• Responsible for the development of the annual operating plan, monthly forecast and strategic plans incorporating the financial impacts of company strategies and initiatives• Assist with key acquisition due diligence, valuations and integration• Drive visibility into profitability by business, working with local leadership to expand profitable markets while improving or eliminating non-profitable businesses• Provide financial consulting and strategic support to senior management, including financial presentations, capital expenditure analysis, industry/peer group comparisons and acquisition/divestiture analysis• Instrumental in driving new revenue generating, cost-containment and simplification initiatives• Identified and analyzed key business drivers and provide executive management with timely analysis and recommendations to make strategic and tactical business decisions• Assisted with ad-hoc analysis requests from executive management to respond to emerging business issues• Expand and implement cross-functional metrics to easily compare and measure business units• Participate in operational review meetings with the division president and CFO, reviewing financial results and identifying barriers to meeting goals

• Responsible for the development of the annual operating plan, monthly forecast and strategic plans incorporating the financial impacts of company strategies and initiatives• Assist with key acquisition due diligence, valuations and integration• Drive visibility into profitability by business, working with local leadership to expand profitable markets while improving or eliminating non-profitable businesses• Provide financial consulting and strategic support to senior management, including financial presentations, capital expenditure analysis, industry/peer group comparisons and acquisition/divestiture analysis• Instrumental in driving new revenue generating, cost-containment and simplification initiatives• Identified and analyzed key business drivers and provide executive management with timely analysis and recommendations to make strategic and tactical business decisions• Assisted with ad-hoc analysis requests from executive management to respond to emerging business issues• Expand and implement cross-functional metrics to easily compare and measure business units• Participate in operational review meetings with the division president and CFO, reviewing financial results and identifying barriers to meeting goals

Partner with the Regional Manager to analyze the current and future business climates within our region (financially and operationally) and develop strategies to better align the region for future success. Develops both short term forecasts (30 days) and long term financial outlooks for the Region, while creating strategies with the Regional Manager on how to achieve these outlooks.• Finance and strategic leader for $225M region of 14 offices covering 6 states, with over 1,000 employees. • Recognize and analyze key performance indicators to identify underlying business issues and provide input for operational/strategic decisions.• Oversees planning processes utilizing metric based drivers and detailed trend analysis to create more accurate budgets, forecasts, pricing and manpower utilization.• Performs ad hoc business analysis, and analyze trends to support the growth of the business.• Provides recommendations on methods and drives change to increase profits through expense reductions and other income improvements.

Worked directly with corporate and field management to develop financial and operational models that support the SimplexGrinnell business strategy. Integral part of the Operational FP&A team that has developed several key operational and financial reports/analysis used to guide SimplexGrinnell to three straight years of record financial results. Key support partner of the Service organization, providing operational and financial analysis for both corporate and the field organizations. • Managed team of 5 financial analysts responsible for field analytics and operational support• Provided analysis and input to senior management regarding opportunities and actions needed to achieve budget and operational objectives• Responsible for financial support of Business Operations group• Performed Operations Controller duties for International and Franchising locations• Coordinated company-wide service analytics initiatives• Implemented best practices throughout the field organization• Presented at numerous regional meetings to educate field management on various financial and operational issues and programs• Managed Hyperion Planning and Essbase implementation for field operational analytics, budgeting and forecasting

• Managed all operational and financial project analysis; includes the Open Call report, Service Backlog Turns report, and the RIF Base Walk report as well as all of the service metrics (calls per day, revenue per call, etc.)• Researched and analyzed financial and operational data used to determine areas of improvement. Worked closely with senior management to develop both short and long term strategies to improve these areas• Designed monthly operational and financial review processes, management reporting, and identified and defined Key Performance Indicators (KPIs) and business drivers• Directed financial analysis efforts, including service profitability, variance analysis, management reporting/presentations, and benchmarking (operational and financial)• Chosen to present at several Region Kick-Off meetingsChampioned entire monthly field forecast process for close to $2 billion in annual revenues across more than 120 district offices• Responsible for the budget and forecast for 15 corporate cost centers totaling close to $10 million• Lead the training for over 250 field managers on the new forecasting tool and process (Hyperion Planning & Essbase)

Developed and designed financial models and methods to determine the feasibility and profitability for specific projects. Included in the analysis: return on investment (ROI), return on equity (ROE), net present value (NPV), cash flow modeling, forecasting, debt to equity structure and other financial metrics. Analyzed financial/business development opportunities ranging from $500,000 to over $250 million.• Constructed financial models to determine profitability of constructing and owning water and wastewater utilities, focused on cash flows, ROI, ROE, NPV, debt to equity structure and other financial metrics• Conducted market research and analysis to provide non-financial data to determine the development strategy on key projects• Determined feasibility and profitability for external clients considering construction of water and wastewater utilities. • Analysis included analyzing cost of capital, balancing debt versus equity financing structure, market condition analysis, as well as analyzing other key financial metrics• Researched and analyzed financial, capital and operational data used to develop service fee rate model for water and waster utilities. Developed multi-term rate making model and financial planning tool with graphical interface for real-time scenario analysis• Performed a variety of infrastructure benchmarking projects, financial assessments and analyses that determined the most appropriate infrastructure and asset management plan• Developed monthly/annual reporting tool that allowed senior staff the flexibility to determine specific financial metrics to determine the profitability of internal departments• Conducted fiscal and economic impact analysis to determine the most appropriate/profitable use of land (residential, commercial, industrial, agricultural, etc.)

Investigated and managed multiple aspects of auto insurance claims• Analyzed the automobile claims process from start to finish• Focused on minimizing exposure to Nationwide Insurance by investigating all aspects of the claim/accident• Negotiated coverage with attorneys and doctors, and managed individual medical claims • Developed improved workflow methods as part of the Personal Injury Protection (PIP) Advisory Board