Dole is a purpose led nutrition and wellness organization that champions a world where everyone has the right to nutrition from the goodness of the earth. My role is to provide financial guidance/support to the Sales, Marketing, Manufacturing, Distribution, Logistics and Procurement functions for US division. I work closely with each of the functional leadership to provide strategic, operational, financial planning/forecasting and decision making support.Key Highlights:► Collaborate cross-functionally to provide strategic and tactical business support to guide and influence key decision makers in the achievement of their business objectives, optimize and drive business KPIs, and keep a constant pulse on R&O by functional areas► Lead supply chain, manufacturing and procurement financial activities to evaluate cost efficiencies by discipline and identify investment needs and/or cost saving objectives► Oversee commercial finance focusing on delivering topline volume and profitability, while maintaining financial due diligence support on marketing and innovation governance process► Oversee close and forecast submission process for responsible areas, and support monthly management performance call material► Manage annual budget cycle and long range strategic plan creation inclusive of CAPEX and inventory planning

WWP Beauty is a leading provider/manufacturer of sustainable future-focused solution for the Global Beauty Industry. Its full-service offering of formula, packaging and accessories, paired with in-house manufacturing capabilities allow the company to stand out as the source for everything beauty. The focus of the role is to 1) implement integrated business planning strategies through cross-functional calibration of demand plan and sourcing plan and, 2) build out a fully integrated FP&A team delivering annual budget, monthly rolling forecast and management reporting, and annual long-range strategic plan. Key Highlights:► Implement a dual path revenue forecast process that serves as a check and balance of sales team forecast and trend projections that are rooted in historical, improving forecast accuracy by 10%► Update customer quotation approach with clearly defined margin target segregated by product margin, freight margin and custom margin (breakeven), thereby improving margin accuracy and predictability► Evaluate greenfield profitability and feasibility comparing financial and commercial objectives; expected to deliver 60MM units annually at full capacity► Develop global S&OP Dashboard reporting focusing on commercial, operational, and financial KPIs► Implement OPEX and CAPEX request approval governance process and related tracking mechanism► Build/implement the annual global financial calendar to drive structure around key deliverables and milestones

Filtec is a manufacturer and distributor of container inspection solutions for the food and beverage industry, it was family-owned until private equity acquisition in 2013. The focus of the Finance Director position has been to lead end-to-end global budget/forecast activities, enhance actual vs. budget/forecast reporting metrics; improve cost efficiencies (labor and general spending); institute financial controls (revenue recognition, inventory management, etc.); develop/enhance Order to Cash processes; and be the key finance liaison with the business supporting C-level executives and department VPs.Key Highlights:► Developed, documented, and improved Order-to-Cash process. Improved overall efficiencies on order entry, collections (DSO -20 days), and inventory turns (+2.0x)► Executed global annual budgets, rolling quarterly forecasts, ongoing actual vs. budget/forecast tracking, and risk mitigation/improvement actions to meet/surpass established budget► Led weekly discussions on revenue outlook for rolling 13-weeks, resulting in improved visibility, longer supply chain/production lead time and +6% revenue increase from 2018 to 2019► Implemented weekly service-engineers utilization reporting resulting in a 14% increase on billable service revenue over a 6-month period► Implemented capitalization framework resulting in a 25% improvement on EBITDA► Implemented inventory management steps leading to a 40% reduction in inventory

During my 10 plus years with Mattel, I had 5 rotations within the company ranging from International Division to Global Brands and Strategy Team, and to Supply Chain Finance groups. The core competencies at each of my role included month-end close, budgeting and forecasting. Key Highlights:► Drove and completed month-end close, budget/forecast activities, and actuals versus budget/ forecast analytics/KPIs; Ensured SOX compliance and timeliness of segment/divisional reporting; responsible business segments included International Division ($3B Sales), Global Licensing ($2B Sales), Global Brands Team ($0.4B Spend), and Global Supply Chain Logistics Finance ($0.5B Spend)► Completed various multi-year long-range financial / strategic plans, incorporating pricing / FX impact, sales growth, margin target, advertising and overhead planning► Revamped inter-company product markup elimination process, modified system logic (Oracle and Hyperion) and implemented validation procedures for month-end accuracy. Subsequently completed documentation and provided training to the team.► Led and supported system implementations including HFM (300+ global finance/accounting users) and Global Licensing System ($2B in sales)► Supported staff development through mentoring, coaching and career path planning, resulting in appropriate talent retention and reduction

Prepared monthly financial reporting packages, financial targets, budgets, forecasts, variance explanations, and completed benchmark studies comparing internal business units.Awarded for completion of the annual Five-Year Long-Range Operating Plan with a complex restatement process on prior year’s financials to reflect current business structure.Prepared/delivered financial models and presentations to senior management highlighting performance on revenue, profit, capital management, as well as cost saving initiatives.

Prior to entering the world of Financial Planning & Analysis, I worked in the finance industry in a different capacity. I was a fully credentialed Financial Advisor (with Series 7, 6 and 63 licenses and working towards my CFP designation) working under the Prudential company umbrella.A self-starter, I created my own network of clients. And as their trusted financial advisor, I evaluated their current financial health, short term and long term financial objectives, and recommended products that can help them achieve those goals. I offered and marketed a wide range of products that included stocks, mutual funds and life insurance options. Each client was unique and was provided with a customized portfolio to financial success. To monitor progress and adjust for any necessary changes, I also conducted regular update meetings (quarterly, semi-annual and annual).