- Manage staff of four Financial Analysts responsible for managing the overall P&L for the Tax Practice, overseeing financial planning, analysis, reporting, and controls.- Develop and implement financial management strategies aligned with the organization's business objectives, growth targets and new investments.- Collaborate with executive leadership to provide strategic financial guidance, analyze business performance, and identify opportunities for improvement.- Manage the monthly close process, which includes reviewing the details of all financial entries, report all major changes to the management team and finalize the results at the end of the month.- Oversee the annual planning process, the quarterly forecast process, and financial modeling to support decision-making processes and optimize resource allocation.- Implement and enhance financial controls and procedures to ensure compliance with the Audit and Finance Committee and internal accounting requirements in order to mitigate financial risks.- Developed and implemented automated allocation methodology for tax expenses and revenues, improving accuracy and efficiency in the distribution of tax costs and revenues across all service lines of the Tax Practice- Created robust expense control measures, including cost monitoring, variance analysis, and corrective action plans, to ensure adherence to budgetary targets.

- Managed financials and accounting for the construction of the $450M KPMG Lakehouse Learning and Innovation Center, Lake Nona, Florida.- Responsible for running the annual budget, forecast, and monthly close processes for all project related expenses during construction, and operational costs subsequent to KPMG Lakehouse opening.- Prepared financial presentations for KPMG Lakehouse Management Committee, which included the Firm CFO and Chairman of Operations.- Created the business case for the construction of the KPMG Lakehouse, providing a cost/benefit analysis to Senior Management.- Developed financial processes related to the KPMG Lakehouse, in addition to the accounting and cost structure.- Monitored the monthly close process, including reviewing and approving all entries.- Developed the necessary financial policies and procedures to ensure the sound financial management and control of the KPMG Lakehouse.

- Managed staff of four Financial Analysts responsible for a $350M IT Budget and provided the CIO with management reports related to budgeting, modeling, financial planning and statistical trending.- Monitored actual expenses on a monthly basis and provided flash analysis explaining spending variances at Management Committee meetings.- Led project to install Apptio IT Cost Transparency, Budgeting and Forecasting modules to track actual spending against forecast and budget. - Assisted the Vendor and Outsourcing Management group by providing a monthly analysis of all spending.- Utilized Hyperion Essbase to track actual spending, load monthly forecasts, and create ad hoc reports.- Prepared monthly dashboards and reporting packages for Management Committee meetings. - Managed the monthly process to capitalize all internally developed software which includes reviewing with the CIO and Firm Controller.

- Manage staff of five Financial Analysts responsible for monitoring all Corporate Center financial activity and providing the CFO with management reports related to budgeting, modeling, financial planning and statistical trending.- Monitor actual expenses on a monthly and annual basis, prepare comparative analysis illustrating the department's performance and present at Management Committee meetings.- Manage the maintenance, analysis and reporting of statistical data regarding budget costs, actual expenses, current forecasts, metrics and other performance indicators.- Oversee month-end close process and approve all balances and transactions in the P&L and Balance Sheet.- Prepare monthly dashboards and reporting packages for Executive Committee meetings.

- Provided detailed financial models illustrating key trends in past spending and forecasted future spending in order to assist Senior Management in strategic business planning decisions.- First point of contact for the IT Senior Management team, providing financial guidance and advice on relevant Bank policies and procedures and ensuring compliance with all necessary central processes.- Manage the process to ensure the completion of all ad-hoc reporting and analysis as required by IT Equities, IT Infrastructure, Operations and Senior Management.- Oversee the monthly allocation process and ensure that the IT Equities, IT Infrastructure and Operations cost base is distributed to clients in accordance with allocation and product consumption.

- Managed group of four Financial Analysts supporting Sales and Distribution IT with expense analysis, planning and monthly forecasting. - Provided Executive Team with monthly detailed financial analysis reports of worldwide expenditures. - Reconciled all IT forecasts with the ledger at both a consolidated and departmental level.- Utilized Hyperion Essbase to track actual spending, load monthly forecasts and create ad hoc reports.- Successfully managed spending below budget and coordinated the IT Spring/Fall Plan process from 2004 - 2006.

- Responsible for conducting monthly “Performance Measurements” review with the IBM CIO and his direct staff.- Provided Executive Team with monthly detailed financial analysis reports of worldwide expenditures. - Successfully managed spending below budget and coordinated the IT Spring/Fall Plan process from 1999 - 2004.

• Managed the budget for technology spending, including a detailed graphical analysis of all spending in the monthly technology metrics report.• Tracked the status of all Information Technology projects through a Project Tracking System and assisted in the development and continual modification of the system.• Worked closely with all members of the Technology Leadership team to ensure that the data in the Project Tracking System was updated and accurate.