I am responsible for Sales Operations for my organization including CRM, Pricing, BI, eBusiness and Sales Compensation. This includes setting the strategy, driving innovation and daily operations. I have led the organization to move to industry leading Sales Operations tools. I have had 3 successful migration of CRM tools over the past 10 years (to Salesforce from Siebel and Saleslogix). Migrated our sales compensation system to Xactly, and moved our BI reporting and dashboards to Qlik. These… Show more I am responsible for Sales Operations for my organization including CRM, Pricing, BI, eBusiness and Sales Compensation. This includes setting the strategy, driving innovation and daily operations. I have led the organization to move to industry leading Sales Operations tools. I have had 3 successful migration of CRM tools over the past 10 years (to Salesforce from Siebel and Saleslogix). Migrated our sales compensation system to Xactly, and moved our BI reporting and dashboards to Qlik. These migrations and other IT initiatives require a strong understanding of project management (Waterfall and Agile) and partnering skills with IT, Vendors and SI’s. Additionally we are working on in-house IT projects for our Pricing and eCommerce tools. I directly manage a team across the globe, this requires a strong strategic and operational plan with a focus on operational metrics to drive performance for our stakeholders. Show less

Managed worldwide residuals for a $7B portfolio. Developed new system and tools to track sales opportunities and win/loss ratios. General manager of an A.M. Best-rated insurance company with operating profit of $7M. Profit and loss responsibility for customer asset protection insurance on a worldwide basis. Interface with insurance business partners to maximize operational efficiencies. Manage a team of 10 professionals comprised of senior asset and insurance risk managers and financial… Show more Managed worldwide residuals for a $7B portfolio. Developed new system and tools to track sales opportunities and win/loss ratios. General manager of an A.M. Best-rated insurance company with operating profit of $7M. Profit and loss responsibility for customer asset protection insurance on a worldwide basis. Interface with insurance business partners to maximize operational efficiencies. Manage a team of 10 professionals comprised of senior asset and insurance risk managers and financial analysts. Show less

Created and supported lease pricing tool. Set worldwide residuals. Advised business on pricing and return on investment (ROI) for complete line of financial products and services. Developed five year business plan and financial model of individual programs. Set accounting policy for new programs. Full financial support for Venture Debt program.Managed a team of 9 professionals.

Managed ROI of all new financial products. Developed and supported advanced lease pricing models. Monitored worldwide portfolio, performed risk analysis. Business strategy. Competitive analysis. Partnered with manufacturing divisions and developed cross-subsidization programs. Planning and reporting (portfolio of $1.8B). Managed worldwide team of 3 financial analysts

Key Project: Application for HP’s Irish Banking License. Developed business case and model to establish a corporate banking operation in Ireland. Principal author of Irish Banking license application. Advised senior management of local banking regulations and its impact on HP. Led negotiations with the Irish Central Banking Regulatory Authorities.Responsibilities: Planning and reporting (portfolio of $1.7B). Financial consulting. Developed return on equity benchmarking metric to allow… Show more Key Project: Application for HP’s Irish Banking License. Developed business case and model to establish a corporate banking operation in Ireland. Principal author of Irish Banking license application. Advised senior management of local banking regulations and its impact on HP. Led negotiations with the Irish Central Banking Regulatory Authorities.Responsibilities: Planning and reporting (portfolio of $1.7B). Financial consulting. Developed return on equity benchmarking metric to allow control and management of the regional businesses. Managed team of 5 analysts covering Latin America, Canada and Europe. Show less

Local planning and forecasting for the UK leasing business. Prepared the UK statutory accounts, liased with external auditors. Priced and structured of complex lease transactions. Managed team of 4 accountants.

Basic Accounting, Management Accounting, Tax preparation, Audit. In my final year I was a Remarketing Broker for Used Equipment