As part of the Executive Leadership Team, I lead the finance team to drive strategic decision support and planning activities, resource allocations, financial planning and analysis, talent acquisition, client pricing and profitability, and unlocking business growth and margin expansion. Responsible for managing and executing all finance functions including; accounting operations, revenue management, monthly financial close, management reporting and financial analysis, internal controls, policy development, cash flow management, and client pricing activities.

Surfside Capital Advisors is a boutique business outsource CFO consulting firm that helps clients from small to mid-sized companies make smart decisions that are critical to their business growth and development. I provide full-suite outsourced CFO finance solutions, from managing accounting and FP&A to finance transformation as well as full CFO services including M&A, capital raise, strategy development, strategic resource deployment, and decision making.I am focused on assisting leaders to efficiently and effectively address strategic business, financial, and operational issues to achieve sustainable business growth, advantage, and success. I specialize in financial consulting for strategic events such as strategic planning, organizational design, finance transformation, capital raising, governance, buy/sell transactions, organic growth investment, capital planning, LEAN/margin improvement initiatives, project management, optimization, financial planning & analysis, and management of the monthly close process.

Provided leadership to the Asset Management Finance team responsible for delivering superior business insights to executive management. Primary functions of the team include managing the monthly close process, strategic planning, business performance measurement, enterprise profitability analytics, financial planning and forecasting, management reporting, and cost allocations.Significant Team Accomplishments include:✪ Overhauled service delivery model; improved executive-level client engagement satisfaction by 20% in 6 months.✪ Developed and launched strategic planning and performance management framework; elevated team efficiency by 25%.✪ Overhauled financial planning systems and procedures; improved forecasting accuracy by 15% within 3 months.✪ Established functional KPIs and aligned incentives with corporate objectives; increased net flows by $1B.✪ Financial leader for a multi-year expense efficiency and reallocation analysis leading to $100 million of cost reductions and secured over $50 million of strategic growth re-investments.✪ Optimized cost allocation process; cut finance team intervention by 65% and repurposed 700 man-hours.

Finance professional experienced in collaborating with the executive management team and department heads, as well as providing leadership and strategic oversight to a global finance and accounting team focused on delivering superior business insight and driving strategic decision support. • Pioneered SSgA’s financial data governance & architecture, management reporting, and other financial systems, making business intelligence consumable at various levels in the organization and closely aligning performance measurement systems with executive and shareholder expectations.• Championed the design, development, and execution of enterprise profitability & analytical tools. The program allowed SSgA to better understand resource allocations, drivers of costs and profitability of products, distribution channels, operations, and investment teams.• Ignited pricing policies, new business pricing reporting, increased revenue generation and client profitability by utilizing the analytical tools and collaborating with sales, product, investment, and operations teams. • Drove business data & analytics and delivered clear, concise executive level communications, which enabled strategic decisions, expense reductions, funding for organic reinvestment opportunities and resulting in business growth.• Re-engineered a dynamic global planning and forecasting process, aligning business planning behaviors around stakeholder expectations such as; margin expansion, operating leverage, earnings growth, and compensation planning.• Managed SSgA’s merger and acquisition activities including proactive research, business valuation, transaction analytics, due diligence, and post-deal integrations.

Reported to the EVP of Global Strategy and Corporate Development, responsible for managing global corporate development activity and assisting with the development and direction of Old Mutual’s global strategy, with a focus on the Old Mutual U.S. Life Insurance and Asset Management businesses.• Managed M&A transaction activity within the United States. Supported the acquisition & disposition activity for 12 successful transactions including development of financial/valuation models, structuring, negotiations, due diligence, transaction document review and preparation of Board presentations. • Managed a team responsible for the reliable production of high quality financial and management information. Improved the monthly management reporting and analytical capabilities, enhanced the competitive metrics analytics, developed robust forecasting capabilities, redesigned the annual and long-term planning process and automated the financial and operational reporting processes.

Reporting to the Chief Financial Officer of the Asset Management business, managed a team which provided advice and analytical support to the senior leadership team regarding financial performance, accounting, business operating metrics, operating procedures, incentive and sales compensation plan design and analysis as well as strategic business growth opportunities.• Expedited the affiliates monthly close process and delivered financial results to senior management 3 business days earlier. • Established new management reporting systems and monthly executive financial performance reviews. Built monthly financial forecasting process and evolved the annual operating plan to focus on the measurement of executive business goals.