams.• Included, large data mining of leasing portfolio.

Global Asset Recovery Services - Lead Analyst – (2005 - 2006)• Responsible for presenting customer level / brand profitability analysis to assist in managing business results.• Coordinated semi-annual Residual Value review for IBM / OEM Used IT equipment in compliance with FAS 13.• Created monthly P&L’s to deliver revenue estimates / IBM brand performance to operations teams.• Created aging asset management / inventory reserve schedules to assist in execution of quarterly sales strategies.

Client Financing -Department Lead Analyst – (2002 - 2005)• Member of operations outsourcing transition team from Markham, Canada to Armonk, NY.• Responsible for monitoring tasks and performance of nine department members.• Performed reconciliation of designated accounts and provided detail action plans for aging of items.• Managed profitability of purchasing and selling of leasing portfolios.• Forecasted leasing revenue streams, buyout quotes, end of lease options to finance and sales teams.