Lead expense management, workforce planning, and reporting functions for Enterprise Operations business unit. Lead team of four analysts.

Develop, interpret, and implement financial analysis and reporting for expense management and control.

Assist with preparation of individual and corporate tax returns.

Financial reporting, analysis, and forecasting for business unit.

Director, Service Delivery & Technology Finance 2006 to 2008- Led budgeting, forecasting, and financial reporting processes for Technology Infrastructure. - Provided leadership to a team responsible for transaction processing, financial reporting and analysis, tool maintenance, and budgeting and forecasting. Total annual operating budget = $642M. - Provided financial oversight for Separation Program between American Express and American Express Financial Advisors with an operating budget of $890M over three years. Director/Lead Finance Officer - Client Service and Clearing Operation 2001 to 2005 - Primary finance point of contact for SVP Client Service and Clearing Operation. Led a team of six financial analysts. - Collaborated with business leaders and six-sigma project teams to maximize economics of client service function by providing strategic and operational financial support. Reduced expenses by over $50M in four years. - Monitored financial audit action plans. Partnered with business leaders to resolve issues and close action plans. - Implemented a unit cost reporting system for client service organization. - Designed client service expense charge-out methodology to products to more easily monitor and forecast results.

Director - Planning, Analysis, Reporting & Measures; Advice & Retail Distribution Finance- Provided leadership to staff of four managers supporting business planning, corporate reporting, business analysis, and field reporting functions. - Developed and led the measurement and reporting of field business results to 30+ market groups in the United States. Ensured consistent delivery and integrity of reported results for field and corporate office.- Led preparation of analyses and presentations for rating agencies, Mutual Fund Board, and senior management quarterly business reviews. - Prepared financial models for key business drivers including advisor productivity, retention, and sales. - Project owner for Sales Metric Conversion Project to transition from an existing to an industry standard sales metric.

- Provided leadership to six business analysts. - Designed and executed operating plan process for Private Client Group. - Led design and implementation of annual business planning process for field organization (30+ market groups). - Managed and prepared analyses of business results.

- Influenced and aided senior management in the decision making process by providing information, consulting, analyses, and recommendations in the areas of planning, budgeting, program evaluations, and accounting procedures. - Coordinated budget for large major initiative to redesign field structure.

- Prepared monthly product line variance analysis reports for Property Casualty, Tax & Business Services, and Limited Partnerships.- Prepared manual documenting accounting procedures for field retirement plan.

- Prepared federal and state income tax returns and workpapers for IDS Financial Services, Inc. - Coordinated and reviewed sales and use tax filings for IDS non-life companies, and prepared personal property reports.

- Supported three stock brokers in the selling process. Answered client questions and solved account problems.