• PE-Backed Healthcare Technology Company: Provided operationally focused strategic and analytical guidance on delivery, pricing, resource management and optimization. Thought-leader and partner to founder, managing partners, and leadership team.

• Finance/Analytics Director for two private equity backed portfolio companies (Atlantic Street Capital ownership). • Designed, developed and implemented entire Business Intelligence infrastructure for both portfolios. Consisted of operational reporting automation using Tableau, Big Query and SQL Server, supplemented by weekly Exec Dashboard reporting, and industry specific trend analysis.• Created dynamic pricing models, labor and food cost productivity models, and executed financial… Show more • Finance/Analytics Director for two private equity backed portfolio companies (Atlantic Street Capital ownership). • Designed, developed and implemented entire Business Intelligence infrastructure for both portfolios. Consisted of operational reporting automation using Tableau, Big Query and SQL Server, supplemented by weekly Exec Dashboard reporting, and industry specific trend analysis.• Created dynamic pricing models, labor and food cost productivity models, and executed financial due diligence for all major operational initiatives. Show less

• Design and implement CAPEX, depreciation and workers’ comp policy/allocation models that provided increased accountability and efficiencies across the organization. Assisted in improving operating profit by $ +1.3M in 2015.• Deep-dive analysis that produced recommendation for GROW initiative for our Customer Retention group which directly impacted claims process. Potential revenue impact of $ +2M/yr.• Implementation of first-ever Bridgestone Retail (BSRO) store-level budgeting… Show more • Design and implement CAPEX, depreciation and workers’ comp policy/allocation models that provided increased accountability and efficiencies across the organization. Assisted in improving operating profit by $ +1.3M in 2015.• Deep-dive analysis that produced recommendation for GROW initiative for our Customer Retention group which directly impacted claims process. Potential revenue impact of $ +2M/yr.• Implementation of first-ever Bridgestone Retail (BSRO) store-level budgeting process. Project lead that was responsible for the creation of budgeting/allocation models and procedure encompassing CAPEX, depreciation, controllable, and bonus’ in addition to the design/implementation of our field roll-up template.• Responsible for month-end financial close/reporting, P&L creation and analysis, annual and 5-yr budget plans, balance sheet budget, departmental budget, financial forecasting and various ad hoc analysis.• Instituted a consistent weekly presentation/communication process to provide BSRO Executive leadership with the necessary financial performance information to make key decisions. Encompassed Total BSRO and Region-level insights both on a weekly basis and performance toward our Monthly/Annual objectives.• Central Finance liaison to Operations in developing, creating and distributing all Finance related operational procedures for the field with a focus on facilitating digestion of complicated policy/procedures. Show less

• Design and implement data transmission tools based on advanced data collection and analysis. Error delivery went from 9% of daily revenue to less than 1% over a 9 month period.• Develop analytical approach to sales forecasts and invoicing procedures. Increased receivables by 4.7%.• Responsible for Operational support team of 5 employees. Revised procedures, implemented new tools, adjusted strategy, increased training and quality assurance in conjunction with creating new reports to… Show more • Design and implement data transmission tools based on advanced data collection and analysis. Error delivery went from 9% of daily revenue to less than 1% over a 9 month period.• Develop analytical approach to sales forecasts and invoicing procedures. Increased receivables by 4.7%.• Responsible for Operational support team of 5 employees. Revised procedures, implemented new tools, adjusted strategy, increased training and quality assurance in conjunction with creating new reports to better manage on-time service to customers. Improved efficiency and service by 24% within 3 months. Show less

• Design and create operational models targeted for each client to optimize our campaigns and performance. This combined with forecasting increased delivery by 37.7% over an 18 month time-frame.• Develop financial and sales forecasting models increasing projections and delivery to clients by 13.4%.• Responsible for complete implementation, monitoring, evaluation, analysis and reconfiguring of cloud-based call center software. Created KPI metrics based on quantitative and qualitative… Show more • Design and create operational models targeted for each client to optimize our campaigns and performance. This combined with forecasting increased delivery by 37.7% over an 18 month time-frame.• Develop financial and sales forecasting models increasing projections and delivery to clients by 13.4%.• Responsible for complete implementation, monitoring, evaluation, analysis and reconfiguring of cloud-based call center software. Created KPI metrics based on quantitative and qualitative criteria. These operational changes, vendor changes, revisions of cost and revenue saved $715,000 annually. Show less

Drive the performance measurement process by providing accurate and timely financial and operational reporting. Develop departmental budgets and forecasted corporate revenue and expenses. Prepared monthly Budget versus Actual reports. Generated monthly, quarterly, and annual sales forecasts.Responsible for month-end financial reporting, weekly/quarterly/annual cash flow forecasting, and various ad hoc reporting to internal and external sources.

• Ranked in the top 5% of recruiters within the organization. Supervised 2 recruiters.