• Guide and lead a team of analysts across multiple locations, including day to day responsibility for finance function; strong partnership with accounting team• Lead finance and accounting integration within Wiley organization by proactively resolving problems, leveraging strong communication skills, and high initiative of the team • Oversee and lead multi-year budgeting and forecast process, working closely with executive leadership to determine and validate assumptions• Oversee and review monthly accounting results including analysis and communication of key findings to executive leadership team• Work directly with leaders across the organization on a daily basis to shape and guide strategic vision of the business• Integral member of small Wiley financial leadership team tasked with redesigning FP&A processes across entire organization. Selected as part of the team due to history of strong business partnering, and proactive/dynamic problem solving skills• Integral team member for companywide SAP implementation• Key team member during the sale of the company to John Wiley & Sons. Created complex valuation models supporting a final sales price in excess of 130% of original guidance• Key contributor during acquisition due diligence. Worked directly with investment bankers, and Finance executives on both sides to support and understand models

• Lead the financial budget process working directly with executive leadership team to determine and validate budget assumptions• Architected and project lead for the transition of Excel based budget model into dedicated budget software. Leveraged additional processing power to create a more centralized model driven off of key metrics, yielding increased efficiency and bandwidth to the team• Evolved and automated new business sales model to fully account for all possible program combinations decreasing modeling time by 75% while increasing accuracy• Responsible for creation and distribution of annual budget package and related commentary• Analyze and present actual to budget operating variances and commentary to the executive leadership team on a monthly basis• Promoted to Director of Financial Planning & Analysis based upon continued growth and contribution to the success of the company

• Lead the financial budget process working directly with executive leadership team to determine and validate budget assumptions• Responsible for creation and distribution of annual budget package and related commentary• Performed all monthly accounting entries, and related month end activities• Analyze and present actual to budget operating variances and commentary to the executive leadership team on a monthly basis• Defined and implemented the use of key business metrics into standard operational reporting• Utilized Excel to build key foundational business models that provide the core logic still used today• Promoted to Manager of Financial Planning & Analysis based upon continued growth and contribution to the success of the company

• Responsible for analysis, budgeting, and forecasting for the Northeast region, a $38mn business unit• Analyze and present actual to budget operating variances to the regional team and corporate leadership• Led the budget preparation process for the company, including setting preliminary targets, negotiating variances with the regional team and corporate leadership• Developed and evolved existing Hyperion Pillar model to incorporate sophisticated and dynamic logic utilizing central assumptions• Created initial valuation model utilized as a baseline during acquisition of Collegis by SunGard• Created and maintained detailed business models for the region and overall business