Lumen Technologies is a Fortune 150 technology, networking and cloud services provider. Multi-faceted role responsible for managing $3.6 billion cost of goods sold budget, leading margin analytics and cost transformation efforts. Took on increased responsibility to support Product & Strategy organization and more than $10 billion in enterprise revenue across 30+ product lines. Served as finance business partner to senior leadership and key stakeholders to drive improved visibility into business performance, develop and evaluate strategic initiatives, identify revenue growth and cost transformation opportunities. Responsible for budgeting, forecasting and long-range planning initiatives. Supported monthly financial close process, variance analysis and management reporting, including preparation for the Board of Directors and earnings calls. Partnered with Product organization to develop financial and operational KPIs and reporting framework for the company’s most critical cost takeout initiative, providing clear and actionable insights to drive strategic decision-making and secure needed resources.

Served as finance business partner to business unit Senior Vice President and co-owned $3.6 billion P&L. Accountable for spearheading financial planning, budgeting, forecasting, and variance analysis to provide leadership with strategic insights into business performance. • Streamlined management reporting to provide data-driven insights which supported improved decision making and resource allocation, which helped business exceed revenue plan by $110 million (103% achievement vs. budget). • Assessed viability of investments and ROI into the $25 billion addressable 5G wireless market opportunity, including capital (CapEx) investment requirements and cash flows, which shaped company’s investment and growth strategy. • Led the development of 5-year cash flow analysis and assessed capital and operating expense investment strategies which helped business unit leadership shape long-term strategy with executive leadership. • Improved accuracy of revenue forecasts to 99.5%+ for $250 million of monthly-recurring revenue (MRR) by driving improved partnership with sales organization. • Supporting $7.5 billion divestiture to private equity investor, including facilitating due diligence efforts, development of proforma financials, and tracking post-separation obligations.

Took a year-long sabbatical to travel internationally.

Handpicked by CFO to step into a newly formed role to consolidate ownership of credit operations functions region-wide for a technology distributor with $2 billion in annual revenues and a receivables ledger of $600 million across a portfolio of 7,000 customers. Led team of 80+ direct, indirect, and dotted-line subordinates across 10 locations in Europe, the Middle East, and Africa, including third-party and captive shared services centers. Responsible for developing and implementing short and long-term operating strategies and driving step-change improvement against KPIs while leading the team through significant organizational change.

Offered secondment opportunity to lead finance and accounting operations for Westcon’s largest sub-region in EMEA, with annual revenue of more than $700M. Responsibilities included monthly financial close process and development of P&L. Forecasting, budgeting and variance analysis. Provided commercial decision making support to region's managing director and business unit leads.

Recruited to lead the Financial Services organization in the North American region of Westcon Group, a value-adding distributor of IT hardware, software and services. Was responsible for managing credit risk, receivables and providing business unit financial support for $2.3 billion global technology distributor. Awarded company's highest honor in 2015 for contributions made changing the culture of the financial services organization which led to improved internal and external stakeholder relationships while supporting substantial revenue growth and improving receivables metrics.

Responsible for managing credit risk in the companies wholesale, content and business market groups in North America, which accounted for $4.8 billion, or 75%, or total company revenue.

Promoted to leadership role to manage credit risk in the company’s Wholesale Markets group which represented $2.2 billion, or 55%, of annual revenue from a portfolio of ~1,500 customers.

Responsible for performing in-depth fundamental analysis of customer’s financial position and creditworthiness to determine their capacity to meet financial obligations. Significant experience in company-specific, market and industry research, analyzing companies across a broad spectrum of industries.