Project based problem solver

Worked in various finance related consulting roles. Recent deliverables include functional documention, optimization and outsourcing, multiple cost savings projects partnering with operations, sales and marketing as well as interfacing with organization's customers and vendors.

Full P&L responsibility for $350M financial services businessRevenue and cost planning and forecasting for a $250M small business segment programPartnered with Marketing on revenue planning and investmentsDrove and achieved forecast accuracy goals Finance team lead for revenue growth initiatives including an order-to-cash process for a new on-line ventureDecision support through interactive, complex financial scenario modeling Project management and supportPricing initiatives requiring deep understanding of markets, costs (materials & postage) and strategic initiativesPartnered with Sales, responsible for both large national and smaller regional financial institution contractsAcquisition and retention contract negotiation support; 94%+ retention targets exceeded.Led contract adherence monitoring and revenue maximization initiativesRevenue forecasting by customer and productFP&A responsibilities and management of finance support team Managed relationship between segment and fulfillment business partnerDaily, weekly and monthly reporting for segment to senior management. Quarterly earnings call support.Cost controls and reduction initiative partnership Compliance and control functions including all SOX activitiesTools include Microsoft suite, SAP general ledger, Cognos, Qlikview $30M Small Business segment controllership; 2006-7Special cost reduction project lead; 2005 SG&A functional support including inbound and outbound call centers, analytics, creative functions, direct mail activities; 2001-2004

Revenue forecasting and recognition analyst – Supporting $200M annual revenue in the Services segmentBusiness partner for R&D engineering group. Project and Cost analyst for $40M annual cost business unit

PC Desktop segment business partner. Revenue and cost analyst. Facilitated segment shutdown after acquisition by Compaq

Portfolio manager support and administration for a family of four mutual funds, including stock and bond funds

All aspects of mutual fund administration, accounting and auditing